Is the trade show checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for founders

Trade show checklist with every task dated from the day you start

Booth, materials, staffing, the pitch, the leads, the follow-up: a show in eight weeks.

4 sections
18 tasks
Opens as a list
Dated from day 1

Trade show

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Eight weeks out

Book the booth and confirm the datesDay 1High
Set the goal: meetings booked, not cardsDay 2
Booth design and build orderedDay 8
Who staffs it, which shiftsDay 11

Four weeks out

Brochures, demo, giveawayDay 29
Invite existing customers and prospects to the boothDay 31High
Lead capture form and the follow-up sequence writtenDay 36
Rehearse the two-minute pitchDay 41

The show

Set-up dayDay 56
Show dayDay 57Urgent
Show dayDay 58Urgent
Enter the day's leadsDay 57, 19:00High
Enter the day's leadsDay 58, 19:00High
Pack downDay 58, 18:00

Follow-up week

First message to every leadDay 59Urgent
Book the meetingsDay 61
Count: leads, meetings, cost per meetingDay 65
Decide: same show next year or notDay 66

About this template

A trade show is a lot of money for three days, and the money is made in the week after. This project plans the eight weeks before (the booth, the material, who staffs it), the days themselves, and a follow-up week that is protected in the calendar.

Tips from the template

Set the show dates first; everything else is dated backwards.
Every lead captured the same day, first message within 24 hours.
Judge the show by meetings booked, not cards collected.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Exhibit at a trade show and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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