Mobile Veterinarian Guide

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.

45 minutes daily
  1. Write the pet owner's name and number on the back of an invoice or a clipboard note while you're there.
  2. Drive to the next location while trying to remember to follow up on the wellness plan chat.
  3. Get home after the last appointment and type up all those handwritten notes into a Google Sheet.
  4. 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.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just left the Miller residence. New lead: Mike Miller, has a 3yo cat named Luna. He wants to discuss dental cleaning but needs to check his budget. Follow up in 3 days.
9:41 AM
Got it. I've added Mike and Luna to your 'Potential Clients' sheet with a follow-up date for Thursday. Want me to draft a gentle check-in email with the dental package pricing?
9:41 AM
Yes, include the $350 special we're running this month. Send it to [email protected].
9:42 AM
Email sent to Mike with the $350 dental special details. I've also set a reminder for you on Thursday at 9 AM to call him if he hasn't replied by then.
9:42 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.

Works via iMessage3-minute setupCancel any timeReal humans in support