1. Start with the inquiry paths you actually receive
Bosseo’s Automation page describes capture from forms, calls, chat and video intake, followed by logging and tagging. That gives you a practical starting point: list every path by which an Alamogordo or Otero County prospect can contact the firm, then identify what happens next. Do not assume population establishes how many inquiries arrive or which channel matters most. Your own records should determine which paths deserve attention first.
Recommended approach
Bring a current contact-path inventory to the review. For each path, identify the person or team that sees it, the information collected, the system where it is recorded and the next action expected. Ask Bosseo to distinguish confirmed capabilities from items requiring a technical review of your tools.
