01Eligibility and verification reviewA review of the current Google screening questions for the firm’s actual service category, account and locations. It identifies documents or confirmations the firm should prepare without representing that approval is guaranteed.
02Coral Gables and Miami-Dade coverage planA practical comparison of city-level and wider county coverage, tied to the locations the firm can serve and the matters it wants to receive.
03Practice-area and intake criteria briefA written scope for included matters, exclusions, consultation criteria, conflicts questions and capacity limits.
04Budget and lead-quality reviewA decision worksheet for budget, lead categories, flagged inquiries and the difference between a received lead, a booked consultation and a retained matter. It does not assume a fixed cost per lead.
05Response and escalation planA review of who handles incoming calls or messages, what happens when the office is unavailable and how unanswered or unsuitable inquiries are documented.
06Attribution and outcome measurement planA proposed set of stages for connecting LSA inquiries with consultations and later intake outcomes, using available Bosseo measurement services where separately selected and scoped.