Look up in-person GTM terms in plain words.

The 50-event ceiling is the per-manager event load, which operators put at roughly 50 to 60 events a year, above which planning, capture, and follow-up quality degrade because a person is doing the work of a system.

Account coverage is the measure of which target accounts at an event have an assigned owner and a first touch, so a team can confirm that its reps are working every high-fit account before the show.

An account label is a single tag stating an account's current standing with the selling team, such as net-new, in an open deal, or excluded, derived from CRM data so each account gets the right owner and play.

Account matching is the step that attaches each person on a list to the company account they belong to, usually by email domain, and finds that account in the CRM so every contact inherits its owner and history.

Account review is the holding state for accounts a system cannot place with confidence, such as one carrying a CRM value the team hasn't mapped: it sets the account aside with its reason until a person resolves it.

FieldXM The account workspace is FieldXM's view of the accounts behind an event's attendees, which it labels by where each stands in the CRM, tiers by ICP fit, gives an owner, and checks for coverage gaps.

Account-based events are events a company chooses, plans, and works around a defined list of target accounts, with an owner and outreach for each account before, during, and after the event.

An advance order is an order for trade show services, such as electrical, internet, furniture, carpet, labor, and material handling, that an exhibitor places with the show's contractors before the deadline in the exhibitor kit, at a lower rate than ordering on site.

FieldXM An approval gate is a rule in FieldXM that sets how much autonomy an action that changes records gets, from always ask first to act autonomously; the team chooses the level, and FieldXM logs it.

FieldXM Ask FieldXM is the assistant in FieldXM's web app, a side panel on every page that answers from the team's own events, accounts, contacts, and conversations, scoped to the page the user is on.

Attempt rate is the share of event leads that received at least one recorded sales follow-up attempt within the agreed window, the base measure of whether sales reps worked the leads a show produced.

An attendee list is the set of people a team expects at an event, from the organizer, the team's own past scans, or its CRM, and the raw input every pre-show account plan starts from.

An attribution leak is an event-sourced lead or opportunity that entered the CRM outside the standard capture path, so the CRM loses its connection to the event and understates the event's contribution.

A badge scan reads an attendee's contact details from the printed badge or its barcode at an event and gives the rep a record of who stopped by in a few seconds.

Booth meeting booking is the practice of scheduling a follow-up meeting with a prospect during the booth conversation itself, while interest is high and the rep can confirm a time face to face.

Booth staffing is the plan for who works a trade show booth and when, in shifts across the show's hours, which decides who is standing there when a target account walks up.

A booth visit is a recorded stop by an attendee at a company's exhibit, an engagement signal that ranges in depth from a swag grab to a demo to a booked meeting.

Campaign association is the link between a person or deal in the CRM and the campaign or event object that represents a program, the connection attribution reports read to credit an event.

Capture failure is the in-event failure mode of in-person GTM, in which the context of booth and hallway conversations disappears before it reaches the CRM, leaving a name with no record of what the buyer said.

FieldXM Captured contacts are the leads your reps capture in the FieldXM mobile app, shown in the event's account workspace in the web app beside the accounts they belong to.

Captured-by-rep routing is a lead routing practice in which the rep who captures a lead at an event keeps ownership of it, even where standard rules would reassign it by round robin or territory.

Closed-loop reporting is reporting that ties each captured interaction to what followed it, from lead to meeting, opportunity, and closed-won revenue, so results trace back to the event or program behind them.

FieldXM The command center is FieldXM's Dashboard, the daily landing view across every active event that shows which show needs attention and what changed overnight.

Contact enrichment is the process of filling missing or stale fields on a person record, such as work email, title, and phone, and verifying that an email address will deliver before a team sends to it.

Conversation capture is the practice of preserving what a prospect said in an in-person sales conversation as structured lead context, such as pain points, product interest, and next steps.

Coordination failure is the pre-event failure mode of in-person GTM, in which sales and marketing fail to agree on which accounts matter, who should engage them, and what the plan is before the show.

Cost per lead is an event's total cost divided by the number of leads it produced, a common first measure of trade show efficiency.

