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Template · Marketing
Conference booth prep

The booth doesn’t convert at the booth.

It converts on Tuesday morning when the show is over, your voice is gone, the swag tubs are in a hotel storage room, and someone on the team finally exports the lead list. Whether that export turns into pipeline or into a ghost depends almost entirely on what happens in the next 48 hours — which is the part most teams haven’t planned for, because they spent the last six weeks arguing about the backdrop.

Use drops these 8 tasks into your active workspace. Remix mints a fresh workspace seeded with them — your personal copy to edit.

The list
8 tasks
To do· 7
  • Booth signage — print 4 weeks out
    Highassets
  • Demo flow — 90-second hook + 3-min deep-dive
    Highdemo
  • Order swag — stickers, tees, one premium item
    Mediumswag
  • Lead capture flow — QR + CRM tag
    Highleads
  • Schedule booth shifts — 2 people, never solo
    Mediumstaffing
  • Travel + hotel for the team
    Mediumtravel
  • Post-show follow-up — within 48h
    Highfollow-up
In progress· 1
  • Confirm booth size + electrical + Wi-Fi
    High· Todaylogistics

Where booth budgets actually leak

Not at the swag table. The expensive parts — the ten-by-ten, the printed backdrop, the premium giveaway, the team flights — are the cheap insurance. They get you taken seriously enough that a CRO will stop walking. The leak is downstream. The QR code goes to a generic homepage instead of a tagged landing page, so the CRM can’t tell a booth scan from a cold visitor. The lead list sits in someone’s laptop until the following Monday because nobody owned the export. The first follow-up email goes out a week later with “great meeting you at the show” to people who met four hundred vendors and remember none of them. The deals that were warm at the booth are room-temperature by Friday and cold by the next week.

What’s in this template

Eight tasks in the order they actually need to happen. Confirm booth size, electrical, and Wi-Fi pinned P1 today, because the show services deadline is the one nobody warns you about. Signage to the printer four weeks out — three is too tight, two is a rush fee. Demo flow rehearsed as a 90-second hook plus a 3-minute deep-dive, not a 15-minute slide tour. Swag ordered as stickers, tees, and one premium item — three tiers so you can match the giveaway to the lead. Lead capture flow with a QR routed through a tagged URL into the CRM, P1, because anything else is a spreadsheet you’ll regret. Booth shifts scheduled in pairs — never solo, because solo means bathroom breaks become missed conversations. Travel and hotel locked for the team. And post-show follow-up within 48 hours, P1, owned by name before anyone gets on the plane.

Why a workspace, not a shared doc

A booth is run by a PMM, a designer doing signage, a founder doing the demo, a sales rep working leads, sometimes an events contractor, sometimes a DevRel hire flying in from another city. Five to seven people who all need the same list and need to update their piece in the airport, on the floor, and on the flight back. Tasks is $9.95 per workspace, flat — not per seat — so the contractor for the show and the rep who only joins for the follow-up don’t cost extra, and next quarter’s SaaStr lives in the same workspace as this one. Solo founder or indie booth fits the free tier. Either way the eight tasks land in your active workspace in 30 seconds, with priorities and tags already set.

Plain English

Apply the template, assign the 48-hour follow-up before you book the flights, and the booth starts paying for itself the week after the show instead of the quarter after.

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