1. Replace “How did you hear about us?” with a journey record
A client’s memory is not a reliable operating record. Bosseo describes Lead Attribution as showing the channel, referrer, landing page, device, session detail and intake answers associated with a lead. Its public product page also describes calls joining the same journey and outcome tracking through consultation and signed case. That distinction matters for a Lucas firm serving people in Lucas and elsewhere in Collin County: the relevant geography should be recorded as part of the firm’s own intake and matter data, not guessed from the city’s population. Review whether your existing records can connect a local inquiry to its actual first visit, return visit and contact event.
Recommended approach
Ask Bosseo to demonstrate one complete journey using your firm’s own intended intake fields and geographic distinctions. Decide which location information belongs in the record, which case types require qualification and which outcome marks a meaningful marketing result.
