01Geographic cohort viewA review of how Lauderdale Lakes, Broward County and other firm-defined locations should be separated, including Miami, Miami-Dade and neighboring-city cohorts where relevant to the firm’s service area.
02Visibility and ranking viewA dashboard view covering tracked keyword rankings, Top 3 and Top 10 counts, and specified SERP or AI visibility signals described in Bosseo’s published product information.
03Call and intake classification viewA review of calls, recordings, transcripts, case-type tags and contact classifications, with the firm’s definitions for potential client, current client and other contacts.
04Lead and matter pathwayA review of how calls, forms and video intakes move from source to lead, qualified inquiry and signed matter, using unavailable where the required data is missing.
05Cost and revenue definition reviewA documented discussion of which actual costs and revenue fields the firm wants represented, how matter status is confirmed and which values should remain excluded or unavailable.
06Source attribution reviewA review of channel and page attribution across organic, Local Services Ads, news pages and AI referrals where those sources are in scope, without assuming every contact can be attributed.
07Trend and management reviewA practical review of changes over time so the firm can investigate a spike, dip or case-type shift by returning to the underlying calls, forms or intake records.