1. Replace “How did you hear about us?” with a recorded journey
A prospective client may visit more than once, arrive through a landing page, return from another channel and then call. A remembered answer can omit that sequence. Bosseo describes Lead Attribution as recording the channel, referrer, landing page, device and session detail, then attaching intake answers to the lead journey. That gives your team a more useful record than an informal source question alone. For Westmoreland work, define the geographic distinction you actually need: Westmoreland town, Oneida County, New York, or a broader service area. Do not treat the town’s 5,892-person population estimate as a forecast of inquiries. Ask whether your records can preserve the location and matter information needed for a fair comparison.
Recommended approach
Review your current intake record and identify which geographic, case-type and source fields are reliable enough to compare. Decide whether Westmoreland should be a distinct location label or part of a broader Oneida County service-area view.
