Resources
Practical writing on client management for businesses that run through email.
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.
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.
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.
A clear comparison of a traditional CRM and an email-based approach to client management, and which fits a business that runs through the inbox.
Connect Gmail, give Mora a few minutes with your recent mail, then open Clients and Tasks. Request access and we'll set you up.
