1. Make “How did you hear about us?” more useful
A remembered answer can be incomplete. Bosseo’s public Lead Attribution page describes a journey record that can include the channel, referrer, landing page, device, session detail, and intake answers. It also describes calls joining the same journey. That matters when a Fairview prospect first visits a service page, returns later, and then calls instead of submitting a form. The record can be evaluated as a connected path rather than as a single self-reported source.
Recommended approach
Review whether your current intake records distinguish source, case type, qualification, consultation, and signed matter. During a consultation, ask how those fields would be connected without requiring staff to remember a manual tag.
