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Trade Show Planning – The BDA 10

by Jim Hawkins, Windward Software Inc.

Great!  You’ve finally got the approval to attend a Trade Show.  Now what? 

Trade shows can either be a very expensive excuse to get out of the office for a few days, lug around heavy display cases, party too much and sleep too little, and get flat feet standing around on concrete all day long, OR it can energize your company’s Sales program immediately, and for many months to come.  How do you ensure it’s “Door Number 2”, and not a wasted opportunity?  PLANNING!  

A major trade show requires considerable advance preparation and, if you aren't ready, can present a logistical nightmare.  You must develop a solid plan and monitor your progress vigilantly.

Now, let’s be brutally honest - when it comes to planning, someone from your Sales Department may not be the best choice – much like you don’t use a hammer to drive in a screw (at least I hope you don’t…).  Top Salespeople are prized for their people-skills, and their ability to SELL, but when it comes to longer term planning and attention to detail, they come up short.  Do the entire company a favor and put your most anal-retentive (that’s a good thing!), details-oriented person in charge of the planning, under your supervision, of course!

And now (drum roll please), here’s the BDA 10.  The ten things to keep in mind Before, During, and After your Trade Show.


Before the Show

  1. Select “your” Trade Show carefully. - Participating in a trade show requires a major investment of time, money, and resources.  Be tough in your evaluation of a show's “worthiness”.  Are the attendees likely customers for your business?  Better one small, focused show, than a “monster” Trade Show that doesn’t fit your profile.

  2. Before all else fails, read the manual. - Before you go too much further, make sure you have the Trade Show's manual (usually mailed to you by the show’s organizers right after registering for your booth, but it can sometimes be found on-line.  Be sure to ask.)  Everything you need to know about the show should be there, including registration information and forms, schedules and floor plans, booth specifications, invitations for potential speakers, etc., etc.

  3. Identify your goals. - What exactly do you want to accomplish at this Trade Show?  Do you want to gain exposure to potential customers who might be interested in your products, increase visibility, or see what the competition is up to?  Concrete goals are important to determine the ROI of the Trade Show to your business. 

  4. Define measurements of success – your “Trade Show ROI”.- Determine a way to measure each goal’s (see #3, above) success, as specifically as possible.  Plan on handing out 1000 promotional flyers, make contact with at least 100 prospects, and take a key client out to lunch.  These ROI benchmarks will help you decide whether the show was worth the expense, and whether you should attend next year.

  5. Put your Trade Show plan in writing. - The plan should include a detailed schedule, a full list of preparation tasks, and an individual assigned for each task.  Never leave anything to chance, or “we’ll catch that later…”.

  6. Spread the word - Let people know about your Trade Show participation. - Advertise well before the Trade Show!  Use tag lines such as: "see us at Booth 1234 at the 2006 World’s Biggest Trade Show" in news releases and other communications (even unrelated communications) leading up to the Trade Show.  Put the Trade Show logo on your corporate website under “Coming Events”.  Invite prospects (and current customers) to stop by the booth, or set up appointments between them and your Trade Show personnel.  Do a pre-show e-mail blitz.

  7. Order all Trade Show supplies early, including brochures and giveaways.- Take care of any marketing material updates or redesigns early.  Don't run the risk of having nothing to hand out!  Design clear forms (to eliminate guesswork) for filling out prospect information.  Consider giveaways to generate attention and a bit of excitement.  These don't have to be expensive - pens with your web address and a catchy slogan can be just as effective.  Be creative with something specific to your industry.  Think of something that someone did at a previous Trade Show that impressed you, and then steal it!

  8. Home Sweet Home - Design an open, inviting booth. - Invite attendees to come in to “your home” with an open booth design, with no obstructing tables or displays.  Maximize "walking around" space by mounting brochure displays on walls.  Use interesting graphics to catch peoples’ eyes.  Your logo should be big enough to be seen from a good distance. For demos, laptops and flat-screen monitors are space-efficient.  Think about providing comfortable chairs to encourage prospects to linger (space permitting).  (Hint:  Splurge a bit and order that carpet underlay – your feet and back will thank you for it).

  9. Create a unique identity for your Trade Show personnel. - Decide on the dress code for your people.  Matching vests, Golf shirts, or even boutonnieres will make your representatives easily identifiable.  To avoid that “rumbled uniform” look by the third day of the show, make sure everyone has spare shirts.

  10. Train your Trade Show personnel before each show. - Your people need to know what is expected of them.  They need to be briefed on all new features and offerings.  They must know how to run the demos and presentations, and they should know some basic trouble shooting.  Nothing looks more unprofessional then demos that don't work, and supposed “experts” fumbling for an answer.

During the Show

  1. Set up a (fair) booth schedule for your people. - You and your people need breaks for lunch and relaxing.  Everyone will be more cheerful and productive if they don't have to stay at the booth all day long. 

  2. Have your people record all prospect information. - Encourage your Trade Show personnel to record everything they can learn about a prospect's needs.  Stress the importance of getting correct phone numbers and email addresses.  Create an information form if you have to, or just make sure you get business cards from everyone.  Cross reference if you must with the attendees list that most Trade Shows have.

  3. Encourage your Trade Show personnel to greet people warmly and smile! - Duh … But amazingly, this is often forgotten.  A warm, open attitude can give a valuable first impression.  Your people should avoid having their backs to the entrance, or taking phone calls while on duty.  A friendly greeting to passersby may encourage them to stop and chat, rather than walk on by.  Booth Staff who are courteous and helpful, knowledgeable about all aspects of the industry, and responsive to requests will make a very good, professional, impression. 

