1. Replace “How did you hear about us?” with a connected journey
A prospective client may visit more than once before contacting a firm. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and sessions before outreach, then attaching intake answers to the journey. That gives your team more context than a remembered answer such as “Google.” For a Beltsville practice, review whether the journey record distinguishes the pages and channels that matter to your actual service coverage in Prince George’s County, rather than treating every Maryland visit as one indistinguishable source.
Recommended approach
Bring a sample of your current source labels, intake questions and matter stages to a consultation. Ask which fields can be connected and which decisions the resulting record would support. Do not assume that a Beltsville visit indicates a case, a qualified inquiry or a particular practice-area need; measure those outcomes from your own records.
