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 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.
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.
