Start with the journey, not the client’s memory
A prospective client may visit more than once, arrive through a search result or referral, review a service page, and contact the firm later. Bosseo’s public Lead Attribution page describes records that can show a channel, referrer, landing page, device and session detail, with intake answers attached to the journey. That gives you a more specific starting point than a manually entered source field such as “Google” or “referral?” For Seminole work, ask whether the system can distinguish the geography and service context that matter to your firm without treating the city’s population as a forecast. The decision is whether journey-level records would improve your review of real inquiries from Seminole city, Seminole County and any other areas you intentionally serve.
Recommended approach
Bring several recent inquiry paths to a consultation and ask how each would be represented. Review what is known, what remains unknown and how your team would use the record without changing the facts available by the prospective client.
