u/boima2011

Curious how other agency owners handle this in real life:

Client emails go quiet, approvals stall, and a few days later you realize a thread slipped, then you’re scrambling to catch up or smooth things over.

What’s your process that actually works long‑term?

• Do you use labels/folders?
• A shared inbox?
• CRM/helpdesk?
• A daily/weekly review system?

Questions:

1. What’s your current workflow to make sure nothing gets missed?
2. When do you consider a client thread “stale” (2 days, 5 days, 7+)?
3. Any tools/processes you’d recommend that stick?

(If you have a specific Gmail workflow you swear by, I’d love to hear it.)