1. Define what the dashboard would count for a Lawrence firm
Bosseo describes the ROI Dashboard as a live report covering keyword rankings, Top 3 and Top 10 counts, SERP features, AI-engine citations, calls, forms, intakes and leads. Bosseo also describes lead classifications such as Potential New Client, Current Client and Other, with leads tagged by case type. Those labels matter because Lawrence is a municipal-town in Mercer County, New Jersey—not a synonym for every market a firm may serve. A firm should decide whether “Lawrence” means the township only, Mercer County, a broader New Jersey service area or several distinct geographic targets.
Recommended approach
Ask Bosseo to demonstrate the exact geographic and practice-area definitions used in the dashboard. Separate rankings from inquiries, inquiries from qualified potential clients, and potential clients from retained matters. Agree on whether a call, form or intake can be counted more than once and how spam, existing clients and vendors are excluded.
