Trade Show Lead Capture Checklist
This checklist is designed to help you efficiently capture and manage leads during a trade show. By following the steps outlined below, your team can ensure that no lead is missed, and that every lead is properly tracked and followed up with after the event. It covers all stages from preparation before the trade show to post-event lead management.
| Step | Task | Status |
|---|---|---|
| 1 | Prepare lead capture materials (forms, pens, scanners, etc.) | |
| 2 | Set up an electronic lead capture system (app or device) | |
| 3 | Train booth staff on lead capture techniques and goals | |
| 4 | Collect essential information (name, company, email, phone, interests) | |
| 5 | Ask qualifying questions to determine lead quality | |
| 6 | Ensure clear labeling for each lead (interest level, products, or services discussed) | |
| 7 | Ensure follow-up details (next steps, timing) are recorded | |
| 8 | Send immediate confirmation or follow-up emails after collecting leads | |
| 9 | Review leads daily and prioritize follow-up actions | |
| 10 | Prepare a detailed lead report after the show |