1. Map the first inquiry to a named next action
Bosseo describes Automation as a connection between a firm’s marketing, intake and operations. Its public product page describes website forms, calls, chat and video intake as possible starting points, with information logged and tagged before it is routed. For a firm serving Radisson and Onondaga County, begin by documenting the actual entry points you use rather than treating the Radisson population estimate as a proxy for inquiry volume. Review what happens when a person submits a form, calls, chats or completes an intake outside office hours. Identify the person or team responsible for the next action in each path.
Recommended approach
Ask Bosseo to review every current inquiry path and show where ownership is explicit, where information is re-entered and where a follow-up task can remain unassigned. Keep the geographic scope precise: Radisson is in Onondaga County, but the automation decision should be based on your firm’s service area and actual workflow.
