Docs menuHeld meetings
What counts as a held meeting.
A held meeting is what Dylan bills by default; the other ways to pay are tests. You decide what it means before a single email goes out.
What counts
A meeting counts when someone who matches your brief's meeting definition joins a call Dylan booked, with your meeting owner.
Three words get mixed up. A booked meeting is a time on a calendar. A held meeting is a call that took place. A qualified meeting is a held call with someone who fits what you agreed to in advance.
Dylan's held meeting is the strict version: held and qualified, or not billed at all.
Your meeting definition
Before anything is sent, you set the meeting definition: the titles, company sizes and regions that count. A good one has three parts:
- Who counts. The companies (industry, size, region) and the people (function and seniority) you want to meet.
- Who takes it on your side. Your meeting owner: the person whose calendar Dylan books into and who runs the call.
- What the prospect gets. The reason they agreed to meet, in one line.
The definition is also the targeting rule. Dylan uses it to decide who to write to, so a loose one fills your calendar with the wrong calls.
Settle the awkward cases now: if the VP you targeted sends a director, does that count, and if your meeting owner is away, may a colleague take the call? Write the answers into the definition.
What is never billed
- No-shows. If the person does not join, you pay nothing, and Dylan rebooks.
- People on your do-not-contact list. They should never have been contacted, so you never pay for meeting them.
- Duplicates. The same meeting is never billed twice.
- Anyone outside your definition. A meeting with the wrong person is not a held meeting.
If a billed meeting should not have been, you have 72 hours after it to dispute it. The longer argument is in What counts as a held meeting, and what never gets billed. How meetings get booked is on AI appointment setter, and the prices on pay per meeting.