1. Set the geographic boundary before reviewing ROI
The 2020–2024 ACS five-year population estimate is 27,806, with a margin of error of 31. For your firm, the dashboard should therefore make geography explicit: an East Haven contact is not automatically an East Haven matter, and a Connecticut result is not automatically a result from East Haven. Ask how city, county or planning-region labels are defined and whether a report can distinguish East Haven activity from wider Connecticut activity.
Recommended approach
Bring a written service-area definition to the consultation. Decide whether East Haven is a primary market, one location among several, or part of a broader South Central Connecticut coverage area. Ask to review how geographic fields would be recorded and displayed before treating a local trend as a budget signal.
