1. Define the journey before reviewing the screen
The public ROI Dashboard description covers a broad journey: keyword rankings, SERP features, AI-engine citations, calls, forms, video intakes, leads, case types, sources, matters and revenue signals. Those terms should not be treated as interchangeable. A ranking is not a call. A call is not necessarily a potential new client. A lead is not a signed matter. A matter is not automatically revenue. For a Richmond Heights practice, write down whether the intended geography is Richmond Heights city, St. Louis County, or a wider service area before deciding what the dashboard should show. The Census record identifies Richmond Heights city as part of St. Louis County; it does not define your firm’s service boundary.
Recommended approach
Ask Bosseo to walk through the exact path from tracked search activity to a classified contact and, where applicable, a matter or revenue record. Require a written definition for every business term that will affect a budget or partner meeting.
