video1.0<iframe src="https://www.loom.com/embed/434c8fed173b4c9a8744cfdb889d09c1" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/434c8fed173b4c9a8744cfdb889d09c1-8b4cfee5521f0b94.gif369.814Hey 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.