Event marketing workflow for Tallyfy

Plan trade shows without missing critical deadlines

Trade shows require coordinating dozens of moving parts across weeks of preparation. This template connects strategy, booth reservations, vendor contracts, staff training, and logistics so nothing falls through the cracks before show day.

9 steps
2 automations

Run this workflow in Tallyfy with people, AI, and conditions

Trade Show & Conference Planning Workflow Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Define trade show strategy and event goals

TM
Team member
Status: Active

2. Reserve exhibit booth space and complete registration

Claude
AI agent
Status: Waiting

3. Select event vendors and negotiate contracts

TM
Team member
Status: Conditional

4. Finalize booth design and marketing materials

Claude
AI agent
+ 5 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Define trade show strategy and event goals

7 days from previous step
task
Start by identifying which trade shows and conferences line up with your business goals. Set measurable targets for lead generation, brand awareness, and event ROI so you'll know if you succeeded. Define your budget and any approval requirements upfront. Put together an initial event calendar for the planning period, and review the audience demographics and which competitors will also be there.
2

Reserve exhibit booth space and complete registration

14 days from previous step
task
Submit your booth registration before early-bird deadlines - you'll save on costs by acting early. Pick your booth location with foot traffic and competitor proximity in mind. Confirm power, internet, and display requirements with the venue. Process payment and get your exhibitor credentials and floor plan access sorted.
3

Select event vendors and negotiate contracts

21 days from previous step
task
Request quotes from booth builders, AV equipment providers, and promotional item suppliers. Compare proposals on cost, quality, and delivery timelines to find your best fit. Negotiate contracts and payment terms with your chosen vendors. Make sure delivery dates line up with your event setup schedule before you sign anything.
4

Finalize booth design and marketing materials

28 days from previous step
task
Approve the final booth graphics, banners, and display layout. Wrap up production of printed materials and promotional giveaways. Test your product demos, presentations, and interactive displays to make sure everything works. Write up detailed booth setup instructions for your team, and verify all branded materials meet your quality standards before shipping.
5

Assign booth staff and conduct product training

35 days from previous step
task
Assign booth shifts and responsibilities to each team member. Train your staff on product messaging, demo scripts, and lead capture techniques so they're ready to go. Prepare talking points, FAQs, and objection handling guides they can reference on the floor. Schedule a pre-event team briefing, and distribute contact lists, schedules, and emergency procedures to everyone.
6

Ship booth materials and confirm travel logistics

38 days from previous step
task
Schedule shipment of booth materials, displays, and promotional items to the venue. Confirm hotel reservations and flight bookings for everyone attending. Keep an eye on shipping tracking and coordinate delivery confirmation with the venue directly. Put together contingency plans for delayed deliveries just in case. Create a day-of contact sheet covering venue staff and vendors.
7

Set up exhibit booth and complete final walkthrough

42 days from previous step
task
Arrive at the venue during your designated setup window. Verify all shipped materials arrived and are in good condition - don't skip this step. Test electrical outlets, internet connectivity, and AV equipment while you still have time to fix issues. Complete the booth arrangement following your design specs. Do a final walkthrough with the team before the show floor opens.
8

Execute trade show and capture qualified leads

45 days from previous step
task
Staff the booth according to your shift schedule throughout the event days. Engage attendees with product demos and real conversations - not just scripted pitches. Collect contact information and detailed notes on qualified leads while impressions are fresh. Track daily metrics and adjust your engagement approach as you go. Wrap up by coordinating booth teardown and arranging return shipping for all materials.
9

Follow up with leads and analyze event ROI

52 days from previous step
task
Send personalized follow-up emails to all leads within 48 hours of the event closing - timing matters here. Run a team debrief to identify what went well and what you'd do differently. Import all leads into your CRM with proper tagging and scoring. Calculate cost per lead and projected ROI based on lead quality. Document your lessons learned so future trade show planning is easier.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe
1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2

Run

People + AI working together
4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3

Track and improve

Audit and learn
7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.

Ready to use this template?

Sign up free and start running this process in minutes.