1. Define the journey before judging the dashboard
The public ROI Dashboard description covers a path from tracked rankings and SERP features to calls, leads, case types and matters. It also describes source attribution and revenue signals. For a Saginaw-serving practice, begin by deciding what “journey” means for your firm: a website visit, a phone contact, a potential new client, a signed matter or another defined milestone. The geographic question also needs care. A firm may serve Saginaw city and areas elsewhere in Tarrant County, but the population record for Saginaw city cannot be treated as a count of prospective clients.
Recommended approach
Bring your current definitions to the consultation. Ask Bosseo to show where each stage appears, which stages are measured directly and which depend on information your firm supplies. Do not approve a success criterion until the firm agrees on the difference between a contact, a potential new client, a matter and revenue.
