Start with the journey, not the client’s memory
A prospective client may remember a search engine, a review, a recommendation or simply a phone call. That answer may not identify the first visit, the landing page, a later return visit or the channel that preceded contact. Bosseo’s public Lead Attribution description says the product can show channel, referrer, landing page, device and session detail, with intake answers attached to the journey. It also describes calls joining the same record. For a Santa Cruz practice, the practical question is not whether every person in the city has the same path. It is whether your own inquiries can be traced without relying on an uncertain answer at intake.
Recommended approach
Review several recent inquiries and ask whether each record can identify the first known source, relevant page, contact method, case-type information and current disposition. Treat any unconnected record as a measurement limitation rather than assigning it to a channel by assumption.
