smtcpa wrote:I want to look at Loom as well. But today I never have meetings with clients unless there is something we cannot do through email.
As mentioned above, this all depends on the kind of practice you want to have. I liken my desired approach to fit the "Customer Intimacy" model. I want my service to feel personal and specific to my client. There are obvious constraints to that, but that is the aspiration. To the extent I can automate processes and still approach that goal, I will. A well dialed in Loom presentation is miles ahead of what any email could provide in that respect.
I think too many people, in all industries, rely upon email much too heavily. It has its place, but is still very impersonal and can easily be heard in a voice well different than intended.
There's no right answer here. Just the answer that aligns with the strategy you set for yourself.