This is the agreed, contract-of-record definition of a Qualified Call, set out here so both sides work from the same objective criteria.
A Qualified Call is a booked meeting the prospect attends that meets all five criteria below. These five criteria mirror the qualification criteria presented in the growth plan shared with Client. Each criterion is objective and verifiable from public business data, the booking, and the call recording, so that neither party has to argue a matter of opinion. A Qualified Call measures fit and qualification, not a prospect's readiness or willingness to purchase. Closing is the Client's responsibility. Each criterion is qualified by Provider before the call as far as the available data allows, and confirmed by the AI call-review layer on the recording. A Qualified Call that has not been validly rejected within the dispute window is treated as accepted.
A US-based local service business in one of Client's target verticals (dental and medical practices, law and personal injury firms, plumbing and HVAC, insurance agencies, med spas, or veterinary), with 5 to 25 staff. Verified before the call from industry and size on Google Business, LinkedIn, or Apollo. Wrong country, off-list vertical, or outside the staff band does not qualify.
The owner, founder, president, or managing partner of the business, with authority to buy. Not an office manager, receptionist, or someone who must defer the decision to others.
The business currently pays for lead generation, advertising, an answering service, front-desk or reception staff, or booking and intake software, evidencing budget for the category. Established from public signals or stated on the call.
The prospect booked an actual call time on Client's calendar. A soft yes such as "send me details" or "maybe next quarter" does not qualify.
The prospect joined the booked call on camera and stayed a minimum of 15 minutes, confirmed by the recording timestamp or attendance log. No-shows do not qualify, and reschedules are never billed twice.
$250 flat per Qualified Call, and it does not step up with volume. On the Minimum package, no more than seven (7) Qualified Calls are billed in any 4-week cycle unless Client approves more in writing in advance. Qualified prospects beyond the cap roll into the following cycle, or are billed sooner only with Client's prior written approval.
| Term | What it means |
|---|---|
| Rate | $250 flat per Qualified Call, the same at any volume |
| Cap | Up to seven (7) Qualified Calls billed in any 4-week cycle on the Minimum package |
| Above the cap | Qualified prospects roll into the following cycle, or are billed sooner only with Client's prior written approval |
For every Qualified Call, Provider shares the recording and the AI review-layer log. If Client believes a call did not meet the criteria, Client raises it in writing within 10 business days of the call, noting which criterion is in question, and the two parties resolve it together against the recording and log. A disputed call is not payable until resolved. Calls not raised within 10 business days are treated as accepted.
| Case | Outcome |
|---|---|
| No-shows | Not a Qualified Call, the prospect never attended |
| Soft yeses ("send me details", "maybe next quarter") | Not a Qualified Call, no real slot was booked |
| A call outside the five criteria | Not a Qualified Call, one or more criteria were not met |
| Reschedules | Never billed twice, billed only once the rescheduled meeting is held |
A prospect that becomes a commercial relationship, agreement, or revenue for Client is treated as a Qualified Call by default whether or not it met the criteria at the time, provided Provider's outreach sourced it and it occurred within 6 months of first contact.