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Field notes · Trade fair follow-up

Trade fair follow-upfor industrial buyers

Most of a fair's return is won or lost after it ends. Here is the lead sheet, the day-by-day plan and the slips to watch. Who this is for: owners and sales heads of manufacturers and industrial suppliers who exhibit at fairs.

Since 201565+ in-house teamKolkata office, 5 team bases

By , Founder & CEOPublished 22 Oct 202610 min read

This is general guidance, not legal or tax advice. Check with a qualified professional before you act.

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/ 01 The short answer

How should you follow upafter a trade fair?

Industrial buyers decide slowly, so the follow-up must be steady, not loud. Grade every lead at the stall, call the best ones within two days, and keep one owner and one sheet for all of them.

PromotEdge sets this up for industrial firms. These field notes show the lead sheet, the day-by-day plan and what to send.

These notes are written by Saurav Agarwal, founder and CEO of PromotEdge. B2B means business-to-business: you sell to other firms. The steps are our own method for industrial firms. They are not a rule, and other firms do it differently.

Our guide on trade show marketing and return on spend covers the whole fair, from the goal to the measure. This note goes deeper on one part: the weeks after the fair.

Key takeaways
  • Grade each lead A, B or C at the stall and write it down the same day.
  • Call grade A leads within two days. Send grade B leads something useful and a date to speak again.
  • Give every lead one owner and keep all notes in one sheet.
  • Industrial buyers decide over weeks or months. Follow up at day 2, 7, 14, 30 and 90.
  • Measure at 90 and 180 days, and keep quotes still open apart from orders won.

Why follow-up is where industrial fairs are won

An industrial buyer at a fair is gathering options. They talk to many suppliers, collect catalogues and go home. The decision often needs a plant head, a purchase head and sometimes a finance head. It does not happen at the stall.

So the fair gives you a first meeting, not an order. What you do in the next weeks decides whether the first meeting turns into a request for quotation. A request for quotation, or RFQ, is a buyer asking a supplier for a price.

Step 1: The lead sheet, set up before the fair

Build one sheet before the fair, and use it at the stall. A simple sheet, kept the same for every fair, makes follow-up easy. These are the columns we suggest:

ColumnWhat goes in itWhy it matters
Name, company, roleWho you met, and whether they can decide or pay.A decision maker is graded higher.
Product or needWhat they asked about, in their words.Your first message repeats it.
Quantity and placeHow much, and where it goes.A request with a quantity and a place is worth more.
Time frameWhen they plan to decide.Sets the grade and the follow-up date.
GradeA, B or C (see below).Decides who gets a call first.
OwnerOne person in sales.A lead with two owners has none.
Next step and dateThe next action and when.Keeps the sheet moving.
StatusOpen, quoted, won, lost, parked.Lets you measure at 90 and 180 days.

Take a photo of each visiting card and add it to the row. Cards get lost, and a photo keeps the detail you cannot type at a busy stall.

Step 2: Grade the lead before they walk away

  • Grade A: a decision maker with a need and a time frame.
  • Grade B: a need, but not ready yet, or not the decision maker.
  • Grade C: a contact only.

Grade at the stall, because memory fades by the evening. Three questions help: what do you use today, what problem do you want to fix, and when do you plan to decide? Write the answers down in the sheet.

Step 3: A day-by-day plan

WhenGrade AGrade BGrade C
Same eveningEnter in the sheet, with the grade and the ask.Enter in the sheet.Enter in the sheet.
Day 1 to 2Call. Thank them, repeat what they asked, send what you promised, fix a next step.Send a short, useful message with the catalogue or a specification sheet.Thank them. Add to your list only with their permission.
Day 7Send the quotation or a visit plan, if asked.Follow up once on the message.Nothing.
Day 14Call again if there is no reply. Offer a demo or a plant visit.Send one useful item, such as a short note on a problem buyers in your line face.Nothing.
Day 30Review: still active, quoted or parked?Move up to A if they replied with a need, or park.Park.
Day 90Measure. Quotes still open stay a separate line.Review and decide.Review the list.

Industrial deals can take months. The plan is built so that no lead is forgotten and no lead is chased every day.

