video1.0<iframe src="https://www.loom.com/embed/78f168f942c04c1a8a75adeaad2f33ff" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/78f168f942c04c1a8a75adeaad2f33ff-4707e5a13c5cc73c.gif128.875In 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.