1. Start with the handoff, not the population estimate
For Automation, that distinction matters. Instead, review every current entry point: website forms, calls, chat and video intake. Bosseo’s public Automation page describes a flow in which an inquiry is captured, logged and tagged, routed, followed up and prepared for work. The relevant local decision is whether inquiries associated with Avondale are currently treated consistently across your firm’s service area.
Recommended approach
Bring a recent, representative description of your intake paths to the consultation. Ask where an Avondale inquiry first lands, who owns it, what information travels with it and what event causes the next action.
