Architect Guide

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.

4 hours per week
  1. Snap a photo of the handwritten note with project scope and budget.
  2. Type contact info and project details into a master Excel sheet.
  3. Set a phone alarm for a follow-up call that you usually snooze.
  4. Draft a generic capability statement email from your desktop.
  5. 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.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just got off the phone with Mike Torres. He's looking to build a 2-story ADU in Silver Lake. Budget is around $350k. Wants to start schematic design by November.
9:41 AM
Got it. I've added Mike Torres to your 'Active Leads' sheet with the $350k budget and November start date. Should I schedule a preliminary site assessment?
9:41 AM
Yes, put it for next Thursday afternoon. Also, send him our standard fee structure but mention the ADU package we used for the Nguyen project.
9:42 AM
Scheduled for Thursday at 2 PM. I'm drafting the email now with the fee structure and a link to the Nguyen ADU case study. Want me to attach the full PDF portfolio too?
9:42 AM
Get Started Today

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.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support