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Graphic Designer Guide

How to Automate Lead & Client Tracking as a Graphic Designer

You just finished a promising discovery call with a potential client, but instead of sending a proposal, you're stuck jumping between Zoom notes, email threads, and a half-filled Notion template. By the time you sort out their budget ($4,500) and scope details, the momentum fades, and they hire someone else.

The Current Reality

The Manual Way

Manually copying call notes into a spreadsheet, writing a proposal email from scratch, and setting calendar reminders for follow-ups.

45 minutes per lead
  1. Re-watch the last 10 minutes of the Zoom recording to catch specific design preferences mentioned.
  2. Copy-paste budget figures and timeline constraints from the chat log into a master tracking sheet.
  3. Draft a custom proposal email in Gmail, manually formatting the scope of work.
  4. Create a new folder in Google Drive for the prospect's assets and mood boards.
  5. Set three separate calendar alerts for follow-up emails over the next two weeks.

With Christine AI

The Christine Way

Voice-note the call summary right after hanging up; Christine pulls the data, drafts the proposal, and schedules follow-ups instantly.

You

Send a 60-second voice note: 'Just got off with GreenLeaf Organics. They need a full rebrand, logo + packaging. Budget is $5k, deadline Oct 15. They love minimalist styles like Glossier. Send them a proposal draft.'

Christine

Christine transcribes the note, adds a new row to your Lead Tracker Sheet with budget/deadline, and drafts a tailored proposal email mentioning 'minimalist/Glossier' aesthetics.

You

Reply 'Looks good, send it' to Christine's preview.

Christine

Christine sends the email via Gmail, creates a 'GreenLeaf Rebrand' folder in Drive, and adds a 'Follow up if no reply' task to your calendar for next Tuesday at 10 AM.

Time Saved Per Week

4 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 hopped off a call with Summit Tech. They need a pitch deck redesign, 15 slides. Budget $3,200. Need it by next Thursday. They hate blue, want earth tones. Draft a proposal?
9:41 AM
Got it. I've logged Summit Tech in your pipeline with a $3,200 value and Oct 24 deadline. Here's a draft proposal focusing on earth tones and skipping blue. Want me to send it?
9:41 AM
Yes send it. Also remind me to ask for their brand guidelines tomorrow morning.
9:42 AM
Proposal sent. I've set a reminder for tomorrow at 9:00 AM to text/email them for brand guidelines. I also blocked 2 hours on your calendar Wednesday for the initial slide concepts.
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