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Health Coach Guide

How to Automate Lead & Client Tracking as a Health Coach

You just wrapped up a discovery call with Sarah. She's ready to start your 12-week stress management program, but you're rushing to your next session. If you don't follow up right away, the momentum fades and she might go with someone else or just put it off.

The Current Reality

The Manual Way

Copying lead details from Zoom notes to a spreadsheet, writing a welcome email, and setting calendar reminders for follow-ups.

25 minutes per new lead
  1. Open Zoom notes and copy Sarah's contact info and pain points
  2. Paste data into your 'Leads' Google Sheet tab
  3. Draft a personalized welcome email mentioning her stress triggers
  4. Create a calendar event to follow up in 3 days if no reply
  5. Save the PDF proposal to a specific Drive folder

With Christine AI

The Christine Way

Text or voice-note the lead details right after the call. Christine logs the data, sends the welcome email, and schedules your follow-up tasks automatically.

You

Voice-note: 'New lead Sarah Jenkins, 555-0199. Struggles with work stress and insomnia. Interested in 12-week program. Send welcome packet and proposal.'

Christine

Christine transcribes the note, adds Sarah to your 'Active Leads' sheet, and emails the welcome packet with the proposal attached.

You

Text: 'Set reminder to call Sarah Thursday at 2pm if she hasn't signed.'

Christine

Christine creates a calendar alert for Thursday 2pm and adds a task to your daily agenda.

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 got off with Sarah Jenkins. She's hot for the 12-week stress program. Can you send her the welcome deck and the $1,200 invoice?
9:41 AM
Done. I've added Sarah to your 'Q3 Leads' sheet and emailed her the welcome deck + invoice. She received it 1 minute ago.
9:41 AM
Great. Also text her a quick personal note saying I loved our chat about her hiking goals.
9:42 AM
Sent. I added: 'Hi Sarah, great connecting! Really excited to help you get back to hiking without that afternoon fatigue. Let me know when you've had a chance to review the docs.'
9:42 AM
Perfect. Remind me to check in on Tuesday if she hasn't paid.
9:43 AM
Reminder set for Tuesday at 10am: 'Follow up with Sarah Jenkins on invoice status.' I'll ping you then.
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

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