Event Lead Follow-up
Follow up every lead from a trade show, conference or meetup before the deadline.
What installing it brings
- 1 workflow24 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Follow up every lead from a trade show, conference or meetup before the deadline. Paste the export of your lead scanner with the notes your team typed at the booth (a webinar attendee list with its questions works the same way) and say which event it is, your booth and your offer. Repeat scans of the same person become one lead, and the same name and company with another email waits in Review. Each lead is scored by your own words (hot words, products, timeline, cold words), gets a follow-up deadline counted from the scan time (24 hours by default), and a personal email that quotes only what the note says: every quote is checked word for word in the note, and the name, company, event, booth, offer and link are filled by code. A draft that fails a check is replaced by an email the app writes itself from the note. An instruction hidden in a note is removed, never followed. Every lead is a card on your Event Leads board (Hot, Warm, Nurture, Review, Followed up) and a lead already there is never added twice. Copy any email, or all leads as a CSV with HubSpot's contact headers. Settings: event, booth, offer, who writes, your company, booking link, hours to follow up, time zone, hot, timeline and cold words, your products, hot and warm thresholds, language, tone, email length, leads per run, preview only. No account is needed to start. Nothing is ever sent to a lead and nothing is added to HubSpot.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 24 steps, 1 screen.
Published by
livecontext
@livecontext