1. Start with the journey, not the client’s recollection
Bosseo’s public Lead Attribution page describes a record containing channel, referrer, landing page, device and session detail, with intake answers attached. It also describes journeys that may include organic search, AI referral, Local Services Ads, direct visits and referrals. This matters when a Mount Pleasant visitor reaches a service page, leaves, returns and then calls. The answer “Google” may be too broad to explain which page or path preceded the inquiry. Because Mount Pleasant is a municipality in Racine County, your review should also distinguish the geographic context recorded for an inquiry from the source that produced it. Do not treat a Mount Pleasant address, a Racine County relationship or a population estimate as evidence of lead quality.
Recommended approach
Ask to see how a complete journey is represented, which fields are attached to the lead, and how the firm can distinguish a source from a location. Review whether the information helps staff understand what happened before contact without asking the client to reconstruct every visit.
