1. Map the Fruitport inquiry path before changing it
Automation decisions should begin with the path an inquiry takes inside your firm. A Fruitport prospect may contact a website form, call, chat or video intake, but the useful question is not how many residents live in the township. The useful question is whether each available entry point has a defined next action. Bosseo describes a mapping process that identifies where leads come from, who handles them, which system should receive them and what should happen next. That makes the first review operational rather than demographic.
Recommended approach
List every intake entry point that your firm actually uses for Fruitport matters and the surrounding service area. For each one, record the receiving person or team, the system of record, the information collected and the point at which a consultation, decline or manual review is decided. Ask Bosseo to identify duplicate entry, unattended handoffs and undefined ownership before discussing automation scope.
