REPLYLEAD / QUALIFIED MEETING OPERATIONS PLANNER
Untitled project - One working week - 5 working days. Starting assumption. Not a market fact.
1. Meeting acceptance agreement
Booked: A future calendar reservation. A booking slot. It has not occurred.
Held: A booked meeting that occurred. The conversation happened.
Qualified: A held meeting that passed every applicable required qualification criterion (company, role, problem, commercial, timing, decision).
Accepted: A held meeting that passed every applicable required criterion in the saved standard. Never a future block.
Rejected: A held meeting that failed at least one applicable required criterion.
Replaceable: A booking whose slot may be reused under the saved no-show, cancellation, reschedule, or substitution rule.
Attendees: Every required attendee attends the held meeting.
Duplicate: A second booking of the same opportunity in the same period is not a new accepted meeting.
Existing opportunity: An already-open opportunity is not booked as if it were net-new unless this rule says otherwise.
No-show: A no-show is a show-rate loss. The slot is replaceable only if this rule says it can be refilled.
Cancellation: A cancellation that cannot be refilled is a show-rate loss.
Reschedule: An in-period reschedule stays one booking.
Substitution: A substitute attendee counts only if the attendee rule allows it.
Evidence: Each required pass needs a recorded fact.
Dispute: When this agreement and a CRM stage disagree, this agreement decides acceptance.
| Criterion | Group | Weight in the decision | Rule |
|---|---|---|---|
| Required attendees | attendees | Required | Every required attendee attended. |
| Company | company | Required | The company is in the segment you serve. |
| Role | role | Required | The person can move or block the deal. |
| Problem | problem | Required | A problem you solve, stated in their words. |
| Commercial | commercial | Required | The likely deal size sits in the band you will work. |
| Timing | timing | Required | A buying window exists. |
| Decision | decision | Required | Who else must agree is named or known. |
| Evidence | evidence | Required | The facts behind each required mark are recorded. |
| Not a duplicate | process | Required | This is not a duplicate of an already accepted meeting. |
| Existing opportunity | process | Optional | This is not an already-open opportunity you would not re-book. |
2. Qualification scorecard
No meetings scored. Observed acceptance rate: not calculated. Historical acceptance rate: not entered.
3. Capacity calculation
Gross 60 hours. Remaining after prospecting and admin 30. Usable share produces 21 usable hours. Booked hours 6 already include committed preparation. Incremental follow-up 0. Open hours 15.
4. Funnel assumptions
Show rate 80% (user assumption). Acceptance rate source: blank. Booked hours include committed preparation and are not subtracted twice.
5. Available booking capacity
Meetings that fit the open hours: 12.00. Safe new bookings (floor): 12. Hours per new booking: 1.25.
6. Expected held and accepted meetings
Maximum-capacity held: 9.6. Maximum-capacity accepted: Not calculated. Planned-volume forecast: planned bookings not entered. These are different measures.
7. Identified constraint
Capacity only. Team status: Demand was not entered.
8. Recommended next diagnostic step
Demand was not entered. This result is capacity only. Enter planned bookings or required accepted meetings before calling this a volume problem.
9. Assumptions and limitations
Every default is a user assumption. This report does not invent search volume, industry rates, or ReplyLead performance. It does not model overbooking. It does not call volume the bottleneck unless demand was entered. Calendar arithmetic is not a win-rate or revenue forecast. Checked 26 September 2026.