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Copywriter Guide

How to Automate Lead & Client Tracking as a Copywriter

You're stuck in a draft for Peak Athletics when a hot lead emails from 'Sagebrush Outdoors.' You reply days later because their budget details got buried in your messy inbox. By then, they've hired someone else. Chasing prospects by hand eats up the time you should spend writing.

The Current Reality

The Manual Way

Scratching lead details on sticky notes or random spreadsheets, then forgetting to follow up until the prospect goes cold.

45 minutes per week
  1. Copy-paste lead info from email into a master spreadsheet.
  2. Guess potential revenue based on project scope.
  3. Set a phone reminder to follow up in 3 days.
  4. Dig through email history to find budget numbers before calling.
  5. Mark status as 'Closed' or 'Active' after every chat.

With Christine AI

The Christine Way

Forward lead emails or voice notes to Christine. She logs them in Google Sheets, schedules follow-ups, and writes personalized replies right away.

You

Forward the Sagebrush Outdoors email to Christine with a note: 'High priority, $5k budget.'

Christine

Christine pulls contact info, budget, and scope into your 'Leads' Google Sheet and marks it High Priority.

You

Text: 'Draft a reply to Sagebrush offering a discovery call next Tuesday at 2pm, mentioning their Q2 campaign goal.'

Christine

Christine writes a tailored email about their Q2 goals and sends it for your one-click approval.

You

Voice note: 'If I don't hear back from Sagebrush by Thursday, remind me to send a case study on email sequences.'

Christine

Christine sets a calendar reminder for Thursday afternoon and preps the case study attachment so you can send it fast.

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 Clearview Dental. They need 8 service pages, budget is $4k, decision by Friday. Can you log this?
9:41 AM
Logged Clearview Dental in your Leads Sheet: $4k budget, 8 pages, decision deadline Friday. I've blocked 30 mins tomorrow morning for a follow-up draft. Want me to send a summary email now?
9:41 AM
Yes, send the summary. Also, if they don't sign by Friday, remind me to pitch the blog add-on package.
9:42 AM
Summary email sent. Reminder set for Friday at 4pm to pitch the blog add-on ($1.5k value) if no contract is signed. I'll attach the blog portfolio piece then.
9:42 AM
Perfect. How does my pipeline look for April right now?
9:43 AM
You have 3 active proposals totaling $10.5k. If Clearview signs, you're at $14.5k. You have room for one more small project ($2k range) before mid-April gets tight.
9:43 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.

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