The part software can't do.

Every trade show generates a pile of documents, a list of leads, and a set of next steps. Most of it never makes it into your CRM. We fix that.

Shows end. The work doesn't.

The show floor closes and your team flies home. But the real work — reconciling what you spent, who you met, and what happens next — is just beginning.

Most exhibiting companies have the same post-show experience: a folder of invoices nobody's reconciled, a lead list that never got cleaned, and a CRM that still shows nothing from the show three weeks later.

That's not a technology problem. It's a capacity problem. Your team ran a show. They don't have time to do the reconciliation work on top of it.

POST-SHOW STATUS — WITHOUT PILOT
Invoices reconciled
Not started
Lead list cleaned
Not started
CRM updated
Not started
Budget vs. actual
Spreadsheet (outdated)
Next steps assigned
Email thread
Show ROI reported
Unknown

We do the reconciliation work for you.

After every show, the Trade Show Pilot team takes the documents you already receive and turns them into a clean, accurate record — then loads it directly into your CRM.

One accurate record from every document.

We take the invoices, registrations, service orders, and exhibitor kit documents you already receive and reconcile them into a single accurate record. Every line item verified. Every charge accounted for. No spreadsheet required from your team.

  • Invoices from show management, decorators, and AV vendors
  • Registration confirmations and badge records
  • Service orders and drayage receipts
  • Final budget vs. actual reconciliation
Reconcile
DOCUMENTS RECEIVED → RECONCILED RECORD
Show Management Invoice
$18,400Verified
Decorator / I&D Invoice
$9,250Verified
AV Services Invoice
$4,100Discrepancy
Lead Retrieval Receipt
$875Verified
Drayage Receipt
$3,620Verified
Total Reconciled$36,245

Leads structured and validated against your objectives.

Raw lead data from badge scanners and lead retrieval apps is messy. We structure it, validate it against your show objectives, and add the context your sales team needs — meeting notes, interest level, agreed next steps.

  • Lead list cleaned and deduplicated
  • Meeting notes and next steps captured
  • Interest level and priority scored
  • Mapped to your CRM's field structure
Enrich
LEAD RECORD — ENRICHED
Name
Sarah Chen
Title
VP of Marketing
Company
Meridian Corp
Priority
High
Meeting Notes
Interested in Q1 pilot. Requested pricing deck. Decision by end of month. Follow up with case study.
Next Step
Send pricing deck + schedule discovery call

Into your CRM. Clean, tagged, and ready.

Everything goes directly into your CRM — not a spreadsheet attachment, not a shared folder. Contacts, companies, activities, and next steps are loaded as structured records your sales team can act on immediately.

  • Contacts and companies created or updated
  • Activities logged with show context and date
  • Next steps created as tasks or opportunities
  • Tagged by show for pipeline reporting
Load
CRM LOAD SUMMARY — HIMSS 2027
Contacts created / updated47
Companies matched31
Activities logged47
Tasks created23
Opportunities opened8
Load errors0
Load complete — all records verified in CRM

Works with the CRM you already use.

We load directly into your existing CRM. No migration, no new tools, no change management.

Salesforce
HubSpot
Microsoft Dynamics
Pipedrive
Zoho CRM
Others on request
Every show
produces a clean CRM record
Zero manual entry
required from your sales team
One engagement
covers the full post-show cycle

Ready to close the loop on your show program?

Talk to us about how post-show analysis works for your team and your CRM.