The Trade Show Field Kit
EXECUTION · TRADE SHOWS

The Trade Show Field Kit

The 30-task pre/during/post checklist, five-signal qualification rubric, and follow-up email templates that turn booth conversations into pipeline. Battle-tested across 200+ enterprise trade shows.

WHAT'S INSIDE

Built to be used, not just read

Every component exists because most trade show problems happen at the same five places. Most teams quietly lose deals at each one.

01

30-Task Pre/During/Post Checklist

Every task across the trade show lifecycle, sequenced by deadline and ownership.

02

5-Signal Qualification Rubric

The five signals a booth conversation gives off that separate a real lead from a tote-bag visitor.

03

3 Follow-Up Email Templates

A 24-hour, 5-day, and 14-day template, mapped to qualification tier.

04

Day-of Runbook

Hour-by-hour plan from setup through teardown, with playbooks for the three things that always go wrong.

05

Lead Capture Rule Card

A pin-up card for booth staff covering badge scans, qualifying questions, and CRM tagging.

A LOOK INSIDE

The principle the kit is built on

At a trade show, half of the pipeline is created or destroyed in the 72 hours after the show closes, not on the floor.

Most teams plan the booth and ignore the follow-up. The kit fixes that. The 30-task checklist, the qualification rubric, and the follow-up sequence all exist because each step is where teams quietly lose deals. Download the full kit for everything in one place.

WHO IT'S FOR

Built for one specific team

Field marketing and event managers running trade show booths at B2B tech events, especially teams attending five or more shows a year where pipeline accountability matters.

RELATED READING

Trade Show Checklist: 30 Things to Do Before, During, and After Your Next Booth

The full thinking behind this kit, expanded across the blog.