Team0 for Consultants — AI Chief of Staff for Independent Consultants and Boutique Firms

Show up senior on every engagement.

Team0 is an AI Chief of Staff built specifically for independent consultants and boutique firms running 5 to 15 active engagements. She walks into every client call already knowing what was said last time and what you committed to deliver. The rest of your practice — the deliverables, the BD pipeline, the content you owe Friday — she holds in the background, with a take. The advice is irreducibly yours; she takes everything else.

Every consulting practice runs on the same things. Chief takes everything that isn't the advice.

Pre-call prep across five clients. Deliverables drafted from your real engagement work. Posts that compound from the conversations you actually had. The BD threads that keep prospects from going cold. The portable IP — the frameworks and recommendations you've built — surfaced when a different client asks the same question. Most consultants stitch this across four different tools, agents, or notebooks. Chief holds all of it in the background, with a take, so you can stay in advisor mode.

What is Team0 for Consultants?

Team0 is a consultant-specific AI Chief of Staff — a team member, not another tool you have to manage. Built for independent strategy, ops, tech, M&A, and legal consultants. Solo to 5-person boutique firms billing $10K-$50K per engagement, running 5-15 active engagements per year. Designed around the actual rhythm of a consulting week: five or more concurrent engagements held in your head, deliverables due on rolling deadlines, BD pipeline that has to stay warm without eating a third of your time, thought leadership that drives inbound when you actually publish.

Persistent memory across every engagement

She can stand in for you because she actually knows your world — that is what the memory is for, not the pitch itself. Every client call, every commitment, every named framework, every deliverable — held and retrievable per-engagement. She remembers what your client said nine weeks ago, even if you do not. The frame you coined together. The line that landed. The data they promised to send. The follow-up you said you would do.

Pre-call prep — walk in already grounded

Six minutes before every client meeting, Chief surfaces what mattered last time: the framing you coined, the commitment you made, the line they reacted to, the data file they sent yesterday, the deliverable you owe Friday. Four other client calls today don't blur into this one. You walk in holding the room.

Meeting intelligence — virtual and in-person

Auto-joins your Zoom, Google Meet, and Microsoft Teams calls as a meeting bot via Recall.ai. Records in-person sessions from your phone via Gladia. Speaker-identified transcripts, action items, decisions, and breakthrough moments extracted automatically within ~30 seconds of the call ending. Client calls, prospect discovery calls, partner calls, subcontractor 1:1s — same pipeline. Tag her in the meeting chat and she answers attendees from what she knows — in writing, never by voice.

Deliverables drafted from real engagement work

Native Gamma integration. "Build me the competitive scan on Gamma. Pull the six competitors we agreed on April 18, the dimensions my client said matter, the structure from the comparable engagement I delivered in February. My voice." Six minutes later, a Gamma link with the deck drafted from this engagement's actual material — pinned competitors, real meeting overviews, your client-specific commitments. Two flagged questions for you. You answer in two lines. Three clicks. Friday's deliverable is 80% done by Tuesday.

Portable expertise — the framework you built before, surfaced for the client who needs it now

Your portable IP is what makes you a senior advisor. A new client asks: "Have you done a tier-restructuring like this for a regulated SaaS before?" You ask Chief for the framework that solved it — the one you built with someone else last quarter. She pulls it, adapts it in your voice, drafts it into the active engagement. The other client's data — their emails, their meeting notes, their attached files, their customer references — never leaves their context. The framework travels; the data does not.

BD pipeline that doesn't live in your calendar

The prospect who went cold three weeks ago — Chief surfaces the stale thread, drafts the re-engage in your voice, queues it for your tap-approve. The follow-up you committed to but forgot. The reconnect with someone you haven't spoken to in six months who just got mentioned in a deal flow channel. You never opened a CRM. The threads worth bringing home come back, with drafts.

Practice-level pattern detection — thought leadership from real material

End of work day. You haven't posted on LinkedIn in three weeks. Chief pings: "Pattern across this week's four client conversations — three of them surfaced a version of the same question: how do we price for risk-transfer without sounding like an insurance product? Want me to draft a LinkedIn post about the underlying pattern? Anonymized. Your last six posts as voice reference." Yes. Two minutes later, a draft in your Content Library — your voice, no client cited by name, the value-pivot triangle as the framework. You edit one phrase, approve, schedule.

