TRADE SHOW CHECKLIST TEMPLATE: BOOTH SETUP, MARKETING & LEAD GENERATION MANAGEMENT

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


--- PRE-SHOW PLANNING & REGISTRATION ---
[ ] Trade Show Registration Deadline
[ ] Booth Number Assigned
[ ] Trade Show Registration Status (Registered, Pending, Not Registered)
[ ] Trade Show Venue Address
[ ] Contact Person at Trade Show Organizers
[ ] Notes on registration process or special requests

--- BOOTH DESIGN & SETUP ---
[ ] Booth Size (Square Feet)
[ ] Booth Design Mockup
[ ] Booth Type (Standard, Corner, Island) (Standard, Corner, Island)
[ ] Detailed Booth Layout Description
[ ] Booth Setup Date/Time
[ ] Electrical Requirements (Voltage, Amperage) (110V, 220V)
[ ] Requested Utilities (Internet, Power Outlets) (Internet, Power Outlets, Lighting)
[ ] Graphics File(s) (Banner, Backdrops)

--- MARKETING & PROMOTION ---
[ ] Define Target Audience for Marketing Efforts
[ ] Select Marketing Channels (e.g., Social Media, Email, Paid Ads) (Social Media, Email Marketing, Paid Advertising (Google Ads, LinkedIn Ads), Industry Publications, Website/Blog Posts)
[ ] Budget Allocation for Marketing (USD)
[ ] Social Media Campaign Start Date
[ ] Primary Marketing Message/Theme (New Product Launch, Special Offer/Discount, Brand Awareness, Highlighting Expertise)
[ ] Upload Marketing Creative Assets (Images, Videos)

--- MATERIALS & INVENTORY ---
[ ] Number of Booth Flyers
[ ] Number of Pens
[ ] Number of Business Cards
[ ] High-Resolution Logo File
[ ] Giveaway Items (Select all that apply) (Branded Pens, Branded Notebooks, Stress Balls, Candy, Keychains)
[ ] Quantity of Promotional Items (e.g., Keychains)
[ ] Description of any Specialty Materials
[ ] Number of Extension Cords

--- STAFFING & TRAINING ---
[ ] Number of Staff Members Required
[ ] Staff Roles (e.g., Lead, Demo, Greeter) (Lead, Demo Specialist, Greeter/Information, Technical Support)
[ ] Staff Training Date
[ ] Training Start Time
[ ] Training Agenda Details
[ ] Training Material (Presentation, Documents)
[ ] Staff Confirmation of Training (Confirmed, Pending, Not Attended)
[ ] Emergency Contact Name (per staff)

--- ON-SITE EXECUTION ---
[ ] Booth Setup Start Time
[ ] Visitor Count (Hourly)
[ ] Visitor Engagement Activities Completed (Product Demos, Giveaway Distribution, Interactive Games, Q&A Sessions)
[ ] Key Visitor Locations (Map Notes)
[ ] Notable Interactions/Observations
[ ] Date of Interaction

--- LEAD GENERATION & MANAGEMENT ---
[ ] Estimated Number of Leads
[ ] Lead Capture Method (e.g., Scan Cards, Digital Form) (Scan Cards, Digital Form, Manual Entry, Other)
[ ] Lead Qualification Criteria (Job Title, Company Size, Industry, Budget, Decision-Making Authority)
[ ] Date Lead Follow-Up Begins
[ ] Notes on Lead Engagement Strategy
[ ] Lead Assignment Method (Round Robin, By Expertise, Manual Assignment)
[ ] Number of Leads Assigned per Team Member

--- POST-SHOW FOLLOW-UP ---
[ ] Date of First Follow-Up Email
[ ] Number of Leads Followed Up With
[ ] Overall Event Success Rating (1-5) (1 - Poor, 2 - Fair, 3 - Average, 4 - Good, 5 - Excellent)
[ ] Summary of Key Takeaways & Lessons Learned
[ ] Which follow-up methods were used? (Email, Phone Call, LinkedIn Connection, Personalized Mailer)
[ ] Number of Qualified Leads Generated
[ ] Notes on Specific High-Potential Leads

--- LOGISTICS & SHIPPING ---
[ ] Booth Weight (lbs)
[ ] Shipping Deadline
[ ] Shipping Address
[ ] Tracking Number
[ ] Shipping Carrier (UPS, FedEx, DHL, USPS)
[ ] Shipping Manifest/Documentation
[ ] Number of Pallets

--- BUDGET & EXPENSE TRACKING ---
[ ] Booth Rental Cost
[ ] Shipping & Transportation Costs
[ ] Marketing & Advertising Expenses
[ ] Staff Travel & Accommodation
[ ] Giveaways & Promotional Materials
[ ] Food & Beverage Costs
[ ] Utilities (Electricity, Internet)
[ ] Contingency Fund (5-10% of total)

--- END OF TEMPLATE ---
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