Free Trade Show Checklist Template

Trade Show Checklist


Prepared by: [Your Name]

Date: [Date]


I. Pre-Event Planning

A. Booth Design and Layout

  • Plan booth layout (size, flow, furniture arrangement)

  • Confirm booth design and branding elements (banners, logos, colors)

  • Order booth materials (walls, floors, lighting, etc.)

B. Promotional Materials Preparation

  • Print brochures, flyers, and business cards

  • Prepare giveaways or promotional items

  • Create and test any multimedia or digital displays

C. Registration and Tickets

  • Register for the trade show and secure exhibitor badges

  • Confirm booth location and space details

  • Register staff for event entry and access

D. Travel Logistics

  • Book flights, accommodations, and transportation for staff

  • Organize transportation for booth materials and products

  • Prepare an itinerary for travel and event schedule

II. Booth Setup and Supplies

A. Equipment and Technology

  • Check technology requirements (projectors, screens, computers)

  • Test all electrical equipment and devices

  • Ensure internet access and power sources

B. Signage and Branding

  • Set up banners, signs, and any branding materials

  • Confirm visibility and proper placement of logos

  • Display promotional material in key areas of the booth

C. Product Displays

  • Arrange product displays to highlight key items

  • Set up product samples for demonstrations or interaction

  • Ensure products are neatly organized and accessible

III. Staffing

A. Team Assignments

  • Assign specific roles (greeting, lead collection, product demo)

  • Create a schedule for staff shifts and breaks

  • Train staff on booth goals, products, and customer engagement

B. Staff Preparation

  • Provide uniforms or badges for staff members

  • Ensure staff are equipped with business cards and promotional materials

  • Review customer interaction expectations and talking points

IV. Marketing and Promotions

A. Social Media Strategy

  • Schedule posts leading up to and during the trade show

  • Use event-specific hashtags to engage with attendees

  • Share live updates, product demos, or behind-the-scenes content

B. Email Campaigns

  • Send pre-event emails to clients and prospects

  • Share invitations and special offers to encourage booth visits

  • Plan post-event follow-up emails to nurture leads

C. Special Event Promotions

  • Plan any giveaways or contests during the event

  • Prepare incentives for booth visitors (discounts, special offers)

  • Promote limited-time offers to attract more traffic to the booth

V. Post-Event Activities

A. Lead Capture and Follow-Up

  • Collect and organize business cards, leads, and contact info

  • Send personalized follow-up emails to leads gathered at the event

  • Schedule meetings or calls to discuss potential business opportunities

B. Booth Breakdown

  • Dismantle the booth and pack materials

  • Ensure all items are accounted for and safely stored

  • Confirm return shipping arrangements for products and equipment

C. Performance Evaluation

  • Review goals and objectives set before the event

  • Analyze the number of leads, sales, or engagement levels

  • Collect feedback from staff and attendees for improvements at future events


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