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Exhibition lead capture

Don’t bring home a stack of leads with no next action.

Capture visitor details, note what they need and assign the follow-up before the exhibition conversation is forgotten.

  • Business card
  • Badge
  • Manual entry

Example business card

Kapoor Industries

Arjun Kapoor

Purchase Manager

+91 98765 41230

arjun@kapoorindustries.in

Name
Arjun Kapoor
Company
Kapoor Industries
Phone
+91 98765 41230

Check the captured details

Requirement
Distributor pricing for industrial valves
Priority
High
Next action
Send catalogue tomorrow

Exhibition follow-up

Arjun Kapoor

Kapoor Industries

Owner
Mihir
Due
Tomorrow
Priority
High

The problem usually starts after the exhibition.

  1. At the stall

    Good conversation.

  2. End of the day

    Business cards, photos and notes.

  3. Monday morning

    “Which ones were important?”

  4. One week later

    “Did we follow up with them?”

Capturing a card is useful. Capturing the reason to follow up is more useful.

Capture three things while you still remember the conversation.

Who

  • Name
  • Company
  • Phone / email

Why

  • What are they interested in?
  • What did they ask for?

Next

  • Who follows up?
  • What should happen?
  • When?

From business card to usable lead.

  1. Business card / badge / manual entry
  2. Extract details
  3. Confirm
  4. Add requirement
  5. Add quick note
  6. Choose follow-up
  7. Save

Card or badge scanning can use OCR or event-specific integrations where suitable. Extracted information should remain editable before it becomes a lead.

Qualification should take seconds, not another form.

Keep exhibition qualification short enough that the salesperson will actually use it while speaking with visitors.

Interest

  • Low
  • Medium
  • chosen: High

Requirement

  • Product
  • chosen: Dealership
  • Service
  • Other

Timeline

  • Now
  • chosen: This quarter
  • Later

Next action

  • Call
  • chosen: Send catalogue
  • Prepare quote
  • Meeting

These are an illustration of the kind of thing worth asking, not a fixed set of mandatory fields.

Route leads before the exhibition ends.

  • West India distributor enquiryRakesh
  • OEM requirementNeha
  • High-value quotation requestSales Manager

Rules can be simple. The important part is knowing who owns the follow-up before everybody goes home.

Monday morning should look like this.

An illustration of what a morning after an event can look like, not a benchmark and not anybody’s results.

Example event

Leads captured
154
High priority
23
Follow-ups due today
37
Quotation requests
12
No owner
4

A simple exhibition checklist

Before

  • Decide what you want to capture
  • Create the exhibition source/event
  • Decide who receives which leads

During

  • Capture contact
  • Record requirement
  • Set priority
  • Set next action

After

  • Review high-priority leads
  • Complete due follow-ups
  • Track quotations and orders

Exhibition leads should join the same sales process.

  • Exhibition
  • Website
  • WhatsApp
  • Phone

enters

Lead management

  • Pipeline
  • Quotation
  • Follow-up

What happens to your exhibition leads after the event?

Show us how your team captures and follows up exhibition enquiries today. We’ll help identify where leads are getting delayed or lost.