Can I Reschedule a Meeting?

How to handle reschedule requests from prospects and what happens to the meeting record.

How Meetings Are Qualified

What counts as a qualified meeting, the auto-qualify process, and how the $250 fee is triggered.

How to Log a Meeting Outcome

How to record what happened after a qualified meeting: Converted, Nurturing, Not a Fit, or No-Show.

How to Mark a No-Show

Steps to mark a no-show in the portal or via Slack, and how the $250 charge is automatically reversed.

What Happens If a Prospect Cancels?

How cancellations are handled: meeting removed from pipeline, no charge, and re-engagement options.

What Is the $250 Meeting Fee?

When the $250 per-meeting fee is charged, what counts as qualified, and how it appears on your invoice.