01Geographic measurement planA proposed review structure that keeps Orlovista, Orange County and any broader service area distinct, subject to confirmation of the firm’s chosen locations and available data.
02Metric-definition worksheetA decision document for ranking, call, contact, potential-new-client, signed-matter, cost and revenue definitions. Missing values remain unavailable rather than being invented.
03Dashboard reviewA walkthrough of the ROI Dashboard capabilities described by Bosseo, including rankings, SERP features, AI citations, calls, forms, intake classifications, case types and trends where applicable to the agreed scope.
04Case-type and intake reviewA review of whether calls, forms and video intakes can be examined by classification and practice area, with questions identified for the firm’s intake owner.
05Attribution handoffA scope discussion about connecting source and page information through the Lead Attribution product when the firm needs more detail than aggregate dashboard totals.
06ROI data-gap registerA practical list of inputs that are present, absent or require a firm decision, including the cost and revenue fields needed for a responsible ROI discussion.