How to Automate Lead & Client Tracking as a Architect
Solo architects lose billable hours chasing leads while juggling site visits. When a potential client calls about a $600k renovation during a contractor walk-through, details slip away between voicemail, napkin sketches, and missed follow-ups.
The Current Reality
The Manual Way
You scribble lead details on trace paper or phone notes, then type them into a spreadsheet days later, often forgetting to circle back.
- Snap a photo of the handwritten note with project scope and budget.
- Type contact info and project details into a master Excel sheet.
- Set a phone alarm for a follow-up call that you usually snooze.
- Draft a generic capability statement email from your desktop.
- Dig through email threads to find the original inquiry date.
With Christine AI
The Christine Way
Voice-note lead details right after a call. Christine transcribes them, adds a row to your Google Sheet, drafts a personalized proposal email, and sets the follow-up.
You
Voice note: 'New lead: Sarah Jenkins, 1920s bungalow remodel in Highland Park. Budget $450k, wants to preserve original moldings. Needs site visit next Tuesday.'
Christine
Notes saved to 'Leads' Google Sheet; Site visit added to Calendar for Tuesday at 10 AM.
You
Text: 'Draft an intro email to Sarah mentioning our work on the Echo Park historic preservation project.'
Christine
Email draft created in Gmail referencing the Echo Park project with the PDF portfolio attached.
Time Saved Per Week
3.5 hours per week
Back in your pocket every single week — just for this one task.
See it in iMessage
Just text Christine like you would a friend.
Christine
AI Secretary
Stop doing this manually.
Let Christine handle it.
Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.
7-day money-back guarantee. No credit card to start.