1. Replace “How did you hear about us?” with a fuller journey
A prospective client may visit more than once before contacting a firm. Bosseo’s public Lead Attribution page describes records that include the channel, referrer, landing page, device, session detail and intake answers. It also describes calls joining the same journey record. That gives a St. Paul firm a more specific review point: can the system distinguish a first visit, a return visit and the contact event that followed? The answer should be tested against the firm’s actual website and intake path, not inferred from St. Paul’s population or county relationship.
Recommended approach
Ask to see how one web inquiry and one phone inquiry would be represented, what fields are available, and how the firm would identify the source of a qualified inquiry without asking the prospective client to remember it.
