1. Define what “ROI” means for a Shenandoah firm
The dashboard page describes rankings, calls, leads and retainers or revenue as connected parts of one view. That makes definitions the first buying question. A call is not automatically a potential new matter. The public product description distinguishes Potential New Client, Current Client and Other, and says leads can be tagged by case type. For a firm serving Shenandoah in East Baton Rouge Parish, decide whether the dashboard should separate inquiries from Shenandoah, other parts of the parish and any additional areas your firm serves. Do not treat the Census population estimate as a forecast of inquiries or cases.
Recommended approach
Bring your current marketing questions to the review. Ask which event becomes a lead, which practice-area labels are needed, whether location is captured, and what evidence connects an inquiry to a signed matter. Approve definitions before comparing channels or budgets.
