Summit Industrial Solutions
Three days. Six contacts. A possible warehouse requirement, four exploratory partner relationships, and one networking contact. See who merits attention and why.
For BD teams who live out of a suitcase
Expo or single-site engagement, TripDeck turns contact details and meeting notes into a concise analytical Word report and a two-tab Excel workbook: Contacts and Business Assessment. Company research and suggested next steps are included. Review both files before sharing.
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Use TripDeck in your web browser on your phone, tablet, or computer. No app-store download required.
Word reports to Google Drive or direct download. Cancel anytime.
You come back from three days at an expo with 40 business cards, a half-empty notebook, and a boss expecting a written debrief by Friday.
So Sunday night you sit down with a beer and start Googling. Who is Peter Schmidt? What does his company actually do? Was he the one who mentioned the joint venture opportunity, or was that the Norwegian guy on Tuesday? Which contacts matter, and which were just polite?
Four hours later you have a document. It's fine. Nobody opens it again. Two contacts fall through the cracks. Three months from now, when someone finally follows up, the deal has already gone to a competitor who was faster.
The paperwork isn't the problem. The paperwork is where deals die.
Or: you don't wait until Sunday night.
Enter contact details and type or paste notes as the day happens: morning coffee, between sessions, or on the shuttle back to the hotel. Save your updates, then generate the report when you're ready.
Meeting the same person again after the floor closes? Review the context you captured earlier. When you generate a report, TripDeck adds public-source research to help you evaluate the companies you met.
Timely research. No Sunday night beer required.
Your time matters
The best BD people are worn out after a trip. Five days on your feet, three cities, twelve real conversations, forty short ones — and now, at 11 p.m. on a Sunday, a beer in one hand and forty business cards in the other, you owe someone a report by Monday morning. Nobody wants to write it. It gets written badly, or late, or not at all, and the follow-ups slip a week while the intent is still warm.
That is the time TripDeck is designed to give back. Capture the details while they're fresh, then generate a report with company research included. Review the draft and spreadsheet, check the facts, adjust the tone, and send it yourself.
Close the laptop. The report goes out in the morning.
Describe your business, products, target customers, and goals in an editable company profile. Keep one profile on Solo, up to three on Team, or unlimited on Advisor. Pick the profile for your trip. Then choose Expo / Roadshow (enter contacts and meeting context) or Engagement (capture notes and observations from your visit).
On the expo floor, enter a contact's details and add a few sentences of context. On an engagement, type or paste your observations and attach permitted site photos with captions. Automatic business-card scanning and in-app voice recording or transcription are not currently available.
Expo trips render as a ranked contact briefing. Engagement trips render as observations, findings, risks, and recommendations. Both include an follow-up actions based on your inputs. Generate an editable Word (.docx) report, saved to Google Drive when connected or downloaded directly in on-device mode. Review the report for accuracy and completeness before sharing.
Two workflows. One tool.
Most "trade show software" is built for the ten-person team running a booth. Most card scanners stop at the card. Most trip-report tools assume every trip is a floor of cards. Actual business travel is messier than that. TripDeck ships with two capture flows and two report templates — you pick the type when you start the trip, and the tool reshapes itself around it.
For days on the floor. Business development, international sales, trade commissioners, industry scouts, booth staff. Enter contact details, tag encounters (Booth visit / Met on floor / Meeting / Social), and save conversation notes. Generate a ranked contact briefing with fit analysis and drafted follow-ups. Public-source company research is included at report generation.
Trips like Hannover Messe · ADIPEC · Bauma · Web Summit · InterTraffic · regional chamber trade missions.
For facility walkthroughs, customer site visits, partner assessments, and one-on-one strategic meetings. The trips where you take a hundred notes and one business card, not the other way around. Capture your observations in the engagement notes. Snap photos of the site and add captions. If a host hands you a business card, enter their contact details manually.
The report changes shape too: Site & Visit Details, Executive Summary, Observations & Findings, Risks, Recommendations, and a Follow-up Actions & Considerations list that is uncapped by design. If the visit produced 23 action items, all 23 are in the report — not a Top-5 summary.
Trips like a facility walkthrough at a supplier plant · a Friday site recon before a bid · a one-on-one strategic meeting with a partner · a customer visit.
See the current report format
These fictional examples use TripDeck's current Word and Excel export format. See the concise management report, preliminary business fit, verification limits, and prioritized next steps. View a PDF or download the Word report and two-tab workbook. They are illustrative samples, not customer results or independently verified company research.
Three days. Six contacts. A possible warehouse requirement, four exploratory partner relationships, and one networking contact. See who merits attention and why.
One facility visit. Four contacts. A potential component supplier with capacity and quality questions still to qualify, plus specific follow-ups for each person.
The moat, spelled out
Capture the contact and company details you collected. When you generate a report, TripDeck researches public information and assesses demonstrated value against your business profile. Adding a contact does not automatically start research.
Set up a company profile once — what you do, who you sell to, what a good partner looks like — and every contact gets a 1-to-10 fit score with a plain-English rationale. Wearing more than one hat is normal here: keep a profile per line (consultants, fractional roles, two lines of business) and reassign any single contact to your other profile with one tap when the person you just met fits the other book.
