Christine AITry Christine
Marketing Consultant Guide

How to Automate Lead & Client Tracking as a Marketing Consultant

You're bouncing between discovery calls for Barkley Pet Supply and Oasis Spa, trying to log details before your next Zoom. Scattered notes mean you forget to follow up with Diego at SunBridge Realty about his $3k budget, and deals slip away because you went silent.

The Current Reality

The Manual Way

Scratching notes in a notebook or random app, then copying that data into a Google Sheet lead tracker later.

45 minutes per day
  1. Take handwritten notes during the discovery call with the prospect.
  2. Open Google Sheets and find the 'Q1 Leads' tab.
  3. Type in the company name, contact info, and budget estimates by hand.
  4. Set a separate calendar reminder to send the proposal email.
  5. Dig through email history later to find the agreed-upon scope details.

With Christine AI

The Christine Way

Send a voice note right after hanging up; Christine pulls the data, updates your sheet, and schedules follow-ups on its own.

You

Send voice note: 'Just finished with Diego at SunBridge Realty. Budget is $3,000 for Facebook ads targeting first-time buyers in 78704. Needs proposal by Friday.'

Christine

Christine adds SunBridge Realty to your 'Active Leads' Google Sheet with the budget, location, and deadline, then drafts the proposal email.

You

Text: 'Remind me Tuesday at 9am to check if NovaBrew signed the contract.'

Christine

Christine sets a precise iMessage reminder and marks the lead status as 'Pending Signature' in your dashboard.

Time Saved Per Week

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

Voice note: Just got off with Sarah at NovaBrew Coffee. She wants to start with a $1,500 Instagram pilot focusing on their new cold brew line. Needs the deck by Thursday noon.
9:41 AM
Got it. I've added NovaBrew Coffee to your 'Hot Leads' sheet with the $1,500 budget and Thursday deadline. I'm drafting the pitch deck now based on your usual structure. Want me to schedule a follow-up for Thursday morning?
9:41 AM
Yes, schedule for 10am. Also, did we ever send the case study to Diego at SunBridge?
9:42 AM
Checking... No, that hasn't been sent yet. I see his number from your last voice note. Shall I text him the PDF now and log it in the sheet?
9:42 AM
Perfect, go ahead.
9:43 AM
Sent to Diego. I've updated the SunBridge row in Google Sheets to 'Case Study Sent' and set a reminder for you to call him Monday if no reply.
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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