{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/434c8fed173b4c9a8744cfdb889d09c1\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/434c8fed173b4c9a8744cfdb889d09c1-8b4cfee5521f0b94.gif","duration":369.814,"title":"Attio preparation before your strategy session","description":"Hey team, in this video, I walk you through the new notes and preparation process for our strategy sessions. I demonstrate how to find clients in our pipeline or through search, using Sid as an example. I emphasize the importance of having both the agreement and client profile open for efficient preparation, highlighting key sections like Strategist Notes and family details. I also discuss how to leverage notes from setters to ensure a fluid conversation during calls. Please make sure to familiarize yourselves with this process to enhance our client interactions."}