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Lead qualification at the booth

This template helps you capture trade show leads so they're immediately usable after the event. Instead of just collecting contact information, you ask 2-4 short qualification questions (e.g., interest, timing, budget/size) and automatically tag leads as Hot / Warm / Cold. This way, your team knows exactly who to call first – and what to focus on in the conversation.

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Ideal for

  • Trade fairs, roadshows, product presentations at the booth
  • Sales teams with follow-up within a few days
  • Situations where many contacts are made, but prioritization is lacking.

What this template covers

  • Quick registration: Name, email, company (optional), phone (optional)
  • Qualification issues:
    • Interest (product/service)
    • Time schedule (0–3 / 3–6 / 6–12 months)
    • Role/Decision (Decision-maker, Influencer, Info)
    • Optional: Budget/Size (Range)
  • Scoring/Tags: Automatic categorization into Hot/Warm/Cold (or custom tags)
  • Notes field: Free text for stand-up conversation ("important: XY")
  • Export & Handover: List filterable by tags, export for CRM/follow-up
  • Optional: Confirmation email with "Thank you" + CTA (information/appointment)

Here's how to use the template

  1. Keep fields short (so that data entry remains fast)
  2. Define 2-4 qualifying questions (max. 30 seconds)
  3. Define tags/scoring (e.g. Hot = Timing 0-3 + Decision Maker)
  4. Test the capture mode at the stand (tablet/smartphone)
  5. After the trade fair: Export leads to Hot/Warm/Cold and start follow-up.

About this template

  • Use case: Trade fair leads with prioritization
  • Components: Registration · Qualifying questions · Tags/Scoring · Notes · Export
  • Setup: ~10–15 min
  • Output: Instantly prioritized lead list, segmentable & exportable

Please log in to use this template.

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