Marketing and events · Live demo
Trade show lead follow-up
Contacts everyone scanned at the stand after a trade show, finds out who has a project, and books a meeting with the right rep or sends the brochure.
Talk to Tessa at Ironbark Pump and Valve
Ironbark Pump and Valve is made up. Tessa is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
A two-day expo produces 150 badge scans and a stack of business cards. The reps are back on the road on Monday, and the leads sit in a spreadsheet. By the time anyone calls, the buyer has forgotten the stand and talked to three other suppliers.
How it works
- Loads the badge scans and the notes the team made at the stand
- Emails and calls each person once, in working hours, within a week of the show
- Asks what they looked at, whether they have a project and the rough timing
- Books a meeting with the rep for their area, or sends the brochure they asked for
- Records the answers in the CRM so the rep sees the full picture
- Stops and marks the lead if someone is not interested
What it connects to
- AgentHi Mark, it's Tessa from Ironbark Pump and Valve. You stopped at our stand at QldWater Expo and looked at our submersible pumps. Is now a good time for a quick question?
- Mark (Coral Coast Water)Sure, go ahead.
- AgentThe team noted you mentioned a pump station upgrade next year. Is that still on the cards, and roughly when?
- Mark (Coral Coast Water)Yes, we're writing the scope now. Tender goes out around March.
- AgentThanks. Chris Palmer looks after Bundaberg and he's there on Wednesdays. He could meet you on site next Wednesday at 2pm to go through the options. Would that work?
- Mark (Coral Coast Water)That works.
- AgentBooked, reference MT-2210. I'll send you a calendar invite now and pass Chris your notes on the scope and the March timing.
Illustrative conversation. Names, numbers and details are made up.
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