The actual consulting work, the strategy, the frameworks, the hard calls, that part you're good at. The problem is everything wrapped around it. Prepping for calls with incomplete context. Writing proposals from scratch when 80% of the structure is the same every time. Chasing follow-ups. Updating deliverable trackers. Managing five client threads across email, docs, and calendar without dropping something.
Most tools built for consultants are either project management platforms designed for teams or AI chatbots that forget you exist between sessions. The project tools assume you have an analyst and a coordinator. The AI tools give you a draft but can't send the email, update the site, or remember what the client said last Tuesday.
Zo fills the gap between the two. It holds your full client context, preps your meetings, drafts your deliverables, manages your email, and runs automations on a schedule whether you're in the app or not. One operating layer for the entire consulting practice.
Meeting prep that actually prepares you
Fifteen minutes before every client call, Zo sends a brief: who you're meeting, what you discussed last time, what's outstanding, what changed since then. It pulls from your calendar, your email threads, and anything you've told Zo about the engagement.
Client email, handled before your morning coffee
Connect Gmail and Zo reads your threads overnight. By morning, draft replies are waiting. Zo knows the client, the engagement history, and your tone. The drafts aren't generic. Zo knows the difference between a status update to a Fortune 500 stakeholder and a scheduling ping to a startup founder.
Proposals in thirty minutes, not three hours
You had the discovery call. Now the prospect wants a proposal by Friday. Zo already has the call context. Tell it what to include: scope, timeline, pricing structure, your standard terms. It researches the client, pulls in what it knows, and drafts the full document. You review, adjust the scope, and send.
Deliverables with less blank-page time
Frameworks, assessments, strategy decks, executive summaries. Tell Zo what the deliverable is and give it the context: client notes, research findings, your past work on similar engagements. It produces a structured first draft you can edit and refine.
A morning briefing built for client work
At 7am, a text hits your phone: two client calls today, one proposal waiting for a reply, an invoice three days overdue, a deliverable due Thursday. Your entire day, across all engagements, in one message.
Client research without the rabbit hole
Before a discovery call, tell Zo to research the company. It comes back with the executive team, recent news, competitive picture, and anything relevant to the engagement you're scoping. For existing clients, Zo tracks changes too. Set up a weekly monitor and get flagged when something shifts.
A day with Zo
| What it does | How it helps |
|---|---|
| Gmail integration | Triages client email, drafts replies, sends follow-ups |
| Google Calendar | Manages your schedule and preps you before every call |
| Your files | Proposals, deliverables, frameworks, and engagement docs |
| Persistent memory | Remembers every client, engagement, and conversation |
| Scheduled agents | Morning briefings, client monitoring, recurring reports |
| Web research | Client research, competitive intelligence, prospect prep |
| Website hosting | Publish proposals and case studies to a professional site |
Coming from another tool?
ChatGPT gives you a draft. Zo manages the client lifecycle around the draft: meeting prep, proposals, follow-ups, deliverables, invoice tracking.
See full comparisonZapier connects your tools with triggers. Zo replaces the need for most of the connections. One AI that handles email, calendar, research, and drafting in plain language.
See full comparisonNotion is where you organize information. Zo is where the information becomes action: proposals drafted, briefs sent, follow-ups queued.
See full comparisonCopilot assists inside Microsoft apps. Zo operates across your entire practice: email, calendar, research, proposals, and client ops in one place.
See full comparisonHow to get started
Result: Zo reads your client threads and queues draft replies.
Gmail integrationResult: A text arrives every morning before your first call.
Scheduled agentsSee what other consultants have built with Zo before committing to anything.
What it costs
Zo is free to start. No credit card required. Most consultants are on Basic ($18/mo).
Do I need to be technical to use Zo?
Can Zo handle multiple client engagements without mixing things up?
How is this different from hiring a junior analyst?
Is my client data private?
Can Zo integrate with tools I already use?
What if I want to cancel?
Explore Zo for other audiences
Zo for Non-Technical Users
You don't need to learn a new app or configure workflows. Tell Zo what you need in plain English and it does the actual work: reply to an email, update your calendar, build a website.
Zo for Agencies
Manage multi-client email, generate weekly reports, prep meetings, and produce content at scale. One AI across every account, every workflow, every channel.