Perfecting Event Follow Up

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What are the best methods of post-event follow up?

  • Email correspondence as soon as possible after collecting the lead.
  • Handwritten letters or cards with additional information about your products / services.
  • Telephone follow-up no within one week after the event.

Following a simple process will help you connect with far more of your leads.

Step 1: Get Serious About Lead Retrieval

You will ideally be using a full featured event lead capture solution. As part of a customized automated process, Captello Lead Retrieval App enables you to capture leads with any mobile device and follow up with prospects immediately and automatically with personalized email. Ideally, the prospect walks away from an amazing conversation at your exhibit, then checks their phone, where they will discover your email or SMS message.

Step 2: Add a Personal Touch

Handwritten letters and notes are a great touch that everyone appreciates. Going old school in this way communicates that you spent time considering this prospect and their needs. Including a brochure or collateral that you discussed at the booth reminds them about how your product or service provides a solution to their felt needs.

Writing handwritten letters at scale is not something most marketing teams/salespeople have the time to do, so Captello provides this service as a value add feature to their flexible suite of solutions.

Step 3: Phone Follow Up

After an email and a personal handwritten letter from you, most prospects are familiar enough with your to take your phone call. Make sure they don’t slip through the cracks by adding a call task within your CRM.

Captello’s native integration with all major CRM and Marketing Automation platforms makes it easy to integrate with your CRM and create a task or sequence of tasks and that work for you. Imagine the possibilities if every lead from every trade show was part of an intentional and full-proof follow-up plan with emails, call tasks and handwritten letters or postcards!

So much planning goes into the execution of an event, but follow-up is the most important. Make it the most effective part of the process with powerful and intuitive lead capture software and automated workflow.