1. Map the first handoff from inquiry to owner
Bosseo describes Automation as a connection between a website, CRM and case-management system. Its public product page identifies forms, calls, chat and video intake as possible capture points, followed by logging, tagging, routing and follow-up. For a firm serving Otis Orchards-East Farms in Spokane County, begin with the channels you actually offer to people in that service area. Do not add a channel because the CDP’s population estimate appears large or small; the Census record does not establish how people contact a firm. Review what currently happens after each inquiry and identify the person or role responsible for the next action.
Recommended approach
Document each entry point, the destination for its information, the owner, the required task and the point at which a human must exercise judgment. Bosseo can review that path and determine whether the existing systems can be connected.
