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Trade Show Strategy: Plan it Like an Expedition

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I like to thinktradeshow expedition about a trade show like an expedition. I’m headed off to some exotic land in search of treasure. I will be deep in the jungle, cut off from civilization for days. It will be hard to get supplies. I know that that my team should expect no outside help. The fate of the entire expedition rests in the hands of the people I choose to man the booth, careful planning and how well equipped we are to meet the expected – and unforeseen – challenges.

The treasure is, of course, new customers and sales. And getting those new customers requires an action plan.

Plan your targets in advance

About 75% of show attendees plan booth visits and meetings before the show starts. Review the attendee list in advance of the show. ID your targets. Start to invite people to visit your booth a few weeks before the show. Personal phone calls are most effective and harder to ignore than e-mails and mailings. Think about pre-show communications that will create anticipation of your booth – it can feature a special promotion or some buzz about a new product release.

Make sure you and your team are outfitted for this adventure

Select clothes that look professional or that support the theme of your booth, but also make sure that everyone will look great all day. Plan on it being either too hot or too cold – attire with a jacket that can be removed is a great choice. And wear comfortable shoes. (One of the biggest mistakes I ever made was wearing beautiful, brand new shoes that were not a great fit to a trade show.) It is almost impossible to really smile if you have been standing for 6 hours and your feet hurt.

Have enough staff or find a partner

Ideally, you will have enough staff in your booth to meet with prospects and give your team breaks. If you have limited staff or have only one person at the booth for a show, find another larger company to partner with. It is best to do this before you select your booth location so that you can be located next to each other or share a larger space.

Pick the right team

Who you pick for this “expedition” is essential to making it successful. Fill your team with high-energy people who have an upbeat attitude. And make sure that everyone who is representing your company has deep product knowledge.

Plan your sales material carefully

People who attend a show are bombarded with information and the best way to be remembered is from your sales literature. Make sure it is easy to carry and packed with valuable information – your goal is to make sure people take your material back to their office. If you have a really valuable prospect, make sure to get their contact information and send material to them after the show.

Carefully select your bait

Over 90% of exhibitors bring a premium or free sample to give away at a trade show because offering an attractive free gift is great way to attract people to your booth. You will be the best choices and can usually save money if you plan this in advance.

What do you do before a show to make it more successful?

The Other Reasons to Exhibit at Trade Shows

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Almost everything that is written regarding the justification for exhibiting at tradeshows, talks about marketing, lead generation and sales. These are important benefits, to be sure, but here are several other very good reasons for companies to participate in shows and to make sure that they compare favorably to their competitors. For example:

other reasons to exhibitThe Investment Community – Companies of all sizes, public or private, need to consider that many investment analysts attend trade shows. Where better to gauge a company’s market position relative to their industry, than at a show? Financial statements are not the only consideration when deciding on investments. Savvy institutional investors often walk the aisles of shows to better understand current positions and future potential.

The Press – We have all seen shows like 60 minutes touring the Consumer Electronics Show or the Housewares Show, but these are not the only times that the press is present at shows. In every industry, people want to see what’s new. In addition, the information that is published will be posted on the internet, allowing global exposure. Favorable press coverage can really help your marketing efforts.

Recruiting – When a company comes to a show with a new or larger exhibit, prospective salespeople or managers see a financially strong, growing company, and are much more likely to consider becoming part of the team.

Market Research – When a prospect comes to your booth, why not do some market research? The key here is to formalize the information gathered by using a lead card. Asking a question like, “What would you think if we added an automatic feeder to our production system?” could provide valuable information for future product development.

While none of these reasons are going to justify the investment of exhibiting at a trade show on their own, they all add to the overall ROI. As such, be sure to consider ALL of the potential benefits when discussing the merits of exhibiting at a show. 

Who Makes the Best Trade Show Booth Staff?

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What to Consider When Determining the Best Staff for your Trade Show Booth

It may not always be the best idea to have your top salespeople staff your tradeshow display. There are several reasons to consider others to staff your booth.

  1. Most salespeople are born and bred to “close sales” and very few sales can actually be closed at a trade show.
  2. Salespeople will most likely have a number of current customers at the show. Tradeshow marketing objectives are, for the most part, based on gathering leads. It may be better to allow your sales staff the freedom to spend time with their customers and use others to staff your booth.
  3. Salespeople are typically very hard to manage. A well trained, disciplined approach to booth staffing may produce better results. 

sales staff at tradeshow boothSo if not salespeople, then who does make the best booth staff? There is no one correct answer to this question. I believe that each company needs to look at the goals and objectives that they have established for each show and staff accordingly. Each tradeshow exhibit, large or small, should have a preplanned basic procedure for handling visitors that is designed to properly communicate your chosen message, answer any questions and record lead information for follow-up.

There should be people assigned to greeting and qualifying visitors to the booth. This role should be filled by a person who is approachable, pleasant, smiling, energetic and a good communicator. Choose people to fill this role very carefully, as they will make that first and lasting impression on your prospects. Once a prospect has been qualified, this person should also be capable of delivering a brief presentation on your company.

As conversation with the prospect continues into more depth, there must also be someone in the booth that is very product or service knowledgeable. This could be a technical person, manager, or inside sales representative. Ideally, with the help of your staff, the prospect gets the information they need and leaves your booth with a positive impression of your company.

Think about your goals for the show and make sure to select and send the staff that gives you the best shot at not only meeting your goals, but exceeding them.

How To Make Tradeshow Booth Leads Truly Valuable

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Why are sales leads collected at tradeshow exhibits viewed as having very little real value by management and the sales staff? Why are 75% of tradeshow leads never followed up? Since most sales organizations are composed of aggressive, proactive, money motivated, commissioned sales people, it just doesn’t seem to make sense

Gathering Sales Leads With Value at your Tradeshow

trade show lead cardSo, what is the biggest problem with tradeshow leads? In my experience: Tradeshow leads are difficult to follow up effectively.

If you consider the impersonal nature of taking leads at a show, it only makes sense. Attendees are given a magnetic striped card that is scanned when they come to the tradeshow display. This automatically provides an exhibitor with basic information about the prospect - name, title, company, address, email, phone etc. Most lead retrieval units also provide an opportunity to categorize the lead - "hot lead, contact immediately" or "send information only." While this is an efficient means of collecting information at a tradeshow booth, it provides very little information to the salesperson who contacts the prospect after the show.

Your Leads are Human, not Barcodes - Custom Design your Tradeshow Lead Card

A much better way to assure effective follow-up is to design a lead card that asks a few targeted questions that will be important in post-tradeshow follow-up. When defining lead card questions, the best source of information is the people who will responsible for following up. Some ideas to consider:

  • What products are you most interested in?
  • Who are you currently purchasing this product from?
  • What problems do you have with your current supplier?
  • What could we do to earn your business?

Other helpful tips to keep in mind:

  • Keep the tradeshow lead card as short as possible and consider providing the prospects with a premium item as a reward for taking time to answer your questions.
  • Always swipe the attendee's badge so that you have their basic information for follow-up.
  • Energize your booth staff by offering a prize to the person who collects the most completed lead cards each day.

Try this at your next tradeshow booth and you will notice an immediate increase in results.

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