1. Replace “How did you hear about us?” with a journey record
A client’s recollection may identify a broad source without identifying the page, visit sequence or channel that influenced the contact. Bosseo describes Lead Attribution as capturing channel, referrer, landing page, device and session detail, then attaching intake answers to the journey. Its public page also describes calls joining the same record. For a firm serving a borough-sized community such as Shillington, a small number of inquiries may make each record especially important to review individually, but the population estimate does not establish how many inquiries the firm should expect.
Recommended approach
Ask in a consultation whether your current intake record preserves the original source, landing page, relevant answers and contact outcome. If it does not, review whether a connected journey record would give your managing partner and intake team a more dependable basis for evaluating inquiries.
