1. Replace remembered sources with journey-level records
A prospective client may visit a page, return later, read another page and then call. A remembered answer such as “Google” does not distinguish those paths. Bosseo describes Lead Attribution as recording the channel, referrer, landing page, device and session detail, then attaching intake answers to the journey. The public description also says calls can join the same journey record. For a firm serving Hayward and Alameda County, review whether your current records preserve the complete path for inquiries that arrive through your website or phone system. The city’s population does not tell you how many inquiries exist; only your own records can establish that.
Recommended approach
Ask Bosseo to show how one real, suitably redacted inquiry would be represented from first visit through contact. Decide which fields your firm considers necessary for intake review and which outcome stages—such as consultation or signed case—your staff can consistently record.
