1. Start with the journey, not the caller’s recollection
A prospective client may remember a search engine, a recommendation or simply the firm’s name. That answer can omit earlier visits and does not identify the landing page that prompted contact. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and sessions before outreach, then attaching intake answers to the journey.
Recommended approach
Ask to see how a Merrimack inquiry would be represented from first visit through contact. Confirm which journey fields are available, how the firm identifies the relevant service or location page, and which event marks the transition from lead to consultation or signed case.
