How to Automate Lead & Client Tracking as a Florist
Wedding inquiries hit your Instagram DMs, texts, and email while you're wiring peonies. Small details like 'no baby's breath' or specific delivery windows get lost between your phone and the paper order form on the studio wall, leading to costly flower substitutions.
The Current Reality
The Manual Way
Transcribing voice notes and DMs into a physical ledger, then manually cross-referencing inventory before typing invoices in QuickBooks.
- Scribble consultation details on the back of wholesale invoices or sticky notes.
- Transfer data to a master spreadsheet on Monday mornings.
- Manually calculate stem counts for each event to check cooler inventory.
- Draft individual invoices in Word based on handwritten estimates.
- Email PDFs to clients and track payment status on a whiteboard.
With Christine AI
The Christine Way
Voice-note consultation details directly to Christine. She pulls design specs, updates your Google Sheet inventory, drafts the proposal, and schedules prep time automatically.
You
Send voice note: 'New lead Sarah Miller, Aug 12 wedding. Wants dusty rose peonies, no baby's breath, 12 centerpieces with white hydrangeas.'
Christine
Creates a new row in your 'Leads' Google Sheet with date, client name, and specific flower requirements flagged.
You
Text: 'Draft proposal for Sarah: $1,800 total, 50% deposit due Friday.'
Christine
Generates a professional email draft with line items and sends it from your Gmail; adds deposit reminder to your calendar.
You
Photo of Valley Wholesale receipt for $450.
Christine
OCR scans the receipt, categorizes expenses under 'Sarah Miller Event', and updates your profit margin tracker.
Time Saved Per Week
5.5 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.