1. Start with the journey, not the client’s memory
The Bosseo product page describes a lead record that can include channel, referrer, landing page, device, session detail and intake answers. It also presents calls as part of the same journey. That matters because a person may not accurately recall whether they first found a firm through organic search, an advertisement, a referral or a later return visit. Amherst’s formal geographic relationship is specific: it is a municipal town in Erie County, New York. Your review should therefore distinguish the geographic information your intake team records from the marketing path that brought the inquiry. A town or county label is not a source attribution.
Recommended approach
Ask to see how one inquiry is represented from first recorded visit through contact. Review whether the record separates geographic information, marketing source, case type, intake answers and outcome. Do not treat an Amherst address, an Erie County address or a client’s answer of “Google” as a complete journey by itself.
