1. Replace “How did you hear about us?” with a journey record
A client’s remembered answer may be too broad to guide a budget decision. Bosseo’s public Lead Attribution page says the product can show a lead’s channel, referrer, landing page, device and session detail, with intake answers attached. It also describes calls joining the same journey record. That is materially different from relying on a manually entered source field. For Katy, begin by deciding which geographic distinctions are operationally meaningful to your firm. Katy city is associated with Fort Bend, Harris and Waller counties; a service area that includes those counties may require a clear way to distinguish the city from the broader county footprint. The Census record does not show which geographic areas generate inquiries, so attribution should measure that rather than assume it.
Recommended approach
Bring your current intake source question, web forms and call-handling approach to the consultation. Ask whether the proposed record can preserve the distinctions your attorneys use when deciding whether an inquiry is qualified and where it belongs.
