What does the ROI Dashboard describe tracking?+
Bosseo’s public page describes keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, recordings, transcripts, lead classifications, case-type breakdowns, forms, video intakes, source attribution, reviews and trends over time. Ask which items apply to your proposed scope and how each is defined.
Can it show Colts Neck separately from Monmouth County?+
The public page describes city and case-type data, but it does not establish every geographic configuration for every firm. Ask Bosseo to demonstrate how Colts Neck township, Monmouth County and broader New Jersey activity would be named and separated in your proposed view.
Does a lead equal a signed case?+
No such assumption should be made. The public page describes Potential New Client classifications and says leads and matters can tie back to revenue, but your firm should approve the definitions and connection rules before using a dashboard total as a matter or revenue figure.
How should we review call and transcript data?+
Ask which calls are recorded, transcribed and tagged in your proposed scope, how unavailable or incomplete records are identified, and who may review them. Bosseo’s public page describes recordings and transcripts as part of the dashboard view; your firm still needs its own access and review rules.
Who should receive dashboard access?+
Bosseo’s public page identifies partners, office managers and intake leads as possible users. Your firm should decide which roles may view, correct, export or administer each field, particularly call-level, contact and revenue-related information.
Is the dashboard an extra product to purchase?+
Bosseo’s public page says the dashboard is included with the Bosseo ecosystem. Ask how that statement applies to the scope you are considering, what related services are involved, and which data and permissions would be covered in your consultation.