1. Define what a lead means before reviewing ROI
A call, form submission and potential new client are not automatically the same event. Bosseo’s public description says the dashboard can classify contacts as Potential New Client, Current Client or Other, and tag leads by case type. It also describes calls as recorded, transcribed and tagged. Those distinctions matter when a firm serving Marcellus reviews activity connected with Onondaga County or other service areas.
Recommended approach
Ask Bosseo to show the proposed definitions for calls, contacts, leads, matters and signed cases before you rely on a total. Decide whether referrals, existing clients, vendors and spam should be separated from prospective matters. Do not treat the town’s population estimate as a denominator for expected leads.
