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Persona guide
AI chief of staff for real estate agents
Hey Teo helps real estate agents keep leads, showings, and transaction follow-ups on track across channels.
How this helps
No technical knowledge required: no coding, no complex setup, and no operations playbook needed.
Speed and consistency win listings and buyers. Hey Teo helps you run repeatable client operations so nothing slips between CRM updates and inbox chaos.
- Respond to new inquiries faster with structured follow-up.
- Coordinate showings and calendar changes with less back-and-forth.
- Track offer and deadline touchpoints with clearer reminders.
- Keep client communication consistent across email, SMS, and chat where you use them.
How to implement
- 1
Define lead stages
Map inquiry to close and where follow-up usually drops.
- 2
Set channel rules
Choose when to draft, when to notify, and when to require approval.
- 3
Run a daily pipeline review
Clear stale threads and escalate hot opportunities early.
Frequently asked questions
Does this replace my CRM?
Can I keep compliance in mind for messaging?
Will it help with showing schedules?
Related articles
- Real Estate Lead Follow-Up Cadence That Converts More Inquiries
A practical real estate lead follow-up cadence for agents: speed tiers, touch scripts, and pipeline review—no technical setup.
Explore more guides
Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.
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- Use casesOperational fixes—follow-ups, collections, no-shows, onboarding, churn risk, and weekly reviews.
- CompareHow Hey Teo differs from ChatGPT, Zapier, and hiring a VA—focused on business operations execution.
