How Meetings Are Qualified
A qualified meeting is the core unit of value Piqely delivers. Understanding exactly what qualifies and what doesn't helps you know what you're paying for and how to get the most out of the system.
What Counts as a Qualified Meeting
A meeting qualifies when all three of the following are true:
If all three conditions are met, the meeting automatically moves to Qualified status and a $250 invoice item is queued.
The Meeting Pipeline: Step by Step
Here's the full journey from first reply to qualified meeting:
Stage 1: Pending Review
A prospect replies to one of your outbound emails. Wire (our AI reply management system) reads the reply within minutes and classifies it. If the reply signals genuine interest, the meeting enters your pipeline with status Pending Review.You'll see it appear in your Meetings dashboard immediately. A Slack alert fires if you have Slack connected.
Stage 2: Booking Link Sent
Wire sends the prospect a personalized reply with your Cal.com booking link. The link is prefilled with the prospect's name and email to reduce friction.Status updates to Link Sent. Another Slack alert fires.
Stage 3: Booked
The prospect clicks the link and books a time. Your calendar is updated, a confirmation email goes to both parties, and the meeting status updates to Booked.This is the moment you know the call is scheduled. You'll see the date and time on the meeting card.
Stage 4: Auto-Qualify (or No-Show)
Two hours after the scheduled call time, our system checks whether the meeting has been cancelled or marked as a no-show. If neither has happened:- Status updates to Qualified
- $250 is queued as a line item on your next invoice
- You receive a Slack alert and an email with an outcome logging link
- A "❌ Was a No-Show — Reverse" button appears in the Slack alert
- Cancelled meetings: When a prospect cancels via Cal.com, the meeting record is deleted entirely. No charge, no trace. They can rebook.
- No-shows marked within 24 hours: If you mark a no-show before or after the call, the $250 charge is voided automatically.
- Disqualified meetings: Any meeting you or your CSM manually marks as not meeting ICP criteria.
- Via Slack: Click the ❌ Was a No-Show — Reverse button in the qualification alert
- Via Portal: Go to Meetings → find the qualified meeting → click Log Outcome → select No-Show
- Converted: Prospect became a client
- Nurturing: Good fit, not ready yet
- Not a Fit: Wrong company, budget, or need
- No-Show: Didn't show up
If the meeting was a no-show, you click that button (or log it in the portal) and the charge is voided immediately.
What Doesn't Qualify
The following do not trigger a qualification or charge:
Manual Override Options
You have full control to override the auto-qualify system:
Mark as No-Show (voids charge)
Both actions immediately delete the $250 invoice item. You'll see the meeting status change to Disqualified.
Log an Outcome (after the call) Once you've had the call, use the outcome logging feature to record what happened:
The 2-Hour Window
The 2-hour buffer after the scheduled call time is intentional. It gives you time to:
If you're in a back-to-back schedule and don't check Slack immediately, you still have until the end of the 2-hour window. After that, the charge is queued and reversal requires marking it as a no-show in the portal.
Frequently Asked Questions
What if the prospect reschedules? If they reschedule via Cal.com (not cancel), the meeting record updates with the new time. The 2-hour auto-qualify window restarts from the new scheduled time.
What if the prospect is a great fit but the call was short? Duration doesn't factor into qualification. If the call happened and the prospect matched your ICP, it qualifies. Short calls often happen when a prospect is very interested and wants to move quickly.
What if I think a meeting shouldn't have qualified? Log it as "Not a Fit" via the outcome form. This doesn't reverse the charge retroactively after the 24-hour window, but it does refine your targeting so future meetings are higher quality. Contact your CSM if you believe there was a targeting error.
Can I dispute a charge? Yes. Contact your CSM within 5 business days of the qualification date with details. We review all disputes and will credit you if the meeting clearly fell outside your ICP definition.