{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/78f168f942c04c1a8a75adeaad2f33ff\" 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/78f168f942c04c1a8a75adeaad2f33ff-4707e5a13c5cc73c.gif","duration":128.875,"title":"Supercharging Client Relationships with the Client View in Marloo","description":"In this video, I explain how to enhance our long-term client relationships using the Client View in Marlowe. This tool captures all client interactions, including meetings and uploaded documents, allowing us to access a rolling summary of key facts effortlessly. I demonstrate how to utilize Ask Milo AI to prepare for meetings by drafting agendas that incorporate personal details about clients, which can significantly improve our engagement. I encourage you to leverage Milo before your next client meeting to ensure you have all the necessary context at your fingertips."}