First Meets
Prescheduled appointments for agents and advisors

Prospects book
the time.
You pay only
when they show.

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

One prospect, one agent Screened before they can book Confirmed no-shows cost nothing No long-term contract
1 agentper appointment. Never resold, never shared
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. Never resold or shared
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, charged only when they attend.

Buy a pack, use it, buy another. No retainer, 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
  • Email and text reminders to both sides
  • Delivered only to you. Never resold
  • 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 resold or shared
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 the scheduled time. A credit is reserved when the appointment is booked and used only after we confirm from the video platform’s join records that they attended. If they did not join, the credit is released back to your balance.

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, the reservation moves with the appointment and no credit is used until they attend. If they cancel, the reservation is released.

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. 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, 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 contact them again except to confirm attendance, does not take a commission, and has no part in what you recommend. The relationship is yours from the first call.

Will I know who I am meeting before the call?

Yes. The calendar invite carries the prospect's name, their answers to the questionnaire and the video link, so you can prepare before you join.

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.