Step-by-step B2B marketing event planning spreadsheet
Use this checklist to dot all your i's and cross your t's.
The Event Checklist is a simple Excel spreadsheet you can use when planning any kind of marketing or sales event including live seminars or workshops, webinars or webcasts, trade show exhibits, etc.
This is a step-by-step list including the due date, task to be done, and who is to be responsible for it. The process includes:
- Marketing pre-planning
- Arranging facilities, travel and staffing
- Preparing displays and promotional materials
- Confirming schedules and setting meetings with key contacts
- Two waves of pre-event promotion
- Reconfirming all shipping, travel and lodging
- Sending or emailing “see you tomorrow” reminders just before the event
- At-show management and promotion
- Follow-up with requests plus missed contacts
- Analyze the process and start checklist for next year’s event
Download Event Checklist
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