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Business Coach Guide

How to Automate Lead & Client Tracking as a Business Coach

You wrap up a discovery call with a prospect who needs help scaling their agency, but you're rushing to your next session. You tell yourself you'll log their details later. By Sunday, that lead goes cold because you forgot to send the proposal or schedule a follow-up.

The Current Reality

The Manual Way

Copying contact info from your phone to a master spreadsheet, then drafting follow-up emails and setting calendar reminders for each new lead by hand.

45 minutes per week
  1. Open iPhone contacts and copy the prospect's email and company name.
  2. Paste the data into your 'Leads 2024' Google Sheet and color-code the row.
  3. Switch to Gmail to draft a personalized follow-up email mentioning specific pain points.
  4. Open Apple Calendar to create a reminder event for three days later.
  5. Search your text history to find the date you promised to send the pricing deck.

With Christine AI

The Christine Way

Voice-note the lead details while walking to your car; Christine updates your CRM sheet, drafts the email, and schedules the follow-up automatically.

You

Send voice note: 'New lead Sarah from Apex Logistics. Needs help with team structure. Sent her the case study. Follow up Tuesday.'

Christine

Christine adds Sarah to your Google Sheets tracker, creates a 'Send Proposal' task for Tuesday, and drafts an email attaching the case study.

You

Text: 'Actually, move Sarah's follow-up to Wednesday morning and add a note that she mentioned a $50k budget.'

Christine

Christine updates the calendar reminder to Wednesday at 9 AM and adds the budget detail to Sarah's row in your tracking sheet.

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 a call with David, owner of Brew & Bean. He's struggling with staff retention. Sent him the 'Hiring Playbook' PDF. Need to follow up next Thursday to see if he reviewed it.
9:41 AM
Got it. I've added David to your 'Active Leads' sheet with a status of 'Playbook Sent'. I also set a reminder for next Thursday at 10 AM to check in. Should I draft that follow-up email now?
9:41 AM
Yes, draft it. Keep it short. Ask if he had questions on page 3 about shift scheduling.
9:42 AM
Draft saved in your Gmail drafts folder. Subject: 'Quick question on the Hiring Playbook'. It references page 3 and shift scheduling. Want me to send it now or wait until Thursday?
9:42 AM
Wait until Thursday. Also, log that his potential contract value is around $4k/month.
9:43 AM
Updated David's row in the sheet with '$4k/mo potential'. Reminder is locked in for Thursday. Anything else for this lead?
9:43 AM
Get Started Today

Stop doing this manually.
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