1. Define what “ROI” means for your Gypsum practice
Bosseo describes the ROI Dashboard as a live view of rankings, calls, leads, AI citations, forms, intakes, reviews, retainers and revenue signals. Its public page also describes leads grouped by case type and contacts classified as Potential New Client, Current Client or Other. Those labels are useful only when your firm agrees with their definitions. A call from Gypsum may concern a current client, a prospective matter or something your firm does not handle. Treating every call as a new case would distort the result. Because Gypsum is in Eagle County, ask how the dashboard distinguishes Gypsum activity, Eagle County activity and any broader Colorado coverage you elect to measure.
Recommended approach
Before a demo, write down the business events that matter: qualified inquiry, consultation, retained matter and collected revenue. Ask Bosseo to show which of those events the dashboard records directly, which require your staff to confirm, and which remain outside the stated scope. Do not approve a report merely because it contains a total lead count.
