All businessesHome
Tutorials

How a Colleo office works

Learn the idea once with the diagrams below, then open the tutorial for your type of business and run three test projects.

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.

Who is in your office

An example office. Yours has the staff that fit your business.

YouDirectorYou approve everything firstMarketing & GrowthManagerContent draftsPosting & repliesCustomer & SalesManagerChat supportEmail supportOperationsManagerOrders & inventoryFinance & LegalManagerBookkeepingInvoicingDirector's officeReports to the directorAnalyst

How one task travels

Every task follows the same path, whatever the business.

1A message arrivesEmail, chat, an order,a request2Staff draftsA reply, post, entryor invoice3Waiting for youIt sits in theapproval queue4You decideApprove, editor reject5It is recordedActivity log andweekly reportIf you edit or reject, the draft goes back to your staff.

Three levels of trust

Each staff member has an approval mode. You choose it, and you can change it at any time.

Draft onlyEverything waits for you.Start here.Auto low-riskRoutine, low-risk items go out by themselves.Sensitive ones still wait.Full autoOnly for staff where it is allowed,once you trust them.More trust, less waiting. You can step back at any time.

The same five steps for every business

  1. Pick your businessColleo suggests the staff that fit it.
  2. Hire your staffEach one gets a job description you can edit.
  3. They draft the workReplies, posts, entries, invoices and briefs.
  4. You approveEdit, send or reject. Sensitive items always wait for you.
  5. Managers reportA weekly summary of what was done and what needs you.

Pick your business

Selling products

Online shops and e-commerceOrders, returns and product posts handled while you pack boxes.Open the tutorial →Retail stores and boutiquesWalk-in shops that need to stay visible online.Open the tutorial →Fashion and beauty brandsCollections, campaigns and customer care for a brand with a small team.Open the tutorial →Food and drink brands and bakeriesSmall producers selling to shops, cafes and online.Open the tutorial →Wholesale and distributionOrders, suppliers and deliveries run on email and spreadsheets.Open the tutorial →Import, export and sourcing agentsSupplier chasing and shipping paperwork across time zones.Open the tutorial →

Food, travel and events

Restaurants, cafes, hotels and villasReservations, reviews and posts answered even after hours.Open the tutorial →Catering and food deliveryQuotes, menus and delivery questions for event food.Open the tutorial →Travel, tours and activitiesTrip enquiries answered while you are out guiding.Open the tutorial →Events, weddings and plannersMany suppliers, many dates and clients who want answers now.Open the tutorial →

Health and wellbeing

Clinics, dental and therapy practicesBookings and reminders without giving medical advice.Open the tutorial →Salons, spas and barbershopsFully booked chairs and no time to answer the phone.Open the tutorial →Gyms, yoga and fitness studiosMemberships, classes and reminders.Open the tutorial →Vet clinics, pet shops and groomersAppointments and owners who worry.Open the tutorial →

Property and home

Real estate agenciesLeads followed up the same day.Open the tutorial →Property management and rentalsTenants, owners and maintenance requests.Open the tutorial →Builders and contractorsQuotes, schedules and clients asking where the work is.Open the tutorial →Cleaners, repair and home servicesMissed calls are missed jobs.Open the tutorial →Interior design and architecture studiosClient updates and project paperwork.Open the tutorial →

Professional services

Agencies, freelancers and consultanciesClient emails and invoices without eating billable hours.Open the tutorial →Accountants and bookkeepersDeadlines, documents and clients who forget.Open the tutorial →Law firms and legal servicesClient updates and deadline tracking, with no legal advice.Open the tutorial →Visa, immigration and relocation servicesApplicants asking for status updates, in many languages.Open the tutorial →Recruitment and staffing agenciesCandidates, clients and a lot of follow-up.Open the tutorial →Insurance agents and financial advisersClient follow-up with strict wording rules.Open the tutorial →Photographers and video studiosBookings, galleries and chasing payments.Open the tutorial →Coaches and independent consultantsOne person, many clients, little admin time.Open the tutorial →

Education

Online course creators and educatorsStudent questions answered while you teach.Open the tutorial →Tutoring centres and language schoolsParents, timetables and enrolment.Open the tutorial →

Technology

Software, SaaS and startupsSupport, updates and marketing for a small team.Open the tutorial →Mobile apps and game studiosReviews, community and launch posts.Open the tutorial →IT services and web developersTickets, quotes and client follow-up.Open the tutorial →

Media and community

Creators, influencers and mediaComments and sponsor emails without living in the apps.Open the tutorial →Newsletters, podcasts and publishersShow notes, sponsors and subscriber questions.Open the tutorial →Non-profits and charitiesDonors, volunteers and events with a tiny team.Open the tutorial →Clubs, communities and membershipsMembers, events and renewals.Open the tutorial →

Finance and trading

Trading education, signals and IB businessesCareful, consistent content and fast client answers.Open the tutorial →Crypto and Web3 projectsCommunity, announcements and hype control.Open the tutorial →

Industry and transport

Small manufacturers and workshopsOrders, parts and customers waiting for dates.Open the tutorial →Farms and agribusinessBuyers, suppliers and seasonal peaks.Open the tutorial →Car dealers, workshops and rentalsBookings, quotes and service reminders.Open the tutorial →Courier, delivery and transportDispatch questions and customers asking where it is.Open the tutorial →Solar and energy installersQuotes, site visits and permits.Open the tutorial →

No match yet. If your day is full of repeated messages, entries, posts or reports, Colleo can probably help. Ask us.

Not sure which one is you?

Colleo is in private pilot. Tell us what your day looks like and we will suggest the staff.

JoinHome
EN | ID