1. Define what “ROI” means for your firm
A ranking is not a signed matter, and a call is not automatically a potential new client. Bosseo’s public ROI Dashboard page says its system can show rankings, calls, leads, case types, source attribution, retainers and revenue signals. It also describes classifications such as Potential New Client, Current Client and Other. For an Old Saybrook firm, the first decision is which events matter: a call about a handled practice area, a completed form, a video intake, a consultation request or a signed matter. The town’s population estimate should not be used as a proxy for any of those events.
Recommended approach
Ask Bosseo to demonstrate the definitions used for a lead, a matter and revenue-related reporting. Decide which events your firm will accept as meaningful, which contacts should be excluded and how Old Saybrook-related activity will be separated from activity elsewhere in the Lower Connecticut River Valley Planning Region.
