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Web Designer Guide

How to Automate Lead & Client Tracking as a Web Designer

Web designers waste billable hours chasing scope creep and unbilled hosting renewals. When Bloom & Vine adds 'online ordering' mid-call, your Trello board is already outdated. You end up rebuilding the proposal by hand while forgetting to invoice the $180 SiteGround renewal you just paid.

The Current Reality

The Manual Way

You juggle voice memos, scattered texts, and mental notes, then manually update Asana and draft invoices hours later.

9 hours per week
  1. Record discovery calls on your phone, then listen back later to pull out details like 'sage green palette' or 'events calendar'.
  2. Type scope changes into Trello cards by hand while switching between email threads and text messages.
  3. Check bank statements at month-end to find hosting charges like the $120 Torres Law renewal you forgot to bill.
  4. Guess hours worked on the Apex Dental redesign because you forgot to start the timer three weeks ago.
  5. Draft apology emails to clients explaining why their support request from Tuesday got lost in your DMs.

With Christine AI

The Christine Way

Text or voice-note tasks instantly; Christine updates project sheets, drafts client emails, and flags unbilled expenses automatically.

You

Voice note after call: 'Bloom & Vine—added online ordering and blog, budget $4k, launch May 1, prefers earthy tones.'

Christine

Updates the Google Sheet scope doc, creates a May 1 calendar milestone, and drafts a revised proposal email for your review.

You

Snap photo of $180 SiteGround charge screenshot.

Christine

OCR reads the amount, logs it under 'Bloom & Vine Hosting', and creates a draft invoice line item to bill the client.

You

Text: 'Log 3.5 hours on Apex Dental homepage build and mobile testing.'

Christine

Adds an entry to your time-tracking sheet with today's date and tags it 'Apex Dental - Development'.

Time Saved Per Week

7.5 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 with Greenleaf Cafe. Site is down again, owner is panicking. They need SSL renewed ASAP.
9:41 AM
Got it. I've flagged this as high priority. Should I draft an email to them confirming you're looking into the SSL right now?
9:41 AM
Yes, tell them it's likely the cert expiring and I'll have it fixed by noon. Also log 1 hour for emergency support.
9:42 AM
Email drafted and ready to send. I've logged 1 hour under 'Greenleaf - Maintenance' in your tracker. Want me to set a reminder to invoice this separately?
9:42 AM
Perfect. Oh, and remind me 30 days before their domain renews so I don't miss billing it next time.
9:43 AM
Reminder set for 30 days prior to Greenleaf's domain renewal. I'll ping you to generate the invoice before auto-pay hits.
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.

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