1. Replace remembered sources with a documented journey
A client’s answer to “How did you hear about us?” may be incomplete. Bosseo’s public Lead Attribution description says the record can include the channel, referrer, landing page, device and session detail, with intake answers attached. It also describes calls joining the same journey. That creates a more useful basis for reviewing an inquiry connected with Willistown than relying on memory or a manually maintained source field. The Willistown population estimate does not establish that a particular channel produces legal inquiries, so the firm should use observed journeys rather than population as the basis for channel decisions.
Recommended approach
During a consultation, ask Bosseo to show how one inquiry is represented from first visit through contact and how your team would distinguish a Willistown-related inquiry from inquiries elsewhere in Chester County or Pennsylvania. Confirm which geographic fields are available for your review and what they mean before using them in reporting.
