Consultation Schedule
Meridian Capital Advisors
Scheduled This Week
2
Mar 3 & Mar 5
Completed YTD
18
+6 vs last year
Conversion Rate
50%
+5% vs Q3
| Date / Time | Investor | Type | Capital Target | Status | Notes | Actions |
|---|---|---|---|---|---|---|
|
Mar 3, 2026 10:00 AM |
Jane Smith | Follow-up | $105,000 | Scheduled | HELOC terms review | View |
|
Mar 5, 2026 2:00 PM |
Robert Johnson | Initial | $80,000 | Scheduled | First assessment | View |
|
Mar 8, 2026 11:00 AM |
Lisa Park | Follow-up | $150,000 | Scheduled | Portfolio finalization | View |
|
Mar 12, 2026 3:00 PM |
Michael Torres | Initial | $200,000 | Scheduled | SBLOC verification | View |
|
Feb 27, 2026 9:00 AM |
Karen Anderson | Initial | $95,000 | Completed | Docs requested | View |
|
Feb 25, 2026 1:00 PM |
Maria Garcia | Initial | $125,000 | Completed | Needs follow-up | View |
|
Feb 20, 2026 10:00 AM |
David Chen | Follow-up | $350,000 | Completed | Fully qualified | View |
|
Feb 18, 2026 4:00 PM |
Brian Taylor | Initial | $110,000 | No-Show | Rescheduling | View |
Consultation Funnel — YTD
10
Prospects
8
Consultations
5
Cash-Ready
3
Funded
Between-Project Retooling
What is between-project retooling?
When an investor completes one project and wants to reinvest, their capital position may have changed. Retooling reassesses available capital sources, updates credit profiles, and confirms readiness for the next investment before a new project is matched.
David Chen
$350,000 target · Returning for second project
Maria Garcia
$125,000 target · Capital rebalancing