1. Turn “How did you hear about us?” into a journey
A client’s memory is not a dependable substitute for a recorded path. Bosseo’s public Lead Attribution page describes records that include channel, referrer, landing page, device and session detail, with intake answers attached. It also describes calls being joined to the same journey. That distinction matters when your firm serves Moss Point but also evaluates inquiries connected to the wider Jackson County area: the geographic label on a lead is not the same thing as the marketing source that produced it. Review whether your intake records can preserve both facts without treating one as proof of the other.
Recommended approach
Ask Bosseo to show how a journey is represented from first visit through inquiry. Decide which geographic fields belong in your intake record, which source fields matter to your practice, and whether a returning visitor should remain connected to the original journey.
