1. Replace “How did you hear about us?” with a journey record
A prospective client may visit more than once, arrive through a landing page, leave, return through another path and then call. A remembered answer such as “Google” does not identify the page, referrer or sequence that preceded the inquiry. Bosseo describes Lead Attribution as recording the channel, referrer, landing page, device and session detail, then attaching intake answers to the lead record. That gives your team a more useful starting point for reviewing whether an inquiry was relevant and what happened next.
Recommended approach
Ask during the consultation how your firm currently records source information, intake answers and outcomes. Review whether staff need to change any routine, what counts as a qualified inquiry, and how a North Tonawanda matter should be distinguished from work elsewhere in Niagara County or New York.
