if you are like most marketing and tradeshow managers we have worked with, I’m sure your tradeshow is pretty much right around the corner and 12 months out was at least 9 months ago!With that in mind, NIA Creative has developed a more realistic 3-Month Planner, which will do a much better job of helping you to stay organized and on top of your fast-approaching event. Ideally, prior to now you have already formulated your tradeshow strategy, planned your budget, secured your booth space and hired and A/V company. With any luck, you might also have developed objectives for your event in terms of lead generation, press coverage etc. But most likely you are still trying to get your arms around your booth presence as a whole, and determining how best to attract and retain booth traffic, how to communicate your key messaging and most importantly, how to generate qualified leads that will then enable you to demonstrate ROI to your executive team. Here is where our planner can help.
3 Months Before Show:
- Contact your Agency - Contact your agency and/or seek out an agency for the first time, and let them know your situation. Don’t be embarrassed; we hear it all the time, and have the tools, resources and support that can help you make your event more successful than you could imagine.
- Message Development - Meet with your marketing and sales teams as well as your agency to discuss and develop the primary message that needs to be conveyed via your exhibit and supporting materials. Be sure that all team members are on-board, and work together to determine how best to convey that message via your booth, collateral, pre- and post-show promotion, etc. Are you launching new products? Discuss how this might impact your messaging. By getting all hands on deck, you’ll be able to roll-out the plan more quickly and efficiently.
- Design & Production - Work with your agency and print vendor and get started now on what you’ll need for your event. Depending on your goals, budget and the relative value you place on this particular show, you might need some or all of the following:
- Pre-Show Lead Generation – Begin planning your pre-show marketing. Consider e-blasts, direct mail, social networking etc. If you haven’t created a Twitter or Facebook Page for your event, do so now and assign staff to be responsible for social networking / blogging etc. Update your corporate website to reflect your participation.
- Display graphics – If you already have most of your large format graphics ready, consider refreshing specific panels to incorporate your messaging and/or product information; perhaps you will want to leave your primary booth graphics as-is but add a couple of X-Stands or something similar.
- Collateral – Check your inventory to be sure you have a sufficient quantity of your existing collateral on-hand; if you are running low, order more from your printer. If you need new materials, ask your agency to begin concepting collateral pieces that will meet both your short-term and long-term needs so that you can leverage these materials in your overall marketing plan.
- Booth Media / Entertainment – Review your existing attract loops / videos / PowerPoint presentations / product demos, and determine how well they meet your objectives for your event. If changes are needed, will a minor update suffice or would it be better to create something fresh? Contact your agency to discuss your options. If you have a relatively large booth space, consider creating a live interactive presentation, with a spokesperson who can both educate and entertain your audience. If you decide to move forward with updating and/or creating booth media, the time to start is now.
- Promotional Items/Giveaways/Leave Behinds – Consider creative and fun options that appeal to show-goers while also supporting your message. In addition to the typical whimsical giveaways, be sure to consider offering a CD-ROM or Flash Drive to attendees – this will enable you to create and disseminate an informative interactive piece describing your products or technology.
- Production Planning – Contact your vendors and confirm drop-dead dates for submitting art files for the various pieces you are working on to ensure you will meet the delivery deadlines for the show…If you don’t know what the show’s delivery deadlines are, find out.
- Event Planning – Contact your event sponsor to go over any questions you might have.
2 Months Before Show:
- Pre-Show Lead Generation - Create and send your first e-blast. Continue social networking activities.
- Design & Production - If you haven’t yet finalized concepts for your booth materials / marketing pieces, now is the time to do that. Where at all possible meet with your agencies / vendors in-person to go over the concepts and be specific as to any changes you would like to see. The more specific you are, the faster your agency will be able to execute your vision. If possible at this time, get final art files to your print/production vendors.
- Booth Media Development - Your agency / production house should now already be in process of developing any booth media you might need: attract loops, in-booth video presentation and/or live interactive booth entertainment, interactive presentations to be provided on CD-ROM / flash drive leave-behinds, etc. Check-in to confirm the production schedule and plan to be available for reviews/approvals throughout the process.
- Promotional Items/Giveaways – Order all giveaways/promotional items; depending on what you are ordering and in what quantity, it is possible that your vendor might be having your items produced overseas. If that is the case, you will definitely need to order your giveaways at least 2 months out to ensure arrival at your event.
- Booth Staffing – Identify which members of your sales and marketing teams will be on-site at your booth. Create staffing schedules for each day of the show, and also plan training/motivational sessions that will be implemented in advance of the show.
- A/V Planning – Contact your A/V vendor to confirm that their plans match yours. Ask your agency to contact the A/V vendor as well to go over the details and help you to be sure your exhibit will be ready for you and your team.
