Coaches and independent consultants
You are the product, so every hour spent on admin is an hour not sold.
Today staff write the drafts and you approve them. Connections to email, chat, calendars and shops are being added one at a time, so early customers copy or send approved text themselves.
How your office would work
Four steps, from the message that arrives to the result you get.
What comes in
Client messages
Session notes
Invoices and bookings
Your Colleo staff
Scheduling
Admin assistant
Invoicing
Content drafts
You approve
Booking messages
Session summaries
Invoices
What you get
Clients feel followed up
Notes turned into summaries
Content posted regularly
Every weekYour managers report on their teams, and the director sums up the week in one page.
One task, start to finish
- It arrivesClients need a recap after Tuesday's session.
- Admin assistant draftsA recap with the three agreed actions and the next session date.
- You decideApprove. Sensitive wording is held for you every time.
- It is recordedThe result goes to the activity log, and your manager counts it in the weekly report.
Why it helpsSession summaries are drafted from your notes.
Why you stay in controlClient confidentiality: private details stay in your office.
Why it pays offPosts keep you visible between clients.
Start small, add staff as you grow
Starter $39 / month
Begin with one member of staff.
Scheduling
Team $129 / month
Up to four staff.
Scheduling
Admin assistant
Invoicing
Content drafts
Office $349 / month
Up to ten staff, with the director's weekly summary.
Scheduling
Admin assistant
Invoicing
Content drafts
See this office at work for your business
Colleo is in private pilot. Tell us about your business and we will set up the staff above.