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Qualify every lead at your booth when they collect a gift

On Monday, nobody remembers which visitor was a serious buyer.

Scaniam lets your sales team qualify each attendee who comes to collect a gift, rate the lead Hot, Warm or Cold, and add notes. In Scaniam, your sales team qualifies a lead by rating it Hot, Warm or Cold and adding notes, so your follow-up list is ready when the show closes.

Method

  1. 01Define the three ratings in one line each, and adjust the example above to your product.
  2. 02Brief every rep on the same definitions.
  3. 03The visitor wins a gift and comes to your sales team to collect it.
  4. 04The rep reads the visitor’s survey answers, talks to the visitor, qualifies the lead, rates it and adds notes.
  5. 05Follow up with Hot leads within one working day, then Warm.
HotWants a demo this week
WarmInterested, not ready yet
ColdNot a fit

Make it work

  • Write notes that tell the next person what the visitor asked for.
  • Check a few leads together at midday, so that every rep uses the same rule.
  • Qualify on interest in your product, and not on interest in the prize.
Next cookbook

Capture leads for visitors who do not scan

A senior buyer wants to talk, not fill in a form on their phone.

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Questions

What is a qualified lead in Scaniam?

A qualified lead is an attendee that your sales team has qualified at the event by rating the lead Hot, Warm or Cold and adding notes.

Why qualify leads when they collect a gift?

Every winner comes to your sales team for the gift, so every winner becomes a conversation that the rep can qualify.

What counts as a Hot lead in Scaniam?

Your team defines it, and a common rule is a visitor who wants a demo or a call within the week.

Ask your AI about this cookbook

Prompt

I am a field marketer. Read the Scaniam Cookbooks at https://scaniam.com/cookbooks/rate-leads-live and the Scaniam Help Center at https://scaniam.com/kb (a summary for AI tools is at https://scaniam.com/llms.txt). Then explain how I would use this cookbook ("Qualify every lead at your booth when they collect a gift") at my event: what to bring, what to set up in Scaniam, and what to watch out for. Only describe what those pages say Scaniam does, and say so if something is not covered. If you cannot open links, tell me, and work from this summary: Scaniam lets your sales team qualify each attendee who comes to collect a gift, rate the lead Hot, Warm or Cold, and add notes. In Scaniam, your sales team qualifies a lead by rating it Hot, Warm or Cold and adding notes, so your follow-up list is ready when the show closes.

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