Entering Information in the Calendar

I wanted to see if I could get some clarification on what qualifies as a "checked in".

It means the business expert called, the advisor answered the phone, he was at a pc or laptop

I know the goal is to find a prospect that is ready to go and buy immediately after attending the demonstration.

You do not need to worry about whether the advisor registers with us.  That is the job of the business expert.  All you can do is get a qualified advisor on the calendar (qualified meaning, his top 2 products match at least one of the categories we can serve, he has the capacity to help new clients in the next 7 days, he is able to invest $900 in his business if he chooses to do so). 

Being in sales for my entire career I would have to think the majority of opportunities close sometime between that first interaction/appointment and 45 days after. I ask this in seeing a few appointments this week come thru as not qualified and not able to be paid when the prospect said they were interested, but potentially could not pull the trigger for a few weeks.

We only want to have advisors on our calendar that can register right away.  If they cannot register for our service now, then we do not want to talk to them now.  If they will be ready in 4 weeks, then we want to speak to them in 4 weeks.  Our sales model is a one call close.  We only want advisors on our calendar that have the ability to move forward immediately.

Examples of this are Robert Campbell and Michael Wurster. What is the time frame for a prospect wanting to move forward to be labeled as qualified and able to be paid? 

qualified means

1. they can assist prospects and take on new clients in the next 7 days

1. would these people be suitable for you as new clients: age 50+, middle income people, with investment assets of $250,000 to $1 million

1. they have been in business at least 3 years

1. they earn at least $2,000 from a new client

1. their top 2 prospects and services, at least one of them matches our list

1. are you at a computer or laptop with a full screen