video1.0<iframe src="https://www.loom.com/embed/9183335309c04f0885ca28cdd6957193" frameborder="0" width="1658" height="1243" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12431658Loomhttps://www.loom.com12431658https://cdn.loom.com/sessions/thumbnails/9183335309c04f0885ca28cdd6957193-59893ca200920554.gif152.107In this video, I walk you through the new Meeting Note templates feature that helps standardize our client meeting documentation. I explain how to create a template, including giving it a clear title and adding essential content like headings and questions. Once you save the template, it can be used anytime your team takes meeting notes. I encourage everyone to start using these templates to ensure we capture all valuable information during client check-ins.