EXPO CHECKLIST TEMPLATE: BOOTH DESIGN, MARKETING & ATTENDEE ENGAGEMENT MANAGEMENT

Created by ChecklistGuro (https://checklistguro.com)


--- BOOTH DESIGN & CONSTRUCTION ---
[ ] Booth Size (Square Feet)
[ ] Booth Type (Inline, Corner, Island)
[ ] Booth Design Mockup
[ ] Graphic Designer Contact
[ ] Design Approval Deadline
[ ] Specific Design Notes/Requirements
[ ] Material for Backdrop (Fabric, PVC, Wood)

--- PRE-EXPO MARKETING & PROMOTION ---
[ ] Marketing Budget Allocation
[ ] Social Media Campaign Start Date
[ ] Marketing Channels Used (e.g., Email, Social Media, Paid Ads) (Email Marketing, Social Media Marketing, Paid Advertising (Google, Social) , Content Marketing (Blog, Articles), Public Relations)
[ ] Key Messaging & Value Proposition
[ ] Promotional Graphics/Videos
[ ] Early Bird Promotion Strategy (Discounted Ticket Price, Exclusive Content, VIP Access, None)
[ ] Press Release Distribution Date

--- ON-SITE LOGISTICS & SETUP ---
[ ] Move-in Date
[ ] Scheduled Move-in Time
[ ] Booth Location / Space Number
[ ] Electricity Usage (Amps)
[ ] Internet Requirements (WiFi, Ethernet) (WiFi, Ethernet, Both)
[ ] Booth Layout Diagram
[ ] Furniture Delivery Status (Pending, Delivered, In Transit)
[ ] Contact Person at Venue

--- BOOTH STAFFING & TRAINING ---
[ ] Number of Booth Staff Required
[ ] Staff Roles (e.g., Lead, Demo Specialist, Greeter) (Lead, Demo Specialist, Greeter, Sales)
[ ] Staff Training Date
[ ] Staff Training Start Time
[ ] Training Agenda Outline
[ ] Training Materials (e.g., Scripts, Product Info)
[ ] Product Knowledge Assessment Score (Post-Training) (Excellent, Good, Fair, Needs Improvement)
[ ] Staff Acknowledgment of Training

--- MARKETING MATERIALS & COLLATERAL ---
[ ] Brochure Design File
[ ] Flyer Design File
[ ] Quantity of Printed Brochures
[ ] Quantity of Printed Flyers
[ ] Giveaway Items (Pens, Keychains, Stress Balls, Reusable Bags, Notepads)
[ ] Social Media Post Copy (Draft)
[ ] Deadline for Final Marketing Materials
[ ] Marketing Material Version (v1, v2, Final)

--- LEAD CAPTURE & MANAGEMENT ---
[ ] First Name
[ ] Last Name
[ ] Email Address
[ ] Company Name
[ ] Employee Count (Optional)
[ ] Interested In (Select all that apply) (Product A, Product B, Service X, Service Y)
[ ] Business Card (Optional)

--- ATTENDEE ENGAGEMENT ACTIVITIES ---
[ ] Planned Interactive Demos (Product A Demo, Product B Demo, Live Q&A Session, Interactive Game/Contest)
[ ] Estimated Contest/Game Participation
[ ] Description of Interactive Activity Details
[ ] Primary Engagement Focus (Lead Generation, Brand Awareness, Product Education)
[ ] Contest/Giveaway Assets (Images/Videos)
[ ] Scheduled Demo/Activity Start Time
[ ] Number of Giveaways/Contest Entries

--- POST-EXPO FOLLOW-UP ---
[ ] Date of First Follow-Up Email
[ ] Number of Leads Captured
[ ] Primary Follow-Up Method (Email, Phone Call, Social Media, Direct Mail)
[ ] Notes on Lead Prioritization
[ ] Content to Send in Follow-Up (Case Study, Special Offer, Product Demo, Webinar Invitation)
[ ] Date of Last Follow-up

--- BUDGET & EXPENSE TRACKING ---
[ ] Total Budget Allocation
[ ] Booth Rental Costs
[ ] Marketing & Advertising Spend
[ ] Travel & Accommodation Expenses
[ ] Staffing Costs (Payroll/Contractors)
[ ] Material & Supply Purchases
[ ] Contingency Fund (Percentage of Total)
[ ] Budget Approval Date

--- LEGAL & COMPLIANCE ---
[ ] Permit Obtained (e.g., Sales, Noise) (Yes, No, Pending)
[ ] Permit Expiration Date
[ ] Insurance Coverage Confirmed? (Yes, No, Review Required)
[ ] Copy of Insurance Certificate
[ ] Contract Review Checklist Completed?
[ ] Notes on Legal Review/Compliance Issues

--- END OF TEMPLATE ---
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