1. Replace remembered sources with journey-level records
Clients may describe their source broadly: Google, a referral or an advertisement. Bosseo’s public Lead Attribution page describes a more detailed record that can include the channel, referrer, landing page, device and sessions before contact. Intake answers can be attached to that journey, so the firm can review both where a person came from and what they were seeking. That distinction matters when evaluating Walled Lake service coverage rather than treating every inquiry from the same municipality as interchangeable.
Recommended approach
Ask how a proposed implementation will identify a journey, connect it to the relevant intake record and distinguish an inquiry from a qualified matter. Instead, decide which service areas, channels and outcomes the firm needs to compare.
