1. Map the handoffs behind a Maple Heights inquiry
The first decision is geographic and operational. Maple Heights is a municipality in Cuyahoga County, Ohio, so your review should identify which inquiries are intended for Maple Heights, which are intended for other communities in your service area, and whether the same intake rules should apply across those areas. Population alone cannot tell you how many inquiries your firm receives or how quickly staff must respond. Your own records should answer those questions. Bosseo describes Automation as a way to map where leads come from, who handles them, which system receives them and what should happen next.
Recommended approach
Bring a current intake example to the consultation: the entry point, the person who reviews it, the information collected, the destination system and the next action. Ask Bosseo to distinguish geographic routing from matter-type routing rather than treating every Cuyahoga County inquiry alike.
