1. Define what a lead means before reviewing ROI
A dashboard can make a number visible without making the number meaningful. Bosseo’s public description says the ROI Dashboard classifies contacts as Potential New Client, Current Client or Other, and breaks leads down by case type. That distinction matters when you serve a municipality such as Broadview Heights within Cuyahoga County: a contact’s location, status and legal issue should not be collapsed into one undifferentiated total. The public page also says forms and video intakes can be counted alongside calls. Before relying on a total, ask how each source is classified, what qualifies as a case-type match and how duplicate contacts are handled.
Recommended approach
Bring your current intake definitions to the consultation. Ask Bosseo to show how a Broadview Heights contact would be separated from a current client, vendor or irrelevant inquiry, without treating the city’s population as a forecast of leads or cases.
