Booth conversations
High volume, short windows, and a rep who will have ten more before lunch. Capture speed matters more than anything else.
Use cases
Every place your team meets customers in person.
Trade shows are the wedge, not the ceiling. The same problem appears anywhere a valuable conversation happens away from a keyboard, and the same intelligence layer solves it.
At a trade show
Capture the booth conversation, not just the badge.
Turn a busy show floor into a clean, qualified pipeline. Scan the badge, capture the conversation, and Relay handles the summary, qualification, and follow-up before your team leaves the hall.
- 1Scan badge or QR at the booth
- 2Add a quick voice note on interest and timeline
- 3Relay drafts the qualification and follow-up
- 4Contact and activity land in the CRM the same day
148 Conversations captured
61 Qualified · high intent
92% Follow-up sent same day
3.2h Avg. time to follow-up
During a customer meeting
Record decisions, risks, and commitments as they happen.
Keep the room focused on the customer while Relay captures the substance. Decisions, stakeholders, risks, and next steps become a shared record the whole account team can act on.
- 1Capture attendees and their roles
- 2Note decisions, risks, and commitments
- 3Relay assigns owners and next steps
- 4The account team is notified automatically
Decision Move to 2-site pilot in Q4
Risk Security review required before signature
Owner A. Rivera · due Friday
At an executive briefing
Create a shared summary and distribute the actions.
High-value briefings deserve more than a memory. Relay produces a shared summary and routes the resulting actions to the account team, so momentum from the room turns into coordinated follow-through.
- 1Capture attendees and priorities discussed
- 2Relay builds a shared executive summary
- 3Actions are distributed to owners
- 4Account team stays aligned on next steps
Leadership aligned on a phased rollout, with security and integration as gating items. Three actions assigned across the account team, target decision by end of Q4.
3 actions assignedDuring a field visit
Preserve account intelligence and sync it to the CRM.
What your reps learn on site is often the most valuable intelligence you have. Relay preserves it, structures it, and syncs the interaction into the CRM so it never lives only in one person’s head.
- 1Log the visit and who was present
- 2Capture account intelligence in the moment
- 3Relay structures notes into CRM activity
- 4Context is preserved for the whole team
Account intelligence captured Expansion sites, decision process, incumbent
Synced to Salesforce · Activity logged - Trade shows
- Conferences
- Customer meetings
- Executive briefings
- Field visits
- Partner events
- User conferences
- Roadshows
- Distributor meetings
- Hosted dinners
- Networking events
Different rooms, same gap
The setting changes. What gets lost does not.
Each of these has its own rhythm and its own reason nothing gets written down. Relay adapts to the motion rather than asking the motion to adapt to a form.
Scheduled onsite meetings
Fewer conversations, higher stakes, more people in the room. Decisions, risks, and owners are what need to survive the meeting.
Executive briefings
The room contains people who will never appear in your CRM again. What they said needs to reach the account team the same day.
Field and site visits
Your rep learns things on site that exist nowhere else: process, incumbents, expansion plans. Usually it stays in their head.
Partner and distributor meetings
Revenue relationships that are not opportunities. They still generate commitments somebody needs to track.
Hosted dinners and networking
The least documented, often the most consequential. A voice note in the taxi is the difference between a record and a memory.
The difference
The same conversation. Two very different outcomes.
Without Relay
Scattered, delayed, and mostly lost
- Notes in a notebook
- Photos on a phone
- A stack of badge scans
- Business cards and sticky notes
- CRM updated Friday night, if at all
- Follow-up that never happens
- A relationship no one else can see
With Relay
Captured, structured, and acted on
- Conversation captured in the moment
- AI summarizes what mattered
- CRM updated instantly
- The account team is notified
- Personalized follow-up drafted
- Pipeline influence tracked
- The relationship remembered, by everyone
Built for the whole revenue team
Value for everyone who touches the conversation.
From the rep at the booth to the operator cleaning the pipeline, Relay gives each role what they actually need.
For sales representatives
Spend time selling, not writing up your day.
- Less CRM administration
- Faster, personalized follow-up
- Full relationship context
- Clear next steps every time
- Fewer forgotten conversations
For sales leaders
See what your team is hearing in the market.
- Visibility into field activity
- Follow-up accountability
- Opportunity and risk signals
- Coaching insight from real conversations
- Team-level conversation trends
For marketing & events
Finally connect events to pipeline you can prove.
- Better event ROI measurement
- Stronger lead quality
- Faster lead handoff to sales
- More complete engagement data
- Evidence of pipeline influence
For revenue operations
Clean data in, consistent process out.
- Standardized data capture
- Cleaner CRM records
- Better attribution
- Consistent qualification
- Reduced manual data entry
Who it is for
Built for the teams who carry the revenue relationship.
- Sales teams
- Field sales
- Marketing & events
- Revenue operations
- Customer success
- Executive teams
Early access is opening to teams already running Salesforce, HubSpot, and Microsoft Dynamics.
The opportunity
Wherever your people meet customers, Relay belongs.
Trade shows are where Relay starts. They are nowhere near where it ends. Every setting below creates conversations worth remembering.
- Trade shows
- Customer visits
- Executive briefings
- Plant tours
- Partner meetings
- Roadshows
- Site visits
- Networking events
- Association conferences
- Hosted dinners
- Distributor meetings
- Recruiting events
If your people meet customers in person, Relay belongs in their pocket.
If your people meet customers in person, Relay belongs in their pocket.
Early access
Bring your in-person conversations into the revenue system.
Relay is preparing for early access with selected event organizers, exhibitors, and field sales teams. Join the list to help shape the product and be first in line.
- Capture every meaningful in-person conversation
- Turn it into structured, CRM-ready intelligence
- Follow up faster and measure the impact
You are on the list.
Thanks for joining. We will be in touch as early access opens, and we will ask which part of your in-person motion you want to bring in first.