Christine AITry Christine
IT Consultant Guide

How to Automate Lead & Client Tracking as a IT Consultant

You lose billable hours chasing proposals and forget follow-ups while onsite. Whether it's a SOC 2 audit for Atlas Financial or a migration for Greenfield, admin slips through the cracks, costing you $600+ monthly in unbilled time and lost deals.

The Current Reality

The Manual Way

Juggling ConnectWise tickets, scattered email threads, and spreadsheet logs while onsite leads to missed follow-ups and delayed proposals.

6 hours per week
  1. Return to the office after a client visit to manually enter lead details into ConnectWise.
  2. Dig through email chains to find specific scope requirements discussed on Tuesday.
  3. Draft proposal documents in Word during weekend catch-up time.
  4. Set manual calendar reminders that often get ignored during emergency support calls.
  5. Reconcile hardware receipts from distributor emails weeks later for reimbursement.

With Christine AI

The Christine Way

Text or voice-note lead details instantly from the job site; Christine drafts proposals, logs expenses, and schedules follow-ups automatically.

You

Voice note immediately after meeting: 'New lead Atlas Financial, need SOC 2 readiness, 3-week timeline, approx $7k budget.'

Christine

Creates a new lead entry in your Google Sheet, tags it 'High Priority', and drafts a scope document in Google Docs.

You

Text: 'Send proposal draft to [email protected] with $7,000 fixed fee and March 1 start date.'

Christine

Finalizes the SOW from your notes, attaches it to an email, and sends it via Gmail for your review before hitting send.

You

Photo of Ubiquiti receipt purchased for demo: 'Log this under Atlas Financial prep expenses.'

Christine

OCR scans the receipt, extracts the $2,300 cost, and adds a row to the project expense tracker with today's date.

Time Saved Per Week

5.5 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 finished the initial scan for Atlas Financial. They need a full SOC 2 readiness assessment. 3 weeks, roughly 40 hours. Can we pitch $7k fixed?
9:41 AM
Got it. I've created a folder for 'Atlas Financial - SOC 2' and drafted a proposal outline with the $7,000 fee and 3-week timeline. Want me to flesh out the technical scope based on their current firewall setup?
9:41 AM
Yes, mention we'll review their IdP and AWS config. Also, I bought that Ubiquiti AP for the demo. Sending a pic of the receipt now.
9:42 AM
Receipt received ($2,340.00). Logged under Atlas Financial expenses. I'll add a line item to the proposal for 'Hardware Demo Unit' so you can bill it back or mark it as COGS. Shall I schedule a follow-up reminder for Thursday?
9:42 AM
Perfect. Set the reminder for Thursday at 10 AM to check if they signed. And draft the email to send the proposal now.
9:43 AM
Reminder set for Thu 10:00 AM. Email draft is ready in your Gmail drafts folder addressed to [email protected] with the SOW attached. Ready to send whenever you are.
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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