Grand Opening Event Checklist Template: Promotion, Staffing & Customer Experience Management

Ensure a flawless grand opening! Our comprehensive checklist covers everything from pre-launch promotion and staff training to creating an unforgettable customer experience - guaranteeing a successful and memorable debut for your business. Download now and open your doors with confidence!

This Template was installed 3 times.

Pre-Event Promotion & Marketing

1 of 6

Tasks related to advertising and generating excitement for the grand opening.

Social Media Campaign Start Date

Estimated Social Media Reach

Primary Marketing Channel

Marketing Messaging & Key Talking Points

Marketing Materials (Flyers, Posters, etc.)

Press Release Distribution Date

Promotional Offers (Select all that apply)

Venue & Logistics

2 of 6

Setup and arrangement of the physical space and necessary equipment.

Venue Address

Move-in Date/Time

Square Footage of Event Space

Venue Layout Type

Venue Floor Plan (Optional)

Number of Tables Required

Number of Chairs Required

Venue Special Requirements/Notes (e.g., accessibility, power needs)

Staffing & Training

3 of 6

Recruitment, scheduling, and preparation of staff for the event.

Number of Staff Needed

Staff Roles (e.g., Greeters, Servers, Cashiers)

Staff Training Date

Staff Training Start Time

Training Content Outline

Training Materials (e.g., Manuals, Scripts)

Staff Uniform Requirements

Staff Training Acknowledgment

Customer Experience & Engagement

4 of 6

Activities and elements designed to create a positive and memorable customer experience.

Estimated Guest Count

Entertainment Options

Refreshments Style

Customer Welcome Message (for signage/announcements)

Scheduled Meet & Greet with Owners/Key Staff

Time for Special Offers/Promotions

Customer Feedback Form (PDF)

Day-Of Execution

5 of 6

Tasks to be completed on the day of the grand opening.

Opening Time Verification

Staff Staging Area Confirmation

Guest Arrival Count (Initial)

Music System Status

Incident Log (if any)

Date of Event

Post-Event Follow-Up

6 of 6

Actions to be taken after the grand opening to assess success and maintain momentum.

Estimated Attendance

Actual Attendance

Overall Event Success (Rate 1-5)

What was most effective in attracting customers?

Customer Feedback Summary (from surveys/comments)

Date of Next Follow-Up Communication

Upload Photos/Videos from Event

Event Planning Management Solution Screen Recording

See our Event Planning Management Solution in action! This screen recording provides a quick overview of how to streamline your event planning, from budgeting and task management to vendor coordination and guest communication. Stop the chaos and start planning smarter.

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