The conversation ends, the delegate moves on, and you have thirty seconds before the next one starts. What gets captured in that window is what actually makes it back to your CRM — and most of it doesn't.
Built for the Exhibition Floor
This template is designed around a specific physical context: you're standing at a booth or walking a conference floor, and you need to capture enough about a contact to make the follow-up conversation meaningful. Not everything — enough.
The essential fields come first: Title, First Name, Last Name, Company Name, Job Title, Department. Then the qualifiers: Business Sector, Number of Staff, Number of Sites. These last two are not filler. For a supplier selling into the food service industry, the distinction between a single-site café and a 150-person Franchisee with twenty outlets determines the entire account strategy. Capturing it at the event, while the context is live, is the point.
Language is a practical field that often gets skipped. At an international exhibition, knowing that a contact's primary language is Polish or Turkish before your follow-up email is drafted matters for who writes it and what it says.
Contact Depth Without Friction
Two phone fields — Business and Mobile — accommodate the common scenario where the mobile is actually the faster channel. Two email fields handle contacts who maintain separate professional and departmental addresses, or who explicitly give a personal email for follow-up.
Website rounds out the profile. A quick company lookup before the follow-up call is standard practice; having the URL captured at point of contact saves the search.
Business Address, Street, City, County, and Postal Code are here for contacts who operate through a physical location where territory matters — franchise districts, regional accounts, delivery radius businesses. The Notes field holds the event-specific context that no structured field captures: what they said they were looking for, the specific problem they mentioned, the introduction that brought them to the booth.
That last field is what makes the follow-up feel like a continuation of a real conversation rather than a cold call with a name on it.