Qualified Meetings Terms
Last update April 2026
These Qualified Meetings Terms apply to qualified meeting and appointment-setting services supplied by Prime Signal Group Limited (“Prime Signal”, “we”, “us” or “our”) to business clients.
They should be read alongside the agreed proposal, order or commercial schedule, Prime Signal’s General Terms and Conditions and Privacy Policy. Where these Terms deal specifically with qualified meeting delivery, they take priority over any inconsistent general service wording.
1. Service scope
Prime Signal identifies, contacts, qualifies and books business prospects against an agreed campaign brief. Depending on the campaign, the meeting may be described as an IT Risk Review, business review, discovery meeting or another agreed meeting format.
The service may include:
• target-account research and list preparation;
• outbound prospecting;
• qualification against agreed criteria;
• meeting booking and calendar coordination;
• reasonable confirmation and reminder activity;
• qualification notes, a Pain Report or another agreed handover summary; and
• campaign reporting and feedback.
The exact scope, target market, pricing and delivery model are confirmed before launch.
2. Agreed campaign brief
Before campaign activity begins, Prime Signal and the client will agree the relevant targeting and qualification criteria. These may include:
• sector or business type;
• geography;
• company size;
• decision-maker or authorised-contact roles;
• service fit;
• excluded accounts, sectors or locations;
• existing-client or suppression lists;
• qualification questions or required reasons for review; and
• any campaign-specific acceptance rules.
The agreed brief is the standard against which meeting validity is assessed.
The client is responsible for providing accurate exclusions, suppression information and any account restrictions before outreach begins. Changes to the brief after launch must be agreed in writing and may affect delivery.
3. Valid Held Meeting
A “Valid Held Meeting” is a meeting that takes place and meets the agreed campaign criteria.
Unless the commercial schedule states otherwise, a Valid Held Meeting must:
• involve a company that fits the agreed campaign brief;
• involve the agreed decision-maker, buyer, influencer or another authorised contact who is reasonably able to participate in the relevant business discussion;
• have been agreed with the prospect for a specific date, time and meeting format;
• include a genuine reason for the discussion or the agreed qualification context;
• take place between the prospect and the client, subject to the client-side failure provision below; and
• include the agreed handover information from Prime Signal.
A prospect does not need to be ready to buy immediately, request a quotation or change supplier for the meeting to be valid. Meeting validity is based on the agreed qualification standard and whether the meeting took place, not on the eventual sales outcome.
4. Invalid and non-billable meetings
A meeting will not normally count as a Valid Held Meeting where it:
• falls outside the agreed company, sector, location or size criteria;
• involves the wrong contact level and no authorised contact;
• relates to an excluded or suppressed account supplied to Prime Signal before outreach;
• is a proven duplicate that should have been excluded under the agreed campaign rules;
• was booked without the prospect agreeing to the meeting;
• materially lacks an agreed mandatory qualification requirement;
• is materially misrepresented in the handover;
• is a buyer no-show; or
• otherwise fails the agreed campaign acceptance criteria.
A valid meeting is not made invalid simply because the prospect does not buy, decides to remain with an existing supplier, postpones a project, does not progress after the meeting or does not respond to later follow-up.
5. Confirmation, attendance and rescheduling
Prime Signal will make reasonable efforts to confirm booked meetings and reduce avoidable no-shows. Confirmation may include calendar invitations, email, telephone, SMS or other agreed channels. Where a prospect asks to reschedule, Prime Signal may continue to work the opportunity and arrange a replacement date. A rescheduled meeting remains the same opportunity and is not treated as an additional billable meeting. Buyer no-shows are not billable as Valid Held Meetings. Where the opportunity remains viable, Prime Signal may make reasonable efforts to recover or rebook it.
6. Client-side failure
The client is responsible for attending booked meetings on time and being reasonably prepared to conduct the agreed discussion.
Where the prospect attends, joins or is otherwise available for the meeting and the meeting fails because the client:
• does not attend;
• joins materially late;
• sends an unsuitable or unapproved representative;
• cannot access the agreed meeting platform; or
• otherwise prevents the meeting from proceeding,
Prime Signal may treat the meeting as a Valid Held Meeting if the booking otherwise met the agreed qualification criteria.
7. Handover information and records
Prime Signal will provide the agreed handover information for each qualified meeting. Depending on the service, this may include:
• company and contact details;
• meeting details;
• qualification notes;
• the reason for review or identified business issue;
• current supplier or technology context where known;
• Pain Report information;
• suggested clarification points; and
• relevant campaign-fit information.
