Goal: decide fast — not build a perfect CRM
When you return from a show, your brain is tired. If you aim for a “perfect” taxonomy with fifteen labels, you’ll postpone—and tomorrow you’ll forget half the faces. This method targets a realistic compromise: in 30 minutes, move from a pile of cards to a prioritized plan.
Why only three buckets?
Decision science suggests that beyond a handful of mental buckets, judgment quality drops. “Hot / warm / keep” is enough to decide who gets a message this week; finer granularity can wait.
The 6-step timer
- 5 min: gather all cards/photos.
- 10 min: capture essentials (name, email, company).
- 5 min: add one context line.
- 5 min: sort hot/warm/keep.
- 3 min: choose next action (email/LinkedIn/call).
- 2 min: schedule reminders.
If you overrun step 2, you’re probably trying to enrich everything immediately. Defer “nice-to-have” enrichment: this window is for decisions, not full CRM records.
A context line that actually works
- Where: “Show X — booth Y”
- Why: “needs B2B leads”, “comparing us to [competitor]”
- Next step: “send case study + propose 15 min”
That line fits LetsLigo and gives the AI agent enough material to draft a non-generic email.
A simple mini pipeline
- New
- Follow-up #1 sent
- Follow-up #2
- Meeting proposed
- Meeting booked
What matters is a shared view across the team: where it’s stuck, who follows up, when.
Example: 40 cards after a two-day show
Don’t scan linearly: start with cards you marked with a star or “HOT”. Psychologically, early wins build momentum—so you don’t quit after fifteen records.
FAQ
I can’t scan everything today
Start with the hot pile. The rest can wait 48h—but hot contacts must move fast; that’s where most ROI lives.