1. Connect a San Diego inquiry to the journey that preceded it
A prospective client may visit more than once before contacting a firm. The Bosseo Lead Attribution page describes a record that can show the channel, referrer, landing page, device, session history and intake answers associated with a lead. That is more useful than relying only on a caller’s memory of how they found the firm. For a practice serving San Diego city and San Diego County, the review should distinguish the geographic service area from the individual’s actual journey. A city page, a service page and a referral can represent different paths even when the person ultimately calls the same office.
Recommended approach
Ask to review how a lead record identifies the first visit, later sessions, contact event and intake information. Decide which fields your intake team actually needs to see when evaluating an inquiry, and which details should remain available for marketing analysis rather than front-line triage.
