Define what “ROI” means for an Anthem practice
A dashboard is only useful when the firm agrees on the definitions behind each number. Bosseo’s public description says the ROI Dashboard can show rankings, SERP features, AI citations, inbound calls, forms and intakes, lead classifications, case-type breakdowns, source attribution, reviews, trends, retainers and revenue. Before relying on those views, decide which events count as a lead, which case types belong together, and whether a matter is counted at contact, qualification, signing or revenue stage. Anthem’s status as a CDP in Maricopa County also matters when you review geographic labels: do not treat a place, county, metropolitan area, household and individual as interchangeable.
Recommended approach
Ask for a walkthrough of the definitions used for Anthem-related contacts and matters. Record the acceptance rule for each stage and require the team to identify records that need correction rather than allowing uncertain classifications to appear as settled ROI.
