Online Course Creator Guide

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.

4 hours per cohort
  1. Log into Kajabi and export the 'Student Progress' report to CSV.
  2. Open Excel and filter for students with <20% module completion.
  3. Check your Gmail sent folder to see if you've already reached out to these emails.
  4. Draft individual 'checking in' emails for the 22 flagged students.
  5. 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.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Hey Christine, can you check the 'Freelance to Agency' cohort? I need to know who hasn't logged in since last Wednesday.
9:41 AM
Scanning now... Found 14 students inactive for 7+ days. Maria S. stopped at Module 3, David L. hasn't started Module 2. Want me to flag these in your Tracker Sheet?
9:41 AM
Yes please. Also draft a quick email to Maria. Mention I saw she got stuck on the pricing framework and offer a 15-min chat.
9:42 AM
Done. Maria is flagged in the sheet. I've drafted an email to her referencing the pricing framework struggle and offered a 15-min troubleshooting call. Ready to send?
9:42 AM
Looks good, send it. And remind me next Tuesday to check if David logged in.
9:43 AM
Email sent to Maria. Reminder set for next Tuesday at 9 AM to check David L.'s login status.
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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