1. Replace remembered sources with a journey record
A source field completed after a call often compresses a complicated path into a phrase such as “online” or “referral.” Bosseo describes Lead Attribution as showing a lead’s channel, referrer, landing page, device and session detail, with intake answers attached to the journey. It also describes calls joining the same record. That distinction matters in Florence because the relevant geographic scope is specific: Florence city is recorded in Boone County, not as a synonym for every person or household in the county or the wider Kentucky market. Your review should therefore ask whether the journey record identifies the actual page, channel and contact path associated with your firm’s Florence-facing activity rather than assigning every inquiry to a broad location label.
Recommended approach
Bring several recent inquiry records to the consultation, with identifying information removed if needed. Compare what your team knows today with the fields you need to decide whether an inquiry came from a useful source and whether the source can be connected to a later outcome.
