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How to Plan for a Business Expo:

Exhibiting at a business expo can be a powerful opportunity to raise brand awareness, connect with potential clients, and build long-term business relationships. But all too often, companies invest in glossy stand designs and branded merchandise without a clear plan for engagement, lead capture, and follow-up—the things that generate ROI from the event.

If your expo strategy starts and ends with “stand there and hand out flyers,” you’re leaving a serious opportunity on the table. In this blog, we’ll cover how to prepare strategically for your next business expo, with a sharp focus on engaging with attendees and building a marketing database—the real prize of any trade event.

1. Start With the End in Mind

Before you even design your stand, get clear on your objective. Is it to:

  • Book sales appointments?

  • Launch a new product?

  • Increase awareness in a new market?

  • Build your email list?

The most profitable expos are those where teams know exactly what a successful outcome looks like and how they’ll measure it. Hint: The number of leads captured is one of the most valuable KPIs.

2. Avoid the Stand-Staffing Trap

One of the most common mistakes at expos is seeing staff talk to people they already know. It’s easy and comfortable, but it doesn't grow your business.

Train your team to actively engage with new people:

  • Use open body language.

  • Ask questions like, “What brings you to the expo today?” or “Are you looking for solutions in [your field]?”

  • Have a simple 30-second pitch ready that highlights the problem you solve.

Your stand should be a conversation starter, not a waiting room.

3. Capture Leads Like a Pro: Use Lead Boxes with QR Codes

Here’s where strategy meets technology.

Bring a Lead Box—a tablet or printed QR code that attendees can scan to “Register” their interest. When someone scans the QR code, they’re taken to a form where they enter their name, email, and maybe one qualifying question (e.g. "Are you looking to solve [problem] in the next 3 months?").

Once they submit the form, this should automatically trigger an autoresponder campaign:

  • Email 1: Immediate thank you for visiting the stand + a clear booking link to schedule a follow-up call or demo.

  • Email 2: Case study or testimonial relevant to their industry.

  • Email 3: Free guide or resource + another reminder to book.

  • Email 4: Final nudge with a “last chance to claim [offer]” hook.


Tools like Go High Level, Mailchimp, or HubSpot can automate this entire flow. The key is to make it easy for them to take the next step, not just collect a business card and hope for the best.

4. The Fortune Is in the Follow-Up

People often leave expos with a tote bag full of brochures they’ll never read. So if you don’t follow up, you’ll be forgotten by Monday morning.

That’s why your nurture campaign is critical. You’ve already paid for the stand, the travel, and the staff—why not maximise your return by turning interest into action?

Follow-ups should be:

  • Timely (start within 24 hours)

  • Personalised (reference the expo in subject lines: “Thanks for visiting us at [Expo Name]!”)

  • Action-oriented (make it easy to book or reply)

If someone shows strong interest, don’t wait for the automation—have your sales team call them personally within a day.

5. Measure and Debrief

After the expo, debrief with your team. Key questions to ask:

  • How many new leads did we register?

  • How many appointments were booked from those leads?

  • What follow-up emails had the highest engagement?

  • What conversations stood out?

  • What could we do better next time?

Document your learnings and improve your system for the next expo.

In Summary

A successful business expo isn’t about having the slickest stand—it’s about capturing attention, collecting data, and following up effectively.

The three pillars of a winning expo strategy:

  1. Engage with new people—not just familiar faces.

  2. Capture leads using QR code-driven Lead Boxes and forms.

  3. Follow up with a structured, automated email campaign and personal outreach.

Remember: The fortune is always in the follow-up. Make your next expo count by planning not just how you’ll show up, but how you’ll stay in touch.

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Steve Rees
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