Client Portal
Peak Reach Partners Delivery Portal
Billing & opportunity reconciliation
Opportunities are never auto-charged from a calendar booking alone. Every opportunity is verified against the qualification standard before it is marked billable.
Recent reconciliation (sample)
Billable opportunities: 1
| Prospect | Company | Title | Date | ICP Match | Attended | 10-Min or Next Step | Billable | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| J. Sandoval | Sandoval Wealth Advisors | Managing Principal | 2026-08-12 | ✓ | ✓ | ✓ | Billable | Held 22 min, in ICP. | |
| R. Okafor | Okafor & Reyes CPA Group | Managing Partner | 2026-08-13 | ✓ | – | – | Not billable | No-show. Rebooking. | |
| T. Marsh | Marsh Business Brokers | Principal | 2026-08-14 | – | ✓ | ✓ | Not billable | Outside agreed ideal client profile. |
If zero qualified opportunities attend a call, no performance fees are due. Flag any line above for review before payment is due.
Invoice & payment history
Your invoice and payment history will appear here once your setup fee and first reconciled qualified opportunities are processed.