Resources
Guides on turning client mail into tasks, building client records without data entry, and keeping follow-ups from slipping.
Most client to-dos start life as a sentence in an email. Here's how to turn them into tracked tasks without the copy-paste that usually defeats us.
A practical look at how to stop copying to-dos out of client email by hand, and how software can extract tasks, due dates, and context from your inbox instead.
The request is in email, the client is in a spreadsheet, the task is in an app, the deadline is on a calendar. Work slips in the gaps between them.
A CRM only helps if it's current, and most aren't, because updating them by hand is a chore. Here's what it looks like when the record builds itself.
The follow-up spreadsheet is a classic. It's also the thing you stop updating in week three. Here's a way to track follow-ups that maintains itself.
AI email management is more than a smarter spam filter. For a consultant or service business, it's the difference between an inbox and an organized operation.
A step-by-step approach to running an organized business out of Gmail, from triage to client records, without four tools that don't talk to each other.
Topics we’re writing next. These are working outlines, not finished pieces yet.
Connect Gmail, give Mora a few minutes with your recent mail, then open Clients and Tasks. Request access and we'll set you up.