- Travel Planning – Secure travel arrangements for your staff as well as representatives of your agency / vendor as appropriate.
- Shipping – Make arrangements for shipping your booth and all other items to the event. Re-confirm all deadlines with your agency / vendors.
1 Month Before Show:
- Pre-Show Lead Generation – Update the messaging and refresh the graphics on your first e-blast and send out another blast. Continue social networking activities, incorporating hints/teasers about activities in your booth and/or any product announcements. If you have planned a direct mail campaign, send your first piece now.
- Design & Production - Finalize any remaining art files and send to your print / production vendors.
- Booth Media Development – Meet with your agency / vendor to view your booth media; go over any needed changes and confirm the production schedule. If you added booth media shortly before your show, discuss how to help move the project through the approval process quickly.
- Printing & Production / Giveaways / Leave-Behinds – Confirm delivery dates for all materials, as well as shipping information. If you are receiving materials at your location first, confirm that all materials have arrived and that the quantities are correct. If you have ordered CD-ROMs and/or flash drives, randomly select several from the batch and test them to be sure they work as anticipated.
- Booth Staffing – Confirm staffing plans and schedule training/motivational sessions.
- A/V Planning – Confirm all orders / plans with your A/V Team.
- Event Planning – Contact your event sponsor and confirm your plans, confirm shipping info, etc.
- Sales Meetings – Extend the tradeshow the opportunity by scheduling meetings with key customers, prospects and/or strategic partners during the event. Plan dinners and meetings to deepen and/or secure relationships.
- Leverage On-Site Support - If you will have reps from your agency on-site at your event, consider how you can leverage their expertise for additional opportunities:
- On-Site Video Production - Consider having your agency shoot customer testimonials while your customers are in town for the event. Or have your agency shoot footage of your booth, and then post the footage to your website and social media sites. If you are hosting a sales meeting or customer event, your agency can shoot and post footage of that event as well.
- Last-Minute Design/Printing - If you have unexpected needs, ask your agency how they can help.
- Travel Planning – Finalize travel arrangements for staff and agency / vendor reps.
- Badges – Request badges for all booth personnel and vendors.
- Shipping – Make arrangements for shipping your booth and all other items to the event. Re-confirm all deadlines with your agency / vendors.
- Post-Show Planning – Develop a plan for collecting leads at the show (badge swipes, feedback cards, raffle/business card collection etc.) Work with your sales team to develop a post-show follow-up process to take advantage of the leads collected.
1 Week Before Show:
- Pre-Show Lead Generation – Send an e-blast that effectively communicates the importance of visiting your booth. Ramp-up social networking activities. Write and disseminate press releases to your contact base as well as broadcast and trade media. If in your plan, send a final direct mail piece.
- Design, Production, Giveaway & Booth Assets - Confirm you now have everything you need and that all has arrived safely at your event. Should you realize you missed something that you feel is urgent, ask your agency to make it happen for you.
- Booth Media Development – Finalize all booth media. Confirm who is responsible for loading media pieces onto laptops, DVD players etc (your agency or A/V vendor?). Be sure to get several copies of each piece, just in case you misplace a disk and/or you have a corrupt file, etc. If possible, have 2 different people bring copies to the event just to be sure that your media pieces arrive safely and well in advance of the opening of the exhibit hall.
- Booth Staffing – Contact all booth personnel and email the final booth schedule. Host a final training / motivational session in the remaining days leading up to your event.
- Event Planning – Make sure you have completed all remaining action items.
1-Week Post-Show:
- Follow-Up - Review and analyze all leads generated from the event, and prioritize your follow-ups accordingly. Send a post-show e-blast revealing/re-announcing any product launches or other news that was unveiled at the show.
- Determine ROI - Evaluate the success of your event by reviewing your strategy, goals and actual costs as compared to your initial budget. Consider your booth traffic compared to competitors’ booths, and determine whether or not your strategy, tactics and budget resulted in the level of booth traffic and qualified leads that you had hoped for. Then consider whether or not it would be beneficial to attend next year’s event. You may also want to revise your strategy, goals and/or budget for future show participation in the current year in the event that changes and/or enhancements might be appropriate.



That said, it is truly surprising how often our clients feel compelled to allocate their dwindling budget towards the former rather than the latter. Perhaps this is because the traditional marketing methods feel more “comfortable” than venturing into something new. Or perhaps there is some uncertainty about customer trends and the effectiveness of newer tactics such as web banner ads, e-blasts, online product demos etc. These are important concerns, so let’s take a moment to review current trends and some statistical data.