Start with the firm’s actual intake path
Forrest City is a municipality in St. Francis County, Arkansas. Bosseo’s public Automation page describes a mapping exercise covering where leads come from, who handles them, which system receives them and what should happen next.
Recommended approach
Bring a current example of each inquiry path you want reviewed: website form, call, chat or video intake, if those channels apply to your firm. Decide which handoffs matter most before discussing automation.