Cost per meeting is an event's total spend divided by the sales meetings it produced before, during, and after the show, a cost ratio that rests on buyer commitments.

A coverage gap is a target account that will be present at an event and that your team hasn't given an owner or planned outreach for, visible in the account plan before the event.

CRM write-back is the outbound half of a CRM integration, the step where a connected tool creates or updates CRM records such as contacts, companies, notes, and event attendance.

Cross-event memory is a company's retained record of its past events, including spend, attendees, conversations, follow-up, and results, which the company holds so that each event informs the next.

FieldXM Deep Scan is the deeper, paid enrichment you run in FieldXM on the accounts you choose, with the credit cost shown before it runs, inside your team’s credit cap.

Domain resolution is the step that finds the company web domain for a list row that lacks one, working from a company name, a personal email address, or public sources, so the row can join an account.

Drayage is the material handling fee a trade show's general contractor charges to move an exhibitor's freight from the dock or the advance warehouse to the booth, store the empty crates during the show, and return them at move-out.

An enrichment waterfall is a sequence of data sources that a team runs in order on the same list, trying each one only on the rows the sources before it left unfilled, to raise coverage without paying twice for a field.

Event attribution is the method a company uses to credit pipeline and revenue to the events that created or advanced it, usually by reporting event-sourced and event-influenced opportunities separately.

The event capture gap is the difference between the substantive conversations a company has at events and the share of them that reach the CRM with useful context, a loss that varies with staffing and enforcement.

Event conversation capture rate is the share of substantive booth conversations that land on the correct CRM contact or account within 72 hours, with at least one useful pain point, product interest, or next step.

Event lead capture is the work of recording each person a team meets at an event as a lead, with who they are, what they said, and the agreed next step, so the lead reaches the CRM ready for follow-up.

Event lead management is the process that carries each event lead from capture through qualification, routing, and follow-up to a recorded outcome in the CRM.

Event logistics is the operational work that gets a company's people, booth, and materials to an event and ready to sell, covering registration, travel, shipping, booth kits, staffing schedules, and deadlines.

The event operations maturity model is a 4-stage framework for how a company runs its in-person channel, from heroics and spreadsheets to a managed workflow with a plan, a record, enforced follow-up, and computed yield.

An event portfolio is the full set of events a company commits to in a year, from trade shows to hosted dinners, which the company views together so it can compare results event by event and move budget to what produces.

Event qualification is the pre-commitment practice of deciding whether to attend or sponsor a specific show, based on its expected audience, its cost, and the return it is likely to produce.

Event readiness is a per-event state, on track or needs attention, that rolls up what a show needs before it opens, such as a team roster, an attendee list, account owners, and a link to the event in the CRM.

Event ROI is the return an event generated relative to its full cost, which teams usually express as pipeline or closed-won revenue per dollar spent on the show.

Event spend is the all-in cost of a company's in-person programs, from sponsorship and booth space to travel, shipping, and staff time, and often among the largest discretionary lines in the marketing budget.

FieldXM The event workspace is FieldXM's shared record for a single event, holding its basics, objectives, roster, booth shifts, travel, shipping, and readiness in one place for the team working the show.

Event yield is what an event produced, in meetings, pipeline, and closed-won revenue, as the connected record of the plan, the conversations, and the follow-up shows it.

Event-driven GTM is a go-to-market approach in which events are a primary pipeline source, so the company plans, staffs, and measures them as a revenue channel.

Event-driven revenue is closed-won revenue that a team can trace to an in-person interaction, whether the event sourced it or influenced it, and report with the same rigor a board expects from digital channels.

Event-led growth is a growth strategy in which in-person interactions are the main engine of new pipeline and expansion, and the company chooses, runs, and defends its event portfolio on measured yield.

Event-sourced vs. event-influenced attribution is the distinction between opportunities an event created and opportunities already open that an event advanced, which teams report separately so neither number inflates the other.

An exception report is a report that lists only the items that miss an expected standard, such as event leads past their first-touch deadline or target accounts with no owner, so a manager can act on the gaps first.

