How to Automate Lead & Client Tracking as a Mobile Veterinarian
You just finished a house call for a new puppy, but the owner is still 'thinking about' your wellness plan. By the time you hit traffic driving to the next stop, you forget to log their info or set a follow-up, losing out on recurring revenue.
The Current Reality
The Manual Way
Scratching lead details on paper clipboards between appointments and typing them into a spreadsheet at night.
- Write the pet owner's name and number on the back of an invoice or a clipboard note while you're there.
- Drive to the next location while trying to remember to follow up on the wellness plan chat.
- Get home after the last appointment and type up all those handwritten notes into a Google Sheet.
- Draft and send individual follow-up emails to every new lead from the day.
With Christine AI
The Christine Way
Voice-note lead details right after the visit; Christine logs the data, drafts the follow-up, and sets the reminder.
You
Voice note: 'New lead: Sarah Jenkins, Golden Retriever puppy. Interested in vaccine package but hesitant on price. Send brochure and follow up Tuesday.'
Christine
Adds Sarah to your 'Leads' Google Sheet, flags her for Tuesday, and drafts a personalized email with the vaccine pricing PDF attached.
You
Text: 'Send the wellness plan brochure to [email protected] now.'
Christine
Sends the email immediately via Gmail and marks the task as 'Contacted' in your tracking sheet.
Time Saved Per Week
6 hours per week
Back in your pocket every single week — just for this one task.
See it in iMessage
Just text Christine like you would a friend.
Christine
AI Secretary
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.
7-day money-back guarantee. No credit card to start.