{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/46f21386d0a848aaa6c2044a8cdcf338\" frameborder=\"0\" width=\"1108\" height=\"831\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":831,"width":1108,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":831,"thumbnail_width":1108,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/46f21386d0a848aaa6c2044a8cdcf338-80d6c785bd208664.gif","duration":249.617,"title":"How to Use the Athena Transitions Tracker","description":"This Loom explains how to use the Athena Transitions Tracker to move clients from the Done For You website funnel to the B2B Book Call funnel. In Athena, go to Customer Success and open Transitions Tracker, then click Add Transition and search for the client by name, such as Jessica. You enter the transition details, add your name, include the call recording after the Zoom or Fathom call, set the outcome (successful, unsuccessful, or pending), choose a status like to-do, and specify dates such as July 10, 2026 for creation and July 13 for the call. After the call, update the status to done and mark the outcome successful so the Approve and Send Contract option appears, then the client receives the contract by email after you click it."}