1. Replace remembered sources with a connected journey
Bosseo’s public Lead Attribution page describes a journey that can include channel, referrer, landing page, device, session detail and intake answers. It also describes joining phone calls to the same journey and carrying the record through consultation and signed case. That is a different decision object from a manually entered source field. “Google” may be a recollection; a journey record is intended to preserve more context around the contact. The page also describes channels such as organic search, AI referral, Local Services Ads, direct and referral. Those labels should be treated as records to inspect, not as evidence that any one channel currently produces inquiries for your firm.
Recommended approach
During a consultation, show Bosseo the sources your team currently records and identify where memory, incomplete fields or disconnected phone and form records limit review. Ask what counts as a lead, consultation and signed case in your operating records before relying on any roll-up.
