1. Map the Manchester intake path before changing it
A Manchester firm may receive inquiries through more than one entry point, but the town’s population does not tell you which channel matters most or how many people contact the firm. Start with your own records and operating knowledge. Identify where a website form, call, chat or video intake currently goes; who sees it; what information is captured; and what happens after the first contact. Bosseo describes Automation as a way to map where leads come from, who handles them, what system they should reach and what should happen next.
Recommended approach
Bring a current intake example to the consultation, with personal information removed. Compare the intended path with the path a real inquiry follows. Treat gaps as workflow questions to resolve, not as proof that Manchester has a particular level of demand.
