Sales Event Planning Checklist ( SALESANDMARKETING )

This checklist is designed to ensure that all necessary steps are completed for planning and executing a successful sales event, from initial planning to post-event follow-up.

• Define Event Objectives

  Identify the main goals of the sales event, such as increasing brand awareness, generating leads, or closing sales.

• Select Date and Venue

  Choose an appropriate date and reserve a venue that can accommodate the expected number of attendees.

• Create Event Budget

  Outline all potential expenses, including venue, catering, marketing, and materials to ensure the event is within budget.

• Develop Event Agenda

  Plan the schedule for the event, including speakers, presentations, and networking opportunities.

• Promote the Event

  Use various marketing channels to promote the event, including email, social media, and your website to attract attendees.

• Prepare Sales Materials

  Create and print any necessary sales materials such as brochures, business cards, and product samples to distribute during the event.

• Set Up Follow-Up System

  Establish a system for following up with leads generated during the event, including timelines and responsible team members.

• Review and Evaluate Event

  After the event, review the outcomes against the objectives, gather feedback, and assess areas for improvement for future events.