Free Sales Checklist for Pre-Trade Show Preparations

This checklist provides a detailed guide of tasks and actions that need to be completed before attending a trade show. It serves to ensure your company is prepared to take full advantage of all opportunities at the event.
Prepared By: [Your Name] | Date: [Month Day, Year] |
Pre-Trade Show Planning | |
Budget Allocation: Allocate funds for booth rental, marketing materials, travel expenses, and other necessary costs. | |
Select a Team: Choose and train a capable team to represent your company at the trade show. | |
Booth Design and Setup: Design an attractive and functional booth that aligns with your brand and messaging. | |
Marketing Materials: Prepare brochures, flyers, business cards, banners, and any other promotional materials. | |
Promotional Items: Decide on and order promotional items (pens, notepads, USB drives) to distribute at the event. | |
Pre-Show Promotion: Utilize social media, email marketing, and other channels to create buzz about your participation. | |
Logistics and Operations | |
Travel Arrangements: Book accommodations and transportation for the team attending the trade show. | |
Shipping: Arrange shipping for booth materials, products, and any other necessary items. | |
Utilities and Services: Order necessary utilities (electricity, internet) and any additional services required for the booth. | |
Permits and Paperwork: Ensure all necessary permits and paperwork are completed and obtained. | |
Booth Staffing Schedule: Create a schedule to ensure adequate staffing at the booth throughout the event. | |
Sales and Lead Generation | |
Lead Generation Strategy: Develop a plan for collecting leads and contact information from attendees. | |
Lead Capture Tools: Set up lead capture software or devices to gather attendee information efficiently. | |
Sales Pitch and Training: Train booth staff on the sales pitch, product knowledge, and handling inquiries. | |
Engagement Strategy: Plan interactive activities or demos to engage attendees at the booth. | |
Follow-Up Strategy: Outline a strategy for following up with leads post-event to nurture relationships. | |
Miscellaneous | |
Checklist Review: Review and finalize all aspects of the checklist before the event. | |
Emergency Kit: Prepare an emergency kit with essentials like first aid supplies, tools, and extra stationery. | |
Booth Backup Materials: Have extra copies of marketing materials and essential items in case of shortages. | |
Booth Etiquette Guidelines: Establish guidelines for booth conduct and professionalism for your team. | |
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Maximize your trade show impact with Template.net's Editable Sales Checklist for Pre-Trade Show Preparations. Streamline your process with detailed tasks, deadlines, and responsibilities. Customizable for any industry, ensure nothing is overlooked and every team member is on track. A vital tool for [Your Company Name] to ensure a successful and efficient trade show experience.
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