What is a Qualified Meeting?
Clear standards, data-driven targeting, and proven results. Here's exactly what you get when we deliver qualified meetings to your calendar.
Our Definition
A qualified meeting is a scheduled appointment with a prospect who meets your data-refined Ideal Client Profile (ICP) and has expressed genuine interest in fractional CFO services.
This isn't just someone who answered the phone. It's a business owner or decision-maker who fits your specific criteria, understands what fractional CFO services entail, and has confirmed they want to discuss how you can help their business.
Our Data-Driven ICP Refinement Process
Call 1: Vision & Criteria
We define your vision and initial target customer criteria based on your expertise, preferences, and ideal client characteristics.
Data Analysis
Between calls, we analyze our backend data to identify which of your services have the highest market demand and conversion rates.
Call 2: ICP Refinement
We refine your ICP based on data insights, ensuring we target prospects most likely to need your services and convert to clients.
Qualified vs Unqualified: Real Examples
Qualified Meetings
Manufacturing Company CEO
$8M revenue, growing 25% annually, needs help with cash flow forecasting and investor reporting. Confirmed meeting to discuss fractional CFO services.
SaaS Startup Founder
$3M ARR, preparing for Series A, needs financial modeling and due diligence support. Scheduled 45-minute consultation call.
Professional Services Owner
$5M revenue, multiple locations, struggling with financial controls and reporting. Wants to discuss fractional CFO engagement.
Not Qualified
Small Business Owner
$500K revenue, just needs basic bookkeeping help, not strategic CFO services. Wrong service level for fractional CFO.
Curious Prospect
Answered phone but said "just looking around" with no specific needs or timeline. No genuine interest in services.
Wrong Decision Maker
Office manager who can't make financial decisions. Not the business owner or authorized decision maker.
Our Quality Standards
Company Criteria
- Revenue range matches your ICP
- Industry aligns with your expertise
- Geographic location within your service area
- Business complexity requires CFO-level expertise
Prospect Criteria
- Decision maker or strong influencer
- Expressed genuine interest in CFO services
- Confirmed meeting time and showed up
- Has specific financial challenges or goals
Common Questions
What if someone doesn't show up to the meeting?
No-shows don't count as delivered meetings. We replace them at no charge and continue working until we deliver your package targets.
What if the prospect isn't a good fit during the meeting?
If a prospect doesn't meet the criteria we agreed upon during onboarding, we'll replace that meeting. Our ICP refinement process minimizes this, but we stand behind our quality standards.
How do you ensure meeting quality?
Our two-call onboarding process, backend data analysis, and rigorous screening ensure prospects match your refined ICP before meetings are scheduled.