1. Define the numbers before judging performance
The public ROI Dashboard page describes rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, forms, video intakes, reviews, leads and matters. It also describes contacts classified as Potential New Client, Current Client or Other, with case-type tagging. Those labels matter because a call count alone does not tell you whether a caller sought representation, reached the right department or became a matter. For a firm serving West Concord and elsewhere in Middlesex County, decide whether geography is recorded as the caller’s location, the target service area, the page that generated the contact or another field. Do not combine West Concord activity with broader Massachusetts activity without naming the geographic scope.
Recommended approach
Ask Bosseo to walk through the definition, inclusion rule and time period for every tile you would use in a partner meeting. Document how the firm will distinguish a contact, qualified lead, signed matter and revenue event. Treat the 5,876 population estimate as context only, not as a denominator for expected performance.
