Trading education, signals and IB businesses
Clients ask the same questions, markets move all day, and every post must stay careful about promises.
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 and community questions
Market news and analysis notes
Content calendar
Your Colleo staff
Content drafts
Chat support
Market research
Quality checker
You approve
Posts and analysis summaries
Replies to clients
Anything about returns or advice
What you get
Community answered quickly
Consistent, careful content
Quality scores on finished work
Every weekYour managers report on their teams, and the director sums up the week in one page.
One task, start to finish
- It arrivesWhat is the difference between your free and paid analysis?
- Chat support draftsA plain description of what each includes, with no promise of results and a note that it is not financial advice.
- 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 helpsStaff never promise profits, and wording about returns is held for you.
Why you stay in controlThe quality checker scores finished work against your own rules.
Why it pays offYour channels stay active while you trade.
Start small, add staff as you grow
Starter $39 / month
Begin with one member of staff.
Content drafts
Team $129 / month
Up to four staff.
Content drafts
Chat support
Market research
Quality checker
Office $349 / month
Up to ten staff, with the director's weekly summary.
Content drafts
Chat support
Market research
Quality checker
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.