Christine AITry Christine
Management Consultant Guide

How to Automate Lead & Client Tracking as a Management Consultant

You just wrapped a discovery call with TerraVerde Solutions. You told CFO Rachel Yun you'd send the SOW by Thursday, but between prepping for Fielding Capital's board meeting and Apex Logistics' ops review, that follow-up slipped. Now it's Saturday. You're scrolling through unread emails and realize you missed the window to schedule the reference call.

The Current Reality

The Manual Way

Juggling Toggl, Google Docs, and inbox flags to track promises made during sales calls.

45 minutes per lead lost to admin friction
  1. Open Toggl and manually backfill time spent on the discovery call
  2. Switch to Google Docs to draft the SOW from scratch using old templates
  3. Search email history for Rachel Yun's contact details and previous correspondence
  4. Check Google Calendar for open slots to propose a reference call time
  5. Draft an email, attach the PDF, and set a separate calendar reminder to follow up if no reply

With Christine AI

The Christine Way

Text or voice-note the commitment right after the call; Christine handles logging, drafting, and scheduling instantly.

You

Voice note: 'Just off call with Rachel Yun at TerraVerde. Send SOW by Thursday, offer reference call next Tue/Thu 2pm. Log 1.5 hrs to biz dev.'

Christine

Logged 1.5 hrs in your billing sheet, drafted the SOW email with attached template, and prepared calendar invites for the reference options.

You

Text: 'Send that TerraVerde draft now, but change the rate to $225/hr for the first phase.'

Christine

Updated the draft with the new rate, sent the email to Rachel Yun, and added a task to ping you Friday morning if she hasn't replied.

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

Just got off the phone with Rachel Yun at TerraVerde. She wants the SOW by Thursday and needs a reference call scheduled. Can you handle the draft?
9:41 AM
Got it. I've logged 1.5 hours to business development. I'm drafting the SOW email now using your standard strategy template. What times work for the reference call?
9:41 AM
Offer them next Tuesday or Thursday at 2pm EST. Also, make sure to mention we helped Meridian Healthcare cut opex by 18%.
9:42 AM
Done. The email is sent to Rachel with the SOW attached and those two time options. I included the Meridian case study. I'll remind you Friday at 9am if we haven't heard back.
9:42 AM
Get Started Today

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