Budget, managed.

Our trade show budgeting worksheet is a powerful and accurate way to outline and analyze exhibiting expenses, sales, and return on investment. Use this interactive spreadsheet to plan your spend and track your progress. Once the show is complete, this tool allows you to record sales performance and calculate your overall ROI.

This worksheet includes:

Trade Show Planning Checklist FAQ

How far in advance should you start planning a trade show?

Most exhibitors start serious planning 12 to 16 weeks before the show, especially if a custom exhibit is being built. Smaller booths or rental setups can move faster, but staffing, marketing, and shipping still need several weeks of lead time.

What should be included in a trade show checklist?

At minimum: budget approval, an exhibit design and fabrication timeline, a staffing plan, pre-show marketing, shipping and logistics, lead capture setup, and a day-of contingency plan.

How many staff should work a trade show booth?

This depends on booth size and expected foot traffic, but exhibitors commonly plan staffing around square footage, then add coverage for meal breaks and peak-traffic windows.

What's the difference between a pre-show and post-show checklist?

A pre-show checklist covers everything leading up to the event: planning, staffing, and marketing. A post-show checklist covers lead follow-up, ROI reporting, and debriefing with your team, which is a separate stage in the process.

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