Christine AITry Christine
Nutritionist Guide

How to Automate Lead & Client Tracking as a Nutritionist

You just hopped off a free 15-minute call with Maria, who needs help managing her Type 2 diabetes. Instead of updating your CRM, you're stuck copying her A1C levels and insurance info into Healthie while trying to get ready for your next client.

The Current Reality

The Manual Way

Copying lead data from voice memos or texts into Practice Better, then writing follow-up emails by hand.

45 minutes per new lead
  1. Listen to your post-call voice memo to find Maria's A1C level and insurance provider.
  2. Log into Practice Better and create a new client profile.
  3. Type in dietary restrictions like 'no shellfish' and 'dairy-free'.
  4. Write a welcome email with your intake forms attached.
  5. Set a calendar reminder to follow up if she hasn't booked.

With Christine AI

The Christine Way

Text or voice-note the lead details right after the call; Christine updates your sheets and sends the intake email.

You

Voice-note: 'New lead Maria, Type 2 diabetic, A1C 7.8, uses Blue Cross insurance. Wants meal plan under $120/week. Send intake forms.'

Christine

Christine transcribes the note, adds Maria to your 'Leads' Google Sheet with all medical tags, and drafts the intake email.

You

Text: 'Send the intake email to Maria now and remind me to call her Thursday if she hasn't booked.'

Christine

Christine sends the email via Gmail and creates a follow-up task in your Google Calendar for Thursday at 10 AM.

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 Sarah. She's pre-diabetic, wants to avoid metformin. Budget is tight, $90/session. Can we do a package?
9:41 AM
Got it. I've added Sarah to your 'Hot Leads' sheet with tags: Pre-diabetic, Price-sensitive. Do you want me to draft an email outlining a 4-session package discount?
9:41 AM
Yes, offer 10% off if she books by Friday. Include the link to my calendar.
9:42 AM
Draft sent to your inbox for review. Once approved, I'll send it and set a reminder for you on Friday morning to check her status.
9:42 AM
Looks good, send it.
9:43 AM
Email sent to Sarah. Reminder set for Friday, Oct 27 at 9:00 AM. Anything else for this lead?
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.

Works via iMessage3-minute setupCancel any timeReal humans in support