How to Automate Lead & Client Tracking as a Online Course Creator
You're losing $3,700 per cohort because you miss disengaged students until they ask for a refund. Manually matching Teachable logs with your email list to find who needs a nudge eats up launch week.
The Current Reality
The Manual Way
Exporting CSVs from Kajabi, filtering rows in Excel, and writing follow-up emails one by one for inactive students.
- Log into Kajabi and export the 'Student Progress' report to CSV.
- Open Excel and filter for students with <20% module completion.
- Check your Gmail sent folder to see if you've already reached out to these emails.
- Draft individual 'checking in' emails for the 22 flagged students.
- Manually update a separate Google Sheet tracker with status notes.
With Christine AI
The Christine Way
Text Christine a command to spot inactive students; she updates your tracker and writes personalized re-engagement emails right away.
You
Text: 'Check my 8-week cohort tracker. Flag anyone who hasn't logged in for 7+ days and draft a friendly nudge email referencing their last completed module.'
Christine
Finds 23 inactive students, logs them in Google Sheets, and drafts 23 unique emails mentioning exactly where they got stuck.
You
Text: 'Add the 3 refund requests from yesterday to the expense sheet: $497 each, reasons: too advanced, no time, wrong expectations.'
Christine
Updates the financial tracker with refund amounts and sorts reasons so you can fix the course later.
Time Saved Per Week
3.5 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.