Lead generation for consultants and trainers
Win consulting work from your talks and workshops: every attendee who wants your framework arrives in your CRM with a company and a role.
14-day free trial. Every feature on every plan.
- FRAMEWORK
- Happy to send it. What’s your work email?
- dana@acme.co
- Thanks, Dana. And your company and role?
Your talk is a sample of the work. The leads go home with someone else.
The organizer has the list
At a conference, the attendee list stays with the organizer, and badge scans belong to exhibitors.
The client has the sign-in sheet
A room full of people who now know your work, and the next project often starts with one of them.
A panel gives you one turn
You get one chance to mention anything, and the moderator moves on.
How consultants and trainers use Textiful
Leads with a company and a role
Tell the room in the first minute that the framework is coming, so they listen instead of photographing slides. Then put a QR code and a keyword side by side on the last slide, for the front of the room and the back. The flow asks for an email, company, and role, and each lead lands in HubSpot or your email tool with the event as its source.
- FRAMEWORK
- What’s your work email?
- dana@acme.co
- Thanks! Company and role?
- Acme, VP Operations
Poll the room before you start
“Which of these is costing your team the most?” The answers decide where you spend the session, and across five conferences they tell you which problem your buyers rank first.
- Which is costing your team the most? Reply A, B, C, or D.
- B
Workbooks for every attendee
At a client workshop, the workbook goes out by text at the start and by email for their desk tomorrow. A custom question tells you which team each person is on.
- Scanned the QR code on the opening slide
- Welcome! Here’s today’s workbook. Which team are you on?
- Finance
Feedback that wins the next engagement
A feedback flow at the end asks for a 1 to 5 rating and a comment. Share the report with the client, and use it in your next proposal.
- How would you rate today’s workshop, from 1 to 5?
- 5
- Thank you! What should we cover in phase two?
The features consultants and trainers use most
- Capture data via text
Email, name, company, location, or any custom field, asked one question at a time. Start from a template and change the wording to sound like you.
- Live polls
Ask a question, let the room vote by text, and project the results as they come in. Countdown, winner banner, and confetti included.
- Handouts
Upload your slides, guide, or recording once. Textiful sends it by text or email the moment someone finishes, and tracks every download.
- Session feedback
Attendees rate a session from 1 to 5 or 1 to 10 and add a comment. One keyword can cover a whole event, and every session gets its own report.
Set up before your next talk
- 1
Upload the framework
Start from “Give away a download” and add questions for company and role.
- 2
Connect your CRM
HubSpot is built in. Other CRMs connect through Zapier or a webhook. See integrations.
- 3
Get notified
“Email me a notification” sends each lead to you, or to whoever follows up, the moment it arrives.
Before and after
| Business cards and the host’s list | With Textiful | |
|---|---|---|
| Whose list it is | The organizer’s or the client’s | Yours, in your CRM |
| What you know | A name on a card | Email, company, and role, with the event as the source |
| Materials | Emailed a week later | Sent during the session |
| Feedback | Paper forms, typed up later | A rating and comment per attendee, by text |
| Which events bring in work | A guess | Leads per keyword or QR code, per talk |
Who it’s for
Independent consultants, small consulting firms, facilitators, and corporate trainers in the US who speak at conferences, sit on panels, or run workshops at client sites.
Who should skip it
In-house trainers whose attendees are colleagues may only need the feedback flow. If a client forbids collecting attendee contact details, use feedback without an email step.
Solutions for consultants and trainers
How financial advisors can capture leads at seminars and workshops
Financial advisors can capture seminar leads by offering the slides or a checklist at the end of the talk: attendees text a keyword like RETIRE to 33777 or scan a QR code, reply with their name and email, and answer one question about booking a review. Textiful sends the handout, emails the advisor each request, and adds the contact to HubSpot or, through Zapier, to another CRM. Check with your compliance team before using it.
ReadHow to book discovery calls from a workshop or free talk
To book discovery calls from a workshop, offer the worksheet from your exercise by text: put a keyword and QR code on your last slide, ask for an email and one question about what each person wants to change, and send your booking link in the final text. Textiful emails you each answer so you can reply personally, and adds the contact to Kit, Mailchimp, or ActiveCampaign.
ReadHow to collect attendee emails at a workshop
To collect attendee emails at a workshop, tie the ask to something attendees already want: the workbook, the templates, or a recap of the exercises. Put a QR code on the first and last slide, ask for an email and a 1 to 5 rating by text, and the contact goes to your email tool with the feedback attached.
