EXPOSNAP: TRADE SHOW CONVERSATION AND LEAD QUALIFICATION CHECKLIST
Free manual worksheet | Updated 31 October 2026
Guide: https://www.exposnap.app/blog/how-to-approach-people-at-trade-shows

BEFORE THE DOORS OPEN
[ ] Agree on the visitor problem your team can credibly help with.
[ ] Choose a short demonstration using a sample card, not visitor data.
[ ] Agree on what makes a contact relevant and how to record unknowns.
[ ] Decide where the owner and next-action date will be maintained.

START A CONVERSATION
"Are you looking for something specific at the show, or exploring ideas?"
"Which part of the demonstration caught your attention?"
Give the visitor room to decline. Do not block the aisle or interrupt a call.

ASK ONLY WHAT IS RELEVANT
1. What are you trying to improve?
2. How do you handle that today?
3. Who else is involved in evaluating it?
4. Is there a time frame, or is it still exploratory?
5. What would be useful after this conversation?

CONTACT NOTE
Event / date:
Name / company / role:
Stated problem:
Current process:
Requested resource or next step:
Agreed channel and timing:
Unknowns:
Follow-up owner:
Next-action date:

BEFORE HANDOFF
[ ] Review the contact fields against the card.
[ ] Separate the visitor's words from the rep's assessment.
[ ] Match existing CRM records before creating duplicates.
[ ] Assign the owner and next action in your working system.
[ ] Deliver only the information or next step that was agreed.

This checklist is a manual guide, not an automated qualification feature.
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