1. Separate Southbury geography from marketing assumptions
If your practice serves people beyond Southbury, keep those places distinct as well. A record for Southbury is not automatically a record for the whole planning region, Connecticut, a household or an individual.
Recommended approach
Ask Bosseo to show how location is represented in the journey record and dashboard. Decide whether the firm needs separate review views for Southbury, the Naugatuck Valley Planning Region and other service areas.
