1. Define what “ROI” means for an East Aurora practice
A dashboard cannot answer a business question that the firm has not defined. Bosseo describes its ROI Dashboard as connecting rankings, calls, leads and retainers or revenue in one view. The practical review is whether your firm distinguishes a phone call from a potential new client, a potential new client from an accepted matter, and an accepted matter from collected revenue. Those distinctions matter when your service area includes East Aurora village and other places in Erie County or elsewhere. The village’s population estimate is a geographic fact; it is not a forecast of cases or income.
Recommended approach
Bring your current definitions to the consultation. Decide which events count as an inquiry, qualified lead, consultation, retained matter and revenue. Ask how each definition would appear in the dashboard and how corrections would be handled. Do not approve a measurement plan until the firm agrees on the business meaning of every headline number.
