Editable B2B lead form template for exhibitions, conferences, tradeshows

Download as Word document (.docx). A4/Letter paper. Fully editable.

Editable B2B lead form template for exhibitions, conferences, tradeshows

Use this free lead form template and print copies for your show. All you need is a stapler to attach business cards. The template is customizable. Feel free to edit your company name, name of the event you are attending, and your key industries and customer segments.

Once your event is past, you can create your account on LeadIndexer.com to scan your lead. Any handwritten note and ticked checkbox will be converted into lead information and provided to you in spreadsheet format. 

Download (.docx)

Frequently asked questions about lead form templates

Our template is provided in .docx format to make it easy for you to customize.

Here are typically information that are customized:

  • Company name
  • Tradeshow name
  • List of segments/product of interest
  • Follow up actions


Sales team usually prefer taking notes on paper compared to filling digital forms for the following reasons:

  • Work without internet or devices
  • Allow handwritten context from conversations
  • Make it easy to attach a business card with a stapler
  • Can later be digitized using services like LeadIndexer

Yes! You can use our platform LeadIndexer to digitize the filled leadforms after the show. The following content will be parsed:

  • Any handwritten information will be transcribed and matched to the appropriate field.
  • If a business card is attached to the form, the company and contact information will be automatically retrieved from the business card, saving time and ensuring accuracy.
  • All segmentation and follow up action information will be automatically matched as well.
  • Our A.I is quite good at recognizing the fields and their meaning. Feel free to try to customize your lead form with information fitting your company's business.

All data can be exported to .csv file for later re-import into your CRM.

Once your lead template is ready, make sure the following is in place for a smooth roll out and collection:

  • Print enough copies (estimate from previous shows how many lead forms you may need to print, add some safety margin).
  • Use clipboards or folders to keep forms tidy. Have pens ready.
  • Make sure to have staples around to tie those business cards.

Operations:

  • Train your Sales team to fill them quickly during conversations and drop the form at a collection point after discussion. 
  • A collecting staff (or you?) will take photos and upload them to Leadindexer. You can also get a third party person to add the photos to the platform, in that case just forward the images in high resolution in WhatsApp or upload them to a shared Google Drive/Sharepoint folder.
  • Start uploading the form photos into the platform. Those will get processed in minutes.
  • Check the campaign dashboard for real time analytics about your event. The campaign dashboard is mobile-friendly, feel free to share it with other team members at the show.