1. Start with the journey, not the client’s memory
A prospective client may visit more than once, arrive through a search result, return through another source and then call. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and sessions before contact. It also describes connecting intake answers to that journey. That creates a more useful starting point than relying only on a question such as “How did you hear about us?” For a Wakefield firm, the practical decision is whether the records you review distinguish a Wakefield-related landing page, a practice-area page, a referral and a returning visitor without treating the town’s population as proof that any channel is working.
Recommended approach
Ask to review how a prospective client’s first visit, later visit and contact event would be represented. Decide which source and landing-page distinctions are useful to your practice, and define which information should remain limited to authorized staff.
