1. Start with the journey, not the answer to “How did you hear about us?”
A prospective client may visit more than once, arrive through a page, return from another source and then call. Bosseo’s public Lead Attribution description says the record can include the channel, referrer, landing page, device, session detail and intake answers. It also describes calls joining the same journey. That gives your firm a more useful starting point than relying only on a person’s memory or a manually completed source field. For Delhi matters, review whether the journey distinguishes the firm’s intended service area from inquiries outside it; Delhi is a town in Delaware County, not a synonym for every place a firm may serve.
Recommended approach
Ask to review how a Delhi or Delaware County inquiry would be represented from first visit through contact. Define which geographic facts your intake team needs to confirm, rather than inferring service-area fit from the town name alone.
