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Social Media Manager Guide

How to Automate Lead & Client Tracking as a Social Media Manager

You're filming Reels for Bloom Boutique when a DM from 'GreenLeaf Organics' asks about your rates. You reply fast but forget to log them. Two weeks later, you can't find the chat, and they've hired someone else because you didn't follow up.

The Current Reality

The Manual Way

Copying lead details from Instagram DMs or emails into a Google Sheet by hand, then setting phone alarms for follow-ups that you often miss.

45 minutes per week
  1. Switch from your camera roll to Instagram to hunt down the specific DM thread.
  2. Type the brand name, contact person, and budget into a 'Leads' tab in Google Sheets.
  3. Copy-paste their inquiry into Notes so you remember what they need.
  4. Set a manual calendar reminder for next Tuesday to send a proposal.
  5. Forget to attach the right media kit when you finally send the email.

With Christine AI

The Christine Way

Forward the lead's message, voice note, or a screenshot to Christine. She pulls the data, logs it in your CRM sheet, and drafts a personalized proposal right away.

You

Forward the Instagram DM screenshot from GreenLeaf Organics to Christine with: 'New lead, they need 3 reels/week, budget $2k.'

Christine

Christine adds 'GreenLeaf Organics' to your Google Sheets CRM as 'New', logs the $2k budget, and sets a follow-up for 3 days out.

You

Text: 'Draft a proposal for GreenLeaf including our standard package and case studies from Peak Fitness.'

Christine

Christine makes a Google Doc proposal with the specific deliverables, adds the Peak Fitness numbers, and emails it to the lead for your review.

Time Saved Per Week

4 hours per month

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 a call with Sarah at GreenLeaf Organics. They want 3 reels a week starting April 1st. Budget is $2,000/mo. Can you track this?
9:41 AM
Got it. I added GreenLeaf Organics to your 'Active Leads' sheet with a $2k/mo value and noted the April 1st start date. Want me to draft a contract using your standard template?
9:41 AM
Yes, but include the add-on for community management we discussed last week. Also remind me to send them the Bloom Boutique case study.
9:42 AM
Contract drafted with the community management add-on included. I attached the Bloom Boutique case study PDF. The email is ready in your drafts folder. I also set a reminder for tomorrow at 10 AM to check if they signed.
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.

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