1. Start with the journey, not a remembered source
A prospective client may visit more than once before contacting a firm. Bosseo’s public Lead Attribution page says the service records channel, referrer, landing page, device and session detail, then connects intake answers to the journey. It also describes calls joining the same record. For a firm serving Soquel within Santa Cruz County, the relevant test is whether your records can distinguish a Soquel-related inquiry from other service-area inquiries without treating the Census population estimate as proof of demand. Ask to see how a journey is identified, what happens when a person returns later and how the firm’s own service-area labels are handled.
Recommended approach
During the consultation, map the paths a real inquiry can take: search, a page visit, a return visit, a form or a call. Decide which fields are necessary to qualify the inquiry and which outcome stages matter to the firm. Do not adopt a geographic assumption merely because Soquel is a defined Census place.
