1. Start with the journey, not the claimed source
A prospective client may visit a page, leave, return through another path and then call. Bosseo’s public Lead Attribution page says the product records channel, referrer, landing page, device and session detail, then connects intake answers to the journey. It also describes calls joining the same record. That matters for a firm serving Lower Merion because the township is a specific municipal geography within Montgomery County, not a synonym for the whole county or for Pennsylvania. A useful review should distinguish a Lower Merion service page, a Montgomery County page, a statewide page and a referral source rather than collapsing them into “Google” or “local.”
Recommended approach
Ask to see how the system would identify the first visit, later sessions, the page associated with the inquiry and the eventual source label. Decide which geographic distinctions your firm needs before judging whether the resulting records will support budget decisions.
