1. Define the journey before you read the numbers
Bosseo’s public ROI Dashboard page says the product brings rankings, calls, leads and matters into one view. It also describes calls as transcribed and tagged by case type, and contacts as classified as Potential New Client, Current Client or Other. For a North Gates firm, the first decision is geographic: does a North Gates contact mean a person located in the CDP, a searcher using North Gates in a query, a matter handled by a firm serving North Gates, or something else? North Gates is a census-designated place in Monroe County, not a synonym for the county or for every household and individual in the area. Those definitions should be agreed before a location or case-type comparison is treated as meaningful.
Recommended approach
Ask Bosseo to document the proposed definitions for location, lead, matter, case type, source, conversion and revenue before relying on a chart. Require an example of how ambiguous contacts, existing clients, vendors and spam would be handled. Treat any North Gates view as a reporting choice to review, not proof that the population estimate creates demand.
