Use this checklist after every event. Print it, pin it, or paste it into your team's channel.
At the booth
- Capture the card the moment the conversation ends, not at the hotel.
- Add one line on what you talked about while it is fresh.
- Note the next step, even if it is "send the overview".
The same evening
- Check every captured contact has a company, title and email.
- Add where you met: event, day, stand or session.
- Flag the three conversations that matter most.
Within two working days
- Open each priority contact and read the company context before you write.
- Send the follow-up you promised, referencing what you discussed.
- Book the next meeting, or set a dated next step in the CRM.
In the pipeline review
- Count contacts captured against conversations had.
- Spot-check five records: could a colleague pick up each one tomorrow?
- Agree what to change before the next event.