Booth day-of checklist

Why this checklist

Here is my day-of booth checklist you can use at any event. Each item includes what to do and why it matters. Print it and hand it to whoever opens the booth.

Setup essentials

• Arrive early with the booth map and onsite contact saved, so setup stays calm.
• Bring power strips with surge protection and extension cords, so limited outlets do not slow you.
• Pack gaffer tape or cord covers, so cables stay safe and tidy on the floor.
• Carry a charged power bank and spare chargers, so tablets and phones never die mid demo.
• Test venue Wi-Fi and your hotspot, so forms and demos work even if one fails.
• Place a clear sign with your offer and a QR code, so passersby know why to stop.
• Lay out a simple one page handout, so people leave with the key points.
• Stock a small kit with pens, markers, scissors, zip ties and wipes, so fixes are fast.

Lead capture and follow up

• Use a short lead form on a phone or tablet, so you capture clean info quickly.
• Keep paper forms on clipboards as backup, so you keep working if tech fails.
• Include clear email and text consent checkboxes, so follow up respects privacy; confirm specifics with your attorney or compliance advisor.
• Ask before scanning badges, so you do not surprise people or break event rules.
• Add a notes field for context, so you remember the topic and promised next step.
• Capture business cards with a quick photo or drop box, so nothing gets lost.
• Send a same day thank you to warm leads, so your name stays front and center.
• For texting, only message contacts who agreed and include opt out info, so your texts stay welcome.

I can help you plan and run this with Marketing > Plans, Marketing > CRM, Marketing > Email Marketing, Marketing > Social Media Marketing and Marketing > Text Alerts. If you want a simple system to collect and organize event leads, I can set up AppWT CRM to fit your process.