Prime Signal may retain call notes, booking records, confirmation activity, recordings and transcripts where lawful and reasonably required for service delivery, quality control, training, handover or dispute review.
8. Fees and billing
Pricing, setup fees, billing frequency, payment terms and any minimum campaign commitment are confirmed in the relevant proposal, order or commercial schedule. Unless otherwise agreed, meeting fees become chargeable when a meeting qualifies as a Valid Held Meeting.
Prime Signal may pause campaign setup or delivery where an undisputed invoice remains overdue.
9. Meeting disputes
If the client believes a delivered meeting did not meet the agreed validity criteria, the client should raise the dispute within 48 hours of the scheduled meeting time and explain the reason.
Prime Signal may review available evidence including:
• the agreed campaign brief;
• booking and calendar records;
• call notes;
• qualification notes;
• confirmation activity;
• Pain Reports or handover records; and
• recordings or transcripts where available and lawfully retained.
Possible outcomes include:
• the meeting remains valid;
• the meeting is removed from billing;
• a replacement is provided; or
• a credit is applied.
Prime Signal will assess disputes reasonably against the criteria agreed before delivery.
10. Replacements and credits
Where a meeting is accepted as invalid, the default remedy will be the replacement or credit arrangement stated in the commercial schedule.
A replacement should match the original agreed targeting and qualification criteria as closely as reasonably possible. Replacement or credit protection applies to meetings that fail the agreed validity standard. It does not apply merely because a Valid Held Meeting does not later convert into an opportunity, proposal, sale or revenue.
11. Client responsibilities
The client agrees to:
• provide accurate campaign criteria and exclusions;
• supply suppression or existing-account lists before outreach where required;
• keep meeting availability reasonably up to date;
• attend meetings on time;
• review the handover information before the meeting;
• conduct its own sales discovery and technical qualification;
• follow up prospects promptly and professionally;
• provide reasonable feedback on meeting outcomes;
• raise disputes within the stated dispute window; and
• use prospect information lawfully and securely.
Prime Signal is responsible for the agreed prospecting, qualification, booking and handover activity. The client is responsible for the sales conversation, technical discovery, proposal, pricing, closing and ongoing customer relationship after the meeting.
12. Exclusivity and prospect information
Where a campaign is sold as exclusive, Prime Signal will not knowingly sell the same booked meeting to another client for the same opportunity during the applicable exclusive period. Unless otherwise agreed, exclusivity applies to the delivered meeting or opportunity rather than an entire market, sector or territory. Prospect information supplied through the service is for the client’s own lawful business-development activity. The client must not resell or redistribute Prime Signal’s prospect data or handover material to third parties without prior written agreement.
13. Sales outcomes
Prime Signal provides qualified meeting opportunities and supporting context. We do not guarantee:
• closed sales;
• revenue;
• contract value;
• proposal acceptance;
• a minimum conversion rate; or
• that every Valid Held Meeting will become a sales opportunity.
Results after the meeting depend on factors including the client’s proposition, pricing, discovery, follow-up, service fit, commercial timing and the prospect’s own decisions.
14. Changes, suspension and termination
Any material change to campaign scope, targeting, qualification criteria, pricing, validity rules or delivery process must be agreed in writing.
Prime Signal may recommend changes where campaign evidence shows that the agreed scope is materially too narrow, poor-fit or preventing reasonable delivery.
Campaign suspension or termination rights, notice periods and any outstanding payment obligations are governed by the agreed commercial schedule and Prime Signal’s General Terms and Conditions.
15. Data protection and confidentiality
Each party is responsible for complying with applicable privacy, direct-marketing and data-protection law in relation to its own processing activities.
Prime Signal’s handling of personal data is described in its Privacy Policy. The client must keep prospect information, Pain Reports, handover notes, recordings and other campaign information reasonably secure and use them only for lawful business purposes connected with the service.
16. Relationship with other terms
These Qualified Meetings Terms form part of the service agreement together with the applicable proposal, order or commercial schedule and Prime Signal’s
General Terms and Conditions.
If there is a conflict:
• the agreed commercial schedule takes priority for campaign-specific pricing, scope and commercial particulars;
• these Qualified Meetings Terms take priority for meeting validity, delivery, disputes and replacement rules; and
• the General Terms and Conditions apply to general legal and contractual matters not specifically addressed here.
Prime Signal Group Limited
Company number: 17181178
ICO registration: ZC134554
Website: https://www.primesignal.co.uk/
Contact: info@primesignal.co.uk