Event Lead Capture Grader by Captello

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1	Event Lead Capture Grader (ELCG) Version 1.1
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6	How good is your lead capture process?
7	How good is your lead capture process?
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9	Instructions: Fill in the cells below in yellow to view your individual grade per category of lead capture. Your overall event lead capture score is automatically calculated for you. Each item within a category (preparation, methods, etc.) has an individual weight. Each category has an overall weight toward the Event Lead Capture Grade. Adjust the weight per category depending on the importance of the category to your business. Leave all weighting in place to adhere to industry best practices. Download your results and create your own copy of the Lead Capture Grader in Google Sheets.
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12	Your Lead Capture Grade:
13	6.64	Identifies how good your event lead capture practices are. Your event lead capture practices are perfect if you Score a 10. "B2B Marketers with mature lead management practices are 2X more productive at creating and closing opportunities". Gartner, Inc.
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22	Parameter	Rating (0-10)	Weight	Parameter	Rating (0-10)	Weight	Parameter	Rating (0-10)	Weight
23	Own lead capture software to use at every event (vs. using what the show provides)	4	20%	Capture leads touchlessly via QR codes	8	20%	Understanding of qualification criteria important to our business and use scoring or grading system in place to differentiate leads	10	20%
24	Equip all company personnel attending events with ability to capture leads and have mechanism to easily communicate with all parties.	9	20%	Use digital activations to engage and capture leads	7	20%	Use mechanism to easily and subjectively qualify leads based on conversations and related information	8	20%
25	Mapped out my lead capture workflow using a diagram/flow chart	8	20%	Scan batches of business cards collected from events using highly accurate techniques	5	20%	Book meetings on the spot for or on behalf of sales teams for urgent leads	5	20%
26	Understanding of data collection that is meaningful to our business	10	20%	Employ activations, polls, or surveys during speaking sessions at live events to capture leads	1	20%	Collect audio notes that get saved onward in process and into CRM or marketing automation for easy playback and seamless handoff	3	20%
27	Capture form templates prepared for the different types of events	9	20%	Use lead capture kiosk to capture leads from attendees waiting for help	3	20%	Implement reward system or gifting process to further measure engagement post-event	0	20%
28	Preparation		8.00	Methods		4.80	Qualifying		5.20
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30	Parameter	Rating (0-10)	Weight	Parameter	Rating (0-10)	Weight
31	Respond to leads via email within 1-2 days after they visit our booth or after the event ends?	10	20%	Send leads automatically into CRM or marketing automation system (without manual import)	10	20%
32	Immediately email brochures to attendees that request more information?	7	20%	Use event system to store, segment, and group leads across all global events	5	20%
33	Use technology to distribute leads to business development or sales teams for follow up	10	20%	Use revenue from CRM opportunity object to automatically measure ROI and KPIs over time	8	20%
34	Sends leads that are not sales qualified to marketing system as marketing qualified leads (MQL) and add to automated nurturing	10	20%	Measure and compare quality of leads and staff productivity from one event to another	4	20%
35	Segment event leads and launch multi-channel marketing campaigns with ease	8	20%	Report on statistics per form questions	4	20%
36	Communicating		9.00	Storing & Analyzing		6.20
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66		© Lead Liaison 2012. Confidential Information.
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