1. Start with the journey, not the answer a caller remembers
A caller may remember “Google” without remembering whether a service page, a Charlton-focused page, a review, an advertisement or a return visit prompted contact. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and sessions before outreach, then attaching intake answers to the journey. That is more useful than relying on a manually entered source field. For a Charlton-serving firm, review whether your records distinguish Charlton matters from inquiries elsewhere in Worcester County or Massachusetts. Geography should be a field you can evaluate, not a conclusion drawn from the town’s population.
Recommended approach
Ask Bosseo to show how one inquiry’s full path would appear and which geographic, service and qualification fields your team would be able to review. Confirm that the proposed setup reflects your actual intake questions rather than assuming that every Charlton inquiry has the same legal need.
