Trade show lead qualification survey template

One question sorts visitors into evaluating, researching or just looking. Evaluators answer three short qualifying questions and can book a meeting; everyone else is done in a tap or two.

Use this template → Try the journey
At the booth template
11
questions in the template
2-6
answered by each person
4
paths through it
Booth formEvery plan, including Free
Try it

Try the journey

Tap an answer on the phone, or on the map: see which questions follow, and which are skipped.

Contact details

Work email, Full name, Company, Job title

On the phone now

What brings you to our booth?

3 answers

When do you plan to decide?

If Evaluating a solution

What do you use today?

If Evaluating a solution

How many people would use it?

If Evaluating a solution

Pick a time to talk with our team

If Evaluating a solution + This quarter

Which topic interests you most?

If Researching the topic

Consent

Permission to follow up

Gift code

The visitor collects their gift at the booth

Step 1

Your details

Work email

Full name

Company

Job title

Try it as a visitor
The questions

Every question, and why it is asked

For every visitor: whether they are buying, when, from what, and a meeting booked with the hottest. Answers marked Example are yours to replace.

  1. 1

    Contact details

    Everyone

    Work email · Full name · Company · Job title, on one screen.

  2. 2

    What brings you to our booth?

    Everyone
    Evaluating a solutionResearching the topicJust looking around

    WhySorts every visitor into one of three paths, so nobody answers questions that do not apply. A good chart for the booth screen.

  3. 3

    When do you plan to decide?

    If Evaluating a solution

    This quarterThis yearNo date yet

    Why"This quarter" is the clearest sign of a Hot lead; it also opens the meeting question.

  4. 4

    What do you use today?

    Example

    If Evaluating a solution

    A tool from another vendorSomething we built ourselvesSpreadsheets or manual workNothing yetOther

    WhyTells the rep how to open the follow-up: replacing a vendor, an in-house build or manual work.

  5. 5

    How many people would use it?

    If Evaluating a solution

    1-1011-5051-200200+

    WhyGives the rep the likely deal size before the conversation.

  6. 6

    Pick a time to talk with our team

    If Evaluating a solution + This quarter

    WhyBooks the next step before the visitor leaves, only for people deciding this quarter. Add your hosts in the event.

  7. 7

    Which topic interests you most?

    Example

    If Researching the topic

    AutomationReporting and analyticsIntegrationsSecurity

    WhyPicks the content to send researchers, who are not ready for a sales call.

  8. 8

    Consent

    Everyone

    I agree to be contacted about my request.

    WhyPermission to follow up on what they asked for.

Brief your reps

Hot, Warm or Cold at the gift handover

What each rating means for this template, so every rep rates the same way.

Hot

Evaluating, deciding this quarter.

Warm

Evaluating with no date, or researching with a clear need.

Cold

Just looking, or not a fit.

Works well with

  • Any booth game, with the survey before the game.
  • Chart "What brings you to our booth?" on the booth screen.
  • A team alert email for every evaluating visitor.

What you will see

  • Visitors by intent: evaluating, researching, just looking.
  • Meetings booked during the show.
  • Hot, Warm and Cold leads by path.
FAQ

Frequently asked questions

How many questions does each person answer with the Booth lead qualification by intent template?

Between 2 and 6 after their contact details, depending on their answers. Questions that do not apply are skipped.

Who sees which questions?

Evaluating, deciding this quarter: 6 questions. Evaluating, deciding later: 5 questions. Researching: 3 questions. Just looking: 2 questions.

Can I change the questions?

Yes. The template adds ordinary questions to your survey in Scaniam: edit, remove or reorder any of them, and replace the answers marked as examples with your own.

Can I add it to an event I have already set up?

Yes. In the survey builder, choose Templates. Questions your form already has, such as work email or consent, are kept and not added twice.

Is it free?

Yes. Every template is on every Scaniam plan, including Free.

Cookbooks

Step by step, at your next event

How to qualify trade show leads at the gift handoverYour sales team qualifies each visitor and adds notes at the gift handover.Read the cookbook Book follow-up meetings at the boothScaniam lets visitors book a time with your team before they leave.Read the cookbook
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Use this template at your next event.

On every plan, including Free. Add it to a new event, or to an event you already set up.

Use this template →