An executive dinner is an invite-only meal a company hosts for a small group of senior buyers from its target accounts, often alongside a major show, where some of the most valuable conversations of an event happen.

An exhibitor kit, also called an exhibitor manual or service kit, is the package of rules, deadlines, forms, and order links that a trade show's organizer and general contractor give each exhibiting company.

Field mapping is the configuration that tells a system which column or CRM property holds which piece of data, so values from a list or a customer's CRM land in the right place and mean the same thing.

Field marketing is the marketing function that plans and runs a company's in-person programs, from trade shows to hosted dinners, and a team within in-person GTM alongside sales, SDRs, executives, and customer success.

Firmographics are the descriptive facts about a company, such as industry, employee count, revenue, location, and technology in use, and they are the raw inputs teams use to judge whether an account fits.

First touch is the first recorded sales activity on a captured lead, such as a call, an email, or a sequence enrollment, and the moment that stops its follow-up clock.

First-touch and last-touch attribution are single-touch models that give all the credit for a deal to one recorded interaction, the earliest for first touch and the final one for last touch.

Follow-up failure is the post-event failure mode of in-person GTM, in which event leads sit unworked until they go cold, or reps work them outside the process and they vanish from the event's record.

A follow-up SLA is an agreed deadline for the first sales touch on a captured lead, with a clock that starts at capture and a breach when the deadline passes with no activity.

A general contractor is the company a trade show's organizer hires to build the show floor and run its official services, such as freight handling, booth labor, electrical, furniture, and carpet.

A heroic operator is the experienced events or marketing lead whose personal effort holds an in-person GTM program together, so capture, follow-up, and the program's memory depend on that person being there.

A hosted event is an in-person event a company organizes itself, such as a dinner, workshop, roadshow stop, or user conference, where the company controls the guest list, the venue, and the agenda.

An ICP tier is a fit band derived from an account's ideal-customer-profile score, which sorts a long account list into a few ranked groups so the best-fit accounts get attention first.

An ideal customer profile is a written description of the companies most likely to buy and succeed with a product, in terms of firmographic traits such as industry, size, revenue, geography, and technology.

In-person GTM is the go-to-market channel that covers trade shows, field marketing, hosted events, executive dinners, alliance events, satellite events, and roadshows, treated as one revenue workflow.

In-person GTM operations is the discipline of running the in-person channel as a managed workflow, covering account targeting, coverage, capture, follow-up enforcement, and measurement across every team involved.

The in-person GTM stack is the set of systems a company uses to run its in-person channel, which today stores pieces of the work in the CRM, scanners, and project tools, while spreadsheets and people run the work itself.

In-person pipeline is the set of sales opportunities that an in-person interaction started or advanced, which a team tracks from the conversation to the CRM record to closed revenue.

Installation and dismantle (I&D) is the labor that builds an exhibitor's trade show booth during move-in and takes it down at move-out, done by the show's official contractor, an exhibit house, or an exhibitor-appointed contractor (EAC).

A lead capture app is mobile software that event staff use to record leads at a booth or meeting, by scanning badges or business cards, typing details, or taking notes, and to send those leads to the company's CRM.

Lead heat is a quick rating of a lead's interest, usually Hot, Warm, or Cold, that the rep records at capture to signal how urgently the follow-up owner should act.

Lead qualification is the step that decides whether a lead fits and is ready for sales follow-up, using criteria such as budget, authority, need, and timing, or a team's own questions.

Lead retrieval is the badge-scanning service organizers sell to exhibitors, which returns the registration details behind each scanned badge and covers only the people who stopped at the booth.

Lead routing is the set of rules that assigns each new lead to an owner, usually by existing account ownership, territory, or a round robin that rotates leads evenly across a pool of reps.

Lead scoring is a method of ranking leads by how likely they are to buy, combining fit signals about the person's company with interest signals from what the person said or did.

A lead scrub is the manual cleanup of an event lead list before it enters the CRM, fixing formats, removing duplicates and excluded records, resolving domains, and filling gaps so the team can route every row.

