1. Start with the journey, not the client’s memory
The public Bosseo product page describes a journey record that can include channel, referrer, landing page, device, session detail and intake answers. It also describes calls joining the same journey and outcomes continuing through consultation and signed case. That is materially different from relying only on a person’s answer to “How did you hear about us?” A Hendersonville firm should review whether its current records distinguish an initial visit from a later return, and whether the information gathered during intake can be considered alongside the originating path.
Recommended approach
Ask Bosseo to show how a Hendersonville inquiry would be represented from first visit through contact and outcome. Confirm which journey fields are available for your firm, what counts as a qualified inquiry, and how your team records consultation and signed-case status.
