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Glossary

Booth meeting booking

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.

Get the meeting on the calendar before the prospect walks away, and you skip the chase a follow-up email starts. Book it straight into your CRM, and the meeting counts for the show the moment your rep books it.

What makes a booth meeting count?

  • It carries the contact’s details: name, title, company, email, and phone, so it lands on the right record in your CRM.
  • It has an owner and a handoff: the rep who booked it and the AE who takes it both know it’s theirs, and the show gets credit for it.
  • It sets the context and the expectations: what the prospect said at the booth, what the meeting is for, and when it happens.

How do you measure it?

Count meetings booked per event, rep, and team. Then divide the show’s cost by the meetings it produced to get your cost per meeting.

A meeting counts toward the event only when it links to it, and campaign association in your CRM makes that link.

Where do you find it in FieldXM?

Your rep picks a time in the FieldXM mobile app, and FieldXM puts the meeting straight into HubSpot or Salesforce. It lands on the prospect’s record, tied to the show, with no approval step.

At the same step, your rep can enroll the contact in a sequence too. FieldXM’s reporting shows you meetings booked by event, rep, and team. See how your reps book meetings at the booth.

Related terms

  • Cost per meetingCost 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.
  • Sequence enrollmentSequence 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.
  • Campaign associationCampaign 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.
  • Event yieldEvent 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.
  • First touchFirst 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.

See it in FieldXM

  • Book meetingsYour reps book the meeting at the booth, straight into HubSpot or Salesforce and tied to the show, so it counts the day the show ends.

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