01Geographic performance viewA review of whether Balm, Hillsborough County and any other approved service-area labels can be kept distinct in the data. Unsupported or unavailable geographic fields should remain unavailable.
02Rankings and visibility reviewA view of the ranking, Top 3, Top 10, SERP-feature and AI-citation measures described in Bosseo’s published product information, with an explanation that these are visibility signals rather than guaranteed outcomes.
03Inquiry classification reviewA review of calls, forms and intakes by Potential New Client, Current Client, Other and case type, where the underlying records support those classifications.
04Channel attribution reviewA review of the source and page fields available for inquiries, including whether channel comparisons can be made without treating unattributed records as belonging to a preferred source.
05Cost and revenue definition reviewA decision document for the firm’s approved cost, signed-matter and revenue definitions. The review should identify fields that are absent, delayed or not verified.
06Management review viewA practical review of trends over time so the firm can compare direction, case type, geography and channel without relying on a single favorable or unfavorable day.