video1.0<iframe src="https://www.loom.com/embed/5ff7e3d647754eb8824cbda38049600d" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/5ff7e3d647754eb8824cbda38049600d-9a01999f7cb31cfe.gif90.1383In this video, I walk you through how to identify the start date for clients when we don't have that information readily available. I cover two main methodologies: checking the Wins and Shoutouts channel and reviewing call notes documents. It's important to follow these steps to ensure we have accurate client data. Please make sure to familiarize yourself with these methods as they will be crucial for our workflow.