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Trade Show Checklist Document Template

A pre-event checklist for planning logistics and marketing at trade shows.

Trade Show Checklist

Purpose: This checklist is designed to help businesses effectively plan and coordinate logistics, marketing, staffing, and materials prior to attending a trade show. Use this document to ensure nothing is overlooked as you prepare for the event.

Event Details

  • Event Name: {eventName}
  • Date: {eventDate}
  • Location: {eventLocation}
  • Booth Number: {boothNumber}

Key Contacts

Name Role Email Phone
{#contacts}{name}{role}{email}{phone}{/contacts}

Travel & Accommodations

  • Arrival Date: {arrivalDate}
  • Departure Date: {departureDate}
  • Hotel Name: {hotelName}
  • Reservation Number: {reservationNumber}
  • Transportation Method: {transportationMethod}

Marketing Materials

{#materials}

  • {itemName} – Quantity: {quantity}

{/materials}

Booth Setup Requirements

{#requirements}

  • {requirement}

{/requirements}

Staff Assigned

Name Role Shift
{#staff}{name}{role}{shift}{/staff}

Pre-Show Promotions

{#promotions}

  1. {channel}: {description}

{/promotions}

Miscellaneous Notes

{additionalNotes}

Insurance Coverage

{#hasInsurance}Insurance Provider: {insuranceProvider}
Policy Number: {policyNumber}{/hasInsurance}

{^hasInsurance}No insurance coverage has been secured for this event.{/hasInsurance}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Trade Show Checklist Using Forms

collect trade show logistics details via web form and generate checklist PDF
gather exhibitor information through online form to create customized trade show planning checklist
allow sales teams to complete trade show prep checklist using a shareable form
generate branded trade show checklists for clients based on form responses
capture marketing requirements for trade shows through mobile-friendly form and auto-generate checklist

Generate Trade Show Checklist Using APIs

generate trade show checklist from CRM data via API
auto-create trade show planning checklist when a new event is added to event management software
trigger trade show checklist generation from project management tools like Asana or Trello using API
generate and send trade show checklist PDF to team when form data submitted to backend
create multiple trade show checklists programmatically for regional sales teams via API

Integrations / Automations

auto-generate trade show checklist from Google Sheets using Zapier
create trade show planning checklist from Airtable submissions using Make
send completed trade show checklist to Slack when new checklist is generated in platform
generate trade show checklist from Typeform responses using workflow automation
automatically upload completed trade show checklists to Dropbox via integration

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