Today
Someone leaves the stall asking for a tube specification and a quote. By Monday, the card is in a pile and nobody remembers the requirement.
A practical build example
Make sure the exhibition leads get a second conversation.
The important part of a business card is what the visitor asked for—and what your team promised to send next.
Keep the next conversation moving.
Requirement recorded
Product details attached
Follow-up assigned
One job. Too many handoffs.
01
Cards and handwritten notes are collected during the event.
02
Someone types the contacts into Excel after returning.
03
Catalogues are sent one by one, sometimes twice to the same person.
04
Follow-ups depend on whoever remembers the conversation.
How we would build it.
Connected steps.
Clear checks along the way.
Capture the conversation at the stall
Scan the card and add a short note about product interest, quantity and the promised next step. Tag the event and record the agreed contact channel.
Your team checks
The team reviews scanned names, numbers and email addresses before saving.
Check for an existing contact
Match the company and contact against existing records. Keep repeat visits and new requirements under the same account instead of creating separate spreadsheets.
Your team checks
Uncertain matches are shown for review rather than merged automatically.
Assign the next action
Give the enquiry a salesperson, due date and the relevant catalogue or technical document. Prepare the follow-up using the recorded requirement.
Your team checks
Sales reviews the message and uses the customer’s agreed contact channel.
Follow it through to an order
Record whether the next conversation led to a sample, quotation, order or no further interest. Keep overdue actions visible to the sales manager.
Your team checks
Sales updates the outcome. A sent catalogue is not counted as a qualified opportunity.
What your team
stops doing.
Typing every business card after the event
Losing product-interest notes
Sending duplicate or irrelevant catalogues
Keeping follow-up dates in someone’s memory
What we need to get started +
- Contact and customer records
- Product documents
- Lead assignment rules
- Follow-up stages and contact consent