1. Define what “qualified” means for an Aztec inquiry
A contact form submission or phone call is not automatically a qualified inquiry. Your firm may need to distinguish a relevant case from an out-of-scope matter, a consultation request from a general question, or a new opportunity from an existing-client issue. Because Aztec is in San Juan County, you can use the consultation to decide whether reporting should separate Aztec from other communities in the county or combine them under a broader service area. Do not use the city’s population estimate as a proxy for the number of potential clients. Instead, identify the case types, geographic boundaries and intake answers that make an inquiry worth reviewing. Bosseo’s public Lead Attribution description says intake answers can be attached to a lead journey. That supports a review of how qualification information should sit alongside source information.
Recommended approach
Write a short qualification definition before judging channels. Include the matter types you accept, geographic limits, conflicts or eligibility questions, and the outcome that counts as a qualified inquiry. Ask Bosseo to show how those fields would be associated with the journey record.
