Hot-lead follow-up
Priya Nair · Kestrel Data Done
Mark Liu · Trovio Done
Sam Ortiz · Vantora Due
PIPELINE INFLUENCED
$780K
Captured Engaged Won
End-to-end event revenue orchestration
Get more revenue from in‑person GTM
FieldXM is the revenue orchestration platform for in-person GTM: account targeting before your event, AI-captured conversations during it, enforced follow-up after, and attribution your CFO can read.
The un-instrumented channel
You instrument every dollar of digital spend but none of your event spend.
A digital-agency founder put it to us plainly: he can analyze every dollar of a $30K ad campaign down to per-lead outcomes, yet he genuinely doesn’t know how anyone optimizes the event budget that’s often as large or larger. In-person is the channel B2B still runs on faith.
Coordination fails first.
Three weeks out, nobody shares a view of which accounts are coming, who owns them, or whether anyone reached out. The plan scatters across Slack threads and spreadsheets, and nobody opens the kickoff doc twice. Marketing owns the metric; sales owns the work.
Then the context vanishes.
Badge scans collect a name and no context. Reps type on phones instead of talking. Whatever the conversation surfaced is gone by the hotel room: the pain, the interest, the next steps.
Then follow-up runs on hope.
Leads cool in a spreadsheet while quota-carrying reps work their own pipeline. Marketing owns event ROI but can’t enforce a single follow-up. And the leads that skip the process never trace back to the event at all.
The result: events generate real pipeline that nobody can prove, because nobody captured the data to value it in the first place.
The platform
One system across the whole event lifecycle.
Before the show
Walk in knowing exactly which accounts matter
FieldXM ingests the attendee list, or builds the view from your CRM and your own scan history when the organizer won’t share one. It dedupes, enriches, and matches every contact to an account. AI tiers every account by ICP fit, FieldXM assigns the owners, and the coverage gaps surface: high-fit accounts walking your show that nobody on your team has touched. Your whole team works one shared plan instead of parallel spreadsheets.
On the floor
Turn conversations into CRM‑ready context
Reps capture the conversation, not just the badge. FieldXM transcribes booth interactions and extracts the structure into the lead record: pain points, product interest, next steps, all while the rep stays in the conversation. Badge scan, card scan, or audio. Offline mode included, because event Wi‑Fi is what it is.
After the show
Follow-up that happens, and proof it worked
Every captured lead leaves the floor with an owner, a next step, and an SLA. Unworked leads surface in a queue with rep-level accountability, and FieldXM flags event-linked CRM records that bypassed capture entirely, so pipeline stops escaping attribution. Then it closes the loop: leads to meetings to opportunities to revenue, event by event.
What nothing else combines
Your badge scanner stops at the scan.
Your CRM stores the output.
FieldXM runs everything in between.
Pre-event account intelligence
FieldXM matches attendee lists to your CRM, enriches them, tiers them by AI for ICP fit, and assigns the owners. It surfaces your coverage gaps before the show, not after. No lead capture tool does this.
AI conversation capture
The conversation is the data entry. Transcription and structured extraction turn booth conversations into lead records with real context. No keyboard, no reconstructing notes from memory, no lost next steps.
Enforced follow‑up and attribution
SLA tracking, an unworked-lead queue, rep-level accountability, then closed-loop attribution from conversation to pipeline to revenue. You stop hoping follow-up happened. You can see it.
Plenty of teams already turn lists around fast. What the fast process still loses is the conversation itself, the first-pass tiering, and the memory across events. That’s what FieldXM keeps.
The evidence
We measured the problem before we built the product.
30–50% estimated revenue lift from full-lifecycle orchestration
65–95% of booth-conversation context is lost before it reaches the CRM
$30K–$250K typical spend on a single show
Across 30+ discovery interviews, operators to CMOs at companies from $5M to $500M ARR, between 65% and 95% of booth-conversation context never made it into the CRM. The difference is whether one heroic operator happens to be on the floor. FieldXM exists to make the outcome structural instead of heroic.
“You send sales a spreadsheet… they’re like, cool, I’m going to look at this. Never.”
“I’ll never see it.”
Built by an operator
A former CMO built FieldXM after running event-driven GTM at three B2B software companies from early stage to $1B+ valuations, and living this problem across 300+ events. It started as a research question: 30+ structured interviews with the people who run in-person GTM, conducted before a line of the MVP shipped. The pattern held across every one. FieldXM turns that evidence into a product.
Founding design partner program
A working seat at the table, on founding terms.
We’re inviting a small cohort of B2B SaaS leaders. A signed letter of intent joins you to the design partner program and makes you eligible for the paid pilot and the exclusive founding-customer terms that follow. At each break, you elect whether to move forward.
01 · JULY Working preview
An alpha build of the MVP in your hands early. Your feedback drives fast updates, shaping a product worth paying for.
02 · OCTOBER Paid pilot
The product MVP in a structured program: defined goals, mutually set success criteria, and a steady cadence across your live events.
03 · APRIL Founding customer
A commercial agreement on founding terms: durable discount, price lock, MFN, and your standing roadmap seat.
You elect to move forward at each gate. Walk away at either one and keep everything you learned.
What you get
- Alpha access in the working preview
- Every pilot module, unlimited seats
- Onboarding and CRM integration included
- Founding-customer pricing, locked 3 years
- Most-favored-nation pricing in the cohort
- A build team that ships your feedback
What we ask
- A signed, non-binding letter of intent
- Regular product feedback sessions
- A named internal sponsor
- A co-developed case study and testimonial
- Mutual confidentiality
The next step
FieldXM is accepting select design partners by invitation.
For more information, fill out this form.
Got it. You’ll hear directly from the founder.