--- title: "For sales teams: booth capture to follow-up" description: "For AEs and SDRs at events: meetings booked before travel, offline booth capture with ICP context, and owner plus next step in the CRM the same day." canonical: https://www.luminik.io/for-sales-teams/ source: html generated_at: 2026-08-10T20:51:57.678Z --- For AEs and SDRs # Work the booth with context and follow up while it's warm. Meetings booked before you travel, ranked targets in your sequencer, offline capture at the booth, and the owner plus next step on the CRM record the same day. [Book a 20-min walkthrough](/demo/)[See the capture flow](#capture) On the floor ## Scan, score, push: the whole motion in one app The capture screen already knows the pre-event ICP score, so every scan lands in the CRM as a scored record, not a bare name on a CSV. 9:41 RSA 2026, Booth 4821 Capture Online Point at the attendee badge QRBadge OCRCard AD Priya Ramanathan VP Platform Engineering Arcturus Data ICP score 94 Tier 1 ICP, 5,000+ FTE, Data/AI stack, Account in pipeline ✓Pre-event email opened, Session bookmarked ✓ContactPriya Ramanathan ✓AccountArcturus Data ✓Lead score94 (Tier 1) ✓SourceEvent, RSA 2026 booth capture ✓EngagementSynced to timeline Written to Salesforce Contact + Lead + Opportunity Captured today142 01, Scan QR, badge OCR, or business card One tap. Offline-capable. Works through a faulty hotel wifi. 02, Score surfaces ICP score + pre-event context The score your reps saw walking in. Plus every pre-event touch for this contact. 03, Push to CRM Salesforce or HubSpot, same day Contact, Lead, Engagement, and Opportunity fields. Rep attribution preserved. ## The event week, from the rep's side Marketing owns the booth. You own the conversations. This is what usually happens to them. Push, today ### The week you know - You land with a lanyard, a booth shift, and no list of who is worth finding - Badge scans disappear into a CSV somebody promises to reconcile next week - The conversation is gone from memory by the time the contact record appears - Follow-up goes out on day 11, after the buyer stopped answering anyone - Quota credit for event meetings is an argument, because nothing traces the meeting back to you vs Pull, with Luminik ### The week with the app in your pocket - A ranked target list on your phone, with the ICP score and the reason behind it - Meetings booked before travel, from the sequencer you already run - Scan a badge and the pre-event ICP context is already attached - A voice note becomes booth notes and a next step on the record - Owner and next step land in the CRM the same day, with your name on them Capture to follow-up ## From handshake to CRM record in one afternoon The gap between a booth conversation and its CRM record is where event pipeline dies. Luminik closes it to minutes. 01 ### Scan at the booth QR scan, badge photo with on-device text recognition, or manual entry. Blurry fields get flagged for review before you submit, so a bad capture never becomes a bad record. 02 ### Talk, then dictate Thirty seconds of voice note after the conversation. It transcribes, attaches to the attendee timeline, and next steps are pulled out for you. The context survives the flight home. 03 ### Push to CRM One tap writes the record to Salesforce or HubSpot with the ICP score, your booth notes, and the meeting log attached. Offline captures queue and sync when the venue Wi-Fi comes back. 04 ### Follow up the same day The record already has an owner and a next step, so follow-up starts while the conversation is still warm instead of eleven days later from a cleaned-up spreadsheet. The daily-user case ## What changes for the person holding the scanner ### The calendar fills before you fly Pre-event sequences run in the Apollo, Salesloft, or HubSpot seat you already work in, against a list scored to your ICP. You arrive with meetings on the calendar, and the booth becomes the second source of pipeline rather than the only one. ### Know who is worth walking over to Search any attendee by name or company from the mobile app and see the ICP score with the reason behind it before you open the conversation. Tier 1 targets are flagged, and accounts already in your pipeline are marked. ### Booth notes that write themselves Voice notes record, transcribe, and attach to the attendee timeline with next steps pulled out. What the buyer actually said is on the record, in your words, instead of a badly typed line in a scan app export. ### Offline-first, because venue Wi-Fi Every capture queues locally when the connection drops and syncs when it returns. Nothing you scan or dictate on the floor is lost to a dead spot behind the booth. Before you install it ## What reps ask in the first five minutes Do I have to learn a new tool? One mobile app, for the floor only. Prep sheets are in your CRM, sequences run in the sequencer you already use, and attribution lands in Salesforce or HubSpot. Install once, sign in with the same SSO you use for Salesforce, and tap the event. What lands on the CRM record? The attendee as a Lead or Contact with the ICP score, your voice note transcript as a Task, the meeting as an Event, and an owner plus next step. Sales follow-up starts from the record, not from a spreadsheet. What happens when the venue Wi-Fi dies? Captures queue on the device and sync when a connection returns. QR scans, badge photos, voice notes, and meeting logs all work offline. You will not lose a conversation to a dead spot on the expo floor. Do event meetings finally count toward my number? The meeting is logged with you as owner and linked to the Opportunity when the match confidence is high enough. When attribution writes back within 48 hours from event end, the pipeline traces to the event and to you. 270+ Meetings booked by an identity-verification fintech's sales team across 15 events in 6 months 85+ Qualified meetings for a Series C cybersecurity team across RSA, Black Hat, and a regional summit 6x Lead-to-opportunity rate improvement when captures carry ICP context instead of arriving as a bare CSV > We pulled the attendee list six weeks out, enriched on our Apollo plan, and walked in with meetings already booked, 68 held at that one event. Sr. Director of Marketing Series B fraud detection 180 employees, Europe [From the case study](/case-studies/regtech-fraud-detection-money2020/) Go one level deeper ## The floor motion, in detail [On-floor captureQR, badge photo, voice notes, offline queue, and same-day CRM sync.](/product/during-event-capture/)[Pre-event sourcing and scoringHow the ranked target list on your phone gets built 6 weeks out.](/product/pre-event-intelligence/)[Post-event attributionHow meetings and captures become pipeline traced to the event and the owner.](/product/post-event-attribution-roi/)[Free event outbound sequencesBuild the pre-event cadence that fills the calendar before you fly.](/tools/event-outbound/)[Case studies270+ meetings across 15 fintech events. 85+ across RSA and Black Hat.](/case-studies/)[For event marketersThe page for the colleague who runs the program you sell at.](/for-event-marketers/) ## Bring your next event. We'll show the app on it. 20 minutes. We demo the capture flow live: scan, voice note, push to CRM, each record landing with the ICP score and an owner attached. [Book a 20-min walkthrough](/demo/) 270+ meetings across 15 events85+ meetings at RSA + Black HatOffline-first capture Growth + Scale tiers carry a 10-meeting floor per flagship event. Details on [pricing](/pricing/).