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Published
May 13, 2025
Author:
Kris Jenkins
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Tagging Leads: The Key to Better Personalization

Have you ever been in a sales follow-up meeting where the team is staring at a long list of “event leads” in the CRM, trying to figure out who’s worth calling first? It’s frustrating—and entirely avoidable.

The secret weapon that can turn that list of names into actual revenue? Lead tagging.

Tagging leads in real time during events creates personalized customer journeys that drive faster conversions. But here’s the problem: most teams aren’t doing it. Why? Because tagging leads feels complicated, tech tools aren’t user-friendly, and—let’s be honest—training sales reps to do it is often a losing battle.

Let’s break down how tagging can transform your event marketing strategy—and how to make it easier than ever.

What Is Lead Tagging (And Why Should You Care)?

Lead tagging is the process of assigning specific labels or attributes to leads based on their engagement during an event. It’s like adding context to every interaction so that when sales follows up, they know exactly what the lead cares about.

Here’s an example:

  • Tag: “Interested in Product A” (Mentioned during booth conversation)
  • Tag: “Decision-Maker” (Based on title or role)
  • Tag: “High Engagement” (Attended multiple sessions or asked detailed questions)

Without tags, every lead looks the same in your CRM—a faceless contact with no context. With tags, your sales team can prioritize leads, personalize their outreach, and close deals faster.

Why Don’t Teams Tag Leads at Events?

Despite its obvious benefits, lead tagging is rarely done well. Why?

  1. Tech That’s Too Clunky:
    Most event tools require multiple steps to tag leads, which slows down the process and frustrates booth staff.
  2. Sales Rep Resistance:
    Expecting sales reps to tag leads while working the booth is unrealistic—they’re focused on conversations, not data entry.
  3. Data Chaos Post-Event:
    Without a clear process, leads end up dumped into spreadsheets or disconnected systems, losing valuable context in the process.
  4. Lack of Training:
    Teams don’t always understand why tagging matters, so they skip it entirely.

How Tagging Boosts Personalization (And Revenue)

Here’s what happens when you tag leads effectively:

💥 Smarter Follow-Ups:
Sales reps know exactly what the lead cares about, allowing them to personalize follow-up emails or calls.

Faster Sales Cycles:
When reps can prioritize high-intent leads based on tags, deals close faster.

📈 Higher Conversion Rates:
Leads that receive personalized outreach convert at a much higher rate than those stuck in generic campaigns.

🔍 Better Campaign Insights:
Tags provide valuable data for marketing teams, helping them understand which products, services, or messages resonated most at the event.

How to Make Lead Tagging Easy (Even If You Hate Data Entry)

You don’t need a complicated system to get tagging right. Here’s how to simplify the process:

  1. Use Simple Tag Categories:
    Keep your tagging system straightforward with no more than 4-5 core tags. Example: Product Interest, Decision-Maker, High Engagement, Follow-Up Priority.
  2. Automate Where You Can:
    Use event marketing tools that allow tags to be assigned automatically through simple dropdowns, checkboxes, or mobile app scanning.
  3. Tag in Real Time:
    Don’t wait until after the event. Use a mobile app or lead capture tool that lets your team tag leads on the spot.
  4. Train for Impact, Not Features:
    Teach your team why tagging matters—not just how to do it. Show them how tags lead to better follow-ups and closed deals.
  5. Sync with Your CRM:
    Make sure tags transfer directly into your CRM or marketing automation platform. Manual data entry kills momentum.

Imagine This…

After your next event, instead of seeing a long list of anonymous leads, your sales team sees something like this:

“Sarah J. – Interested in Product B | Decision-Maker | High Engagement”
“Alex K. – Product A | Needs Demo | Warm Lead”

Your follow-up emails are personalized, your sales reps are laser-focused, and deals are closing faster. That’s the power of lead tagging done right.

The Bottom Line: Don’t Skip Tagging

Tagging leads might sound like extra work, but it’s one of the easiest ways to supercharge your post-event follow-up strategy. It turns event chaos into organized, actionable data that drives revenue.

If you’ve been skipping tags because the process feels complicated or outdated, it’s time to rethink your approach. A few small changes can mean the difference between a list of cold leads—and your best event ROI yet.

Tagging Leads: The Key to Better Personalization

Published
May 13, 2025
Author:
Kris Jenkins

Have you ever been in a sales follow-up meeting where the team is staring at a long list of “event leads” in the CRM, trying to figure out who’s worth calling first? It’s frustrating—and entirely avoidable.

