01Geographic definition reviewA consultation review of how Fairfield Plantation, Carroll County and broader Georgia labels should be distinguished in reporting. Population context is not treated as demand or outcome evidence.
02Metric and journey definitionA written discussion of the terms your firm wants to use for rankings, calls, forms, intakes, Potential New Clients, case types, matters and revenue, subject to the fields available for your account.
03Dashboard scope reviewA product walkthrough focused on the signals Bosseo publicly describes: rankings, SERP features, AI citations, calls, forms, video intakes, lead classifications, case types, attribution and trends.
04Permission and review planA proposed discussion of user roles, call-content access, classification correction and attorney review of Georgia advertising and professional-responsibility questions.
05Reliability question setA decision list covering freshness, tracking cycles, missing events, recording and transcript access, recovery, account access and any expectations that need written confirmation.
06Acceptance-criteria outlineA practical outline for deciding whether the Fairfield Plantation reporting view is usable for your firm, without promising rankings, leads, cases or revenue.