1. Map the path from a Hewitt inquiry to a workable task
Your firm may receive an inquiry from someone in Hewitt, elsewhere in McLennan County or another service area. Those geographic relationships should be recorded as part of intake when they matter to eligibility or routing, rather than inferred from the municipality’s population. Bosseo describes Automation as a connection between marketing, intake and operations: a lead can be captured, logged, tagged, routed and followed up. The practical decision is which events should create a task, which person owns it and what information must accompany it.
Recommended approach
Bring a current example of each inquiry path to the consultation. Decide whether the next action is a call, qualification review, consultation invitation, conflict check or another firm-defined step. Keep service-area decisions in your own legal and operational rules.
