01Location and cohort viewA review of how Fruitville and Sarasota County are represented in the measurement view, with any additional city or location cohorts kept distinct where the available data supports that separation.
02Visibility summaryA view of tracked keyword rankings, Top 3 and Top 10 counts, ranking movement and applicable SERP features described in Bosseo’s published product information.
03Inquiry and case-type breakdownA review of calls, forms and intakes, including available contact classifications and practice-area tags, so raw activity is not automatically treated as a qualified inquiry.
04Channel and page attribution reviewA review of available source, channel and page information for inquiries, including the attribution data connected to the dashboard when available.
05Matter-stage definition reviewA working review of how your firm distinguishes contact, qualified inquiry, signed matter and other stages, with unavailable fields left clearly marked.
06Cost and revenue measurement planA documented discussion of the cost and revenue definitions your firm approves for ROI review; no value is invented where records do not provide it.
07Live dashboard walkthroughA product review showing the available dashboard views and how to move from summary measures to underlying call, transcript or lead information where Bosseo’s published product information supports it.