Free Employee Training Checklist for Trade Show Template

Employee Training Checklist for Trade Show


Prepared by: [Your Name]

Date: [Date]


I. Product Knowledge

A. Product Features & Benefits

  • Ensure understanding of key features, advantages, and benefits of the products/services on display.

  • Be prepared to answer common questions about the products.

B. Competitor Comparison

  • Familiarize yourself with the competitor’s products to highlight our unique selling points.

C. Key Messaging

  • Review the company’s main messages for the event (e.g., new product launches, promotions).


II. Booth Setup & Duties

A. Booth Display Setup

  • Know the layout and design of the booth.

  • Ensure all materials (brochures, flyers, business cards, etc.) are in place.

B. Equipment Check

  • Test all devices, including screens, projectors, or demos, to ensure functionality.

C. Booth Staffing Rotations

  • Confirm your shift and assigned tasks, including greeting visitors and managing the booth.


III. Sales Pitch & Communication

A. Elevator Pitch

  • Practice delivering a concise and compelling elevator pitch about the company and its products.

B. Lead Qualification

  • Learn how to qualify leads (e.g., identifying potential customers, and gathering contact information).

C. Handling Objections

  • Review common objections and prepare responses that turn them into opportunities.


IV. Event Logistics

A. Event Schedule

  • Know the start and end times, along with key milestones (e.g., sessions, speaker presentations).

B. Travel & Accommodation

  • Confirm travel arrangements, hotel accommodations, and transportation to the venue.

C. Emergency Contact Information

  • Have a list of important contacts in case of any emergencies or issues at the event.


V. Customer Interaction

A. Engaging with Visitors

  • Practice techniques for initiating conversations and engaging attendees effectively.

B. Collecting Leads

  • Use the proper tools (e.g., lead forms, and QR codes) to collect visitor information.

C. Handling Difficult Situations

  • Be prepared to manage conflicts or difficult visitors professionally.


VI. Branding & Company Representation

A. Brand Guidelines

  • Review the company’s visual and verbal brand guidelines to ensure consistency in all communications.

B. Dress Code

  • Follow the event-specific dress code that aligns with the company’s professional image.

C. Company Values & Mission

  • Be able to confidently speak about the company’s values and mission statement.


VII. Safety & Compliance

A. Health and Safety Protocols

  • Familiarize yourself with event-specific health and safety rules (e.g., COVID-19 protocols).

B. Booth Safety

  • Follow guidelines for setting up, operating, and dismantling the booth safely.

C. Legal and Compliance Requirements

  • Ensure understanding of any legal requirements, such as intellectual property or promotional regulations.


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