video1.0<iframe src="https://www.loom.com/embed/4c1f7db175724bdba41fe1b549ea2dbc" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4c1f7db175724bdba41fe1b549ea2dbc-18b4581e3b3133f2.gif103.7This Loom explains the repeatable cycle for managing client meeting reports in the strategy module. It instructs users to add a new report for each client, keep carry-over data from the previous report on (including the assessment), set the report date to the scheduled meeting day as a best guess, and then add the report. The template structure covers elements like the cover page, assessment and goals, executive summary, and preparing and reviewing client technology, goals, and initiatives before presenting the report or sharing a PDF. After the meeting, users change the report status from Open to Completed to freeze it as a record and then start the cycle again with a new report.