1. Replace “How did you hear about us?” with a recorded journey
A prospective client may remember only part of the path to your firm. Bosseo’s public Lead Attribution page describes records that can include the channel, referrer, landing page, device, session detail and intake answers. It also describes connecting phone calls to the same journey. That is materially different from relying on a manually entered source field such as “Google” or “referral?” A West Bradford practice should decide which source distinctions matter to its own intake review: for example, the difference between an organic visit, a Local Services Ad, an AI referral, a direct visit or a referral. The township’s population estimate does not tell you which of those paths is active, so the decision should be based on the firm’s actual records and consultation objectives.
Recommended approach
During a consultation, review how your firm currently records first contact, landing page, referral information, case type and outcome. Ask which fields need to remain visible together so an intake review does not depend on memory or spreadsheet archaeology.
