Phase 2 – During event: Capture & qualify smarter

Objective: Run the booth like a conversion machine. Capture the right data, send the right follow-up, and work with precision while the prospect is still in front of you.

Lead Capture OS

This section helps you create a fast, repeatable way to engage booth visitors, capture key insights, and deliver a personalized microsite in real time.

Turn your booth into a smart capture station

Most reps scan badges and promise to follow up later. That delay is where momentum dies. With momencio, you don’t need to wait. You can send a fully personalized microsite while the conversation is still happening.

Here’s how to structure your capture flow:

Step-by-step capture flow using momencio

1. Step #1: Ask permission to follow up

“Can I send you a quick page with what we just discussed?”

This sets up a value exchange — you’re not just taking their details, you’re giving them something helpful.

2. Step #2: Scan the badge or input their details

The data is captured instantly and can enriched through momencio’s AI EdgeCapture, adding details like job title, business email, LinkedIn profile, company info, and more. Saves hours of manual research later.

#Didyouknow: One report even quantified the time wasted due to inaccurate or incomplete data at a staggering 550 hours per sales representative annually.

3. Step #3: Take smart notes using voice or quick input

Use momencio’s speech-to-text smart notetaking to record the lead’s interests, challenges, or specific requests. You won’t need to write anything down, just talk and save.

4. Step #4: Select relevant content blocks from the digital asset library

Choose case studies, demo videos, product walkthroughs, or research reports, whatever fits the conversation and the lead’s interest. The entire library is accessible on momencio’s event app, ready to pull from.

5. Step #5: Send a personalized landing page instantly

Based on the lead’s interest and your notes, build a personalized landing page with the most relevant content in an instant with momencio’s unique system. Hit send. It reaches their inbox before they have even walked out of the booth.

6. (optional) Step #6: Let them know what to expect

“You’ll get a short email from me with a landing page that includes everything we spoke about, plus a few extras you might like. Let me know if anything stands out.”

Why this matters

• The rep doesn’t need to follow up manually
• The visitor gets a useful, tailored experience in real time
• Every action on that landing page, clicks, scrolls, video views, downloads, is tracked, synced, and ready for immediate action.
• The sales team is automatically notified when someone engages, reopens, or returns later

This is not just lead capture. It’s a conversation-to-landing page-to-sales-movement, all happening live on the floor.

Smart lead qualification on the floor

This section helps you focus on collecting the right context at the booth — not just names, but actual interest and intent. momencio handles the scoring. You just need to capture what matters.

Forget manual scoring. Focus on actions.

You don’t need to assign a lead score. You don’t need to decide if someone is “hot” or not. momencio handles that automatically by tracking every action the lead takes on their personalized landing page.

What you need to do is capture the right cues during the conversation.

What to focus on during the conversation

• What problems are they trying to solve?

This helps determine which assets to include on their microsite.

• What are they currently using?

Knowing what tools or processes they rely on helps you tailor content.

• What kind of role do they play?

Are they a decision-maker, influencer, or just curious? That context matters.

• What caught their attention at your booth?

Was it a specific feature? A demo? A stat? Capture that while it’s fresh.

Use the smart notes feature to log these inputs quickly — speaking or typing, whatever’s faster. These notes are synced automatically, stored under the lead’s profile, and visible to Sales.

Avoid this common trap:

Don’t try to squeeze in long discovery calls at the booth. Just capture what the person cares about and let the content and engagement do the heavy lifting after.

momencio’s scoring system will do the rest. It tracks opens, clicks, video views, shares, time spent, and more — and pushes alerts when someone’s showing high interest.

You don’t need to chase. You just need to capture well.

Engagement tracking and sales handoff prep

This section helps you prepare the lead for Sales — without needing another meeting or spreadsheet.

After the personalized microsite is sent, everything the lead does is tracked in real time:

• 🖱️ Opens and link clicks
• ⏳ Time spent on each section
• 🎬 Videos watched
• 📚 Case studies downloaded
• 🔄 Content re-shared internally

These actions and signals from leads build an activity stream and an engagement profile, visible inside momencio — and this is what triggers nudges to Sales.

You don’t need to guess if a lead is worth a follow-up. If they’re active, Sales will be notified automatically.

How to pass leads to Sales the right way

Your job is to make sure that the right information is captured up front, so Sales knows:

• Who this person is
• What they want
• What they looked at
• What they care about
• What content you’ve already sent

Here’s what a good set of handoff notes looks like:

• Job title: Head of Marketing
• Challenge shared: “Struggling with slow follow-ups after events”
• Content shared on landing page: Product demo video + case study + product information
• Conversation note: Interested in integrations with HubSpot, decision in 3 months

These notes are all stored inside the lead’s profile and sync with your CRM.

Sales doesn’t need to guess. They pick up where you left off, with full context, full tracking, and no delay.

✅ Chapter summary

You didn’t just collect leads.

You captured interest, sent useful content, and set up Sales to act when the time is right, all before the booth closed.