video1.0<iframe src="https://www.loom.com/embed/b29289e9d26f475a9f5610aa95dd5a99" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/b29289e9d26f475a9f5610aa95dd5a99-73ffdd1fc0d3c747.gif95.366667This Loom explains how to run client meetings by focusing on business goals before discussing technology. It emphasizes capturing each client’s goals, adding a short description and target date when available, and tracking progress with a goal bar set to Done. The video covers switching between list and card views, using Group Buy to see goals by client, and using or saving goal templates for recurring goals, then linking initiatives or plans to the goals they advance. It also notes that on the client’s report, goals display live while the report is open, and that in Build mode linked items appear under each goal.