Start with definitions that a Gardena firm can defend
The public ROI Dashboard page describes rankings, calls, leads, case-type breakdowns, forms, intakes, source attribution, reviews and trends. Those labels are useful only when your firm agrees on what each one means. For example, the page describes a lead as a contact classified as a Potential New Client, while Current Client, vendor and spam contacts are treated separately. A Gardena practice may serve matters from the city and elsewhere in Los Angeles County, so “Gardena lead” should not be confused with “Los Angeles County lead” or with a person’s residence. Population is not a substitute for a lead definition.
Recommended approach
Before approving a dashboard, ask Bosseo to document the geographic field, case-type taxonomy, duplicate rules, excluded contacts and the difference between a contact, consultation, retained matter and collected revenue. Decide which definitions partners will use in meetings. Ask to see how a call or form moves from raw activity to a reported category.
