1. Start with the journey, not the client’s memory
A prospective client may visit more than once or use more than one response path before contacting your firm. Bosseo describes Lead Attribution as capturing channel, referrer, landing page, device and session detail, then connecting those details to an inquiry. Bosseo also describes examples involving organic search, AI referral, Local Services Ads and referral traffic. For your firm, the useful review is whether the record can distinguish the first visit from the later contact and preserve the page that preceded the inquiry.
Recommended approach
Ask to see a journey record for a web inquiry and discuss how your firm would interpret the sequence. Review whether the record answers three operational questions: where did the person arrive from, what did they view before contacting you, and which response path did they use?
