1. Define what the dashboard should count in Schuyler
Bosseo describes the ROI Dashboard as tracking live keyword rankings, Top 3 and Top 10 counts, SERP features, AI-engine citations, calls, forms and intakes. It also describes lead classification by contact type and case-type breakdowns. For a firm serving Schuyler, the first implementation question is how a “city” is defined. Schuyler city and Colfax County are not interchangeable, and neither is the same as Nebraska-wide coverage. A useful review should identify which geographic labels belong on rankings, lead records and reports. The Census record supports the municipality-and-county relationship; it does not tell you which geographic targets will produce clients.
Recommended approach
Ask Bosseo to show how location, practice area and contact status appear together. Agree in writing which records are Potential New Client, Current Client or Other, and decide whether a signed matter is a separate status that your firm will verify outside the dashboard.
