First Meets
Prescheduled appointments for agents and advisors

Prospects book
the time.
You pay for
meetings,
not leads.

30-minute video appointments on your calendar, booked by the prospect and screened before they can confirm.

One agent per appointment Screened before they can book Confirmed no-shows cost nothing No long-term contract
1 agentper appointment, booked onto your calendar
30 minon video, at a time the prospect chose
$300per attended appointment, prepaid in packs
$0for a no-show. The credit is released once we confirm it
Compared with leads

A lead is a phone number. An appointment is a meeting.

Most agents have bought leads. Here is what changes when you buy the meeting instead.

A leadA First Meets appointment
What you pay forA name and a phone numberA 30-minute video meeting on your calendar
Who else gets itOften sold to several agents at onceOne agent per appointment
Who picks the timeYou, if you can reach themThe prospect, before you ever speak
What you know going inWhatever the form capturedTheir answers to a short questionnaire
If nothing happensYou paid anywayA confirmed no-show releases the credit
CommitmentOften a monthly minimumBuy a pack. Use it. Buy another
Pricing

One price, prepaid. No-shows release the credit.

Buy a pack, use it, buy another. No monthly minimum, no long-term contract.

Per appointment
$300
per attended appointment
  • 30-minute video meeting, booked by the prospect
  • Questionnaire answers attached to the invite
  • Reminders to both sides before the call
  • Each appointment goes to one agent
  • Confirmed no-shows release the credit
Book a 30-minute call

Packs

10 appointmentsA first pack for one agent$3,000
20 appointmentsA steady calendar$6,000
50 appointmentsA team, or a busy quarter$15,000

Same price for one agent or a whole agency. Team appointments are routed to each agent by state.

No names, lists or data for sale No monthly minimum No appointment sold to more than one agent
How it works

Four steps. You are only in the last one.

We reach working professionals and pre-retirees in the states you are licensed in, and they book directly onto your calendar.

We find the prospect

Selected by role, employer and age range, in your states.

They book a time

On a booking page, after a two-minute questionnaire that screens them and tells you what they want to discuss.

It lands on your calendar

With their answers attached and reminders sent to both of you.

You pay when they attend

A credit is reserved at booking and used only after we confirm the prospect joined. A no-show releases it.

Who it is for

Licensed agents and advisors who would rather meet than chase.

Independent agents

A steady calendar without running your own marketing, hiring a setter or buying lists. Start small and see what the meetings are like.

Start with 10 appointments, $3,000Book a call →

Advisors and planners

First meetings with working professionals and pre-retirees who asked for the conversation and told you what they want to cover before you join.

Start with 20 appointments, $6,000Book a call →

Agencies and hierarchies

Appointments for a whole team, routed to each agent by state and license, at the same price per appointment as a single agent.

Start with 50 appointments, $15,000Book a call →
Questions

The things agents ask before they buy.

What counts as an attended appointment?

The prospect joins the video call at any point during the scheduled time. A credit is reserved when the appointment is booked. It is used when the prospect joins, or when the appointment is cancelled, moved or held off the platform on your side, or you contact the prospect before the call. If the prospect never joins, you choose: take the credit back and we offer them a new time, or keep the credit used and get their contact details to follow up yourself. The Terms of Service have the full rules.

Who are the prospects?

Working professionals and pre-retirees in the states you are licensed in, selected by role, employer and age range. Each one booked the time themselves after answering a short questionnaire.

What if the prospect cancels or reschedules?

If they reschedule through the booking page, the reservation moves with the appointment and no credit is used until they attend. If they cancel, the reservation is released. Please don't reach out to a prospect who cancels or doesn't show; we may offer them a new time ourselves.

Is there a long-term contract or a monthly minimum?

No. Buy a pack of 10, 20 or 50 appointments and use it at your pace within 12 months. Buy another when you want more.

Do credits expire? Can unused credits be refunded?

Credits are good for 12 months from the date of purchase. All purchases are final and unused credits are not refunded. The one exception: if we end your access for a reason other than a breach of the Terms, we refund your unused credits. The Terms of Service have the details.

Can I choose when appointments land?

You tell us the days and hours you take calls, and bookings follow your calendar. Update them whenever your schedule changes.

What happens after the appointment?

That is between you and the prospect. First Meets does not take a commission and has no part in what you recommend.

Will I know who I am meeting before the call?

Yes. The calendar invite carries the prospect's first name, their state, their answers to the questionnaire and the video link, so you can prepare before you join. Full contact details follow once they attend.

Can I bring my whole agency?

Yes. Agencies and hierarchies get appointments routed to each agent by state and license, at the same price per appointment. Tell us how many agents and which states.

Book a call

Book a 30-minute call.

Pick a time that works for you. We will walk through your states, how booking and attendance work, and pricing.

  • Your marketThe states you are licensed in and the clients you want to meet.
  • How it worksBooking, screening, reminders and attendance confirmation.
  • Pricing and packsWhat a first pack looks like and whether it makes sense to start.

Calendar not loading? Open the booking page.