What to send, and by which channel

  • Call first for grade A. A phone call is quick and a buyer can ask a question.
  • Email for anything a buyer must forward to a colleague: a specification sheet, a drawing, a catalogue, a quotation.
  • WhatsApp for short, quick items, such as a catalogue PDF or a location. Ask first, and keep it to what they asked for.
  • A plant visit or a sample, if the product allows it, once the buyer is serious.

A first message should repeat what the buyer asked, in their words, and say the next step. A buyer who sees their own question in your message knows that you listened. Ask permission before you add anyone to a list, and ask a lawyer about the consent rules that apply to you.

A qualified request: the line that matters

We call a request for quotation qualified when it names a product, a quantity, a delivery place and a time. It must also come from a buyer who can decide or pay. This is our own working definition, not an industry standard. It keeps sales and marketing talking about the same thing.

Our guide on how to generate B2B leads in India explains the wider picture, and the dealer meet planning guide covers the dealer side.

What goes wrong, and how to catch it

  • Leads sit in a bag of cards for two weeks. Catch it: check the sheet on the evening of day one. Every card should be in it.
  • Everyone follows up, so nobody does. Catch it: one owner per lead, shown in the sheet.
  • A promise made at the stall is forgotten. Catch it: write each promise in the row, and check them at day 2.
  • The message is a brochure, not an answer. Catch it: read the first message aloud. Does it answer what the buyer asked?
  • Quotes are counted as orders. Catch it: keep one line for quotes open and one for orders won.
  • The first review is at day 30, when little has happened. Catch it: set the review dates at 90 and 180 days in advance.

These are slips we plan against. They come from our own framing of B2B follow-up, not from a named company.

When we park a lead

Not every lead becomes an order, and chasing a cold one wastes the team's time. We park a lead when it has had three real tries without a reply: a call, a useful message and an offer of a visit or demo. Parked leads are not deleted. They get a short note every few months, and only if they agreed to be contacted. A reply moves them back to grade B or A.

What we measure

  • Leads by grade, and how many got a reply in two days.
  • Meetings or visits held.
  • Quotes sent, and quotes still open.
  • Orders won and the margin earned on them.
  • Cost per qualified lead: total cost divided by grade A and B leads.

We read these at 90 and 180 days. At 30 days the numbers are too early to judge.

When to call us

Call us when you exhibit often but cannot say what the last fair gave you. Call when leads pile up and no one owns them. The first step is a free 30-minute call and a one-page plan, for projects we think we can help. Get a growth plan. See our work for industrial manufacturing and our events and exhibitions service.

Our beliefWe know digital inside out, and we think like an Indian business.

This is a first-hand method guide. We cite no outside statistic, no market figure and no rule of law. The steps, the lead sheet, the day-by-day plan, the grades and the qualified request definition are our own framing, as in our earlier guides on trade shows and B2B leads.

  • PromotEdge, trade show marketing and return on spend: grades A, B and C, the two-day follow-up, one owner, measuring at 90 and 180 days.
  • PromotEdge, B2B lead generation in India and the guide on choosing an industrial B2B marketing agency: the qualified request for quotation.
  • Example companies on linked pages are made up.

Brands and people are named only as public examples. They are not PromotEdge clients or endorsers unless stated.

What people say

What clients say

What clients told us after working with PromotEdge.

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Common questions.

  • Follow up within one or two days of the fair. Write each lead into your sheet the same evening, thank every lead and send what you promised. Call grade A leads, the decision makers with a need and a time frame, within two days, and set a date for the next step.

  • Start with a lead sheet and a grade for each lead. Call grade A leads first, send grade B leads something useful, and add grade C leads to your list only with permission. Give every lead one owner and a date for the next step.

  • A follow-up message should repeat what the buyer asked, in their words, and say the next step. Attach only what they asked for, such as a catalogue or a specification sheet. Keep it short, and name the person who will call.

  • Industrial deals often take weeks or months, because several people decide. We suggest following up at days 2, 7, 14, 30 and 90, and measuring at 90 and 180 days. Judging the fair at 30 days is usually too early, so set the review dates before the fair.

  • A lead sheet should hold the name, company and role, what the buyer asked for, the quantity and place, the time frame, a grade of A, B or C, one owner, the next step with a date and a status. Add a photo of the visiting card.

  • Add up every cost, count leads by grade, meetings, quotes and orders, and note the margin on orders won. Work out return as margin earned minus total cost, divided by total cost. Measure at 90 and 180 days, and keep open quotes as a separate line.