Sales Trade Show Preparation Checklist ( SALESANDMARKETING )

This checklist outlines the essential steps to prepare for a sales trade show, ensuring that all necessary materials, logistics, and strategies are in place for a successful event.

• Define Goals for the Trade Show

  Establish clear objectives such as number of leads to generate, partnerships to explore, or products to showcase.

• Select Booth Design and Layout

  Decide on the booth size, design, and layout to attract visitors effectively.

• Order Promotional Materials

  Prepare and order brochures, business cards, giveaways, and any other promotional items needed for the event.

• Schedule Staffing for the Booth

  Assign team members to cover the booth during the event, ensuring that all shifts are filled.

• Prepare Product Demonstrations

  Plan and practice any product demos or presentations that will be conducted at the booth.

• Plan Lead Collection Strategy

  Determine how leads will be collected, e.g., using a sign-up sheet, business card drop, or digital form.

• Confirm Logistics and Travel Arrangements

  Ensure all travel arrangements for the team, booth transportation, and accommodations are confirmed.

• Review Competitor Presence

  Research which competitors will be attending and strategize how to stand out.

• Finalize Follow-Up Plan Post-Event

  Develop a strategy for following up with leads collected during the trade show.