1. Define what “ROI” means for your Andover practice
A dashboard is only useful when the firm agrees on the path it is measuring. Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, matters and revenue signals. It also describes leads classified as Potential New Client, Current Client or Other. Those definitions matter because a call count is not the same as a qualified opportunity, and a lead is not the same as a signed matter. For an Andover-focused firm, decide whether location should be reviewed as a city field, a service-and-city keyword target, a caller detail or another agreed data point. Andover’s relationship to Essex County should also be kept distinct from Massachusetts-wide reporting.
Recommended approach
Bring your current definitions for inquiry, qualified lead, consultation, retained matter and revenue to the review. Ask Bosseo to show where each definition appears, who can change it and how exceptions are handled. Do not approve a report merely because it contains more numbers; approve definitions your partners and intake team can apply consistently.
