The just-completed NACS show was a great exercise in being prepared and having measurable results at the end of it. My client, Retalix, did all of the things you need to do to make sure that the staff is prepared and knows what’s going on before, during and at the conclusion of a show.

One of the critical pieces of preparing a booth staff for a show is the pre-show meetings, including the opening day standup meeting. Doug Fick, the VP of Sales for Retalix’ Convenience Store business segment, gave one of the best, most complete captain’s speeches I’ve ever heard. In his Sunday morning speech, Doug hit on the important things he wanted his staff to know:

• What to do when a client approaches.
• Who to refer prospects to in the booth.
• How to collect and qualify leads.
• Which key customers would be visiting the booth during the show, when to expect them and to whom to refer them.

Doug spelled all this out to the staff as they stood around him. It was conversational in tone, professional and imparted useful information to the team. What’s more, and beyond the staff training part of the show, Doug knows what to do with the leads and how to classify and distribute them at the show’s conclusion. On the last day of the show, Doug was able to tell me who the key players were who visited the booth, could target and quantify the potential business from the show and was moving on to changing leads into business after the show. To Retalix’ credit, they have a central customer/prospect database and use it to further classify, qualify and track the progress of a sale. I wish more people who use trade shows would use the tools that Doug and people like him use and implement to get the results that they truly want. The result of all this was a lead count and collection of gathered data that met the expectations of the sales team and executives and can be tracked. Read More...

I know I dwell on this, but let’s talk about leads. Gathering leads is one of the primary reasons we are at shows–we are there to itneract with suspects, prospects and clients and maybe find a few new ones in the process. So, let’s talk about one way to classify leads.

Whether you are collecting business cards or swiping mag-striped attendee badges, you need to pay attention to and classify (separate) your gathered leads. The most straight-forward way I’ve used over the years is to call them as you see them as they are collected. That is, instruct your staff to mark the lead sheets with one of these codes: Read More...

The single biggest challenge I have ever encountered with shows (on whatever scale) is how to collect leads and what to do with them after you’ve collected them. The problem seems to start with the simple act of collecting them. There are three steps:

1. Collecting them.
2. Processing them.
3. Taking action with them. Read More...

The show is about to start, so it’s time to gather the staff for a briefing before the attendees flood onto the show floor. At NACStech, we had a staff of about 12 for the 7 workstations. The meeting was led by the two main sales people for the business unit. We took 15 minutes to brief them on three key topics and take a quick tour of the booth:

1. How to take and record leads.
2. Booth etiquette, rules and expectations.
3. Customers and others to expect in the booth. Read More...

The real work begins when the show closes. Yes, the exhibit has to be torn down, packed and shipped back to wherever it is stored. But there are a number of things that must be attended to besides the crates and equipment:

Read More...