Meetings

Booked Meeting (or Scheduled Meeting)

A booked meeting, or scheduled meeting, is a meeting scheduled via a calendar link on the Glencoco platform for a given campaign between a prospect and the Account Executive. A scheduled meeting is not necessarily a qualified meeting.

Here are some examples why a booked meeting is not necessarily a qualified meeting:

1. User who is unethical convinces their uncle to show up to a meeting on the Glencoco platform so they can get paid. The uncle is a plumber and has no relevance to the product or services offered by the campaign.

2. User who is poorly trained speaks with a prospect who doesn't agree to a meeting or isn't interested in the product or services offered by the campaign but the user schedules the meeting anyways

3. User who is poorly trained speaks with a prospect who is actually interested in the product or services offered by the campaign, but has not taken the time to do the proper research while engaging with the prospect to verify that the prospect actually meets the qualification criteria for a qualified meeting on the campaign

4. User who is unlucky or not diligent about reminding the prospect about the scheduled meeting has a scheduled meeting, but the prospect does not show up to the meeting. Maybe they had a last minute health emergency, or they decided it wasn't worth taking the time to meet after mulling over the product and services after the meeting was scheduled.

Because of these scenarios, the Account Executive must verify that the prospect attended the meeting after the meeting and update the status of the meeting as either:

• Prospect Attended, but Prospect is Unqualified

• Prospect Attended, and the Prospect IS Qualified

• Prospect No-Showed to the meeting

• The Meeting was Cancelled (either by the Account Executive or the Prospect)

• The Meeting was Rescheduled

Qualified Meeting

A qualified meeting is a meeting scheduled between a prospect and an Account Executive that meets the following conditions:

• Prospect attended the meeting

• Account Executive verified that the qualification criteria for payment on the campaign was met and subsequently updated the status of the meeting

Some common questions around qualified meetings include (with answers to these questions):

• If a meeting was initially a no-show, and a user rescheduled the meeting and is subsequently qualified, does it count as a qualified meeting? (yes)

• If a meeting was rescheduled, and the meeting is subsequently qualified, does it count as a qualified meeting? (yes)

• If a prospect attended the meeting and the Account Executive (AE) marked it as unqualified but the user thinks it's qualified, what happens? (we have a dispute resolution mechanism where we'll review the facts and circumstances and either cover the cost of the meeting or request that the company pay for the meeting. There's a separate full documentation on dispute resolutions for qualified meetings).

• If a qualified meeting happens, how soon does payout for the qualified meeting occur? (when the meeting status is updated to qualified, it triggers an immediate payout to the user's connected Stripe account. The funds will be delivered in 2-3 business days typically from that time. There's a separate full documentation on payouts).

No Show Meeting

A no show (or no-show) means the prospect didn't attend the meeting. No show meetings are valuable because users can still reach back out to the prospect to reschedule the meeting so that it can actually take place and become a qualified meeting.

Run Meeting (same as Occurred Meeting)

A meeting that actually ran, or took place, where both the prospect and Account Executive attended the meeting.

Alternate expressions of run meetings include:

• Occurred Meeting