Trade Show Lead Capture and Follow-Up Workflow

Steps

1. 1

   Lead Capture

   Scan badge or collect business card. Enter into mobile form: name, company, product interest, budget signal, and conversation notes.

   Mobile form fields:\n- Name, Company, Email, Phone\n- Product interest (dropdown)\n- Budget: <$1K / $1-5K / $5-20K / $20K+\n- Notes (voice memo transcription)

2. 2

   Instant Acknowledgment

   Within 5 minutes of capture, send brief WhatsApp or SMS: Nice meeting you at [Show]. Ill send the [product] info we discussed tomorrow.

   Pro tip: Speed matters. The lead talked to 50 other booths. Be the first follow-up they receive.

3. 3

   Lead Scoring

   Score based on: budget signal (40%), product fit (30%), company size (20%), engagement level (10%). Prioritize hot leads for personal follow-up.

4. 4

   Personalized Follow-Up (24hr)

   Send detailed email within 24 hours: reference specific conversation points, attach relevant catalog/spec sheet, include one clear next step.

   Subject: [Product] specs we discussed at [Show] — [Your Name]\nAttach: Relevant PDF\nCTA: Schedule a 15-min call this week?

5. 5

   Nurture Sequence

   Non-responders enter 3-email nurture over 2 weeks. Each email adds value: case study, comparison chart, limited-time show pricing.

6. 6

   Pipeline Report

   Generate post-show report: total leads captured, score distribution, follow-up status, and projected pipeline value.

Tools Required