1. Define what the dashboard should count for a Fort Dix practice
The public Bosseo product page describes an ROI Dashboard that tracks rankings, SERP features, AI-engine citations, calls, forms, video intakes, reviews, leads and matters. It also describes classifications such as Potential New Client, Current Client and Other, along with case-type breakdowns. Before you evaluate the product, decide what your firm means by a lead, a qualified consultation, a retained matter and revenue. A call from Fort Dix may concern a new matter, an existing client or an unrelated inquiry. Those categories should not be blended merely because they reached the same phone number. The Fort Dix CDP record is tied to Burlington County, so your geographic definitions should also distinguish Fort Dix from the broader county, nearby service areas and any statewide coverage you choose to measure.
Recommended approach
Bring a written list of practice areas, service geographies and conversion stages to the consultation. Ask Bosseo to show how each category would appear, which classifications are available and which decisions remain your firm’s responsibility.
