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Author
Rachel Kim
Writes BoothCatch guides about trade show lead capture and field operations.
Articles
Lead capture fundamentals
The complete trade show lead capture guide: planning to follow-up
Connect event goals, capture flow, data quality, field execution, and the first 48 hours of follow-up in one operating plan.
Read articleLead capture fundamentalsWhat is event lead capture software, and when do you need it?
Understand when a spreadsheet or generic form stops being enough and an integrated field workflow becomes useful.
Read articleLead capture fundamentalsExhibition lead capture checklist: 24 checks before event day
Check QR, business cards, staff entry, ownership, giveaways, and CSV handoff before the doors open.
Read articleLead capture fundamentalsQR, business card, or staff entry: choosing a lead capture method
Choose and combine capture methods based on visitor flow, conversation depth, staffing, and network conditions.
Read articleLead capture fundamentalsQR lead capture vs business card scanning: which works better?
Compare speed, accuracy, visitor effort, conversation context, and cleanup work across QR and card capture.
Read articleLead capture fundamentalsHow to choose a trade show lead capture tool
Evaluate recovery, handoff, permissions, and real field flow instead of choosing from a feature checklist alone.
Read articleEvent planningDesigning a trade show lead capture form that sales can use
Reduce required fields without losing the context sales needs for a useful follow-up.
Read articleEvent planning12 lead qualification questions for events
Qualify needs, timing, role, and next action without turning a booth conversation into an interrogation.
Read articleEvent planningThe booth staff lead capture playbook
Give every staff member the same operating rules from greeting and notes to ownership and rush-hour handoff.
Read articleEvent planningEvent-day rehearsal checklist: a 30-minute dry run
Run one complete journey on real devices, from the first visitor interaction to giveaway and CSV review.
Read articleEvent planningA network failure plan for trade shows
Plan safe pauses, recovery, retries, and manual fallback without claiming unsupported offline operation.
Read articleEvent planningEvent privacy notice checklist
Make purpose, required and optional data, retention, refusal rights, and follow-up choice clear on the event form.
Read articleData qualityBusiness card OCR guide: capture, review, and save
Treat OCR as assisted entry, not ground truth, and reduce errors through better capture and human review.
Read articleData quality9 common business card scanning mistakes
See how cropped edges, glare, stacked cards, small print, and skipped review create downstream data problems.
Read articleData quality7 ways to reduce event lead entry errors
Reduce field errors through smaller forms, clear formats, constrained choices, immediate review, and shift rules.
Read articleData qualityHow to prevent and resolve duplicate event leads
Find why duplicates happen across QR and cards, then use contact checks and safe merge rules.
Read articleData qualityWhat is the minimum useful data for an event lead?
Balance a short capture experience with enough information to support a real follow-up.
Read articleData qualityQR code placement guide for a trade show booth
Choose QR size, height, wording, and test positions at entrances, queues, and consultation tables.
Read articleGiveaway operationsEvent giveaway operating principles: entry through fulfillment
Manage eligibility, timing, inventory, final results, and prize handoff with one consistent operating record.
Read articleGiveaway operationsInstant vs scheduled giveaway: choosing the right format
Compare instant, scheduled, and hybrid formats by visitor experience, announcement, fulfillment, and staffing.
Read articleGiveaway operationsHow to write fair event giveaway rules
Define eligibility, repeat wins, no-shows, redraws, and result announcements before the draw starts.
Read articleGiveaway operationsGiveaway prize inventory: separate wins from fulfillment
Track won, fulfilled, missed, and cancelled states so screen counts match physical inventory.
Read articleGiveaway operationsGiveaway winner fulfillment checklist
Keep winner verification, booth handoff, no-show handling, and staff shifts consistent.
Read articleGiveaway operationsHow to balance giveaway volume and lead quality
Avoid treating entry volume as pipeline by evaluating conversation context, follow-up requests, and response.
Read articleSales follow-upThe first 48 hours after an event: turning leads into follow-up
Clean incomplete records, prioritize leads, and start the first relevant conversations while event context is fresh.
Read articleSales follow-up6 trade show follow-up email templates by situation
Write short, specific follow-ups for resource requests, meetings, longer evaluations, partnerships, and more.
Read articleSales follow-upEvent lead prioritization beyond hot, warm, and cold
Prioritize by problem specificity, next action, timing, ownership fit, and record completeness.
Read articleSales follow-upHow to hand off event lead CSV files to a CRM safely
Stabilize a manual CRM handoff with field mapping, duplicate checks, ownership, and access control.
Read articleSales follow-upThe event lead capture metrics that matter
Measure completeness, duplicates, cleanup time, follow-up requests, and first-contact completion—not just lead count.
Read articleSales follow-upTrade show ROI measurement: from cost to pipeline
Build a defensible model from your own cost, qualified conversations, follow-up progress, and revenue contribution.
Read articleField operationsTrade show operations for a small team
Design role combinations, rush-hour priorities, shifts, and closeout routines for a constrained team.
Read articleField operationsB2B exhibition lead capture operating guide
Turn long, business-card-led conversations into records with contact details, decision context, and a next action.
Read articleField operationsLead capture operations for popup events
Design QR entry, minimal fields, optional follow-up, and giveaway flow for short visits and high foot traffic.
Read articleField operationsLead capture for seminars and demo days
Connect session attendance with questions, resource requests, interest changes, and meeting intent.
Read articleField operations12 recurring trade show lead capture mistakes
Diagnose excessive required fields, missing notes, absent ownership, inventory errors, and delayed handoff.
Read articleField operationsBoothCatch event operations guide: plan, run, close
Use BoothCatch's current QR, card OCR, staff entry, lead notes, giveaways, fulfillment, and CSV features in operating order.
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