01Geographic scopeList Port St. John, Brevard County and any other markets separately. Do not treat a household population estimate as a lead or demand estimate.
02Landing-page inventoryIdentify the city, service and campaign pages you want to evaluate, without assuming that any page has generated a signed matter.
03Source vocabularyWrite down the channel labels your firm currently uses and the labels that need clarification, such as direct, referral, organic, AI referral or Local Services Ads.
04Intake stagesBring the firm’s definitions for inquiry, qualification, consultation and signed matter, plus the fields approved for measurement.
05Call workflowDescribe how calls are received and recorded so Bosseo can review whether call and web-journey context can be connected.
06Privacy and review ownershipName the responsible attorney or firm owner who will review advertising context and decide which information belongs outside analytics.
07Reporting decisionState what decision the reporting must support, such as comparing landing pages or reviewing channels by qualified outcome, rather than requesting unsupported promises.