Free Trade Show Checklist Template
Trade Show Checklist
Prepared by: [Your Name]
Date: [Date]
I. Pre-Event Planning
A. Booth Design and Layout
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Plan booth layout (size, flow, furniture arrangement)
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Confirm booth design and branding elements (banners, logos, colors)
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Order booth materials (walls, floors, lighting, etc.)
B. Promotional Materials Preparation
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Print brochures, flyers, and business cards
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Prepare giveaways or promotional items
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Create and test any multimedia or digital displays
C. Registration and Tickets
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Register for the trade show and secure exhibitor badges
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Confirm booth location and space details
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Register staff for event entry and access
D. Travel Logistics
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Book flights, accommodations, and transportation for staff
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Organize transportation for booth materials and products
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Prepare an itinerary for travel and event schedule
II. Booth Setup and Supplies
A. Equipment and Technology
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Check technology requirements (projectors, screens, computers)
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Test all electrical equipment and devices
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Ensure internet access and power sources
B. Signage and Branding
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Set up banners, signs, and any branding materials
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Confirm visibility and proper placement of logos
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Display promotional material in key areas of the booth
C. Product Displays
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Arrange product displays to highlight key items
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Set up product samples for demonstrations or interaction
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Ensure products are neatly organized and accessible
III. Staffing
A. Team Assignments
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Assign specific roles (greeting, lead collection, product demo)
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Create a schedule for staff shifts and breaks
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Train staff on booth goals, products, and customer engagement
B. Staff Preparation
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Provide uniforms or badges for staff members
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Ensure staff are equipped with business cards and promotional materials
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Review customer interaction expectations and talking points
IV. Marketing and Promotions
A. Social Media Strategy
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Schedule posts leading up to and during the trade show
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Use event-specific hashtags to engage with attendees
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Share live updates, product demos, or behind-the-scenes content
B. Email Campaigns
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Send pre-event emails to clients and prospects
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Share invitations and special offers to encourage booth visits
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Plan post-event follow-up emails to nurture leads
C. Special Event Promotions
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Plan any giveaways or contests during the event
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Prepare incentives for booth visitors (discounts, special offers)
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Promote limited-time offers to attract more traffic to the booth
V. Post-Event Activities
A. Lead Capture and Follow-Up
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Collect and organize business cards, leads, and contact info
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Send personalized follow-up emails to leads gathered at the event
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Schedule meetings or calls to discuss potential business opportunities
B. Booth Breakdown
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Dismantle the booth and pack materials
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Ensure all items are accounted for and safely stored
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Confirm return shipping arrangements for products and equipment
C. Performance Evaluation
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Review goals and objectives set before the event
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Analyze the number of leads, sales, or engagement levels
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Collect feedback from staff and attendees for improvements at future events