1. Define what “ROI” means for your Campbell practice
The public product page describes leads and matters by case type, and says leads can be tied to real revenue. That does not remove the need for your firm to define the business event being measured. A phone call, website form, potential new client, signed engagement and collected fee are different records. Your firm should decide which of those belong in a management view and which require separate review. Campbell is a municipality in Santa Clara County, not a synonym for the entire county or for California. If geographic performance matters, ask which location field is attached to each record and whether the dashboard can separate Campbell from Santa Clara County and other service areas. The Census Bureau records Campbell’s 2020–2024 ACS five-year population estimate as 42,781, with a margin of error of 42. That is context for defining the market you serve, not evidence of demand, leads or revenue.
Recommended approach
Bring a written definition of a qualified inquiry, matter, signed client and revenue event to the consultation. Ask Bosseo to map those definitions to the dashboard’s available fields before relying on an ROI conclusion.
