Conference Lead Capture
Turn any conference badge into a scored lead, personalized demo folio, and talk track in minutes. Set up once for your business, then just drop a badge photo and go.
About this template
A complete conference lead pipeline built for sales teams. Drop a badge photo, get a scored lead, a personalized demo folio, and an internal talk track.
What it does:
On setup (one time)- Interviews you about your company, ICP, use cases, and differentiators. Generates a custom scoring rubric and use case hypothesis cards. Configures the capture workflow for your business.
On each lead- OCRs the badge, researches the person via Apollo and LinkedIn, scores them against your ICP, posts a score card in the thread. You say 'build it' on leads worth pursuing — the agent builds a personalized folio with their company logo, tailored use case cards, and a business case framing, plus a private talk track doc with MEDDIC mapping, opening questions, and a 3-act demo structure.
What you get: Leads workbook — every lead tracked with score, tier, folio status, and links Conference performance report — was the conference worth attending? Personalized demo folios — shareable, mobile-friendly, built for the specific person Private talk tracks — MEDDIC mapping, discovery questions, demo structure How to use:
- Create a project from this template
- Complete the 3-minute setup interview
- At the conference: start a thread, drop a badge photo + notes, execute the capture task
- Review the score card, say 'build it' on hot leads