Trade Show Checklist Template - Booth Setup, Marketing & Lead Generation - Management

Sep 12, 2026

Upload by Himbo

Trade show operations checklist template covering end-to-end execution from pre-show planning and registration through on-site delivery and lead management. It organizes key fields for deadlines, venue address, booth number, booth design and setup (size, type, layout, electrical and utility needs), marketing and promotion planning (target audience, channels, budget, message theme, creative assets), and required materials and inventory counts. It also includes staffing and training details, visitor engagement activities, lead capture and qualification criteria, follow-up timing, and lead assignment workflow.

LanguageEnglish

CategoryForms

FormatPDF

Pages15

Reading Time5 min

AccessFree to download

Pre-Show Planning & Registration

Trade Show Registration Deadline

Booth Number Assigned

Trade Show Registration Status

Trade Show Venue Address

Contact Person at Trade Show Organizers

Booth Design & Setup

Booth Size (Square Feet)

Booth Design Mockup

Booth Type (Standard, Corner, Island)

Booth Setup Date/Time

Electrical Requirements

Requested Utilities

Graphics File(s)

Marketing & Promotion

Define Target Audience

Select Marketing Channels

Budget Allocation for Marketing

Social Media Campaign Start Date

Primary Marketing Message/Theme

Upload Marketing Creative Assets

Materials & Inventory

Booth Flyers, Pens, and Business Cards

High-Resolution Logo File

Giveaway Items & Quantities

Specialty Materials and Extension Cords

Staffing & Training

Number of Staff Members Required

Staff Roles

Staff Training Date and Agenda

Staff Confirmation of Training

Emergency Contact Name

On-Site Execution

Visitor Count (Hourly)

Visitor Engagement Activities

Key Visitor Locations (Map Notes)

Notable Interactions/Observations

Lead Generation & Management

Estimated Number of Leads

Lead Capture Method

Lead Qualification Criteria

Date Lead Follow-Up Begins

Lead Engagement Strategy Notes

Lead Assignment Method

ChecklistGuro Trade Show Checklist Template: Booth Setup, Marketing & Lead Generation Management Pre-Show Planning & Registration Tasks related to initial planning, registration, and securing necessary approvals. Trade Show Registration Deadline Enter date... Booth Number Assigned Enter a number... Trade Show Registration Status Registered Pending Not Registered Trade Show Venue Address 􀀍 Set My Current Location Contact Person at Trade Show Organizers Write something... Notes on registration process or special requests Write something... Booth Design & Setup Checklist items concerning booth construction, branding, and visual presentation. Booth Size (Square Feet) Enter a number... Booth Design Mockup 􀀾 Upload File Booth Type (Standard, Corner, Island) Standard Corner Island |
Detailed Booth Layout Description | | --- | |
Write something...
| | | |
Booth Setup Date/Time | | --- | |
Enter date... | | | Electrical Requirements (Voltage, Amperage) 110V 220V Requested Utilities (Internet, Power Outlets) Internet Power Outlets Lighting Graphics File(s) (Banner, Backdrops) 􀀾 Upload File Marketing & Promotion Tasks for promoting your presence and attracting visitors to the booth. Define Target Audience for Marketing Efforts Write something... 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) Enter a number... Social Media Campaign Start Date Enter date... Primary Marketing Message/Theme New Product Launch Special Offer/Discount Brand Awareness Highlighting Expertise Upload Marketing Creative Assets (Images, Videos) 􀀾 Upload File Materials & Inventory Ensure all necessary materials, giveaways, and equipment are accounted for. Number of Booth Flyers Enter a number... Number of Pens Enter a number... Number of Business Cards Enter a number... High-Resolution Logo File 􀀾 Upload File Giveaway Items (Select all that apply) Branded Pens Branded Notebooks Stress Balls Candy Keychains Quantity of Promotional Items (e.g. , Keychains) Enter a number... Description of any Specialty Materials Write something... Number of Extension Cords Enter a number... Staffing & Training Checklist items for team roles, training, and scheduling. Number of Staff Members Required Enter a number... Staff Roles (e.g. , Lead, Demo, Greeter) Lead Demo Specialist Greeter/Information Technical Support Staff Training Date Enter date... Training Agenda Details Write something... Training Material (Presentation, Documents) 􀀾 Upload File Staff Confirmation of Training Confirmed Pending Not Attended Emergency Contact Name (per staff) Write something... On-Site Execution Tasks to be completed during the trade show, focusing on visitor engagement. Visitor Count (Hourly) Enter a number... Visitor Engagement Activities Completed Product Demos Giveaway Distribution Interactive Games Q&A Sessions Key Visitor Locations (Map Notes) 􀀍 Set My Current Location Notable Interactions/Observations Write something... Date of Interaction Enter date... Lead Generation & Management Processes for collecting, qualifying, and following up on leads. Estimated Number of Leads Enter a number... 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 | | --- | |
Enter date... | | | |
Notes on Lead Engagement Strategy | | --- | |
Write something...
| | | Lead Assignment Method Round Robin By Expertise Manual Assignment

FAQs

What sections are included in the trade show checklist?

The template covers pre-show planning and registration, booth design and setup, marketing and promotion, materials and inventory, staffing and training, on-site execution, and lead generation and management.

How does the template help manage booth setup requirements?

It includes fields for booth size, booth type, layout description, setup date/time, electrical voltage and amperage, utilities, and uploadable graphics files like banners and backdrops.

How are leads captured and followed up using this checklist?

It provides inputs for lead capture methods (scan cards, digital form, manual entry), lead qualification criteria (job title, company size, industry, budget, decision authority), and a follow-up start date plus notes on the engagement strategy.

Sep 12, 2026

Upload by Himbo