1. Start with the journey, not the client’s memory
A client may answer “Google” even after several visits, a review check or a return from another channel. Bosseo describes Lead Attribution as recording the channel, referrer, landing page, device and session history associated with a lead. It also states that intake answers can be attached to that journey. That distinction matters for Monticello work because a page aimed at the village and a broader Sullivan County service page may serve different roles in the same path. Population alone cannot tell you which path is productive; the record must do that.
Recommended approach
Ask to see how a Monticello inquiry would be represented from first visit through contact. Confirm which fields are retained, how repeat visits are connected and whether your staff can distinguish a page visit from a qualified legal inquiry. Treat the demonstration as an evaluation of traceability, not as evidence that a particular channel will perform.
