The meeting is called a buyer consultation.  The purpose of the meeting is to explore the buyer's goals for purchasing a home, timeline, qualification and location in order to come up with a roadmap for purchasing a home.   At the end of the meeting tasks they are typically assigned are to meet with Jim to get prequalified and drive around areas that they may be interested in to narrow down their preferred location.  At the end of the meeting I will close the conversation by thanking them for trusting me to be their agent, go over the next steps and let them know when I will be in touch next.  I will tell them to expect an email from me summarizing what we discussed to make sure I have everything correct.