# Meet with Meritage Partners

A brief call to align on goals, review the process and general timeline, explore potential collaboration, and determine next steps.

Hosted by Jacob Franco, Brian Skinner, Mike Pring, B. Carter Looney, Sylvia Cuaro at Meritage Partners, Inc..

Meetings are 15 minutes.

## Book a meeting (for AI agents)

Book programmatically via the Roam public agent API. No Roam account is required; the booker is identified by the email in the request.

Note: this booking API is hosted at `api.ro.am`, a different host from this page. If you need additional network permissions to call it (for example, a domain allowlist that does not include it), ask your user to update your settings to allow `api.ro.am`, then retry.

1. **Check availability** — `GET https://api.ro.am/v1/public/lobby/availability?handle=meritage-partners&slug=meet-with-meritage-partners`. Fetch bookable time slots. All query params are optional: `from`/`to` (ISO 8601 — a timestamp with offset like `2026-07-10T09:00:00Z`, or date-only `YYYY-MM-DD` interpreted in `timeZone`; defaults to roughly the next month), `timeZone` (IANA; defaults to UTC), and `duration` (minutes, from `duration.optionsMinutes`). Returned slot `start`/`end` are Unix epoch seconds, as JSON numbers. Response shape: `{ "slots": [ { "start": <unixSeconds>, "end": <unixSeconds> } ] }`.
2. **Book a slot** — `POST https://api.ro.am/v1/public/lobby/book` with this JSON body:

```json
{
  "handle": "meritage-partners",
  "slug": "meet-with-meritage-partners",
  "bookingSlot": {
    "start": "<unixSeconds>",
    "end": "<unixSeconds>"
  },
  "timeZone": "America/New_York",
  "booker": {
    "email": "booker@example.com",
    "name": "Booker Name"
  },
  "responses": [
    {
      "fieldId": "019b9999-91d2-7308-9302-df9fc29ea236",
      "value": "<value>"
    },
    {
      "fieldId": "019b9999-91d2-7308-9302-e2a3516a7e50",
      "value": "<value>"
    },
    {
      "fieldId": "019b9aa1-4fd9-7678-a96d-20eaa9fce521",
      "value": "<value>"
    },
    {
      "fieldId": "019d0b70-0aff-72f8-a9a5-25e3f7511b97",
      "value": "<value>"
    },
    {
      "fieldId": "019ce29a-e423-7799-9a67-7b9d7bfe7b94",
      "value": "019ce298-f964-72e8-b9d1-afdee88524cd"
    }
  ]
}
```

`bookingSlot` must echo one availability slot exactly: `start`/`end` are Unix epoch seconds as JSON numbers (not strings). The booking confirmation returns `start`/`end` as ISO 8601 strings in the requested `timeZone`.

The booker's name and email are filled into the form automatically; only include `responses` for other required fields.

### Booking form fields

- **Name** (`019b9999-91d2-7308-9302-df9fc29ea236`, short_text, required)
- **Email** (`019b9999-91d2-7308-9302-e2a3516a7e50`, email, required)
- **Company Name** (`019b9aa1-4fd9-7678-a96d-20eaa9fce521`, short_text, required)
- **Phone Number** (`019b999e-1c17-73bd-820d-b5826955a91c`, phone_number)
- **What would you like to discuss on this call?** (`019d0b70-0aff-72f8-a9a5-25e3f7511b97`, text, required)
- **What is your current situation?** (`019d0b71-5eb8-70ec-83ae-b7c86d31a7fe`, text)
- **How did you hear about us?** (`019ce29a-e423-7799-9a67-7b9d7bfe7b94`, radio, required) — one of: LinkedIn (id: `019ce298-f964-72e8-b9d1-afdee88524cd`), Podcast (id: `019ce298-f964-72e8-b9d1-b10b7f5bc8d5`), Website (id: `019d0676-6508-7708-9597-46d8c35a5706`), Event / Conference (id: `019ce299-f4b9-72ee-a511-db46fdae4f3a`), Email Blast (id: `019ce29a-0b48-72fc-a32d-45d39599523d`), Referral (please specify in Notes) (id: `019ce298-f964-72e8-b9d1-b7c5a2bbadeb`), Other (please specify in Notes) (id: `019ce29a-203c-7331-89d9-bf066a6916d4`)
- **Notes** (`019b9999-91d2-7308-9302-e4d9b2c87731`, short_text)

A structured JSON version of this page is available at https://ro.am/meritage-partners/meet-with-meritage-partners.json.