ProspectEngine

The definition

What counts as a meeting

This is the only page that decides whether you are charged $99. It is written in full, in public, because a business that charges per meeting and is vague about the word "meeting" is selling you a fog.

The rule in one sentence

We charge for a meeting that happened, with a real decision maker inside the brief you signed off, who knew who we were and why when they agreed to it.

Six tests. All six, or it is not billed.

  1. The person is real and named

    A first name, a last name, a company, a title, and a LinkedIn profile or work email we can show you. Not "someone from operations".

  2. Their company is inside the brief you signed off

    Sector, size and geography, written in your words before anything went out. Outside it is our mistake and our cost.

  3. They hold the budget or sit next to whoever does

    Either their yes is the yes, or their yes is what makes it happen. A researcher collecting options is not a decision maker.

  4. They agreed to a specific time on their own calendar

    A date, a time, an accepted invite. "Sure, send me something" is not a meeting.

  5. They knew who was calling and roughly what about

    No bait and no borrowed name. If someone turns up expecting something we did not say, it does not count even if the meeting goes well.

  6. They turned up

    We bill on held, never on booked. A no-show is free. A reschedule that then holds counts once.

September · meetings counted flag any of these within five working days
Operations Director, manufacturer, Leeds
Real and named Inside your brief Holds the budget Time on their calendar Knew who was calling Turned up
Billed $99
Analyst, trading company, Dubai
Real and named Inside your brief Holds the budget Time on their calendar Knew who was calling Turned up
Not billed
The second one held, and it still is not billed. The person could not sign, so it fails test three and comes off the invoice without you having to argue about it.

Never billed, whatever else is true

One thing this cuts both ways on

If you do not give us the exclusion list, you cannot later refuse a meeting for being on it. It is the first thing we ask for and nothing sends until it arrives.

Brief signed offManufacturing, 50 to 500 people, UK and Ireland
Sending accounts warmedTwo LinkedIn seats, one mailbox, fourteen days
Exclusion list not receivedCustomers, live pipeline, partners, anyone promised
Nothing sends
Two of three green is still a stop. Until the exclusion list arrives we do not send, because a meeting booked with someone already in your pipeline is one we cannot charge for and a call you did not enjoy.

When we disagree

Flag it within five working days of the meeting. We look at the thread, the invite, and the recording where there is one. If any of the six tests fails, it comes off the invoice and no argument is needed.

Flag it after five days and it still comes off the invoice the first time. After that we talk. The bias is deliberate, because arguing with you about $99 costs both of us more than $99.

Why held and not booked

Booking a meeting is easy and getting one held is hard. An agency that bills on booked gets paid for the easy half and has no reason to care whether anyone turns up. Billing on held puts our money on the same side of the table as yours.