The secret weapon that can turn that list of names into actual revenue? Lead tagging.

Tagging leads in real time during events creates personalized customer journeys that drive faster conversions. But here’s the problem: most teams aren’t doing it. Why? Because tagging leads feels complicated, tech tools aren’t user-friendly, and—let’s be honest—training sales reps to do it is often a losing battle.

Let’s break down how tagging can transform your event marketing strategy—and how to make it easier than ever.

What Is Lead Tagging (And Why Should You Care)?

Lead tagging is the process of assigning specific labels or attributes to leads based on their engagement during an event. It’s like adding context to every interaction so that when sales follows up, they know exactly what the lead cares about.

Here’s an example:

  • Tag: “Interested in Product A” (Mentioned during booth conversation)
  • Tag: “Decision-Maker” (Based on title or role)
  • Tag: “High Engagement” (Attended multiple sessions or asked detailed questions)

Without tags, every lead looks the same in your CRM—a faceless contact with no context. With tags, your sales team can prioritize leads, personalize their outreach, and close deals faster.

Why Don’t Teams Tag Leads at Events?

Despite its obvious benefits, lead tagging is rarely done well. Why?

  1. Tech That’s Too Clunky:
    Most event tools require multiple steps to tag leads, which slows down the process and frustrates booth staff.
  2. Sales Rep Resistance:
    Expecting sales reps to tag leads while working the booth is unrealistic—they’re focused on conversations, not data entry.
  3. Data Chaos Post-Event:
    Without a clear process, leads end up dumped into spreadsheets or disconnected systems, losing valuable context in the process.
  4. Lack of Training:
    Teams don’t always understand why tagging matters, so they skip it entirely.

How Tagging Boosts Personalization (And Revenue)

Here’s what happens when you tag leads effectively:

💥 Smarter Follow-Ups:
Sales reps know exactly what the lead cares about, allowing them to personalize follow-up emails or calls.

Faster Sales Cycles:
When reps can prioritize high-intent leads based on tags, deals close faster.

📈 Higher Conversion Rates:
Leads that receive personalized outreach convert at a much higher rate than those stuck in generic campaigns.

🔍 Better Campaign Insights:
Tags provide valuable data for marketing teams, helping them understand which products, services, or messages resonated most at the event.

How to Make Lead Tagging Easy (Even If You Hate Data Entry)

You don’t need a complicated system to get tagging right. Here’s how to simplify the process:

  1. Use Simple Tag Categories:
    Keep your tagging system straightforward with no more than 4-5 core tags. Example: Product Interest, Decision-Maker, High Engagement, Follow-Up Priority.
  2. Automate Where You Can:
    Use event marketing tools that allow tags to be assigned automatically through simple dropdowns, checkboxes, or mobile app scanning.
  3. Tag in Real Time:
    Don’t wait until after the event. Use a mobile app or lead capture tool that lets your team tag leads on the spot.
  4. Train for Impact, Not Features:
    Teach your team why tagging matters—not just how to do it. Show them how tags lead to better follow-ups and closed deals.
  5. Sync with Your CRM:
    Make sure tags transfer directly into your CRM or marketing automation platform. Manual data entry kills momentum.

Imagine This…

After your next event, instead of seeing a long list of anonymous leads, your sales team sees something like this:

“Sarah J. – Interested in Product B | Decision-Maker | High Engagement”
“Alex K. – Product A | Needs Demo | Warm Lead”

Your follow-up emails are personalized, your sales reps are laser-focused, and deals are closing faster. That’s the power of lead tagging done right.

The Bottom Line: Don’t Skip Tagging

Tagging leads might sound like extra work, but it’s one of the easiest ways to supercharge your post-event follow-up strategy. It turns event chaos into organized, actionable data that drives revenue.

If you’ve been skipping tags because the process feels complicated or outdated, it’s time to rethink your approach. A few small changes can mean the difference between a list of cold leads—and your best event ROI yet.

article
AI + Human = Power
AI Is Your Coworker, Not Your CEO
Read Article
article
Tag your leads!
Tagging Leads: The Key to Better Personalization
Read Article
article
In-Person >>>
Why In-Person Engagement Beats Digital Alone
Read Article
article
$4.3M for Event Tech
Mobly Raises $4.3M to Revolutionize Event Marketing Tech.
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