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M2 TRADE SHOW PLANNING, Review itinerary with team - Coggle Diagram
M2 TRADE SHOW PLANNING
PRE-SHOW PLANS
Show Evaluation
Booth Procurement
Choose Booth Location
Attend booth meetings to determine booth
Booth Logistics
Secure booth structure
Create booth layout
Communication with Third-party vendor
Review and confirm current equipment with Third-party vendor
Pay for booth EAC
Purchase booth insurance
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Biz Dev Planning
Come up with Networking Schedule
Create email campaign (FUSE & Starnet)
Update or Create Exhibitor Profile
Review Sponsorship Opportunities
Determine Initial Ad/Sponsorship
Design Sponsorship colleterial
Have team review assests
Get Confirmation from Sponsors
Promote All Presentation Year Round
Build out email communication strategy
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Create InHouse promotional handout
Review any First Right of Refusal
Secure Hotel Accomendations
Determine Away Team
Finalize Team Roaster
Build Out Away Team Itinerary
Reserve Team Dinner
Register Team for Booth Access
Build payment tracker
OVERSHOW PLANS/LOGISTICS
Meeting with Away Team
Coordinate Travel (Ubers) during show
Secure space to on the spot Testimonials
Take pictures and send to marketing to real time social posting
Make sure booth is setup (include pics)
Ensure Promo videos Running on Monitor
Remind team to give (5/15min) demos
Coordinate Lunch Schedule
Promote any participating presentations
POST-SHOW PLANS
Capture all synced leads and download lead file
Import leads into Zoho under lead section
Ensure leads are adequately labeled as IQL/MQL
Generate a final report on
Evaluate lost leads & document objections for future strategy
Ensure which Hub is being used to communicate with leads (CRM or Campaign)
Under Zoho CRM: Assign follow-up reach out SDR by Sale Lead
Send post show follow-up emails
Retarget failed or delayed leads with Cadences automations
Continue Cadences for those yet to schedule meeting
Send second reminder with show promotion to move needle
Ensure SDR's have start additional profiling and managing of lead
Track leads progress in Zoho with Sales phase
Review leads that haven't moved into the phase with SDR's and notes
Track demo attendance & engagement
Share leads with Management and AE
Track how many have reach CLOSED WON from Post Show efforts
Identify closed deals & mark them in CRM
Review itinerary with team
Create Group Chat with team
Pre-show meeting at the booth (Day 1)
Profiling Questions
Remind away team to sync leads
Make sure Team has access to Promo and Demo Assets