HubSpot Event Booth Lead Capture & Qualification Template

Eliminating the Post-Event Data Entry Nightmare

Collecting business cards in a fishbowl is where leads go to die. This template ensures every person your team meets at a booth is instantly categorized, scored, and entered into a HubSpot follow-up sequence.

1. The Custom Lead Capture Form

Build a HubSpot 'Meeting' form with these essential fields:

• First Name / Last Name / Email
• Job Function (Dropdown)
• Buying Timeline (Now, 3-6 Months, 6+ Months)
• Interest Level (1-5 Star Rating)
• Specific Challenge (Open Text)

2. Onsite Lead Scoring Logic

Assign points within HubSpot Lead Scoring based on booth interactions:

Criteria	Score Adjustment
Decision Maker Persona	+25 Points
Buying Timeline < 3 Months	+30 Points
Competitor Customer	+15 Points

3. Follow-Up Automation

Set up three distinct workflows based on the Lead Score:

• Hot Leads (Score 70+): Instant Slack alert to Sales + Calendar Link email.
• Warm Leads (Score 40-69): Personal 'Nice to meet you' email + Case Study.
• Cold Leads (Score <40): Monthly newsletter nurture sequence.