1. Start with the journey, not the caller’s memory
A prospective client may remember a broad source such as Google, a recommendation or an advertisement without remembering the specific page or visit that led to contact. Bosseo’s public Lead Attribution page describes records containing the channel, referrer, landing page, device, session detail and intake answers. It also describes calls joining the same journey record. That is materially different from relying only on a manually entered “how did you hear about us?” field. For a Grass Valley practice, the useful local question is which pages and channels actually generate inquiries from people seeking the firm—not whether the city’s population implies that any particular service is in demand.
Recommended approach
Review whether your current intake records preserve the first source, later visits, landing page and relevant intake answers. In a consultation, ask Bosseo to show how a Grass Valley inquiry would be represented and which fields your team could use when reviewing a matter.
