1. Start with the service area, not an assumed lead forecast
Eucalyptus Hills is recorded as a CDP in San Diego County. The 2020–2024 ACS five-year population estimate is 5,840, with a margin of error of 1,584. A firm should therefore use Eucalyptus Hills as one geographic boundary in its intake review rather than turn the number into a promise about demand. Decide whether the same intake should serve Eucalyptus Hills alone, San Diego County more broadly, or a wider California service area. Then make the geographic question explicit in the survey where it is legally and operationally relevant.
Recommended approach
Map the locations your firm actually serves before choosing routing or qualification rules. Review whether a visitor’s location affects eligibility, office ownership or escalation.
