✦ The Follow-Up Flow™ by Pivot & Prosper ✦
A done-for-you lead capture and follow-up system for businesses that meet potential customers in person. We install it for you, customize it to your business, and help you turn event conversations into booked calls, quotes, appointments, and sales.
Perfect for markets, expos, conventions, networking events, pop-ups, and community events.
THE PROBLEM
Businesses lose event leads when there is no simple system to capture contact information, send timely follow-up, and guide interested people toward the next step. After a market, expo, convention, networking event, or pop-up, leads often get scattered across business cards, paper forms, texts, social messages, spreadsheets, or memory.
📇
You collected 50 cards. You emailed 10. The other 40 are still in a pile on your desk — and the moment has long passed.
⏰
You start strong Monday. Life happens. Then it's been 10 days and your motivation to reach out is dead and gone.
📵
You try to reach out. They don't respond right away. You feel bad reaching out again so quickly. The follow-up dies a quiet death.
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Booth fees. Travel. Hotel rooms. Time away from your business. Without a solid follow-up plan, every event costs you money you won't get back.
Introducing The Follow-Up Flow™
Imagine someone stops by your booth, table, or networking conversation and shows interest in what you offer. Instead of hoping you remember to follow up later, they scan a QR code, share their information, and immediately receive a friendly message from your business.
Behind the scenes, their contact information is saved, their interest is organized, and the next step is clear — whether that is booking a call, requesting a quote, claiming an offer, scheduling an appointment, or continuing the conversation.
HOW IT WORKS
The Follow-Up Flow™ gives your business a simple way to capture leads at in-person events and follow up while the conversation is still fresh. Instead of sorting through cards, notes, and screenshots later, your system starts working the moment someone scans your QR code.
Open your Follow-Up Flow™ QR code right from your phone, display it at your booth, or print it on your table sign, flyer, postcard, or business card. When someone is interested, they scan the code and share their information before they walk away.
Your lead receives a friendly text or email from your business right away, so they are not waiting days to hear from you — and you are not trying to remember who said what.
As soon as someone submits their information, you receive a real-time notification. Their contact is saved automatically, and you can add a quick note while they are still standing there — or right after they walk away — so you remember who they are, what they asked about, and what they need next.
Depending on your business, your follow-up can point them toward booking a call, requesting a quote, scheduling an appointment, claiming an offer, or continuing the conversation.
Built Into Your Follow-Up System
We install The Follow-Up Flow™ for your business so you have a simple, organized way to capture leads, follow up quickly, remember conversations, book appointments when needed, and keep the right people notified.
Use it on your phone, booth sign, table display, flyer, postcard, or business card so interested people can quickly share their information.
Your form collects the details you need, such as name, phone, email, what they are interested in, and how they want to be contacted.
After someone fills out the form, they can receive a friendly text or email right away while the conversation is still fresh.
You get notified when a new lead comes in, so you know someone just reached out and can follow up personally when needed.
Log conversation context, pain points, and next steps from your phone so you immediately know what to reference in your personal follow-up.
Instead of scattered cards, notes, texts, and spreadsheets, your leads are organized in one place so you can see who is new, who needs follow-up, and who is ready for the next step.
If your next step is a call, consultation, estimate, demo, class, or appointment, your calendar link can be included in the follow-up so leads can book without extra back-and-forth.
If someone else on your team needs to respond, the system can notify the right person so new leads do not sit unnoticed or fall through the cracks.
What Happens Next
BUILT FOR
🛍️
For vendors, makers, boutiques, product sellers, food businesses, and local brands who meet interested shoppers in person and want a simple way to stay connected after the event.
🏢
For businesses investing in booths, printed materials, samples, travel, and event fees — and needing a better way to turn event conversations into real follow-up.
🤝
For BNI members, chamber events, referral groups, meetups, and local business owners who want to follow up while the conversation is still fresh.
📋
For photographers, med spas, salons, coaches, consultants, organizers, wellness providers, and home service businesses that want more inquiries to turn into booked calls, quotes, or appointments.
Done For You
The Follow-Up Flow™ is installed and customized for your business, your offer, and your next step. You do not have to build the forms, write every message, connect the calendar, create the follow-up process, or figure out where leads should go.
Your QR code and lead form are created so people can easily share their information at events.
Your text and email messages are adjusted around your business, your voice, and what you want leads to do next.
Your new leads are saved in one place so you can see who came in, who needs attention, and who is ready for the next step.
If your business books calls, estimates, consultations, demos, classes, or appointments, your calendar link can be included in the follow-up.
You can be notified when new leads submit their information, and team members can be notified too if someone else needs to respond.
You will know how to pull up your QR code, view new leads, add notes, and follow up without feeling lost in the tech.
Ready to use before your next event.
That is the difference a real follow-up system makes.
GET STARTED
You have already done the hard part by showing up, starting conversations, and meeting interested people. Now you need a follow-up system that captures every warm lead, sends the first message, keeps everything organized, and helps you turn those conversations into real next steps.
Done-for-you setup. Ready to use before your next event.
SIMPLE, TRANSPARENT PRICING
The Follow-Up Flow™ is installed once as your core event lead follow-up system, so you have a simple way to capture leads, send instant follow-up, stay organized, and guide people toward the next step whenever you meet potential customers in person.
Done-for-you core system setup
Reusable QR code lead form
Instant text or email follow-up
Lead notifications
Lead notes and contact organization
Booking link setup, if needed
Team notifications, if needed
Simple walkthrough so you know how to use it
Monthly access to your follow-up system
Your Core System:
Your monthly plan gives you access to your reusable Follow-Up Flow™ system. You can use it at future events, pull up your QR code anytime, view new leads, add notes, and make simple updates as needed.

No long-term contract · monthly access cancel anytime
Optional Add-On
Custom Event Setup Includes:
Event-specific QR code or form
Event-specific follow-up message
Event source tracking
Updated offer, booking link, or next step
Team notifications, if needed
Need Event-Specific Help?
If you want us to customize the system for a specific event, offer, audience, or follow-up message, we can do that for you. Additional custom event setups are $197 each.

QUESTIONS
Before you set up The Follow-Up Flow™, here are a few common questions about how it works, who it is for, and what happens after someone scans your QR code.
The Follow-Up Flow™ is a done-for-you event lead follow-up system for businesses that meet potential customers in person. It helps you capture leads with a QR code, send instant follow-up, organize contact details, add notes, and guide people toward the next step.
This is for businesses that meet leads at markets, pop-ups, expos, trade shows, conventions, networking events, community events, workshops, or in-person sales conversations.
Yes. Once your system is set up, you can use it again and again for future markets, expos, conventions, networking meetings, pop-ups, and community events.
Yes. The Follow-Up Flow™ works well for solo business owners because it helps you capture leads, follow up quickly, and stay organized without needing a team.
No. It can be used at trade shows, but it also works for markets, pop-ups, networking events, workshops, community events, conferences, expos, and everyday in-person conversations.
No. This is a done-for-you setup. We install the system for your business, customize the lead form and follow-up messages, set up your QR code, and show you how to use it.
Your QR code can be opened on your phone, printed on a booth sign, added to a flyer, placed on a table display, or included on a business card. When someone scans it, they fill out your lead form and their information is saved automatically.
Yes. If your next step is a call, consultation, estimate, demo, class, or appointment, your booking link can be included in the follow-up so leads can schedule without extra back-and-forth.
Yes. When someone submits their information, you can add notes from your phone so you remember the conversation, their pain points, what they asked about, and what to reference in your personal follow-up.
Yes. If someone else on your team needs to respond, the system can notify the right person when a new lead comes in.
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