Lead Scoring in VisitReport: Your Hottest Leads, Ranked Automatically.

VisitReport is software for trade show and field sales teams that captures conversations, qualifies contacts, and transfers them directly to your CRM. After an event, all conversation reports come together in a single overview. That's where something new has been added.

As soon as a report is finished, scoring kicks off automatically. It reads the answers from the conversation guide, calculates the score based on your stored criteria, and writes the result into both columns.

AI is optional but available: it can interpret the answers and generate the explanatory text. For that to work well, it needs context, such as information about your company, your target customers, and your evaluation criteria.

If you don't have your own automation set up yet, VisitReport offers ready-made templates as a starting point. They show typical evaluation approaches and can be adapted to fit your own conversation guide.

Most scoring systems rely on rigid criteria that don't fit how most companies actually sell. VisitReport takes a different approach.

Each company defines its own scoring logic. What makes a good lead for you? Does the company match your target profile? Does the contact have decision-making authority? Were specific interests expressed? You decide how each factor is weighted. The scoring is tied directly to the conversation guide your team is already filling in on the floor.

That also means two companies in the same industry can end up with completely different scoring logic, and both can be right. A lead score isn't a universal truth; it reflects your sales priorities.

The more structured the conversation guide, the more accurate the score. If you build in questions that map to your qualification criteria — purchase intent, budget, product fit — you give the automation a solid data foundation to work with. A vague questionnaire produces a vague score. So if you're planning to introduce lead scoring, design your conversation guide with that in mind from the start.

Without lead scoring, prioritization after an event usually comes down to gut feeling, or to whatever order reports happen to get scrolled through. Neither is a reliable foundation.

With a well-built setup, the team can see immediately after the trade show day where follow-up is most urgent. The summary text gives colleagues who weren't on site enough context to continue the conversation effectively. And because the score is absolute rather than relative to other leads from the same event, it stays comparable across different trade shows and teams.

Ready to set up your first lead scoring? Try VisitReport for free and configure your scoring logic directly in the conversation guide.