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Wedding Planner Guide

How to Automate Lead & Client Tracking as a Wedding Planner

You just got off a tough call with the Chen-Davis couple. They liked your work but need a quote by tomorrow. Instead of updating your CRM, you're stuck typing up notes from a napkin while driving to the next venue, hoping you don't miss anything.

The Current Reality

The Manual Way

Typing consultation notes into Aisle Planner or Excel after every meeting. It's easy to forget specific budget limits or vendor likes that came up in conversation.

45 minutes per lead
  1. Go over handwritten notes and voice memos from the drive home
  2. Log into Aisle Planner or open your new leads Google Sheet
  3. Type out guest count, budget range, and venue picks by hand
  4. Write a follow-up email summarizing the chat in a separate tab
  5. Set a calendar reminder yourself to send the proposal in 24 hours

With Christine AI

The Christine Way

Record a quick voice summary right after the couple leaves. Christine transcribes it, updates your lead sheet, writes the follow-up email, and sets the proposal reminder for you.

You

Send a 60-second voice note: 'Just met Chen-Davis. Budget $45k, 120 guests, want outdoor ceremony at Oakwood. Need proposal by Tuesday.'

Christine

Christine pulls the data, adds a row to your 'Q3 Leads' Google Sheet, and tags the entry as 'Hot Lead - Proposal Pending'.

You

Text: 'Draft a warm follow-up email to Sarah Chen referencing their love for string quartets.'

Christine

Christine writes a personalized email draft in Gmail using your tone and the specific music preference they mentioned.

Time Saved Per Week

6 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

Voice note: Just wrapped with the Martinez wedding. They have a hard cap of $38k. Really worried about catering costs. Need me to send them 3 budget-friendly caterer options by Friday.
9:41 AM
Got it. I added the Martinez lead to your 'Active Prospects' sheet with a $38k budget flag. I'm also setting a reminder for Thursday at 9 AM to finalize those caterer options.
9:41 AM
Thanks. Also, can you draft a quick text to them confirming we're working on the catering list? Keep it casual.
9:42 AM
Here's a draft: 'Hi Maria! Great chatting today. I'm currently pulling together 3 catering options that fit perfectly within your $38k budget. Will have those over to you by Friday! 🥂'
9:42 AM
Perfect, send it.
9:43 AM
Sent! I've also logged this interaction in their client timeline.
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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