KeapGuide

Keap B2B Lead Qualification & Sales Hand-off Guide

Turn your event attendees into sales-ready leads. Learn how to use Keap and Tixified to qualify B2B prospects and notify your sales team in real-time.

Bridging the Gap: From Attendee to Sales Opportunity

For B2B organizations, events aren't just about ticket sales; they're about pipeline generation. This guide outlines the perfect hand-off from your Tixified registration page to your Keap sales pipeline.

1. Capturing High-Intent Data

Use custom fields during the Tixified checkout process to ask qualifying questions without increasing friction. Since Tixified offers flat-rate pricing starting at $49/mo (0% fees), you can afford to collect more data without worrying about volume costs.

  • Company Size
  • Current Challenges
  • Budget Authority

2. The Automated Qualification Matrix

Inside Keap, set up a campaign that processes these fields the moment a ticket is purchased. If a prospect meets your 'Ideal Customer Profile' (ICP), move them into an expedited sequence.

Logic Flow:
Purchase Confirmed → Check 'Job Title' → If 'Director' or above → Create 'Hot Lead' Opportunity → Assign Owner → Notify via Slack/Email.

3. Real-Time Sales Notifications

Your sales team needs to strike while the iron is hot. Use Keap's 'Internal Form' and 'Task' triggers to ensure sales reps follow up before the event even begins.

Lead Tier Automation Action Follow-up SLA
Tier 1 (ICP) Direct Call Task for Rep 4 Hours
Tier 2 (General) Nurture Email Sequence 24 Hours

4. Post-Event Transition

After the event, use Tixified's check-in data to trigger a 'Did Not Attend' vs. 'Attended' sequence. This ensures your sales team doesn't waste time on cold outreach for people who never showed up.

Drive More Revenue with Tixified + Keap

Don't let per-ticket fees eat your ROI. Tixified offers professional plans from $49/mo (0% fees). Maximize your B2B event impact today.

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