Free Sales Checklist for Pre-Trade Show Preparations Template
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 |
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Budget Allocation: Allocate funds for booth rental, marketing materials, travel expenses, and other necessary costs. |
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Select a Team: Choose and train a capable team to represent your company at the trade show. |
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Booth Design and Setup: Design an attractive and functional booth that aligns with your brand and messaging. |
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Marketing Materials: Prepare brochures, flyers, business cards, banners, and any other promotional materials. |
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Promotional Items: Decide on and order promotional items (pens, notepads, USB drives) to distribute at the event. |
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Pre-Show Promotion: Utilize social media, email marketing, and other channels to create buzz about your participation. |
Logistics and Operations |
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Travel Arrangements: Book accommodations and transportation for the team attending the trade show. |
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Shipping: Arrange shipping for booth materials, products, and any other necessary items. |
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Utilities and Services: Order necessary utilities (electricity, internet) and any additional services required for the booth. |
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Permits and Paperwork: Ensure all necessary permits and paperwork are completed and obtained. |
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Booth Staffing Schedule: Create a schedule to ensure adequate staffing at the booth throughout the event. |
Sales and Lead Generation |
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Lead Generation Strategy: Develop a plan for collecting leads and contact information from attendees. |
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Lead Capture Tools: Set up lead capture software or devices to gather attendee information efficiently. |
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Sales Pitch and Training: Train booth staff on the sales pitch, product knowledge, and handling inquiries. |
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Engagement Strategy: Plan interactive activities or demos to engage attendees at the booth. |
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Follow-Up Strategy: Outline a strategy for following up with leads post-event to nurture relationships. |
Miscellaneous |
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Checklist Review: Review and finalize all aspects of the checklist before the event. |
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Emergency Kit: Prepare an emergency kit with essentials like first aid supplies, tools, and extra stationery. |
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Booth Backup Materials: Have extra copies of marketing materials and essential items in case of shortages. |
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Booth Etiquette Guidelines: Establish guidelines for booth conduct and professionalism for your team. |