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Frequently Asked Questions
Knowledge Seekers
Profile
How can I set up my profile?
Your profile is created when you make your first booking. We ask for some basic details to let the expert know who they are talking to.
If you are a Pensight expert, you can request time with other experts using your existing profile.
Bookings
How much time should I book?
Most experts provide 45 or 60 minute options. We recommend booking longer rather than shorter meetings to ensure you receive the most comprehensive advice.
I need an urgent meeting but the expert is not available! Can you help?
Email us at
info@pensight.com
and we'll reach out to the expert for additional availability.
Can you help me find an expert?
Of course! Email us the topic you want advice on and we’ll get you the right expert.
We can also act as a trusted third party if you need to reach someone who's not yet on Pensight. Just send us the name of an expert you would like to book and the amount you would be willing to pay, and we'll reach out to them on your behalf.
Meetings
Should I prepare for the call?
We advise that you spend 10-15 minutes preparing the questions and the topics that you want to address. Preparation helps to ensure you get the most out of your time with the expert.
What happens when meeting time runs out?
If the expert has a little extra time and is interested in continuing the conversation - you won’t be charged extra. However, please keep in mind that experts are often very busy and you should schedule an additional session to continue the discussion.
Payments
How do payments work?
When the expert accepts your request, we will authorize your card for the full amount but will only charge your card after the meeting has been completed. If the expert does not make the meeting, you will not be charged.
We accept all major credit and debit cards, including VISA, MasterCard and AMEX. Depending on the expert, payments will be taken in USD, EUR or GBP.
We provide a meeting satisfaction guarantee. If you are dissatisfied with your call, email us and we will provide a full refund.
Experts
Profile
Who can see my profile and request meetings?
Anyone with a link to your profile can request a meeting. You can share your link on platforms, such as LinkedIn and Twitter, which will allow people to find you.
We also bring you additional clients from our network of companies seeking experts just like you. The companies we work with include investment funds, startups and non-profits.
How can I increase my number of bookings and promote my profile?
The more visible you make your profile, the better. Including your Pensight link with the content you create will allow your followers to reach out when they want to find out more. Adding your Pensight link to your Twitter or Instagram handle or including it on your LinkedIn page will boost your profile further.
Ensure your profile is complete and provide as much detail as you can. This will inform others about the topics on which you can provide advice. Providing links to your public social media accounts will improve your credibility. This will also help us connect you with clients looking for expertise that matches yours.
How much does this cost?
Pensight expert membership is free. We do apply a 3% card processing fee to payments, but take no additional commission.
Bookings
Can I link my calendar?
Yes, you can set windows of availability for each day of the week and link your Google or Outlook calendar. Any events already in your calendar will be taken into account and your availability on Pensight automatically updated. When you accept a meeting it will appear in your linked calendar.
Can I decline meetings?
Yes, when someone requests a meeting with you, you'll receive an email. You'll then be able to either accept or decline the meeting request.
Will I know who the client is in advance?
Yes, the client's name and their LinkedIn profile appear in the meeting request, as well as the message they leave regarding the meeting's purpose.
Can I change the meeting duration or prices?
Yes, you can customize prices and durations in your settings page.
Meetings
How do the video meetings work?
Live video calls are done directly through Pensight on your browser. An hour before each meeting we'll email you the link to the video call. Clicking on it will open a new browser tab where the meeting will take place.
How can I cancel or reschedule a meeting?
You can cancel or reschedule a meeting when you log into your Pensight account. There, you'll be able to send a message to your client, suggesting alternative times.
How can I prepare for a meeting?
Have a look at the client’s message and their profile before the meeting, find out the company they work for and the fields they are interested in.
Payments
How will I get paid?
We'll process payments within 72 hours of your meeting. Payments can be made directly to a US or EU bank account or to a US debit card (non-prepaid Visa, Mastercard or Discover).
We use
Stripe
as our payments provider. Once you accept your first booking, we'll send you the instructions on how to set up a Stripe account. It's free, takes a couple of minutes and is completely secure. If you already have a Stripe account, we can link it to your Pensight profile.
How much should I charge?
We recommend starting with a small number and gradually increasing it as you receive bookings. Receiving many bookings is a good indicator that you should increase the amount you charge.
A good starting point can be calculated from your existing or desired annual income. You can calculate an approximate hourly rate by dividing your annual income by 2,000 (assuming you work 50 weeks a year and 40 hours each week). For example, if you earn $50,000 a year, you should charge an hourly rate of $25 ($50,000 / 2,000).
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