1. Replace “How did you hear about us?” with a journey record
A client may remember only a broad source even after several visits. Bosseo’s public product description says Lead Attribution can show channel, referrer, landing page, device and session detail, with intake answers attached to the journey. That is materially different from relying on a single answer available during a call or form submission. For a firm serving North Providence, review whether your current records distinguish a North Providence service page, an organic result, a Local Services Ad, an AI referral, a direct visit or a referral. Do not treat the town’s population as evidence that any one path is active or valuable. Use your own inquiry records to determine which distinctions are worth retaining.
Recommended approach
Ask for a review of the fields your firm already captures and identify the minimum journey detail needed for case-source decisions. Keep the source categories tied to actual channels you use or are considering, rather than assuming every listed channel produces inquiries.
