A guide for sales teams

Trade show lead capture, without losing a single card.

A trade show is measured by the contacts that become customers, not by the cards that come back in your pocket. Tarjeo is an AI business card scanner built for trade show lead capture. Each rep photographs the card at the booth, dictates what was discussed, and the contact is saved, linked to the show and ready for follow-up.

Alimentaria 20269 contacts

At the booth

Scanning

Marta Soler

Distribuciones Levante

Voice note

Wants samples of the organic range for her chain.

Contacts from the show

The problem

Where trade show leads get lost

Hardly ever at the booth. They get lost afterwards, somewhere between the conversation and the first email.

A pile of business cards waiting to be typed up on a desk, next to a trade show badge and a coffee

In your pocket

The cards come back in a stack and someone has to type them up. Days go by, the pile stays on the desk and the contacts go cold.

No context

Two weeks later nobody remembers what each person asked for, who was interested in which product or what you promised to send.

No owner

Each rep keeps their contacts their own way. Nobody sees the whole picture, and nobody knows whether someone else on the team has already written to a customer.

Step by step

How to capture leads at a trade show with Tarjeo

What the team does before, during and after the show.

  1. 01

    Before the show

    • Add the show with its dates, or put it in the team calendar. On those days, Tarjeo suggests it automatically when you scan.
    • Each rep logs in with their own account from their phone's browser. There is nothing to install.
  2. 02

    At the booth

    • Take a photo of the card and the AI extracts the name, company, job title, email, phone, website, address and country in seconds.
    • Record a voice note about what you discussed. The AI summarises it in the contact and tags it as a lead, customer or supplier.
    • The contact is linked to the show without typing its name, so you never end up with three versions of the same show.
    • If you close a deal there and then, mark it with its amount.
  3. 03

    Back at the office

    • Filter by the show and you have all its contacts, each one with its note.
    • Alerts flag the contacts that are going without follow-up.
    • Email them from your own address, or export them to Excel or your CRM.
    • Mark who you have already spoken to and add meetings to the shared calendar.

Return

See which trade show really pays off

Exhibiting costs money, between the booth, the travel and the team's time. To decide which show to go back to next year, you need to know what each one generated, and the number of cards collected won't tell you that.

In Tarjeo you enter what each show cost and mark the deals that came out of it with their amount. From that it calculates the return on each edition, so you can compare shows with figures rather than gut feeling.

How it is calculated

ROI = (value of deals − cost of the show) ÷ cost of the show

A made-up example. A show that cost €12,000 and generated €30,000 in deals has a return of 150%.

Work out yours with the free calculator

Team

Built for the whole sales team

One account per rep

Everyone on the team scans with their own account. You choose how many accounts you need.

Every portfolio stays private

Each rep only sees their own contacts. Nobody can open someone else's portfolio.

The big picture

Whoever runs the team sees performance per rep and per show, and can download it as an Excel report.
A sales rep scanning a visitor's business card with their phone at a trade show booth

Checklist

Lead capture checklist for your next trade show

Six points that show in the results, whether or not you use Tarjeo.

  1. 01

    Set a target of qualified contacts

    Not cards. Twenty conversations with real interest are worth more than two hundred cards.

  2. 02

    Decide who goes and who does what

    Who staffs the booth, who walks the show and who holds meetings with customers.

  3. 03

    Qualify on the spot

    In the voice note, what they are interested in, what they need and what the next step is.

  4. 04

    Ask for the next step before you say goodbye

    A meeting, a sample or a quote. Without a next step, the contact goes cold.

  5. 05

    Follow up in the days that follow

    While they still remember you and the conversation you had.

  6. 06

    Write down what the show cost

    It is the only way to know afterwards whether it was worth going back.

The full exhibitor checklist, to tick off or print

Questions about trade show lead capture

By talking to the right people at your booth and recording every contact on the spot, with what you discussed and the next step you agreed. With Tarjeo, a photo of the business card and a voice note are enough. The contact is saved, linked to the show and ready for follow-up.
Put them somewhere you can filter them and follow them up, not in a drawer. If you scanned them at the booth with Tarjeo, they are already grouped by show with their notes when you get back, and you can email them or export them to Excel.
The AI needs a connection to read the card. If there is no signal in the hall, take the photo with your phone's camera and upload it from your gallery as soon as you are back online.
Yes. Each rep logs in with their own account and only sees their own contacts, and the show is suggested to everyone when they scan, so the whole team's contacts end up under the same show.
By comparing what the show generated with what it cost, that is, the value of the deals that came out of it against the total cost of attending, including the booth, travel, staff and materials. Tarjeo does that calculation per show, using the deals you mark as closed and the cost you enter.

Get ready for your next trade show with Tarjeo

Scan at the booth, dictate what was discussed and come back with every contact ready for follow-up.

Just need to get the cards into a spreadsheet? How to get business cards into Excel