Mark which meetings were held

A booked meeting feels like a win. Then the buyer reschedules twice, sends a delegate, or doesn't show. If your numbers stop at booked, they count all of those as wins.

Stage 1 now asks whether each booked meeting happened, and whether it turned into an opportunity.

Where a meeting comes from

Meetings start on the Desk. When an interested reply comes in, you answer it with Send and mark meeting booked. That sends your reply, stops every other scheduled message at the account, and counts the meeting.

From there the account is in the meeting stage. Stage 1 doesn't know what happened next. You do.

One click per meeting

Open Insights. On the Overview, under the tiles at the top, a card asks Did these meetings happen? It lists up to 20 accounts with a booked meeting and no outcome yet, newest first, with how long ago it was booked.

Each one gets three buttons. Held. Held, became an opportunity. Didn't happen.

Tap the one that's true and the account leaves the list. That's the whole job. A few seconds a week, after the meetings have run.

The card only shows when there's something to log. No booked meetings waiting, no card.

What changes when you log

The Meetings per 100 tile shows two counts under the number, booked and held. Until you log outcomes, held stays at zero and the gap is invisible.

The Became opportunities tile counts the meetings you marked as opportunities, and shows them as a share of meetings held. That's the number that tells you whether your first meetings are with the right people. A lot of meetings and few opportunities means the opener is earning conversations with people who can't buy.

Plan cost per meeting uses held meetings once you've logged any. A meeting that didn't happen doesn't make Stage 1 look cheaper than it is.

Every outcome lands in Settings, Activity too, so the record of what happened is there when you need it.

Why held is the number

Booked is a promise. Held is the thing itself. The gap between them is real in services, where senior buyers move meetings when the quarter gets busy and delegate the ones they're unsure about. More on that in meetings booked versus meetings held.

If you only count booked, you'll overrate whatever earns quick yeses. A pushy ask can book meetings that never happen. A sharp hypothesis to the right seat books fewer and holds more of them. You want to know which one you're doing.

Why it matters for a services sale

A $250K engagement starts with one held meeting where the buyer recognized their problem in what you said. Everything before it is setup. Everything after it depends on it.

So that's the meeting to count. When you look back at a quarter, you want to know how many real first conversations you had with buyers who could sign, and how many became opportunities. That's what a pipeline review should start from, and it's covered in stop measuring activity, measure Stage 1.

Log the outcome, and your numbers tell the truth about your meetings.

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