1. Define what “ROI” means before reviewing the screen
Bosseo’s public ROI Dashboard page describes rankings, calls, leads, case types, forms, video intakes, source attribution, matters, retainers and revenue signals. Those terms are not interchangeable. A call is not necessarily a lead; a lead is not necessarily a signed matter; a matter is not necessarily collected revenue. The page says contacts can be classified as Potential New Client, Current Client or Other, and that leads can be tagged by practice area. For a firm serving Bridgewater, the local question is how the firm wants to classify inquiries connected with Bridgewater and Somerset County without treating the township’s 46,268-person population estimate as a forecast.
Recommended approach
Bring your current definitions to the consultation. Ask Bosseo to show how the dashboard distinguishes an inquiry, potential new client, consultation, retained matter and revenue, and which fields are entered, calculated or reviewed. Agree on acceptance criteria before using a number in a partner or budget meeting.
