Follow up trade-show leads
Import the cards and lists you collected at a fair, find and verify contacts, and send the first follow-up with Smart Outreach.
Last updated 2026-10-26
You come home from a fair with a stack of business cards and a spreadsheet. This page turns them into a first round of real follow-ups: import the list, complete the companies, find and verify contacts, then send. It works for any trade show. The Canton Fair campaign page is Follow up Canton Fair leads in 72 hours.
Before you start
- A list in Excel or CSV, one row per company. Download the template: English headers CSV or Excel (Chinese headers: CSV, Excel).
- A published outbound Agent with a connected mailbox. See Create an Agent and Connect your email. The Free plan cannot connect channels, so sending needs Starter or above; LinkedIn and WhatsApp need Scale or above. See Plans, channel packs and credit packs.
Prepare the sheet
The template has these columns: company_name, website, email, country, notes.
- The email on a card is used to find the company's website. Fill in the company name or the website; the website is the most accurate.
- Put the contact's name and title, the products they asked about, what you discussed at the booth and the date you met in notes. They stay with the row after the import.
- Phone and WhatsApp numbers are not imported.
- The sample rows use example.com. Delete them before you import.
Any other spreadsheet works too: confirm the column matching during the import, see Import and export.
Import the list
- On the Targets page, click Upload your list.
- Choose New list (default), enter a List name such as "Autumn Canton Fair 2026", and set Entity type to Companies.
- Drop the file, or click Choose a file.
- In Match your columns, check that company name, website, email, country and notes are matched to the right fields.
- Click Start import, then Open the list when it finishes.
Each row of the list is now a company. Importing costs no credits.
Find contacts
- In the list, click Add Enrichment.
- Choose Key contacts, keep or adjust the Role Scope (the default includes
Procurement Manager), and add Official Website Contacts if you want them. - Check Est. cost, then click Start Enrichment.
Finding contacts is charged per company domain and a company with no contacts found is not charged. Prices are in How credits are calculated. More in Find contacts.
Verify emails
Open a company's contacts panel and click the shield icon Verify email on the contact's row. A result is valid for 30 days, and verifying tells you whether the address can receive mail. More in Email verification.
Send the first round
- Click Smart Outreach on the toolbar and pick your Agent under Select Agent.
- In the Agent's settings, check the message Language: each Agent writes in one language. If your buyers come from several language areas, import one list per language and use one Agent for each.
- Click Send First 5 as a test and check the messages that really went out.
- When you are happy, click Start Plan.
The Agent follows the daily limits and sending hours in its Sending Rules, and stops the moment a buyer replies. More in Start Smart Outreach.
WARNING
Send First 5 and Start Plan really send messages and use credits. Sent messages cannot be recalled.
Handle replies
A buyer's reply appears with the whole conversation in the Agent's Conversation Inbox. The Agent answers first using the material you gave it. When it cannot support an answer from that material, the conversation becomes Needs manual review with a suggested reply in the reply box, and you can take over at any time. See The conversation inbox.
When a buyer asks to stop, RenewSell recognises it and blocks every channel address of that person. See Email compliance.
Example cost
Following up 100 companies with a first message and one follow-up each (at the prices in How credits are calculated):
| Work | Quantity | Credits |
|---|---|---|
| Import and complete company info | 100 companies | 0 |
| Find contacts | 100 domains | 100 |
| Verify emails | 100 addresses | 20 |
| Send messages | up to 200 | 20 |
| Total | 140 |
Plus 500 credits a month for each connected account. Skipped steps are not charged, so the real cost is usually lower.
FAQ
How far does the Free plan get me? Import, completing companies, finding contacts and verifying emails all work, and 300 credits cover a list this size. Sending needs a connected channel, which the Free plan cannot have: you need Starter or above.
Can phone numbers from the cards be imported? No. Phone and WhatsApp numbers are not imported from a spreadsheet. Keep them in notes for your own reference.
Why is the contact not the person on the card? You import companies, and RenewSell finds contacts at each company by the role scope. Add the person from the card in the contacts panel with Add contact; it costs no credits.