01Geographic cohort viewA review structure for separating West Lealman from Pinellas County, neighboring locations and any broader geography your firm elects to examine. The grouping should preserve the exact geographic scope of each record.
02Visibility and SERP reviewA view of tracked keyword rankings, Top 3 and Top 10 counts, and SERP features described in Bosseo’s published product information. Use it as visibility evidence, not as proof of demand.
03Inquiry classification viewA review of calls, forms and video intakes with the available contact classifications and case-type tags. The purpose is to distinguish potential new clients from current clients and other contacts.
04Channel and page attribution reviewA review of available source and page attribution through the Lead Attribution layer, including the channels the system can identify. Any absent source information should remain unavailable.
05Matter and financial definition reviewA documented review of how the firm defines qualified inquiry, signed matter, cost and revenue before financial conclusions are drawn.
06Trend and decision reviewA recurring management view of changes over time across the available rankings, inquiries, case types, matters, costs and revenue fields, with missing values plainly identified.