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Lead Retrieval Plans

Offer-structured upgrade paths for exhibitors while creating new revenue opportunities

Overview

Grip’s Lead Retrieval Plans empower organizers to upsell digital offerings to exhibitors through structured pricing tiers. This model introduces two Active Event Companies (AEC) plans - AEC Basic and AEC Professional (Pro), which enable a clearer differentiation of feature access while linking high-value functionalities to specific investment levels.

Organizers can now choose how and when to deliver advanced tools, such as badge scanning, lead qualification questions, and sponsored session check-ins, to exhibitors on higher-tier plans. This flexibility supports strategic monetization and provides exhibitors with transparent upgrade paths.

💡 To enable Lead Retrieval Plans, please contact your Grip Account Manager or Delivery Manager.

Earlier, Grip had a different Monetization logic which is now retired. 

Table of Contents

Why It Matters

Exhibitor value is increasingly tied to digital visibility, engagement, and lead capture capabilities. With these plan tiers, organizers can:

  • Clearly link digital benefits to exhibitor investment

  • Package value-added services

  • Drive incremental revenue from digital features

This new structure supports scalable growth and elevates the exhibitor experience.

 

Available Plans and Features

Feature AEC Basic AEC Pro
Company Profiles
Live Chat & Meeting Management
Inbound Leads
Badge Scanning
Lead Qualification Questions
Sponsored Session Check-In ✅ (if in use)

Exhibitors on the AEC Pro plan gain access to the most powerful engagement and lead capture tools, offering a significant upgrade from the AEC Basic experience.

teams switch (24)

All information on Lead Retrieval Plans and setup is available and done in Grip Teams > Lead Retrieval Plans. On this page you can:

  • Customize the messaging and text shown to your exhibitors within the Teams portal.
  • Change whether the Primary/Upgrade & Second buttons are shown, and where they lead.

Screenshot 2026-02-08 at 13.53.50

Note: If a plan is set manually for a company without a team, either via the Engage Admin Portal or through external upgrade methods, the plan will be assigned when the team is created (i.e. when the first team member logs in).

Plan updates

Grip Manage to Grip Engage integration automatically updates user's AEC plans.

In case the organizer wants to upgrade a plan, navigate to Data > User's profile > Scroll to Team section > Edit > Change the plan > Save. 

Screenshot 2026-02-08 at 13.59.49

Feature visibility matrix:

Feature Participant in a company with AEC Basic Plan Participant in a company with AEC Pro Plan Regular participant / Not in Teams
Badge Scanning

❌ NO

(plan restrictions)

✅ YES

(if Data Type permissions allow it)

✅ YES

(if Data Type permissions allow it)

Lead Qualification Questions

❌ NO 

(plan restrictions)

✅ YES

None
Sponsored Session Check-in

❌ NO

(plan restrictions)

✅ YES - if in use ❌ NO

Every team has a Plans page available in their Teams dashboard in Grip, where information about their plan is specified:

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Pricing Models

Organizers can choose how the plans are sold:

  • Organizer Buy-Out
    Organizers buy the AEC Tier that all exhibitors will have (Basic or Professional). There is no in-platform upselling.

  • Grip Upselling
    Organizers buy the basic AEC tier and Grip upsells exhibitors to the Professional Tier. We agree on the price that we charge for the Pro tier and the revenue share between Grip and the organizer.

  • No Upselling
    Organizers purchase the AEC Basic tier and there is no upselling to the Professional Tier by either party (organizer or Grip).

Organizer Benefits

✅ Create clear upgrade and upsell paths
✅ Tie premium features directly to sponsorship value
✅ Scale revenue beyond traditional booth and floor space sales
✅ Clarify what each exhibitor is entitled to receive based on their plan

This approach not only adds flexibility and professionalism to your exhibitor offering but also supports the long-term monetization strategy of your event.


FAQs

Can I customize what’s included in AEC Basic or AEC Pro?
Not at this time. The plans follow a standardized feature set. Future updates may include additional customization options.

Can I switch between Buy-Out and Revenue Share mid-event?
No. The pricing model is selected at the start of the setup and remains fixed for the event.

Will exhibitors be notified of their plan?
A 'Plans' section is available in the 'My Team' area, allowing exhibitors to view their current plan and compare it with other available options.

Can these plans be applied to hybrid and in-person events as well?
Yes. The monetization plans are designed to support all event formats, virtual, hybrid, and in-person, using features that enhance engagement and lead capture regardless of event type.