1. Set the service area before you design the intake path
Clinton is a municipality in Anderson County, Tennessee. Your intake should therefore reflect the geographic scope you actually serve rather than assume that every person associated with Clinton is a prospective client. Decide whether a visitor from Clinton, another part of Anderson County, or elsewhere in Tennessee can be accepted, referred, or declined. If location affects fit, make it an explicit question rather than an implied assumption.
Recommended approach
Map the acceptable service area and any location-based referral rules before choosing questions or routing. Review whether the same path should serve Clinton and the wider Anderson County area, or whether different locations require different ownership or follow-up. Keep the geographic rule visible to the team that reviews completed inquiries.
