1. Map the inquiry path before changing it
Bosseo’s Automation page describes mapping where leads come from, who handles them, which system should receive them and what should happen next. It also presents website forms, calls, chat and video intake as possible entry points. That matters for a Four Square Mile firm because the relevant service area is specific: Four Square Mile is a CDP in Arapahoe County, not a synonym for the entire Denver metropolitan area or Colorado. Your review should therefore distinguish inquiries associated with Four Square Mile from contacts originating elsewhere instead of using the CDP’s population as a proxy for opportunity.
Recommended approach
Bring a current intake map to the consultation. Mark every entry point, the first human owner, the destination system, the required information and the point at which a consultation or other next action is offered. Ask Bosseo to identify which steps can be connected and which still require professional judgment.
