Start with the handoff, not the population estimate
For that reason, the first review should follow an inquiry from arrival to disposition. Include website forms, calls, chat or video intake only if your firm uses those channels. Identify where information is currently recorded, who decides whether an inquiry is a fit and what action follows.
Recommended approach
Bring a representative description of your current intake path to the consultation. Ask Bosseo to map the actual handoffs rather than assume a particular source of inquiries or a particular workload. The decision should rest on observed friction: duplicate entry, delayed ownership, inconsistent follow-up or unclear status.
