Trade Show & Event Exhibition Template (3 Months Out to Follow-Up)

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Trade Show & Event Exhibition Template (3 Months Out to Follow-Up)

Open this template at kickoff, about three months before the show, once your booth is confirmed. The whiteboard holds your exhibition goal and budget assumptions, a timeline from three months out to the week after, three lanes for traffic, booth and leads, a grid of on-site stations, and a matrix for sorting the leads you collect. The task board is split into five groups and sixteen tasks covering goals, booth build, pre-show outreach, on-site ops and follow-up, all starting untouched so you can add owners and due dates.

0 いいね 0 コピー 作者: WeProcess
trade show event lead gen marketing B2B sales
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Goal and ground rules Countdown to the show Traffic lane Booth lane Lead lane On-site stations by time of day Which leads to work first Nurture Work first Newsletter Fast and small Trade Show Exhibi... How to use: 1) Ch... Goals and KPIs Rules and deadlines Risks and concerns Learnings for nex... Goal150 cards collected and 20 of them turned into meetings. Keep cost per lead under 130 USD. RulesBooth build must be ordered six weeks out. After the organiser's cut-off, neither spec nor price can change. ConcernSome hours are covered by only two people. Decide in advance whether greeting or meetings wins. 3 months outConfirm the goal, KPIs and budget. Set the booth concept around the size and position of your space. 1 month outOrder the build and the handouts. Send the first invitation email and start requesting meetings. 1 week outTest the demo end to end and rehearse the pitch. Share the shift chart and packing list with the team. Show dayGreet, run a short demo, record the card and the interest level. Hold a ten-minute huddle after close. Week afterThank-you emails on the next business day, A-list calls within three days. Debrief in week two. InvitationsTwo sends to customers and dormant leads with the stand number. Put the venue and dates in the subject line. Pre-booked meetingsOffer time slots to your top ten accounts. Thirty minutes each, with the meeting area reserved first. Live postsPost booth photos with "demo starting now at stand X" during the show. Traffic flowLeave room to stop on the aisle side. Meetings at the back, demo station in the middle. SignageOne line readable in three seconds at eye level. Say what you do, larger than your logo. Kit listExtension leads, gaffer tape, cards, spare batteries, cleaning wipes. Check physically the day before. What to recordCompany, role, problem, timeframe and next step, written on the card right there. RankingA = buying within three months, B = researching, C = partner or other. Rank before the day ends. HandoverA-list goes to sales the next business day, with the caller and the call date already agreed. Before doors Peak hours After close Greeting Restock handouts and card holders, confirm where everyone stands, agree the opening line. Two people on the aisle. Offer one line to anyone who slows down: "is X giving you trouble?" Count the handouts left and note how many to restock for tomorrow. Demo Boot the laptop and screen, check connectivity, reset the demo data to its starting state. Switch between the three-minute and ten-minute version. When busy, run three minutes and trade cards. Note the questions that came up most and any point where the demo stalled. Lead capture Lay out capture sheets and the scanner, and read through the ranking criteria together. Write timeframe, problem and next step on the card immediately. Never leave it for later. Type everything up the same day and put only the A-list on tomorrow's call sheet. 縦軸: Deal size and... Decision maker, but buying later. Stay in touch with quarterly updates and case studies. Close to buying and close to the decision. Call the next business day and book a meeting within a week. Researchers with no authority yet. Add to the newsletter and webinar list, promote them if they engage. Ready now but small. Send pricing and docs, and point them to a path they can start on their own.
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タスクボードの内容

To Do 16件

Set exhibition goals
Build out the booth
Drive pre-show buzz
Plan on-site ops
Follow up on leads
Set the lead target
Lock the budget
Draft booth layout
Order booth and swag
Send invite emails
Book meetings early
Set shifts and roles
Plan lead capture
Send thank-you email
Rank leads by fit
Hold a debrief

In Progress 0件

Booked 0件

On-Site 0件

Done 0件