1. Start with the journey, not the caller’s memory
A caller may remember a search engine, a review, a page name or none of these. Bosseo’s public Lead Attribution page describes a journey record containing the channel, referrer, landing page, device, session detail and intake answers. It also describes connecting phone calls to the same journey. For a firm serving La Habra in Orange County, the implementation question is not whether the city’s population guarantees inquiries. It is whether the records for your actual inquiries can preserve enough context to distinguish a La Habra service page, another page, a referral, an advertisement or a direct visit. Review the firm’s current intake fields and determine which source details are currently lost.
Recommended approach
Ask Bosseo to show how one inquiry is represented from first visit through contact, and identify which fields your firm can use consistently without asking staff to guess at the source.
