How-to Practical guide

A simple post-trade-show prospect workflow (no overkill)

5 steps: scan, qualify, follow up, follow up again, propose a meeting.

Simple beats perfect after events

The goal isn’t building a perfect CRM. It’s executing follow-up while the conversation is still fresh.

The 5-step workflow

  1. Capture: identity + channel.
  2. Qualify: hot / warm / keep.
  3. Follow-up #1: contextual message.
  4. Follow-up #2: short, no pressure.
  5. Propose a meeting: 15 minutes, clear goal.

A LetsLigo use case for you

Discover how LetsLigo addresses this need concretely.

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