Not a spreadsheet. Not 40 disconnected contact records. A proper document: executive summary, ranked contacts, per-conversation notes, follow-up plan with dates, and aggregate insights from across your trip. Formatted for people who wear ties.
For every Priority 1 contact, TripDeck drafts a follow-up email and a LinkedIn message — specific to what you actually discussed and something recent about their company. Copy, edit, send.
Connect Google Drive for uploaded photos and generated Word reports, or choose on-device mode for browser-held photos and direct report downloads. TripDeck stores account information, company profiles, contacts, trip notes, and file metadata on its server in either mode. This is not a local-only app. OneDrive and Dropbox are not currently supported.
How trip follow-up gets done today
Most BD professionals stitch this together from three or four tools — or don't stitch it at all. Here's what actually happens across the common approaches.
| Capability | The typical way Cards + spreadsheet + memory CamCard, Excel, Outlook reminders | The CRM way HubSpot / Salesforce + Sales Nav Enterprise CRM plus LinkedIn | The TripDeck way TripDeck Contacts and notes to report |
|---|---|---|---|
| Scans business cards | Yes | Add-on | No: manual entry |
| Company research | No | Manual lookup | Included in reports |
| Scores every contact against your business | No | No | Yes |
| Drafts follow-up emails for each priority contact | No | Template only | Yes |
| Delivers a consolidated trip report | No | No | Yes |
| Handles trade shows and single-site visits | Same tool for both | Same tool for both | Two workflows |
| Where contact and trip records are stored | In your files | Vendor database | TripDeck server |
| Time investment per trip | 4–6 hrs after | 2–4 hrs after | Done at the airport |
| Monthly cost | $0–$5 | $100–$200+ | $19–$99 |
TripDeck supports manual contact entry and business-card photo extraction. Research runs when you generate a report. Drive and on-device options apply to files, not all application data.
Feature, not fine print
TripDeck is a server-based application with two file-storage options. Choosing on-device mode does not keep all your information off the server.
Do not enter classified information, CUI, ITAR-controlled technical data, or third-party proprietary information. A connected Drive account does not automatically extend your organization's security controls to TripDeck.
Pricing
Create an account without a card and try TripDeck with Solo's one-profile allowance. A card is required when you choose a subscription through Stripe. Review the trial end date and first payment date at checkout; subscriptions renew automatically unless canceled.
A separate regulated-tier build (defense, aerospace, government contracting) is on the long-term roadmap and will open once TripDeck has earned SOC 2 Type II and ISO 27001. If that's your organization, join the waitlist — first in line when it opens.
FAQ
No. TripDeck runs in your web browser on your phone, tablet, or computer. Create an account to get started; no App Store or Google Play download is required.
Account signup starts a 14-day in-app trial with Solo's one-profile allowance, without a card. If you choose a subscription, Stripe asks for a card at checkout and shows your trial end date and first payment date. Cancel before that payment date if you do not want to be charged. Signing up alone does not authorize a charge.
Your CRM stores contacts. TripDeck writes the trip report. They're not the same job. Use the report alongside your CRM and transfer the details you need manually. Automatic CRM syncing and one-click CSV export are not currently offered.
Reports combine your inputs with public-source company research and source references. AI can make mistakes or miss details, so check the report, follow its sources, and verify important claims before sharing. Nothing gets sent for you.
Photos and reports already saved to Google Drive can be accessed through that account. On-device photos are held in the browser on that device and are not automatically copied to Drive or another device. Losing your phone or clearing browser data can remove them. Keep separate copies of important photos and downloaded reports.
Enter contact details manually and type or paste your notes. Automatic card scanning, in-app voice recording, and transcription are not currently available. Your device's own keyboard dictation, if available, is separate from TripDeck; its availability and data handling depend on your device and settings.
Use TripDeck with an internet connection to sign in, save changes, and generate reports. Do not rely on offline capture or automatic background syncing. In-app voice recording is currently unavailable.
If you like writing trip reports and do not want to get time back, then no.
CamCard scans and stops. Fathom summarizes online meetings, not in-person conversations. Salesforce Einstein needs Salesforce. TripDeck does the one thing they don't: the trip report itself.
A business development team that got tired of the same Sunday-night ritual. We're small, we're focused, and we answer our own support email.
★ Founding member offer
A permanent discount off list pricing for your first 12 months. No countdown timer. No fake scarcity. A live counter shows how many seats remain.
Why the half-price year? We want early customers to be BD professionals with strong opinions who will make this product sharper. If that's you, take the deal.
Join the first 100 →Regulated tier
We are building for you next. Not today.
TripDeck was built by a defense-and-aerospace BD team, so we know the assignment. We also know that selling into your world means SOC 2 Type II, ISO 27001, and — depending on the contract — CMMC Level 2, FedRAMP Moderate, or ITAR-aware infrastructure. Those aren't features. They are audit programs that cost between $25,000 and $400,000 in the first year alone.
We would rather earn them than fake them.
Here is our commitment: once TripDeck's commercial tier proves the model, we will invest in the security certifications your procurement team actually asks for. The regulated tier will open when we can show you the audit report, not before.
Create your account and try TripDeck for 14 days without a payment card. Bring your meeting notes and contact details, then review your first trip report.
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