1. Use Georgetown’s geography to define the intake scope
Georgetown is recorded as a municipality in Sussex County, Delaware. A firm may serve people in Georgetown, elsewhere in Sussex County, or across Delaware, but those are different service areas. The relevant questions are operational: Which callers should be treated as local prospects? Which matters fall outside the firm’s service area? Who decides whether a caller is eligible for a consultation?
Recommended approach
Before a consultation, write down the geographic boundaries your intake team uses and the point at which a call is referred, declined, or escalated. Ask Bosseo to show how the product’s call review could support those decisions.
