1. Replace “How did you hear about us?” with a journey record
A client’s answer at intake may be incomplete. The Bosseo page describes a record that can include the channel, referrer, landing page, device, session history and intake answers. It also describes calls joining the same journey, including a transcript and case-type tag from the phone system. That changes the review from a recollection to a fuller account of the documented path. For a Leawood firm, the useful local question is whether the journey identifies the pages and channels that brought inquiries from the market you serve, rather than treating the city name alone as evidence of performance.
Recommended approach
Ask to review one end-to-end example using your firm’s actual contact paths. Confirm which fields would be visible, how a call is connected to a web journey, and how your team distinguishes a qualified inquiry from a contact that is not a fit.