Email and content in your voice

Drafts replies, follow-ups, intros in your tone. Voice-matched from your last few months of consultant writing — LinkedIn posts, client recaps, framework one-pagers. Per-engagement context: a follow-up to Helix sounds different from a follow-up to Sentinel because the context she draws from is different. You approve. She sends.

The team member who pushes back

That's your sixth meeting today. The 6-7 PM block was your only deep-work window — you've held Tuesday afternoons for synthesis time for eight weeks. Chief flags it: the new 5 PM meeting is from someone you've talked to twice. She suggests moving it to Thursday morning with a draft note. Yes — push it. The synthesis window holds. The team member who actually says no is what protects you from becoming a billable-hours treadmill.

Per-client privacy isolation — by design, not by promise

Each engagement lives in its own Space — a structurally isolated memory, artifact, email, calendar, and meeting context. Cross-engagement sharing is limited to a 1-line summary brief of your other active engagements (capped at 3, refreshed within 24 hours). Raw client data — emails, meeting notes, attached files, customer references — never crosses engagement boundaries. The boundary is enforced at the data-access layer, not at the prompt layer. SOC 2 Type 1; EU and US data residency available. Per-tenant isolated PostgreSQL schema. Never aggregated across accounts. Never used to train models. Approval-gated outbound: every client follow-up, BD email, intro request sits as a draft until you tap approve.

How a consultant day with your Chief looks

Coffee. Phone. Today's brief — five client calls across three active engagements, deliverables due Friday, the prospect who's gone cold. Read once while the coffee pours. Six minutes before each meeting, the pre-call brief surfaces what mattered last time. A client asks about a problem a previous engagement already solved — Chief surfaces the framework, adapts it in your voice. 2 PM: Friday's competitive scan deck on Gamma — built from this week's research, in your voice, two flagged questions for you. End of day: the BD re-engage drafted, the LinkedIn post drafted from this week's real conversations, the new inquiry triaged against your prior engagements. Three threads, three drafts, your week is held.

What she will not do

She will not pitch your clients without you. Every outbound — client follow-up, BD email, intro request, content publish — sits as a draft until you tap approve. She will not replace your CRM. She will not replace the strategic thinking, the judgment calls, the relationships — those are irreducibly yours. She will not anonymize automatically; cross-engagement adaptations are model-generated and require your review before they ship.

Onboarding — your Mind builds itself in 90 seconds

Connect Google. Chief reads your last 30 days of calendar, threads, and meetings — synthesizes a Mind across active engagements, deliverables due, this-week priorities, your business profile, work hours, energy patterns, your relationship graph. List your active engagements; she routes the right context to each one automatically, by attendee email matching. You watch it form during onboarding, in real time. Every assumption is visible and editable. By the time you send your first message, she already knows.

Email — your Chief has her own email address

Every consultant's Chief gets her own email address on chief.team0.ai. Three patterns from any inbox you already use, with engagement boundaries respected throughout. First — CC her on a client thread to hand off scheduling: she proposes slots, and once you're set she books it on your calendar and confirms back to the thread. Second — forward a client email with "Lara, draft a polite scope-pushback in my voice" and she replies privately to you with a draft. Never to the client. Third — forward an attachment (a deliverable, a contract, a client document) with "save this to my content library" and the original file lands in her knowledge — scoped to the engagement it came from, never crossing engagement boundaries. Her email address is also her handle on the Chief-to-Chief network. A cold stranger who writes to her gets a helpful answer drawn from your public business facts only — and if they ask for something only you can grant, like booking time, she brings the request to you.

Cross-channel — WhatsApp, Slack, Telegram, web, Chrome, email

Same Chief, same persistent memory, same context — wherever you happen to be. WhatsApp voice memo between client meetings for quick async delegation. Web at your desk for deep work and Content Library review. Slack with subcontractors for shared per-engagement context. Telegram for secure messaging. Chrome extension for in-context engagement on any webpage. Her own email address for CC handoffs and forward-with-ask drafts. Plus integrations across Gmail, Calendar, HubSpot, Notion, Monday.com, Postiz Cloud, Gamma, and more.

