1. Replace “How did you hear about us?” with a fuller journey
A remembered answer can be incomplete. Bosseo’s public Lead Attribution page says the service records the channel, referrer, landing page, device and sessions before a person contacts the firm, then attaches intake answers to that journey. It also describes calls joining the same record. That distinction matters for a Geneseo practice serving Livingston County: a local search, a service page and a later phone call may be one prospective client journey rather than separate pieces of activity.
Recommended approach
Ask to review how a specific inquiry would be represented from first visit through contact. Confirm which journey fields are available, how intake answers are connected, and how the firm distinguishes a qualified inquiry from a general contact. Do not use Geneseo’s population estimate as a forecast of calls or matters.
