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CUSTOMER SUCCESS WEBINAR
JANUARY 10, 2013

LEAD QUALIFICATION TIPS
AND TRICKS
With Mike Davitt, Customer Success Specialist
2013 TRADE SHOW STATISTICS
TSNN Stats

CIER Stats

81% of trade show attendees
have buying power.

76% of trade show attendees
arrive with an agenda.

The #1 reason for attending
trade shows is to see new
products.

35% will share their findings
with 4-6 other people.

67% of all attendees represent
a new prospect and potential
customer.

83% of attendees will buy
something.

46% of trade show attendees
are in Executive or Upper
Management.

94% of attendees are
comparing products between
competitors.
LEAD ENGAGEMENT BASICS
1
2

•  Stop prospects in the aisles outside your booth.
•  Attract prospects with digital signage and screensavers.

3

•  Leverage partners, clients, and sales teams to talk up
your product/service.

4

•  Be direct and ask prospects exactly what they’re
interested in, even if it’s the free t-shirt.

5

•  Make sure that every prospect talks to a rep.

Watch the video
4 WAYS TO QUALIFY LEADS

Surveys
You never
know until you
ask.

Preliminary
Questions
Are prospects
interested in
the product or
the free
t-shirt?

Check Out
Fields
Take a mental
note and an
actual note.

Reports
Consider this
Facebook for
your trade
show leads
and monitor
all activity.
SURVEYS
Ask different types
of questions to
best qualify leads.

Attach surveys to
collateral browsers to
better qualify leads.

Qualify participants
based on previous answers
to survey questions.

Other customizable
features include:
•  Background Color
•  Background Image
•  Survey Title
•  Thank You Screen
•  CSS/JS
PRELIMINARY GAME QUESTIONS
HOW IT WORKS
Helpful Tip:

Participants
must answer
these questions…!
…Before they can
play the game or
view/select content.!

Be direct and ask
attendees if
they’re interested
in your products/
services or if
they’re just
wanting to play
the game.
CHECKOUT FIELDS
Qualifying checkout field
examples:
•  Urgency
•  Next Steps
•  Sales Rep
•  Contact Later
•  Level of Interest
•  Notes

Helpful Tip:
You can still get quality lead
information without overloading
the checkout screen.

Custom field types:
REPORTS
PARTICPANT
MONITORING
•  See participant
record info and
updates
•  Total downloads
•  Total requests
•  Last campaign
•  Last application
•  Desire to be
contacted

CONTENT
MONITORING
•  Title of content
•  Type of content
(URL, PDF, video,
etc.)
•  Number of
applications in
•  Total downloads
•  Total requests
•  Total views
•  Content link or URL

ACTIVITY
MONITORING
•  Content requests
•  Content downloads
•  Device IP address
•  Content views
•  New participants
•  Campaign
•  Application
•  Content item
•  Content URL

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Trade Show Lead Qualification Tips & Tricks

  • 1. CUSTOMER SUCCESS WEBINAR JANUARY 10, 2013 LEAD QUALIFICATION TIPS AND TRICKS With Mike Davitt, Customer Success Specialist
  • 2. 2013 TRADE SHOW STATISTICS TSNN Stats CIER Stats 81% of trade show attendees have buying power. 76% of trade show attendees arrive with an agenda. The #1 reason for attending trade shows is to see new products. 35% will share their findings with 4-6 other people. 67% of all attendees represent a new prospect and potential customer. 83% of attendees will buy something. 46% of trade show attendees are in Executive or Upper Management. 94% of attendees are comparing products between competitors.
  • 3. LEAD ENGAGEMENT BASICS 1 2 •  Stop prospects in the aisles outside your booth. •  Attract prospects with digital signage and screensavers. 3 •  Leverage partners, clients, and sales teams to talk up your product/service. 4 •  Be direct and ask prospects exactly what they’re interested in, even if it’s the free t-shirt. 5 •  Make sure that every prospect talks to a rep. Watch the video
  • 4. 4 WAYS TO QUALIFY LEADS Surveys You never know until you ask. Preliminary Questions Are prospects interested in the product or the free t-shirt? Check Out Fields Take a mental note and an actual note. Reports Consider this Facebook for your trade show leads and monitor all activity.
  • 5. SURVEYS Ask different types of questions to best qualify leads. Attach surveys to collateral browsers to better qualify leads. Qualify participants based on previous answers to survey questions. Other customizable features include: •  Background Color •  Background Image •  Survey Title •  Thank You Screen •  CSS/JS
  • 6. PRELIMINARY GAME QUESTIONS HOW IT WORKS Helpful Tip: Participants must answer these questions…! …Before they can play the game or view/select content.! Be direct and ask attendees if they’re interested in your products/ services or if they’re just wanting to play the game.
  • 7. CHECKOUT FIELDS Qualifying checkout field examples: •  Urgency •  Next Steps •  Sales Rep •  Contact Later •  Level of Interest •  Notes Helpful Tip: You can still get quality lead information without overloading the checkout screen. Custom field types:
  • 8. REPORTS PARTICPANT MONITORING •  See participant record info and updates •  Total downloads •  Total requests •  Last campaign •  Last application •  Desire to be contacted CONTENT MONITORING •  Title of content •  Type of content (URL, PDF, video, etc.) •  Number of applications in •  Total downloads •  Total requests •  Total views •  Content link or URL ACTIVITY MONITORING •  Content requests •  Content downloads •  Device IP address •  Content views •  New participants •  Campaign •  Application •  Content item •  Content URL