Pricing for consultants

Simple pricing, cancel anytime. Free 7-day Chief trial, no credit card required. Chief-Lite at $29/month — 300 credits/month, for your first 1-3 active clients. Daily morning brief, per-engagement memory, email triage, core integrations. Chief at $69/month is the recommended tier for working consultants with 5-15 active engagements — 600 credits/month, all 30+ integrations, multi-Google accounts, adds meeting transcription, Chief's own email + CC, portable expertise across engagements, decks and briefs on Gamma, all channels (WhatsApp, Slack, Telegram), max-frequency proactive briefings, priority support. Chief-Executive at $149/month — for boutique firms with 2-5 partners, 1,500 credits/month, everything in Chief plus API access + MCP integrations and priority chat support, subcontractor role-scoped access, EU + US data residency options. 1 credit ≈ a standard Chief action or message; background tool calls bundled in. Don't subscribe? Your account is paused — data and Chief's memory stay safe; resubscribe anytime.

Who is this for? Independent consultants and boutique firms.

Built for independent strategy consultants, management consultants, ops consultants, M&A advisors, tech consultants, legal consultants, and fractional executives. Solo to 5-person boutique firms billing $10K-$50K per engagement, running 5-15 active engagements per year. Big-4 partners explicitly out of scope — different category. Freelancers (project-by-project, transactional) also out of scope. Consultants who built their portable expertise across clients, who need per-engagement privacy walls, and who are tired of being their own practice-management department.

How is this different from ChatGPT, Notion AI, or Lindy?

ChatGPT is a chatbot you prompt — it has no memory of which client is which, no isolation between conversations, no ability to surface a framework you built six weeks ago. Notion AI is a writing assistant inside a workspace — your client docs sit alongside each other with no structural boundary. Lindy is workflow automation — it can fire when an email arrives, but does not know what you committed to in last week's meeting. None of them join your Zoom calls, know this client's context, surface a portable framework from a previous engagement without leaking the source data, or draft your competitive scan in your voice. Chief is a persistent, opinionated, context-aware teammate. The only AI Chief of Staff built specifically for the consultant operating rhythm.

Frequently asked questions

Can my clients tell I am using AI?

Chief's drafts ship as your voice, your judgment, your call. Clients see your output, not Chief's. Engagement quality is yours; tooling is yours to keep private.

What about NDAs and per-client confidentiality?

Each engagement lives in its own Space — a structurally isolated memory, artifact, email, calendar, and meeting context. Cross- engagement sharing is limited to the 1-line summary brief of your other active engagements. Raw client data never crosses engagement boundaries. The boundary is enforced at the data-access layer, not at the prompt layer. SOC 2 Type 1; EU and US data residency available.

Does this replace my CRM?

No. Chief is relationship-aware (email, calendar, meeting context, per-engagement) but does not replace HubSpot, Pipedrive, or Salesforce if you live in those. Light integration, not a CRM swap.

What about subcontractors or fractional execs I work with?

Chief and Chief-Executive plans support adding teammates with role-scoped access — engagement-by-engagement, not all-or-nothing. Each subcontractor sees only what you grant them.

How is this different from ChatGPT or Notion AI?

She is the AI your practice can talk to — clients can CC her into a thread, your calls can seat her, your website visitors can ask her, your agents can report to her. She can stand in for you because she actually knows your world: persistent memory across every engagement, not per-conversation; drafts in your voice from your real material; per-client privacy walls (structural, not aspirational). ChatGPT is a chatbot you prompt; Notion is a workspace you maintain; Chief is a teammate you keep.

What integrations does she support?

30+ integrations including Google (Gmail and Calendar with multi-account), Slack, WhatsApp, Telegram, HubSpot CRM, Notion, Monday.com, GitHub, Recall.ai for virtual meetings, Gladia for in-person meeting transcription, Postiz Cloud for social media publishing, Gamma for deck building, DuckDuckGo for web search, and a Chrome extension. Plus Custom MCP support for power users who want to connect their own data sources.

Testimonials

"You didn't build an agent, you created a human brain."

"The mix of professional and personal context is the magic — it is like having a real Chief of Staff who actually knows you."

"During our webinar, my Chief of Staff answered 13 questions from attendees while I was presenting. She understood the context of each question and gave answers that reflected our actual product capabilities — not generic AI responses."