This tradeshow lead capturing form is used to record interactions with prospects at events. It includes fields to document the company, contact details, materials distributed, an assessment of the prospect's budget, decision authority, needs, and timelines. Discussion results and next steps are also documented, such as three action items.

1. Tradeshow Lead Capturing Form
Purpose
This template can be used to record interactions with prospects at a Tradeshow.
Company:
Name:
Title:
Date/Time:
Collateral Distributed:
Technical Brief #1
Technical Brief #2
Flyer #1
Whitepaper #1
Whitepaper #2
Staple Business Card Here
Assessment:
Budget:
Authority:
Needs:
Timelines:
Discussion Results:
Action Item #1:
Action Item #2:
Action Item #3:

2. Next Steps: