Expo Checklist Template: Booth Design, Marketing & Attendee Engagement Management
Transform your next expo into a lead-generating powerhouse! This Expo Checklist Template ensures flawless booth design, targeted marketing, and maximum attendee engagement - from pre-show prep to post-event follow-up. Download now and ace your next industry showcase!
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Booth Design & Construction
Tasks related to booth structure, graphics, and overall aesthetic.
Booth Size (Square Feet)
Booth Type
Booth Design Mockup
Graphic Designer Contact
Design Approval Deadline
Specific Design Notes/Requirements
Material for Backdrop
Pre-Expo Marketing & Promotion
Activities to generate excitement and pre-event registrations.
Marketing Budget Allocation
Social Media Campaign Start Date
Marketing Channels Used (e.g., Email, Social Media, Paid Ads)
Key Messaging & Value Proposition
Promotional Graphics/Videos
Early Bird Promotion Strategy
Press Release Distribution Date
On-Site Logistics & Setup
Tasks to ensure a smooth setup and operational readiness at the expo.
Move-in Date
Scheduled Move-in Time
Booth Location / Space Number
Electricity Usage (Amps)
Internet Requirements (WiFi, Ethernet)
Booth Layout Diagram
Furniture Delivery Status
Contact Person at Venue
Booth Staffing & Training
Ensuring sufficient and well-trained personnel are available at the booth.
Number of Booth Staff Required
Staff Roles (e.g., Lead, Demo Specialist, Greeter)
Staff Training Date
Staff Training Start Time
Training Agenda Outline
Training Materials (e.g., Scripts, Product Info)
Product Knowledge Assessment Score (Post-Training)
Staff Acknowledgment of Training
Marketing Materials & Collateral
Preparing all brochures, flyers, giveaways, and digital content.
Brochure Design File
Flyer Design File
Quantity of Printed Brochures
Quantity of Printed Flyers
Giveaway Items
Social Media Post Copy (Draft)
Deadline for Final Marketing Materials
Marketing Material Version
Lead Capture & Management
Systems for collecting and tracking visitor information.
First Name
Last Name
Email Address
Company Name
Employee Count (Optional)
Interested In (Select all that apply)
Business Card (Optional)
Attendee Engagement Activities
Planning demos, games, contests, and interactive elements.
Planned Interactive Demos
Estimated Contest/Game Participation
Description of Interactive Activity Details
Primary Engagement Focus
Contest/Giveaway Assets (Images/Videos)
Scheduled Demo/Activity Start Time
Number of Giveaways/Contest Entries
Post-Expo Follow-Up
Activities for nurturing leads and measuring ROI.
Date of First Follow-Up Email
Number of Leads Captured
Primary Follow-Up Method
Notes on Lead Prioritization
Content to Send in Follow-Up
Date of Last Follow-up
Budget & Expense Tracking
Managing expenses and ensuring adherence to budget.
Total Budget Allocation
Booth Rental Costs
Marketing & Advertising Spend
Travel & Accommodation Expenses
Staffing Costs (Payroll/Contractors)
Material & Supply Purchases
Contingency Fund (Percentage of Total)
Budget Approval Date
Legal & Compliance
Ensuring all activities comply with relevant regulations.
Permit Obtained (e.g., Sales, Noise)
Permit Expiration Date
Insurance Coverage Confirmed?
Copy of Insurance Certificate
Contract Review Checklist Completed?
Notes on Legal Review/Compliance Issues
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