How do we work on reporting and payment verification for qualified meetings?
- Cormac Repman
- 1 day ago
- 2 min read
We handle all the legwork on verifying qualified meetings. After the call, our rep marks it as a show during the warm handoff and payment processes automatically within 48 hours. If the meeting hits your criteria, there's nothing else you need to do. If there are any discrepancies, you can flag them and we'll sort it out.
You Need a Note Taker on the Call
The foundation of our verification process is straightforward: we need someone from your team on the call who can take notes. This isn't about adding overhead. Your sales rep is already running the meeting, so having another team member present—could be someone from operations or revenue ops—means we have reliable documentation of what actually happened. This also protects both of us. You've got evidence of the conversation, we've got proof the meeting took place.
Our Rep Confirms the Show During Handoff
Here's where things get hands-on. At the end of each qualified meeting, our rep passes you information about the prospect and marks the meeting as a "show" in our system during the warm handoff. This is real-time, not something we do days later. That mark in our system becomes the official record that the meeting happened and our rep was there.
Automatic Payout in 48 Hours
Once we mark it as a show, the clock starts. Within 48 hours, assuming the meeting met your qualification criteria, payment gets processed automatically. You don't need to submit paperwork, chase us, or wait for a weekly batch. It's built into our system. This means your team can focus on working the opportunity rather than managing administrative back-and-forth with us.
If Something Doesn't Match Your Criteria
Occasionally, a meeting might have a timing issue, an attendee cancellation, or some other detail that doesn't align with what you agreed was a qualified meeting. We built an issue flagging system specifically for this. If something feels off, you can flag it with a button in your dashboard. We'll investigate quickly and either process the payment or discuss what happened. We're not trying to dodge payment on meetings that happened. We just want accuracy so both sides feel confident in the numbers.
No Hidden Verification Process
Some companies make payment verification complicated. We don't. If your note taker confirms the attendees showed up, the conversation was real, and our rep was present, that's the meeting verified. We're not requiring call recordings, third-party transcripts, or complex approval workflows. Honest documentation plus our rep's mark is what counts.
The whole point is speed and clarity. We want you to book qualified meetings and get paid without wondering whether we're going to nickel-and-dime you 48 hours later. If you have specific criteria beyond the basics—certain company size, deal stage, decision makers in the room—we'll lock those in before you start sending us qualified leads anyway.
Ready to start? Book a call to lock in your qualification criteria.
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