1. Start with the inquiry paths your firm actually receives
Bosseo’s public Automation page describes lead capture from forms, calls, chat and video intake, followed by logging and tagging. That gives you a way to examine every entry point used by people seeking help from a Vine Grove-serving firm. The local fact matters here because Vine Grove is a city in Hardin County, not a synonym for the whole county or for every community your firm may serve. Your review should therefore distinguish Vine Grove inquiries from inquiries associated with other places in your service area. Do not use the city’s population estimate as a forecast of contacts. Instead, identify the sources that generate real inquiries and the geographic information your intake already records.
Recommended approach
Bring a recent, representative set of inquiry paths to the consultation, with personal information removed where appropriate. Ask which fields should be captured consistently, which geographic distinctions are operationally useful, and whether each source can send information into the systems your firm already uses.
