01Profile and review-state reviewA review of the firm’s actual public profile, existing review pattern, response coverage and stated Safety Harbor or Pinellas County scope. The review should identify decisions still requiring firm input rather than assume missing facts.
02Invitation policy and wording scopeA proposed review-request approach covering eligible client groups, timing points, exclusions and language considerations for attorney approval. The process is intended for honest feedback and does not ask for a particular sentiment.
03Response approval frameworkA practical distinction between responses that may follow the firm’s approved voice and reviews that should be held for attorney or designated staff approval because of privacy, sensitivity or dispute concerns.
04Professional response supportReview-response handling for positive and negative feedback, with a cautious public tone and a separate path for content that may violate platform rules. Any removal request remains subject to the relevant platform’s decision.
05Reputation activity reportingA review of available counts, ratings, response status and trend information so the firm can assess whether the process is being followed. Reporting does not promise a ranking, lead or revenue outcome.
06Connected-service planningA scope discussion about whether Reputation & Reviews should be adopted individually or connected with other Bosseo products. Bosseo states that its products can be adopted individually and connected as needed; the appropriate combination depends on the firm’s decisions.