Guide

What counts as a qualified sales meeting — and how to write it down.

If you pay for meetings, the definition of a qualified one is the contract. Here's how to write one that's specific enough to bill against and fair to both sides.

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Pay per qualified meeting that shows up. No retainer.

Why the definition matters more than the price

Under pay-per-meeting lead generation, you're billed for each qualified meeting that takes place. That makes “qualified” the most important word in the agreement. Leave it vague and every invoice becomes a negotiation; make it precise and nobody has to argue about anything.

A good definition is written before a single email goes out, uses facts that can be checked, and is narrow enough that a meeting either meets it or doesn't. It's not a wish list. It describes the smallest meeting that would still be worth your time.

The four parts of a good definition

1. The company

Which businesses count: industry, size (headcount, revenue or another measure you can check), geography, and anything that rules a company out — existing clients, competitors, a type of business you don't serve.

2. The person

Who has to be in the meeting: job function, seniority, and — most importantly — authority. “Head of operations or above” is checkable. “A decision-maker” isn't, unless you say what decision they make.

3. The reason

Optional, but powerful: why they're talking to you. A specific problem, a project, a renewal date, an audit. Include it only if it's something you can confirm in the meeting, and keep it modest — nobody confirms budget and timeline in a first conversation.

4. The meeting itself

What counts as having happened: the format (call, video, site visit), that the booked person attended, and whether a reschedule that later happens still counts. A booking alone isn't a meeting — see pay per appointment vs pay per lead for why attendance is the line that matters.

Examples by industry

The same four parts produce very different definitions. A few illustrations:

  • Commercial roofing: the attendee manages or owns commercial buildings in the service area, controls maintenance spend, and has agreed to an inspection of a specific building. See commercial roofing lead generation.
  • B2B SaaS: the attendee matches a named buyer persona at a company inside the ICP, isn't an existing customer or open opportunity, and attended the demo. See B2B SaaS lead generation.
  • M&A advisory: the attendee owns the business, the business sits inside the mandate size band and sectors, and the meeting is a real conversation about their options. See lead generation for M&A advisory firms.

Grey areas to settle before you start

Most disputes come from situations nobody thought about in advance. Decide these up front:

  • Right company, wrong person. If a qualified buyer sends a junior colleague instead, does it count? Usually not — but say so.
  • Extra attendees. If the right person comes and brings others, it counts. Write that down too.
  • Reschedules. A meeting that's moved and then happens is a meeting. One that's moved and never happens isn't.
  • “Not now”. A qualified buyer who attends and says the timing is wrong was still a qualified meeting. Qualification describes who they are and why they're there, not the outcome.
  • Overlap with your pipeline. Agree how you'll flag companies you're already talking to, so they're excluded before outreach rather than argued about after.
  • Disputes. Agree how a meeting that doesn't match gets flagged, and how quickly, so nothing is decided from memory weeks later.

What not to put in the definition

  • Outcomes. “Must buy” or “must request a proposal” turns a meeting fee into a commission, and no first meeting can promise either.
  • Things you can't check. Budget, intent and timeline are worth asking about in the meeting, but they're poor billing criteria because they depend on what the prospect chooses to say.
  • Everything you'd ideally like. Every extra condition shrinks the pool of people who can be contacted. Keep the definition to what makes a meeting worth having.

A checklist

  1. Company: industry, size, geography, exclusions.
  2. Person: function, seniority, the decision they make.
  3. Reason (optional): something you can confirm in the meeting.
  4. Meeting: format, attendance, how reschedules count.
  5. Grey areas: wrong person, extra attendees, “not now”, existing pipeline.
  6. Disputes: how a meeting is flagged, and by when.

This is the step we start every engagement with — see how it works — and it's what the fee in our pay-per-meeting pricing is charged against.

Questions

Common questions.

Usually not. Budget is worth asking about in the meeting, but it depends on what the prospect chooses to tell you, which makes it a poor thing to bill against. Company, person and attendance are checkable; budget isn't.

The written definition does. If it's specific enough, a meeting either meets it or doesn't, and there's nothing to decide. Agree in advance how a meeting that doesn't match gets flagged and how quickly.

We book qualified sales meetings.You only pay for the ones that show up.