TRADE SHOW LEAD FORM TEMPLATE
Manual worksheet from ExpoSnap:
https://www.exposnap.app/blog/trade-show-lead-form-template

This is not a hosted form, an app import format, or an automated CRM integration.
Adapt fields and privacy wording under your organization's approved process.
Ask only for information needed for the requested next action.

EVENT CONTEXT (completed by the representative)
Event / location:
Conversation date:
Representative:
Existing account owner or relationship, if known:

CONTACT DETAILS (review with the attendee)
Name:
Organization:
Role:
Contact method needed for the requested reply:
Email or phone, if relevant:

CONVERSATION (record the attendee's words, not inferred intent)
Topic discussed:
Question or need stated:
Requested information or demonstration:
What remains unknown:

AGREED NEXT ACTION
Action:
Responsible owner:
Agreed date or timing:
Preferred channel for this action:
Recorded communication preferences:

REVIEW AND HANDOFF
Uncertain fields or corrections needed:
Existing CRM record identifier, if confirmed:
Reviewed by / date:
Handoff result / follow-up completion:

An exchanged card, form entry, or requested reply is not blanket permission for
unrelated campaigns. Use your approved privacy and communication-preference
process. Keep completed forms private and follow your retention policy.