Use Sand Springs geography to define the intake boundary
The Census record identifies Sand Springs city as a municipality associated with Osage County and Tulsa County. A firm may serve people in the city, one or both counties, or a broader Oklahoma market, but those are different geographic choices. Intake should therefore capture the caller’s location, the relevant county, the incident or matter location and whether the firm can serve that matter. Population should not be treated as a forecast of calls, cases or revenue. Intake Coach’s stated purpose is to review calls and provide coaching, so the first question is whether the review can expose confusion about geographic eligibility.
Recommended approach
Ask Bosseo to show how a coaching review would distinguish Sand Springs city, Osage County, Tulsa County and other Oklahoma locations in the firm’s qualification path. Decide which locations require immediate attorney review, which require a referral or decline, and which need additional facts before ownership is assigned.
