Tradeshow Basecamp™ 102: Recording Lead Information Supplement (Online Sales Training Course)

(2 customer reviews)

$4.99

This course includes:

  • 10 minutes of on-demand video
  • Second course (102) in the Tradeshow Basecamp™ Course Series
  • Downloadable resources
  • Full lifetime access to course materials
  • Access on mobile and TV

Team Size:

Course Series Curriculum

Tradeshow Basecamp 102: Recording Lead Information Supplement (Online Sales Training Course)

4 learners taking this course

Course Content

Expand All4 lessons 11m

Modules

Bonus: Recording Lead Information 4 lessons 11m

Make an effective plan to record information you gather during sales conversations.

Lessons

  • Why Record Lead Info? 4m

    Tina explains exactly why you must take good notes during sales conversations and how to do that.

    Record notes for your sales conversations with a lead card or app. Consider how these notes will be added to your organization's larger system for tracking sales conversations. A 'CRM' (Customer Relationship Management System) is often used for this purpose. If you don't have a 'CRM,' take a look at the link in Resources for ideas.

    Planned correctly, lead cards or lead apps can also assist those new to sales to ask the right questions during the Lead Interview. If you are selling several products, lead cards and lead apps can also guide you in finding the right product fit for good leads.

    In this lecture, you will learn...

    • What kinds of information you should plan to take notes about.
    • What fields to include on your lead card or in your lead app.
    • How to use your lead card or app to prompt sales reps to ask the right questions and record the right information during sales conversations.
  • Paper Lead Cards 3m

    Tina and Liz visually demonstrate the pros and cons of using low-tech paper lead cards. 

    For portability and convenience, Tina and Liz have often used half-size lead cards with small clipboards for recording notes during sales conversation. See the links in Resources for clipboard product ideas. 

    After this lecture, you will be able to...

    • Decide if paper lead cards are right for your organization.
    • Design an effective paper lead card that can lead to successful sales conversations and follow-ups.
  • Lead Card Apps 2m

    Tina and Liz visually demonstrate the pros and cons of using lead apps. 

    Take a look at Resources for links to affordable lead apps appropriate for sales events, exhibit marketing and trade shows

    After this lecture, you will be able to...

    • Decide if a 'lead app' is appropriate for your organization.
    • Choose a lead app can meet your organization's needs.
  • Quiz: Recording Lead Info 2 questions 2m

    Test your knowledge.

Tradeshow Basecamp™ 102: What You’ll Learn

Prerequisite: Tradeshow Basecamp™ 101

This is the second course in the Tradeshow Basecamp™ course series. In this sales training course supplement, you will learn why it is critical to take notes during conversations you have with prospective clients. You will also learn…

Lead Recording Options

Learn what types of lead recording options are available for taking notes during your exhibit sales conversations and how to choose the best one for you.

Lead Forms as ‘Cheat Sheets’

Design lead forms that serve a dual purpose: to record information you gather from a potential customer AND prompt you or your team to ask the right questions during the lead interview.

Great Follow Ups?

Learn why great note-taking is critical to maximizing follow-up emails and calls after your sales event and critical to converting leads into sales!

OverCome Fear

Use lead forms to guide your sales conversations during high-pressure trade show and exhibit events.

Why Tradeshow Basecamp™ is Better!

Online Sales Training Videos

Hours of on-demand, online sales training videos! Purchase gives you lifetime access to course materials. Learn at your own pace.

Face to Face Selling - Roleplaying with Newbie

Sales Role-Play

Videos and quizzes of sales role-play scenarios to help you test your mastery of the five easy steps.

Memorable Characters

Fun characters like ‘Pretzel Guy, ‘Fancy Water Guy,’ Ms. Right, Mr. Maybe and Dracula will help you remember the basics even under pressure at your next trade show!

Quizzes

Challenging quizzes to help reinforce course material and test your mastery of the concepts.

A Complete Guide!

Tips on random blog posts are not enough to prepare for success at a trade show. This course series is a complete step-by-step guide in short, digestible lessons.

Who’s it for?

Tradeshow Basecamp™ is for anyone who is expecting to have direct sales conversations in a trade show booth or exhibit—and feels unprepared to do that! Whether sales is your full-time job, or a hat you wear from time to time, this course is for you.

  • Sales beginners
  • Marketing professionals who want to add sales training to resume and skillset
  • Startup owners
  • Small Business owners

What Kind of Events?

This course primarily focuses on face to face selling or direct sales conversations. For instance, sales conversations you will have at a trade show, sales event, exhibit or ‘stand.’ Do you see your event below?

trade shows and trade fairs
exhibits and exhibitions
sales events
festivals, fairs, home shows, farmer’s markets
booths, stands, pop-up stores and shops and more

About the Instructors

Tina

FOUNDER, MARKETING CONSULTANT

Tina has been creating profitable marketing and exhibit strategies for startups, small businesses and nonprofits for over nineteen years. She founded Tradeshow-Planning.com to help facilitate broader access to the techniques she has developed so anyone can benefit and improve exhibiting strategy, sales conversations and follow up.

Liz

SALES & CUSTOMER SERVICE

Student Feedback

4.67 out of 5 stars

2 reviews

Let us know what you think...

What others are saying

  1. Ashley Anderson

    Ashley Anderson

    “Valuable information”
    “Helpful practice activities”
    “Clear explanations”
    “Accurate course description”
    “Engaging delivery”
    “Knowledgeable instructor”

    (0) (0)

    Something wrong with this post? Thanks for letting us know. If you can point us in the right direction...

  2. Maya Miller

    Maya Miller

    I’m definitely a sales ‘newbie’ and so far this is just what I need. Sales already seems less scary…

    (0) (0)

    Something wrong with this post? Thanks for letting us know. If you can point us in the right direction...

  3. B Moorehouse

    B Moorehouse

    If people don’t know how to use a lead ‘app’ they shouldn’t be working a tradeshow! However, good advice on creating a lead qualification form.. however you plan to do it.

    (0) (0)

    Something wrong with this post? Thanks for letting us know. If you can point us in the right direction...

×

Login

Register

Your personal data will be used to support your experience throughout this website, to manage access to your account, and for other purposes described in our privacy policy.

Continue as a Guest

Don't have an account? Sign Up