1. Map the path from inquiry to next action
Your first decision is to document what happens after a person submits a form, calls, starts a chat or completes a video intake. Bosseo describes Automation as a connection between marketing, intake and operations. The public product page identifies website-to-CRM synchronization, lead logging and tagging, routing, follow-up, calendar booking and case-management handoff as parts of that wiring. For a firm serving Northville across Oakland County and Wayne County, define the geographic information you actually need at intake rather than treating the city boundary as a proxy for eligibility or fit.
Recommended approach
Review every entry point and record the next required action, responsible role, timing rule and escalation condition. Decide which location questions belong in intake, which should be reviewed by a person and which should never determine whether someone receives a response.
