Guide
How to evaluate an appointment-setting offer
Use this before you hire anyone, including MeetingMagnet.ai. It is a practical buyer checklist. Built for B2B software and services companies.
01
Start with the deliverable
Ask what you are paying for. A lead is a potential contact or inquiry. A booked appointment is a scheduled conversation. A held meeting is one that actually happened. A qualified meeting is one that also met rules you agreed in writing.
Under the MeetingMagnet.ai model, the $500 billing event is a contract-qualified meeting actually held. A name or a calendar invitation is not enough.
02
Choose criteria you can evidence
- Name the company profile and the roles that matter.
- Name what disqualifies a meeting.
- Name the evidence that shows the meeting was held, and what the handoff must include.
- Decide, in advance, that an unknown required fact fails closed.
There is no universal script here, and a job title is not proof of budget or authority. Draft the rows on the blank criteria worksheet. The worked example on the qualification page is labeled illustrative only.
Three hypothetical outcomes
Billed
Qualifies
The role, company profile, and reason to talk match the written rules, and the attendance evidence shows the meeting was held. That meeting is billed at $500.
Not billed
No-show
The meeting did not happen. A no-show is not a held meeting and is not billed. Your contract sets attendance evidence and minimum duration. It cannot turn a no-show into a held meeting.
Not billed
Unknown evidence
A required fact cannot be verified. The meeting fails closed: it is not passed on and it is not billed. Missing information is not filled in by assumption.
03
Start the conversation
MeetingMagnet.ai takes on engagements once criteria and the list source are agreed in writing.
A useful first email names your company and product, the account types and roles you care about, your qualification rules and disqualifiers, and the capacity you want to discuss. Do not send prospect lists or secrets.