1. Start with the inquiry record, not a remembered answer
A client’s answer to “How did you hear about us?” can be incomplete. Bosseo’s public Lead Attribution page describes a record that can include the channel, referrer, landing page, device and session detail, with intake answers attached. It also describes calls joining the same journey. That distinction matters for a firm serving Storrs: the relevant geographic question is not whether the Storrs population estimate signals demand, but whether the records your firm already receives can be tied to a reliable source and a specific inquiry. Before purchase, ask to see which fields are available for web inquiries and calls, how the firm identifies a lead, and which fields your staff must review.
Recommended approach
Bring several anonymized inquiry examples to the consultation. Compare what your team knows today with the journey, intake and outcome fields Bosseo says Lead Attribution can show. Treat any field not demonstrated or documented as a scope question, not an assumed capability.
