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The Ultimate Guide to Prospect Management

10 months ago
The Ultimate Guide to Prospect Management

How QR‑to‑SMS automation turns event interest into revenue


Article Summary

  • Engage prospects instantly with mobile‑first SMS and QR codes—no apps, no Wi‑Fi.

  • Automate every step: pre‑event qualification, real‑time interaction, and post‑event follow‑up.

  • Share rich digital profiles via text to deliver immediate value and capture accurate data.

  • Track engagement live to route hot leads and prove event ROI.

  • Book meetings faster with friction‑free calendar links embedded in SMS.


What Makes Modern Prospect Management Different?

Prospect management is no longer “scan a badge, email a week later.” Today it’s instant, two‑way conversation on the device everyone carries—their phone. By shifting from passive data collection to proactive SMS engagement, you bypass unreliable event Wi‑Fi, lost business cards, and clunky lead‑retrieval hardware.


Discover SMS‑Based Lead Capture

Text messages boast 98 % open rates (source: Mobile Marketing Watch). When an attendee scans your QR code, trigger an automated SMS chat instead of a static vCard. Within seconds you can:

  1. Greet them by name.

  2. Ask one qualifying question.

  3. Deliver a link to your digital profile.

Meeting prospects where they already spend their screen time increases reply rates and keeps the conversation in your controlled channel.


Master QR Code Integration

A “smart” QR code should do far more than launch a web page. Build yours to:

  1. Send a welcome text automatically.

  2. Launch a micro‑survey (1‑3 questions).

  3. Route data to the right rep or CRM record.

This turns a booth scan into a managed dialogue, capturing context and intent—not just contact details.


Leverage Digital Profile Tools

Instead of a plain email address, text prospects a rich digital profile that lives in their Messages app. Include:

  • Name, role, company, direct phone

  • Quick blurb on how you solve their pain

  • Links to a case study or demo video

  • Primary CTA (e.g., “Book a 15‑min strategy call”)

Pro Tip: Tailor that CTA to the event theme—conversion rates jump when the ask feels conference‑specific.


Automate Initial Contact Steps

Manual entry kills momentum. The moment a QR is scanned, your workflow should automatically:

  • Send a personalized SMS.

  • Confirm contact data accuracy.

  • Ask one intent question.

  • Alert the assigned sales rep in real time.

Your team focuses on high‑value chats while the system handles repetitive steps consistently.


Pre‑Event Engagement Strategy

Plan Multi‑Channel Flows

Use email for detailed invites, then SMS for immediacy:

  • Registration confirmation with QR code.

  • Booth reminder the day before.

  • One question about their event goal.

Create Automated SMS Sequences

  1. Welcome → thank them for registering.

  2. Qualify → ask their top priority.

  3. Meeting prompt → link to calendar if fit.

  4. Eve‑of reminder → booth # and giveaway teaser.

Keep messages short, actionable, and spaced to avoid fatigue.

Design Smart QR Touchpoints

Place QR codes in pre‑event emails or printed mailers to:

  • Confirm RSVP to an exclusive dinner.

  • Allow self‑service meeting booking.

  • Unlock early access to a whitepaper.

You’ve built engagement before they hit the show floor—so booth time is for deep dives, not introductions.


Maximizing Lead Qualification

Build Digital Profile Templates

Standardized templates ensure every rep captures the same key fields for scoring.

Set Up SMS Qualification Flows

Ask two or three high‑yield questions:

  • “What’s your role?”

  • “Company size?”

  • “Evaluating solutions in next 3 months? (Y/N)”

Short SMS surveys convert better than long web forms.

Deploy Smart Routing Rules

  • Hot enterprise lead? → Senior AE calendar.

  • Early‑stage interest? → BDR nurture sequence.

  • Technical query? → Sales engineer call slot.

Track Engagement Metrics

Monitor link clicks, response times, and profile views to refine scoring and prioritize follow‑up.


Real‑Time Prospect Tracking

  • SMS reply rates reveal immediate interest.

  • Digital profile analytics show what they read and clicked.

  • Journey mapping logs scan → survey → profile view → meeting booked—all inside your CRM.

Set alerts for high‑value actions so reps can pounce while interest peaks.


Scaling Your Follow‑Up

Automate SMS Communications

  • Day 1: “Great chatting about [topic] at [Event]—here’s that resource.”

  • Day 3: If high score → “Ready to see Boop in action? Book here.”

  • Day 7+: Drip nurture with relevant success stories.

Schedule Profile Updates

Push new features or case studies to the same profile link; prospects always view the freshest content.

Enable One‑Click Meeting Booking

Embed a Calendly/HubSpot link in SMS and in the digital profile’s primary CTA. Less friction = more meetings.

Track Conversion Progress

Sync QR‑to‑SMS data to your CRM to see which events drove pipeline—and justify next year’s budget.


Conclusion: Transform Your Prospect Management

Ditch badge scanners and endless spreadsheets. By combining QR codes, SMS automation, and dynamic digital profiles, you move from passive data capture to active conversation‑building. The result: faster qualification, smarter routing, and follow‑up that closes deals while competitors are still uploading CSVs.

Ready to turn your next event into a revenue engine? Start a free trial of Boop’s QR‑to‑SMS platform ›  


Frequently Asked Questions

Do prospects need an app?

No. They scan with the native camera and text through their default messaging app—zero downloads required.

What if the venue has poor Wi‑Fi?

SMS transmits on minimal cellular signal, so engagement continues even when data‑heavy apps stall.

Can we customize the qualification questions?

Absolutely. Edit SMS survey questions per event or campaign goals.

What analytics are available?

Track scans, SMS delivery and response, profile views/clicks, meetings booked, and opportunity creation—end‑to‑end ROI visibility.


Sources for stats and definitions: Twilio SMS Benchmark Report (open‑rate data), Mobile Marketing Watch, Gartner Event Marketing Insights.