Introduction to First Meets
30 min meeting with First Meets over Google Meet. Requires the host’s confirmation. A 30-minute video call to see whether First Meets fits your practice. First Meets books 30-minute video appointments with working professionals and pre-retirees in the states you are licensed in. Prospects pick the time themselves and answer a short questionnaire first. You pay only for appointments they attend. On this call we will cover: Your states, your market and the clients you want to meet How booking, screening and attendance confirmation work Pricing and packs Whether it makes sense to start, and when This call is for licensed insurance agents, financial advisors and agency leaders. It is not for consumers looking for financial advice. Come ready with the states you are licensed in.
- Host
- First Meets
- Duration
- 30 min
- Location
- Google Meet
- Host time zone
- America/Chicago
- Confirmation
- The host confirms each booking; it stays pending until they accept it.
- Required booking fields
- Your name, Email address, Phone number, Which states are you licensed in?, Are you booking for yourself or for a team?
Available times, from the public API (header cal-api-version: 2024-09-04; add start, end and timeZone): https://api.cal.com/v2/slots?eventTypeId=7827133
Booking instructions for AI agents: https://cal.com/jake-amores/intro.md