1. Turn a vague website inquiry into a reviewable intake
The public Bosseo Video Intake description says visitors move through a guided video survey built around case type, urgency and fit. That is a different starting point from a name, phone number and open text box. For a firm serving Cherry Valley in Riverside County, the relevant question is not how many people live in the CDP. It is whether your current website path captures enough usable context from visitors who choose to inquire. Review the information your team repeatedly has to request after a form submission. Those gaps should shape the first qualification path.
Recommended approach
Bring a recent, representative set of website inquiries to a consultation, with personal information removed. Identify which answers are essential before a callback, which belong in a later consultation, and which should never be requested through the website.
