1. Start with the journey, not the caller’s memory
A manually recorded answer such as “Google” does not identify the page, referral path or return visit that preceded a call. Bosseo describes Lead Attribution as capturing the channel, referrer, landing page, device and session detail, then connecting that journey to intake answers. For a firm serving Preakness in Passaic County, that distinction matters because geography alone cannot tell you which service page, referral or response path produced a qualified inquiry. Review whether your present records preserve the first visit as well as the visit that led to contact.
Recommended approach
Ask to see how a Preakness inquiry would be represented from first visit through contact. Decide which source fields your team needs to review and which outcome fields—such as consultation or signed case—your firm can consistently maintain.
