1. Start with the journey, not the answer given at intake
A client’s recollection may be incomplete. Bosseo describes Lead Attribution as showing the channel, referrer, landing page, device and sessions associated with a lead, with intake answers attached to the journey. That creates a more useful record than relying only on a handwritten “Google” or “referral” entry. For a Georgetown firm, the geographic label should remain precise: Georgetown is a municipal town in Essex County, Massachusetts, not a proxy for every Massachusetts inquiry or every person in the county. Review whether your records distinguish Georgetown inquiries from matters elsewhere and whether that distinction matters to your service area.
Recommended approach
Ask to review how a Georgetown inquiry would be identified from first visit through contact. Confirm which geographic information your firm actually collects, what it uses for qualification, and which fields should remain optional rather than assumed. [census-place] [bosseo-products]
