1. Start with the inquiry path, not a remembered source
A handwritten source field can collapse a complicated journey into an answer such as “Google” or “referral.” Bosseo’s public Lead Attribution page describes tracking the channel, referrer, landing page, device, and sessions before contact, then attaching intake answers to the journey. It also describes calls joining the same record. For a firm serving Montecito, that distinction matters because the relevant geography is a CDP within Santa Barbara County, not an interchangeable label for every nearby community or every person who may contact the firm. A local service page, a broader county page, a referral, and a paid path should not be treated as the same source merely because the inquiry is associated with Montecito.
Recommended approach
Ask Bosseo to show how a Montecito-related inquiry would be identified in your records, what geographic fields are actually available, and how the firm will distinguish a page visit from a qualified inquiry. Do not use the ACS population estimate as a forecast. Use your own intake and matter records to decide which geographic and case-type distinctions are useful.
