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Trade Show Lead Form Template

Streamline Your Trade Show Lead Capture Efforts

Collecting valuable leads at trade shows can be challenging, especially when time is of the essence. This Trade Show Lead Form Template helps you capture essential information from potential clients and streamline your follow-up process. With this template, you can improve lead generation, enhance your conversion rates, and effectively manage contacts, ensuring no opportunity slips through the cracks. Plus, it's designed with user-friendly fields and WCAG-aligned labels for accessibility. Start using the live template today to turn trade show interactions into lasting relationships.

Use this Template (FREE) Live Preview
Full name
Company name
Job title
Work email
Mobile phone
Company size
1-10
11-50
51-200
201-500
501-1,000
1,001-5,000
5,001+
Prefer not to say
Your role in the decision
Decision maker
Influencer
End user
Researcher
Consultant/Advisor
Prefer not to say
Other
Please Specify:
What brings you to our booth today?
Learn about products or services
See a demo
Discuss pricing
Discuss partnership
Support question
Careers information
Just browsing
Other
Please Specify:
Which solutions are you interested in?
Hardware
Software
Cloud/SaaS
Professional services
API or integrations
Analytics or reporting
Security or compliance
Other/Not sure
Estimated buying timeline
Immediately
0-3 months
3-6 months
6-12 months
12+ months
Just researching/No timeline yet
Key challenges or goals
Current solution status
Using a competitor
Built in-house
No current solution
Not sure/Prefer not to say
Preferred follow-up method
Email
Phone call
Text message
In-person meeting
Video call
No follow-up requested
Meeting date (if scheduled)
Event name
Would you like to receive updates and promotions?
Yes
No
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Colorful paper art illustration representing a trade show lead form template and its features

When to use this form

Use this form on the show floor when you need fast, clean lead capture without losing the details that matter. It helps your field marketers and sales reps log contact info, pain points, and buying intent while the chat is fresh, whether at a booth, demo station, or sponsor lounge. If you plan to text updates or reminders, add consent with the SMS Opt-in form. For newsletter signups, pair it with the Email list form. To keep follow-up consistent across channels, mirror key fields from the Sales lead generation form so every record routes to the right rep and sequence.

Must Ask Trade Show Lead Questions

  1. What problem or goal brought you to our booth today?

    This centers the conversation on outcomes, not swag, so you capture real needs. It helps you tailor follow-up with the most relevant demo, content, or offer.

  2. What is your timeline to evaluate or purchase?

    Timeline reveals urgency so you can prioritize same-day outreach or move to nurture. It also guides when to schedule a demo or handoff to sales.

  3. What is your role in the decision process?

    Knowing if they are a decision-maker, influencer, or user shapes your next step and messaging. It also flags when to engage additional stakeholders.

  4. How should we follow up, and do you consent to email or text?

    Clear channels and consent boost response rates and protect compliance. If you also capture permissions online, keep records aligned with the Opt-in form.

  5. What budget range have you set for this project?

    Budget signals fit and prevents misaligned pitches. It helps you route to the right package, promo, or account rep.

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