1. Replace remembered sources with a recorded journey
A client’s answer to “How did you hear about us?” can be incomplete. Bosseo describes Lead Attribution as capturing channel, referrer, landing page, device and session detail, then attaching intake answers to the lead journey. Its public product page also describes phone calls joining that journey. This matters when a person first visits one page and contacts the firm later through another route. Carver’s geographic identity is precise: it is a town in Plymouth County, not a synonym for the entire county or Massachusetts. Your review should therefore distinguish Carver-serving activity from broader Plymouth County activity rather than treating every nearby inquiry as a Carver lead.
Recommended approach
Ask to see how a Carver inquiry would be labeled by geography, source and outcome. Decide whether your firm needs town-level reporting, county-wide reporting or both, and document which geography is attached to each matter.