  4. Take care of your body, and your body will take care of you … - Trade Shows can be tough on your body, especially if they’re longer than a couple of days.  Keep yourself hydrated, avoid too much coffee and don’t overindulge in the nightly Hospitality Suites (Yah, right …).  Try to eat balanced meals, and maybe even try out the Hotel’s Fitness Club.  Treat Trade Shows as Marathons – the people with energy to spare on the last day of the Trade Show are still selling, and winning!

  5. The name’s Bond, … James Bond. - Trade Shows can be a great place to do a little checking up on the ol’ competition.  Take time to visit their displays and pick up some of their brochures.  Evaluate what you think they’re doing right, and where you can learn from their mistakes.

  6. Imitation is the sincerest form of flattery (… and it’s cheaper, too!) - Some companies spend a great amount of time, effort, and money researching what kind of display creates the best impression.  You can do the same by walking around the Trade Show and seeing what are the most eye-catching, popular booths.  Be sure to take a digital camera.

  7. Check out NEXT year’s location. - If you’re convinced that this Trade Show is a “must attend” for next year, decide now where next year’s booth should be located.  If you registered late, you may currently be languishing in the Siberia of some back alley, so identify where all the “in crowd” hang out – and book early!

  8. Don’t be afraid to “schedule” prospects. - You’ve got a hot prospect, but you know they’re going to monopolize your time while other prospects wander by.  Suggest to them that you very much want to devote more of your time and energy into every aspect of their needs and pain, and book an appointment for them to come back, perhaps during the last afternoon of the Trade Show, a traditionally “slower” time.  (Make sure you have their business card and local contact number, before you let them go!)

  9. People (and Staff) are not created equal. - The best teams are not made up of individuals with exactly the same strengths and talents.  If someone on your staff is a great “Greeter”, have them pulling people in to the booth and handing them off to your “Details” people.  Don’t have your top Closer caught up in the minutia of how your 9457 AT7 widget can interconnect with the 8354 ZX9 gizmo if you add the 3291 HG1 “thingamabop”.  And don’t have that brainy (but introverted) Tech Support guy try to smooze the room.  If your staff are comfortable doing what they’re doing, it shows – and it pays off!

  10. It’s not over ‘til the Fat Lady sings. - The booth is being ripped apart, you’re tired, and just want to go home and relax your “smile” muscles, so of course you can relax, right?  Wrong!  Besides the oh-so-important details like having your display materials actually make it back to the office, instead of spending a week in Hoboken, you’re still in a prime location for making (albeit, brief) contacts.  Keep the energy up; trade business cards in the elevator or while waiting for the shuttle, because you just know that 95% of your competition have already stopped selling.



After the Show

  1. Follow up on requests immediately. - Send requested material within 24 hours.  A quick response is your second opportunity to make a favorable impression.  (Your performance in the booth is the first).  You could even arrange to have your office forward the material while you’re at the Trade Show, so it’s waiting for your prospect on their return – now wouldn’t that be impressive!

  2. Include a tag on the envelope or in the e-mail subject line. - Your organization's name and the name of the conference on the outside of the envelope, or in the e-mail subject line, will help differentiate your letter from junk mail.

  3. Make it easy your prospects to take the next step. - Make sure your literature packages make responding easy for prospects by including your web address and information on the opportunities available to them.  Remind them of any “Trade Show specials” (and suggest you’re doing them a favor by extending a time-limited offer…).  Always start any communication with, “It was good to meet you at this year’s XXX Trade Show” (no, not that kind of Trade Show…).

  4. Keep track of your prospects. - Nothing highlights the success of your Trade Show effort better than having prospects purchase your products.  Keep a record of the customers who found out about your products through the Trade Show.  If you’re using a CRM to track your prospects (please say you are…), then tag them with an appropriate Look Up word for the Trade Show.  Use these results to demonstrate the show's return on investment.

  5. Send out any “Thank You’s”. - Just like you’re Mother always said, you should send a brief “Thank You” to anyone that helped make your Trade Show a success.  Always include the Event Co-ordinators, Hotel staff, Convention Center personnel, etc., etc.  It doesn’t cost a thing (especially if you bulk e-mail…) and it just may make the difference next year when you’re begging them for an extension cord or something.

  6. Analyze "lessons learned”. - After each show, do a debriefing.  Evaluate what went well, what didn't, and what could be improved for next time.  Critique each aspect of the show and ask others for comments.  Keep it real – don’t suggest “better weather” for next year.  Pay special attention to feedback regarding communication to prospective customers.  The "lessons learned" will help improve your efforts for future Trade Shows.

  7. What was the score, anyway? - Remember Point #3 and #4 from the Before list? (You didn’t think there’d be a test, did you?).  It was “Identify your goals”, and “Define measurements of success”.  So, okay, did you meet or exceed your goals?  If not, why not?

  8. Make a decision for next year. - You should quickly reach a decision as to the value of the last Trade Show, and whether or not you should attend next year’s show.  If it’s a “go”, book that more favorable booth location early, and designate who is in charge of putting next year’s Trade Show together.  Maybe you want to change hotels, as well, to get closer to (or farther from!) all the action.

  9. Knowledge is power. - Keep track of all this Trade Show information in a spreadsheet or simple database.  By recording things like number of attendees, number of leads, total costs, deals closed, amount of sales, etc., you can make informed decisions in the future about the value of individual Trade Shows, or what works or doesn’t work for your company.  What was the ROI?

  10. It’s never too early to start again. - Take time to research all the valuable information on the web regarding Marketing in general, but specifically Trade Shows.  One of my favorites is Susan Friedmann, “The Trade Show Coach”, at www.thetradeshowcoach.com.  Check it out, and enjoy your next Trade Show!

 

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