1. Replace “How did you hear about us?” with a journey record
A client’s recollection is often too broad to guide a marketing decision. Bosseo’s public Lead Attribution page describes records containing the channel, referrer, landing page, device and session detail, with intake answers attached. It also describes calls being joined to the same journey. For an East Greenbush practice, that distinction matters because “East Greenbush” can describe the town you serve, while the actual first visit may come through a service page, a local page or another entry point. The record should preserve the path rather than compressing it into a single remembered answer.
Recommended approach
Review whether your current intake record can connect the inquiry to its originating page and channel. Ask which fields are available for web inquiries and calls, how a returning visitor is represented, and how the firm distinguishes a contact from a qualified inquiry. Do not treat the town’s population as a forecast; use actual journey records to decide what deserves attention.
