1. Define the journey before you judge the return
The public ROI Dashboard description covers rankings, AI citations, calls, leads, forms, video intakes, case types, source attribution, reviews, retainers and revenue. Those labels are not automatically interchangeable. A call is not necessarily a lead; a lead is not necessarily a retained matter; and a matter should not be counted as revenue unless your firm has agreed on the relevant definition and recording point. For an Elmsford practice, begin with the geography you actually serve. Elmsford is in Westchester County, but the municipality’s population estimate does not tell you which nearby places, counties or service areas belong in your report. Ask Bosseo to distinguish the municipality from the county, metropolitan area, New York as a whole, households and individuals. Then agree on what counts as an Elmsford-originating inquiry, a Westchester inquiry and an inquiry from outside your intended service area.
Recommended approach
Bring your current intake categories and matter-status definitions to the consultation. Ask for a written mapping of ranking, call, form, intake, potential-client, signed-matter and revenue fields before relying on an ROI view.
