1. Start with the journey, not the client’s memory
Bosseo describes Lead Attribution as showing a lead’s channel, referrer, landing page, device and sessions before contact, with intake answers attached to the journey. That matters when a person serving Moraga reaches your firm after more than one interaction. A remembered answer such as “Google” may not identify the page, referral path or campaign that preceded the call. The Moraga geography should therefore be used as a reporting filter or service-area question—not as evidence that a particular channel is productive.
Recommended approach
Ask to review how your firm would distinguish Moraga inquiries from inquiries elsewhere in Contra Costa County, and how the record would preserve the original path when a person returns before contacting you. Decide which geographic fields belong in intake and which should remain descriptive rather than treated as performance measures.