ReadHow to get audience emails after a keynote
To get audience emails after a keynote, give the room one concrete instruction from the stage: text a keyword to 33777 or scan the QR code on your slide to get something you promised. Textiful asks for their email by text, sends what you offered, and adds them to Mailchimp, Kit, or ActiveCampaign.
ReadHow to qualify leads at a speaking event before you follow up
To qualify leads at a speaking event, ask for company, role, and one buying-signal question in the same text conversation that delivers your handout. Textiful sends each contact to HubSpot with the answers mapped to properties (or to another CRM through Zapier), and emails the rep a notification with the answers, so the follow-up starts with the right people.
ReadHow to run a live poll in a webinar by text
To run a live poll in a webinar by text, put a QR code and a keyword on a slide. Viewers scan it with the phone next to their laptop or text the keyword to 33777, then reply with a letter. Textiful counts the votes on a results page you screen-share, and the next step can ask for an email so every voter joins your list.
ReadHow to send slides to your audience after a presentation
The cleanest way to send slides to your audience after a presentation is to tell them at the start that they'll get the deck, then end with one instruction: scan this QR code or text DEMO to 55444. Textiful asks for their email and sends the deck as a tracked download link the moment they finish, and the address lands in Mailchimp, Kit, or ActiveCampaign.
ReadHow to turn a webinar into an email list you own
To turn a webinar into an email list, put a QR code on a slide that viewers scan from their screen with their phone, and say a keyword out loud and paste it in the chat for anyone who can't scan. Textiful asks for their email by text, sends the playbook or slides as a download link, and adds them to your email tool tagged with the webinar.
ReadQuestions people ask
Offer the framework or model from the talk as a download, and ask for an email, company, and role in the same text conversation. The contact goes to your CRM with the event as its source, so you can follow up with the people whose companies fit.
Yes. HubSpot is built in, along with Mailchimp, Kit, and ActiveCampaign. Other CRMs connect through Zapier or a webhook. Each contact arrives with the answers it gave.
Both can work. Sending the workbook at the start gets everyone's email before the first exercise, while a feedback flow at the end catches people while the session is fresh. You can run one of each.
The host's list belongs to the host, and attendees on it didn't ask to hear from you. People who text in for your materials did, and they go straight into your own CRM or email tool.
Yes. The "Collect session feedback" template asks for a 1 to 5 rating and a comment, and you can add an email step to the same flow. It's useful evidence when you pitch the next client.
Keep exploring
Event lead capture: a playbook for live audiences
How to turn a room into contacts you can follow up with: what to offer, how to ask from the stage or the booth, what to ask for, and what to do in the 24 hours after.
ReadCapture flow
A capture flow is a short, automated text conversation that starts when someone texts a keyword or scans a QR code. It asks for their details one question at a time, delivers what was promised, and sends the contact on to other tools. Capture flow is Textiful's name for this; it's also called a text-to-join flow.
ReadLead magnet
A lead magnet is something useful offered for free in exchange for a person's contact details, usually an email address. Common examples are slide decks, checklists, guides, templates, recordings, and discount codes.
ReadEmail service provider (ESP)
An email service provider (ESP) is software that stores an email list and sends emails to it, such as newsletters, welcome emails, and automated follow-ups. ESPs also handle sign-up forms, unsubscribes, and delivery. Mailchimp, Kit, and ActiveCampaign are examples.
ReadUse public speaking to grow your coaching business
Coaches give free talks, workshops, and webinars to find clients, but a talk only grows the business if you leave with the audience's contact details. Put a QR code and a keyword on your last slide, trade a worksheet for an email, ask one question about what they're working on, and send your booking link while they're still in their seats.
ReadSend your slides and get feedback on every talk
For a professional speaker, the talk is the product. Textiful handles the two jobs around it: the audience texts a keyword or scans a QR code to get your slide deck on their phone, and rates the talk by text before they leave, so you and the organizer get a report for every session. The people who ask for the deck join your list along the way.
ReadConference lead capture for event organizers
Conference lead capture happens in a dozen rooms at once: the main-stage poll, the breakout session survey, the sponsor's booth. Textiful gives each room and moment its own QR code or keyword, asks a question or two by text, and keeps a separate report for each one, with the contacts sent where your team works.
ReadReady for your next event?
Try Textiful free for 14 days. Set up a QR code or keyword in minutes and see who shows up.