KeapWorksheet

Keap Event Exhibitor Lead Management & Follow-Up Worksheet

Provide additional value to your sponsors and exhibitors with this structured lead capture and Keap automation framework.

Exhibitor ROI Strategy Worksheet

Your sponsors pay for leads. Use this worksheet to build a Keap-powered system that ensures every lead captured on the floor is followed up with instantly.

Step 1: The 'Source' Tagging Logic

For each exhibitor, create a unique Keap tag or custom field value to attribute leads. This allows you to provide a post-event report to the sponsor.

Exhibitor NameKeap Tag to Apply
Acme CorpExhibitor_Lead_Acme
GlobexExhibitor_Lead_Globex

Step 2: Automated 'Instant Intro' Email

When an exhibitor scans an attendee (via Tixified's lead scan), Keap should immediately send an email on behalf of that exhibitor.

Email Template Draft:
"Hi ~Contact.FirstName~, it was great meeting you at the [Exhibitor Name] booth today! As promised, here is the whitepaper we discussed..."

Step 3: Tracking Lead Quality

Use a worksheet to define what constitutes a 'Hot Lead' vs. 'Warm Lead' for your event, and map these to Keap Lead Scores.

  • Hot: Scanned at 3+ sponsor booths (Score +20)
  • Warm: Scanned at 1 booth (Score +5)

Post-Event Reporting Checklist

  • [ ] Filter Keap by 'Exhibitor_Lead_X' tag.
  • [ ] Export Lead Contact Info (Names, Emails, Titles).
  • [ ] Send Automated ROI Report to Sponsor Contact.

Make your sponsors love you. Automate their leads.

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