An early discovery meeting can be useful without a fully specified buying project. A late-stage executive conversation has a different purpose. State which kind of meeting the service is meant to create.
Include target accounts or segments, relevant functions, appropriate seniority, exclusions, duplicates and existing opportunities. Define no-show and rescheduling treatment. Require accurate attendee identity and a relevant reason for the discussion.
A provider can deliver an appropriate meeting while the buyer ultimately has no current need. Sales owns discovery and qualification. Track accepted opportunities separately from meetings delivered.
Use factual records and a clear resolution process. Avoid metrics that encourage unsuitable guests or pressure connectors to produce volume.
For Orbb, agree the definitions and reporting in the current proposal. Evaluate buyer experience, actual meetings held and opportunity contribution, not just a headline appointment guarantee.