video1.0<iframe src="https://www.loom.com/embed/9499506606274826acfcf048b82375d0" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9499506606274826acfcf048b82375d0-8d44c099b6958fb5.gif105.166667This Loom explains the strategy system used to keep each client’s information organized and up to date between meetings. It uses modules on the left to store client data such as goals, initiatives, and technology outside any single report, and each meeting has a report built from those modules. Reports copy assessment and text parts like the executive summary from the previous report so they can be updated, while goals and initiatives are read live while the report is open. Once finished, the report is frozen as the meeting record, and initiatives act as the hub linking timing and budget to the goals, assessment items, and devices they replace.