1. Start with the journey, not the client’s memory
Bosseo’s public Lead Attribution page describes a record that can include the channel, referrer, landing page, device, session history, and intake answers. It also describes calls joining the same journey. That matters when an Oakland visitor reaches your site through one path, returns through another, and contacts the firm by phone. Asking how someone heard about the firm may produce a partial answer; a connected journey can provide a more specific basis for review. The service page identifies organic search, AI referral, Local Services Ads, direct traffic, and referrals as channel examples. Whether those channels appear in your own data is something to inspect, not assume.
Recommended approach
Ask Bosseo to show how a lead record distinguishes first visit, return visit, landing page, source, device, intake information, and call activity. Decide which events your team needs to see before assigning ownership or escalating an inquiry.
