1. Define what “ROI” means for your Stony Point practice
The dashboard page describes a single view for rankings, calls, leads and retainers or revenue, with leads and matters organized by case type. That makes the first buying question a measurement question: which event should your firm call a lead, a qualified opportunity, a matter or a signed case? A call from someone outside your practice area should not be treated the same as a potential new client. A current client, vendor or spam contact should not inflate a marketing total. For a firm serving Stony Point and Rockland County, keep the geographic label precise. Stony Point is recorded as a CDP, and the Census population estimate applies to that CDP—not automatically to all of Rockland County or the wider New York market.
Recommended approach
Bring your existing definitions to the consultation. Ask Bosseo to show how potential new clients, current clients and other contacts are separated; how case types are assigned; and which event is used when discussing return. Decide whether your internal review should emphasize calls, qualified contacts, signed matters or revenue, rather than allowing one headline number to stand in for all four.
