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CUSTOMER SUCCESS WEBINAR
NOVEMBER 1, 2013

TRADE SHOW ETIQUETTE 101
With Mike Davitt, Customer Success Specialist
BEFORE THE SHOW
60 Days
Before

4 Weeks
Before

4 Weeks
Before

3 Weeks
Before

2 Weeks
Before

• Order hardware if renting.
• Verify Internet connection.
• Create a Leading Reach campaign.
• Request badge scanning.
• Test Applications that you will be using.
BEFORE THE SHOW
TRAIN YOUR BOOTH STAFF
• 
• 
• 
• 
• 
• 

Familiarize staff with available Content.
Demonstrate how to enter a Participant.
Run through the Participant lifecycle.
Describe different Applications and their locations.
Enforce the use of Leading Reach.
Give specific goals for Participants entered.
CONTENT BEST PRACTICES
CONTENT TYPES

CONTENT FORMATS

¨ 

Product Overviews

¨ 

PDFs

¨ 

Datasheets

¨ 

Videos

¨ 

Website links

¨ 

Content related to
current events
(Meaningful Use, New
trends, etc.)

¨ 

¨ 

Infographics (or other
images)
Social Media links

OTHER CONTENT TIPS:
¨ 

¨ 

Use descriptive thumbnails to make
Content easily identifiable.
Create captivating and descriptive titles.
EMAIL TEMPLATES
BEST PRACTICE EXAMPLE
PATIENT
ENGAGEMENT
PLATFORM

REFERRAL
MANAGEMENT
SYSTEM

Hello Jessica,
Thanks for stopping by our booth at mHealth Summit! Please let me
know if you have any questions about the content you requested.
My best,
Erin Newman
PATIENT ENGAGEMENT PLATFORM OVERVIEW

HOW TO IMPROVE YOUR PATIENT ENGAGEMENT SCORE

WHAT IS A REFERRAL MANAGEMENT SYSTEM?

Leading Reach is a product of Sparksight, Inc.
7719 Wood Hollow Dr. Suite 100
Austin, TX 78731

PATIENT
SATISFACTION
SURVEYS

PLAIN EMAIL EXAMPLE
DURING THE SHOW
Guide participants through an experience
• Have sales teams and other booth staff talking and interacting with
Participants.
• This helps create a more memorable and personal experience for
Participants.

Pull in a crowd to play your Leading Reach Games
• Even if someone is just playing the game to get free stuff, you can
figure this out with preliminary questions.
• This is a great way to attract a high volume of leads which you can
then filter using Leading Reach reports.

Use unique URL or QR codes
• Direct Participants to your Applications using mobile devices.
• This allows leads to look at your apps easily while on the go or after the
show.
• Try our recommended QR code generator. http://www.qrstuff.com/
AFTER THE SHOW
CONTENT REPORT
• Track Requests, Views, and Downloads.
• See which pieces of Content are active.

PARTICIPANT REPORT
• Track all Participants entered.
• Measure a Participant’s total activity.

ACTIVITY REPORT
• Track total Application use.
• See total Content performance.

Another Tip:
Make sure notifications have been set up to the appropriate team
members after the show

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Trade Show Etiquette 101 by Leading Reach

  • 1. CUSTOMER SUCCESS WEBINAR NOVEMBER 1, 2013 TRADE SHOW ETIQUETTE 101 With Mike Davitt, Customer Success Specialist
  • 2. BEFORE THE SHOW 60 Days Before 4 Weeks Before 4 Weeks Before 3 Weeks Before 2 Weeks Before • Order hardware if renting. • Verify Internet connection. • Create a Leading Reach campaign. • Request badge scanning. • Test Applications that you will be using.
  • 3. BEFORE THE SHOW TRAIN YOUR BOOTH STAFF •  •  •  •  •  •  Familiarize staff with available Content. Demonstrate how to enter a Participant. Run through the Participant lifecycle. Describe different Applications and their locations. Enforce the use of Leading Reach. Give specific goals for Participants entered.
  • 4. CONTENT BEST PRACTICES CONTENT TYPES CONTENT FORMATS ¨  Product Overviews ¨  PDFs ¨  Datasheets ¨  Videos ¨  Website links ¨  Content related to current events (Meaningful Use, New trends, etc.) ¨  ¨  Infographics (or other images) Social Media links OTHER CONTENT TIPS: ¨  ¨  Use descriptive thumbnails to make Content easily identifiable. Create captivating and descriptive titles.
  • 5. EMAIL TEMPLATES BEST PRACTICE EXAMPLE PATIENT ENGAGEMENT PLATFORM REFERRAL MANAGEMENT SYSTEM Hello Jessica, Thanks for stopping by our booth at mHealth Summit! Please let me know if you have any questions about the content you requested. My best, Erin Newman PATIENT ENGAGEMENT PLATFORM OVERVIEW HOW TO IMPROVE YOUR PATIENT ENGAGEMENT SCORE WHAT IS A REFERRAL MANAGEMENT SYSTEM? Leading Reach is a product of Sparksight, Inc. 7719 Wood Hollow Dr. Suite 100 Austin, TX 78731 PATIENT SATISFACTION SURVEYS PLAIN EMAIL EXAMPLE
  • 6. DURING THE SHOW Guide participants through an experience • Have sales teams and other booth staff talking and interacting with Participants. • This helps create a more memorable and personal experience for Participants. Pull in a crowd to play your Leading Reach Games • Even if someone is just playing the game to get free stuff, you can figure this out with preliminary questions. • This is a great way to attract a high volume of leads which you can then filter using Leading Reach reports. Use unique URL or QR codes • Direct Participants to your Applications using mobile devices. • This allows leads to look at your apps easily while on the go or after the show. • Try our recommended QR code generator. http://www.qrstuff.com/
  • 7. AFTER THE SHOW CONTENT REPORT • Track Requests, Views, and Downloads. • See which pieces of Content are active. PARTICIPANT REPORT • Track all Participants entered. • Measure a Participant’s total activity. ACTIVITY REPORT • Track total Application use. • See total Content performance. Another Tip: Make sure notifications have been set up to the appropriate team members after the show