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Booth Lead Follow-Up
Follow up with booth leads the same day
Raised by customers on 80+ calls in the past year
Turns badge scans, business cards and booth notes into same-day follow-up, written from what each person said at the booth.
What it does
- Cleans and enriches badge scans, cards and lists
- Matches booth notes to each person
- Sorts leads by heat: demo request, interested, badge scan
- Drafts a follow-up for each and stops for your approval
You give it
- Badge scans, cards or a list
- Any booth notes
You get
- Booth leads sorted by heat
- A same-day draft for each
Why it works
A booth conversation is fresh for a day or two. Following up while they still remember you turns a badge scan into a meeting.
Run this play
Copy the SKILL.md below into your agent
Alex
Events
Alta credits per run, shown before it runs
Every run stops at a draft for you
---
name: booth-lead-follow-up
description: Turn badge scans, business cards and booth notes into same-day follow-up written from what each person said. Use when someone has booth leads, badge scans, business cards or trade show leads to follow up.
agent: Alex
category: Events
ends_in: draft follow-ups
---
# Booth Lead Follow-Up
Booth leads go cold in days. Most teams follow up in weeks.
## What it asks you once
1. **The leads** - a badge scan export, card photos or a list
2. **Booth notes** - anything the team wrote down
## How it runs
1. **Clean and enrich** the leads - name, role, company
2. **Match booth notes** to each person
3. **Sort by heat** - asked for a demo, interested, just a badge scan
4. **Draft a follow-up** for each, built on what they said
5. **Stop for approval**
## Rules
- Mention the event and what they said, never a generic thanks for stopping by
- Existing customers go to their owner, not a sales follow-up
- Never launch. The play ends at a draft.
## What you get
- Booth leads sorted by heat
- A same-day draft for each
- Drafts are ready the same day as the event
- Each one uses what the person said at the booth when notes exist
- Hot leads are on top, existing customers go to their owner
Run it where you work
Same play, same result. Pick the place you already are.
One click
Open Skills in Alta, pick the play and press Run. Or ask Ask Alta to run it for the companies you care about.
Ask in plain words
Connect Alta to Claude and describe the target. Claude loads the play, the agent does the work, and the draft opens in Alta for you to approve.
Drop in the file
Add the SKILL.md to your agent's skills folder with the Alta plugin connected. Edit it like code, and keep your team's version in the repo.