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Event Planner Guide

How to Automate Lead & Client Tracking as a Event Planner

You just finished a site walk with the Greenfield Corp team. They mentioned a $25k budget for their Q3 retreat, but now you're back in the car and that detail is already fading. Between managing vendor contracts and finalizing gala floor plans, updating your lead spreadsheet feels impossible until Sunday.

The Current Reality

The Manual Way

Jotting notes on napkins or phone memos, then manually typing them into a master Google Sheet days later.

45 minutes per lead
  1. Scrawl budget caps and guest counts on a notepad during the client call.
  2. Take photos of business cards and whiteboard sketches.
  3. Wait until Friday afternoon to transcribe handwritten notes into Excel.
  4. Manually email a follow-up proposal draft based on the transcribed data.
  5. Set a calendar reminder to follow up next week.

With Christine AI

The Christine Way

Voice-note the meeting details right after the call; Christine pulls the data, updates your sheet, and drafts the follow-up email.

You

Send a 30-second voice note: 'Just left Greenfield. 45 attendees, ropes course needed, max budget $18k, decision by Tuesday.'

Christine

Christine transcribes the note, adds a new row to your 'Active Leads' Google Sheet with the budget and requirements, and flags the Tuesday deadline.

You

Text: 'Draft a follow-up email to Sarah at Greenfield confirming the ropes course option and asking for their preferred dates.'

Christine

Christine generates a personalized email draft using the meeting context and saves it to your Gmail drafts folder for review.

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

Voice note: Just wrapped with Morrison Foundation. They need a gala for 220 people in November. Budget is tight, around $16,800. They want to see venue options by Thursday.
9:41 AM
Got it. I've added 'Morrison Foundation Gala' to your Leads Sheet with a $16,800 budget and a Thursday deadline. Do you want me to find 3 venues under that cap?
9:41 AM
Yes, find 3 venues. Also draft an email to the client summarizing what we discussed so they know I'm on it.
9:42 AM
Done. I found The Glass House, Riverfront Hall, and Oak Estate within budget. I've drafted an email to the client summarizing the 220-guest count and November timeline. It's in your Gmail drafts.
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