Run live capture on the floor

Event days are won in thirty-second increments. This playbook is the rep’s guide to the Meet screen — the capture cockpit — and the habits that keep the record complete without slowing you down.

You’ll need: the Event created during prep, and the app on your phone.

0. Set your active event — once, in the morning

Tap the pill at the top of the screen — it reads Select an event (or Active event · {name}) — and pick today’s Event. Every capture you make now attaches to it automatically, which is the difference between a contact and an interaction record. Do this before the doors open; it’s the one setup step the whole day depends on.

The capture paths

The Meet screen gives you a tile per path. Match the path to the moment:

Scan card — you got a business card

Tap Scan card → Take Photo. The contact details are extracted from the photo and the contact is saved to your active Event. Got a stack from a dinner? Batch Scan processes several cards in one pass — a stack of ten takes about a minute.

Add contact — no card, got a name

Tap Add contact, then choose:

• Scan Card — “snap the card and the form fills itself”
• Create New — type name and company; the rest can wait for the wrap-up
• Import from CRM — pull someone who already exists in your connected CRM, so the interaction lands on their existing record instead of creating a duplicate

Add note — the conversation had substance

Tap Add note and choose voice. Talk for sixty seconds while walking away from the booth: who it was, what they care about, what you promised. Save & Transcribe — the recording becomes a transcript with a summary, and the commitments you spoke become proposed follow-ups. This is the highest-value habit on the floor: one sentence spoken now beats a paragraph typed never.

Share QR — they want your details

Tap Share QR to show your digital card. Their scan is tracked, so even “I’ll reach out to you” moments leave a trace in the record.

(The fifth tile, Debrief, is for the end of the day — it has its own playbook.)

Answer the questions when they appear

With an active event set and label groups configured, adding a contact triggers the label prompt: Adding {name} to {event} — one question per step, with a progress counter:

• Did they engage? → tap the answer
• How deeply? → tap
• Who are they to us? → Select all that apply
• What happened? → tap, Done

Four questions, under ten seconds, while the answers are still obvious. If you’re mid-rush, Skip All is honest — the wrap-up exists to catch what the floor didn’t. But every answer you give now is one you won’t have to reconstruct at the gate.

The floor habits, in one list

1. Active event set before doors open. Everything else depends on it.
2. Capture before the next conversation, not after the day. Thirty seconds, every time — the decay math doesn’t negotiate.
3. Voice for anything that mattered. If you’d mention the conversation to your manager, it deserves sixty seconds of audio.
4. Answer the prompts when you can, skip when you can’t. A skipped prompt is a wrap-up row; an uncaptured contact is a lost one.
5. End of day: don’t review, just debrief. Resist the urge to tidy the record at 6pm — that’s what the debrief and wrap-up are for. Go to the dinner.