Resources
Guides on turning client mail into tasks, building client records without data entry, and keeping follow-ups from slipping.
Agencies rarely struggle to receive client requests. They struggle to keep them organized once they arrive. Here's a six-step process for tracking every request from email to done.
AI can write an email in seconds. But should it be allowed to send that email before you've read it? How approval-based AI email assistants work, and what to look for in one.
A design goes out for review, three days pass, and the approval is buried under dozens of other messages. Here's how agencies keep every client approval visible until it's resolved.
Your inbox probably contains more deadlines than your calendar. Here's how to turn the dates buried in client email into tasks you can trust.
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.
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.
