Fit-Check Meeting Scheduled

Your Sales and Customer Experience Fit-Check Meeting Is Scheduled

The appointment has been scheduled and the Fit-Check form has been submitted. Review the details and preparation information below.

Service Sales and Customer Experience
Date Provided by the calendar
Time Provided by the calendar
Time Zone Provided by the calendar
Prepare

What to Have Available

  • Current offer, pricing, proposal, agreement, or sales materials when available
  • Current inquiry, qualification, follow-up, onboarding, support, renewal, and referral steps
  • Examples of customer questions, delays, complaints, confusion, or handoff problems
  • The next 90-day priorities, deadline, decision-makers, team roles, and budget range
  • Current CRM, pipeline, inbox, forms, automation, reporting, or customer-feedback materials
The Meeting Is

A Mutual Fit Conversation

The meeting reviews the desired sales and customer-experience outcome, current journey, qualification, follow-up, onboarding, delivery communication, support, retention, timeline, budget, decision-makers, and whether BPOCM can realistically help.

The Meeting Is Not

A Free Audit or Paid Roadmap

The meeting does not create a completed customer journey map, sales playbook, script library, onboarding process, support standard, retention plan, training program, audit, or paid Roadmap.

What Happens After the Meeting

If both sides determine there is mutual fit, BPOCM confirms the proposed scope, agreement, beginning/middle/end payment milestones, and initial payment. Paid Roadmap work begins only after those steps are complete.

Use the reschedule or cancellation links in the calendar confirmation message when the appointment needs to change.

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