1. Replace “How did you hear about us?” with a usable journey
A client may remember only “Google,” while the relevant path could include an organic result, a service or city page, a return visit and a call. Bosseo’s public Lead Attribution page describes a journey that can include channel, referrer, landing page, device, session detail and intake answers. It also describes calls joining the same journey record. That is more useful than relying on memory or a manually entered source field. For an Allen firm, review whether your current intake records distinguish the Allen service area from broader Collin County work and whether your team can identify the page or source associated with an inquiry. Do not treat Allen’s population estimate as evidence that any particular practice area or channel is producing demand.
Recommended approach
Map the information your firm currently captures at first contact. Then identify which fields would help a partner decide whether an inquiry is qualified, assigned, followed up and ultimately retained. Ask Bosseo to show how those fields would appear in a Lead Attribution record.
