What does the ROI Dashboard publicly describe as trackable?+
Bosseo’s public page describes keyword rankings, Top 3 and Top 10 counts, SERP features, AI citations, calls, recordings, transcripts, lead classifications, case types, forms, video intakes, source attribution, reviews and trends. Ask Bosseo which items apply to your proposed scope and how each is defined.
Can I use it to report on Morehead City and Carteret County separately?+
That should be confirmed during the consultation. Morehead City is a municipality recorded in Carteret County, so your firm should request separate geographic definitions and ask how location is assigned to keywords, pages, contacts and matters. Geography alone does not establish demand or return.
Does a dashboard lead equal a signed case?+
No automatic equivalence should be assumed. The public page describes Potential New Client classification and case-type breakdowns, while a signed matter is a separate firm outcome. Agree on the matching rule and the evidence required before reporting a matter or financial return.
What should I ask about calls and transcripts?+
Ask whether the proposed scope includes recordings, transcripts, tagging, retention, access controls and handling for missing or ambiguous records. Bosseo’s public page describes recorded and transcribed calls, but it does not state a retention schedule or detailed permissions specification.
Can the dashboard prove that marketing caused revenue?+
It can be evaluated as a way to connect rankings, calls, leads, sources, matters and revenue signals, as described publicly by Bosseo. It cannot make causation or future performance true by itself. Require clear definitions, source links, matter matching and an agreed attribution method.
What happens if our firm needs another system or integration?+
Ask directly whether the required connection is supported and what data can move between systems. Do not assume an integration, automation, uptime level or recovery arrangement that is not confirmed for your scope. Include the answer in the acceptance criteria.