A lead-steal window is the period in a sales team's rules of engagement after which any rep may claim a lead with no recorded activity, which can erase the lead's tie to the event that produced it.

A list import is the step that loads an attendee or lead file into a working system, mapping its columns to known fields and matching every row to a contact and an account before the team works it.

Match keys are the fields an integration compares to decide whether an incoming record already exists in the CRM, such as email for contacts and domain for companies, and so whether a write creates or updates.

Match rate is the share of rows on a list that resolve to a known record, a company account for matching or a found email for enrichment, and it measures how much of a list a team can work.

The Model Context Protocol (MCP) is an open standard that lets an AI assistant connect to outside tools and data through servers that describe what the assistant can read and do.

Multi-touch attribution is a model that splits credit for a deal across the recorded marketing and sales touches before it, by a rule such as linear, time-decay, or position-based weighting.

A named commit is an approval step some CRM write-back tools use, where an identified person authorizes a previewed delivery so each change traces to a decision.

Offline capture is the ability to record leads and notes on a mobile device with no network connection, holding each capture in a queue until the signal returns and it can sync.

On-device transcription is speech-to-text processing that runs on the phone doing the recording, producing a live transcript while the conversation is still happening.

A post-show report is the summary of an event's cost, coverage, leads, meetings, follow-up, and pipeline that a team writes after the show to judge the event and plan the next one.

A pre-show outreach campaign is a coordinated round of outreach to target accounts before an event, to book meetings and fill hosted events while prospects still have open calendars.

A pre-show plan is the shared document or workspace that sets an event's goals, target accounts, owners, meetings, logistics, and follow-up expectations before the team travels, and teams often circulate it as a kickoff doc.

Qualification questions are the short, event-specific questions a team wants every booth lead to answer, such as timeline, budget, or current tool, so the team can compare and prioritize leads after the show.

FieldXM The quick pass is the free enrichment FieldXM runs for you on each list you import and each lead your reps save, through its waterfall of the best enrichment providers and its own algorithm.

A recording disclosure is the short spoken statement a rep makes before recording a conversation, telling the prospect that an AI note-taker will record and transcribe it and checking that this is alright.

A revenue orchestration platform is software that coordinates the cross-team work that produces revenue in a channel and writes the results into the CRM.

A satellite event is a company-hosted event held alongside a major trade show, such as a nearby dinner, reception, or workshop, that meets target accounts in a smaller room while the show brings them to town.

Sequence enrollment is the step of adding a contact to an automated series of sales emails and tasks, which turns a planned or captured lead into scheduled outreach from a named owner.

A show key is a per-event API key that exhibitors buy from an organizer or its registration vendor to decode a scanned badge into the registrant record behind it.

Speaker separation is a transcription step that labels each line of a conversation by speaker role, such as prospect or rep, so what the prospect said stays distinct from what the rep said.

Speed to lead is the time from the moment a lead arrives to the first sales response, a common follow-up metric for how quickly a team acts on new demand.

Structured extraction is the use of AI to turn a conversation transcript into filled lead fields and notes, such as pain points, product interest, and next steps, that an owner can sort and act on.

Suppression is a standing rule that removes a contact from outreach; a do-not-contact request, an unsubscribe, a bounce, a regional rule, or a cooldown sets it, and it outranks every other signal about that contact.

A target account list is the set of accounts a revenue team intends to engage at an event, which the team matches to the CRM, tiers by fit, and assigns to owners before anyone travels.

A trade show is an organizer-run industry exhibition where companies pay for booth space or sponsorship to meet buyers in person, with the organizer controlling the audience and its attendee data.

Universal lead capture is lead capture that works the same way at every event a company attends, from any badge, business card, or conversation, using the company's own app at every show.

An unworked-lead queue is a list of captured leads with no recorded first touch, by owner, that makes gaps in follow-up visible by rep while the leads are still warm.

A voice note is a short spoken memo a rep records about a conversation, usually right after it ends, to add context that the scan, the form, or the recording missed.

A write plan is the preview of a pending CRM write, listing every create and update, field by field, against a match key before a person authorizes it.