CMO · Playbook · Intermediate · Saves 35+ hours
Booth Design & Engagement Guide
A guide for designing booths and engagement strategies that generate conversations.
What's included
- Booth Design
- Design principles
- Size optimization
- Traffic flow
- Brand presentation
- Engagement Tactics
- Conversation starters
- Demo strategies
- Interactive elements
- Lead qualification
- Staffing
- Team selection
- Role assignments
- Shift management
- Training requirements
- Lead Capture
- Capture methods
- Qualification criteria
- Real-time handoff
- Post-event follow-up
Best used when
- Designing a new booth
- Improving booth performance
- Training booth staff
- Planning booth engagement strategy
Why this is Gold
Booths often sit empty or attract the wrong people. This guide creates booths that generate quality conversations.
The template
The Template
BOOTH DESIGN
Design Principles
| Principle | Implementation |
|---|---|
| Open & inviting | No barriers at entry, welcoming layout |
| Clear messaging | One main message visible from 20 feet |
| Demo-ready | Dedicated demo stations with screens |
| Conversation space | Areas for longer discussions |
| Lead capture | Technology ready, visible but not intrusive |
Booth Layout by Size
10x10 BOOTH LAYOUT:
┌─────────────────┐
│ BACKWALL │
│ [Messaging] │
├─────┬─────┬─────┤
│Demo │Table│Demo │
│ 1 │ │ 2 │
└─────┴─────┴─────┘
[Open Entry]
10x20 BOOTH LAYOUT:
┌─────────────────────────────────┐
│ BACKWALL [Messaging] │
├──────────┬──────────┬──────────┤
│ Meeting │ Demo │ Kiosk │
│ Area │ Stage │ │
├──────────┴──────────┴──────────┤
│ [Open Entry] │
└─────────────────────────────────┘
ENGAGEMENT TACTICS
Conversation Starters
BOOTH CONVERSATION FRAMEWORK
OPENING (not "Can I help you?"):
• "What brings you to [Event] this year?"
• "Have you seen [hot topic at event] session?"
• "Quick question—how are you handling [problem]?"
QUALIFYING:
• "What's your role at [Company]?"
• "What challenges are you trying to solve?"
• "What would success look like for you?"
DEMO BRIDGE:
• "Want me to show you how we handle that?"
• "We have a quick demo that shows exactly that."
• "Let me show you something that might help."
NEXT STEP:
• "Can I send you more information?"
• "Would a follow-up call be helpful?"
• "Let's set up time for a deeper dive."
Interactive Elements
| Element | Purpose | Cost |
|---|---|---|
| Live demo | Show product value | Medium |
| Assessment/quiz | Qualify, engage | Low |
| Charging station | Draw traffic | Low |
| Giveaway | Draw traffic (be careful) | Medium |
| Game/activity | Draw traffic, memorable | Medium-High |
STAFFING
Role Assignments
| Role | Count | Responsibility |
|---|---|---|
| Lead qualifier | 2-3 | Initial conversations, qualification |
| Demo specialist | 1-2 | Product demonstrations |
| Meeting taker | 1 | Scheduled executive meetings |
| Lead captain | 1 | Lead management, quality control |
Staff Training Checklist
BOOTH STAFF TRAINING
PRE-EVENT:
☐ Product/demo training
☐ Messaging alignment
☐ Qualification criteria
☐ Lead capture process
☐ Shift schedule
BOOTH BEHAVIOR:
☐ No eating at booth
☐ No phone scrolling
☐ Always standing/available
☐ Eye contact, smile
☐ 3-foot rule (approach anyone within 3 feet)
DO SAY:
• Open-ended questions
• Value-focused language
• Specific next steps
DON'T SAY:
• "Can I help you?"
• "Do you have any questions?"
• Immediately pitch product
LEAD CAPTURE
Lead Form Fields
| Field | Required | Why |
|---|---|---|
| Name | Yes | Follow-up |
| Yes | Follow-up | |
| Company | Yes | Qualification |
| Title | Yes | Qualification |
| Interest level | Yes | Prioritization |
| Notes | Encouraged | Context for follow-up |
| Next step | Yes | Action assignment |
Frequently asked questions
What is the Booth Design & Engagement Guide?
A guide for designing booths and engagement strategies that generate conversations.
Who is the Booth Design & Engagement Guide for?
It is built for CMOs and their teams working on Event Marketing. The AI coach adapts it to your company, stage, and goals.
How long does the Booth Design & Engagement Guide take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.
Is the Booth Design & Engagement Guide free?
Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Booth Design & Engagement Guide?
The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.