Run a trade show that pays for itself

Goal

Run an event on budget and turn booth scans into meetings

For

Event and field marketing teams

Steps

6

About

240 minutes

6 steps, in order. Sign in to keep track as you go.

1. 1

   Step 1: Track an event budget and cost per lead

   Set the budget by category and track spend and cost per lead as bills come in.

   Passes on: A budget to plan the booth against

   Use in Claude
2. 2

   Step 2: Trade show booth checklist and swag planner

   Get a dated booth checklist from eight weeks out, with swag sized to the real crowd.

   Passes on: A packing list and what to ship

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3. 3

   Step 3: Track trade show and swag shipments

   Paste the tracking numbers and catch anything that will arrive late.

   Passes on: Everything on site in time

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4. 4

   Step 4: Make a minute-by-minute run of show for an event

   Turn the agenda into a minute-by-minute plan with owners and cues.

   Passes on: A run of show for the day

   Use in Claude
5. 5

   Step 5: Follow up with leads after a trade show

   Sort badge scans and booth notes into hot, warm, and cold, with a follow-up for each.

   Passes on: Leads sorted, with drafts to send

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6. 6

   Step 6: Write cold email sequences people reply to

   Write the follow-up sequence for the hot and warm leads, built on what they said at the booth.

   Passes on: Follow-up sequences ready to send

   Use in Claude