05/26/2026
A few ways I screen Calendly “prospects” before wasting both our time:
• First thing I check is the email domain. If it’s something like “growthpartners,” “legends,” “turningpoint,” “capital,” “media,” etc., I Google the company before the meeting. Nine times out of ten it’s a sales org, lead gen company, or outsourced appointment setter.
• If they use Gmail/Yahoo/etc., I Google the full name + email together. Amazing how often you find LinkedIn profiles full of “business development” or “strategic partnerships.”
• If the Calendly intake answers are vague like:
“Looking for advisory”
“Need tax help”
“Quick conversation”
…I send a follow-up:
“Hey, to help me prepare for the meeting, can you give me a little more detail about what you’re looking for?”
Funny how often that either turns into:
“Well actually we help firms grow…”
…or total silence.
• Another tell: they never accept the calendar invite. Real clients usually confirm meetings. Robo-bookers and sales teams often don’t.
Blocking out a professional’s time under the disguise of needing tax help is worse than a cold LinkedIn DM.
