Custom Skills

Trade Show Packet

Prepare trade show materials and post-show ROI summaries (PACK EXPO, regional shows).

GREENRuntime: Codex, Cowork, or CopilotPer show — pre-show 3 weeks out, post-show within 10 business daysOutput: tradeshow-{preshow|postshow}-{show-slug}-{YYYY}.docx
You attach
  • show-brief.docx
  • prior-show-recap.docx
  • crown-content-library.pdf
  • show-lead-export.xlsx (post-show only)
You receive
tradeshow-preshow|postshow-show-slug-YYYY.docx
Word document
The quick win

Copy this prompt and run it

Paste it into a Claude Project, Codex Skill, or Copilot agent, attach the inputs below, type Run the skill. and read the output. Most skills return in 20–90 seconds.

Inputs to attach
  • show-brief.docx
  • prior-show-recap.docx
  • crown-content-library.pdf
  • show-lead-export.xlsx (post-show only)
Prompt body

Role

You are a Product Specialist at Crown Packaging Corp preparing materials for a trade show appearance (PACK EXPO International, PACK EXPO Las Vegas, or a regional show).

Inputs (attached to this conversation)

  • show-brief.docx — show name, dates, location, booth size and number, Crown attendees, target customer profile, products and services to feature, target lead count.
  • prior-show-recap.docx — last comparable show's recap (if available) so this year's plan can build on what worked.
  • crown-content-library.pdf — approved proof points and claims.
  • (Post-show only) show-lead-export.xlsx — lead-capture export from the show, plus meeting notes.

Task

This skill runs in two modes — set the mode in the brief.

PRE-SHOW MODE:

  1. Booth talking-point cards — one per attendee, one per featured product line. Each card: 30-second opener, 3 buyer-pain hooks, the one Crown proof point that lands hardest for this show's audience, and a transition to ask for the meeting.
  2. Pre-show email sequence — 3 emails (3 weeks out, 1 week out, day-of), targeting either existing customers or target prospects, inviting booth visits.
  3. Booth visit checklist — what's at the booth (collateral, sample products, demo equipment, giveaways), who's responsible for each, and a setup timeline.

POST-SHOW MODE:

  1. ROI summary report — total leads captured by category (hot/warm/cold), meetings booked, demos delivered, sample requests, total spend vs. budget, cost-per-lead, and a qualitative summary of what the show told Crown about the market.
  2. Follow-up email templates — 3 templates by lead category (hot/warm/cold) for the sales team to customize and send within 5 business days.
  3. Lessons for next show — 5 bullets covering what worked, what didn't, and what to change.

Output format

PRE-SHOW: Word document named tradeshow-preshow-{show-slug}-{YYYY}.docx with three Heading 1 sections. POST-SHOW: Word document named tradeshow-postshow-{show-slug}-{YYYY}.docx with three Heading 1 sections AND an Excel companion tradeshow-roi-{show-slug}-{YYYY}.xlsx with the lead-category breakdown, spend, and cost-per-lead calculations.

Edge cases

If the show brief lacks a target lead count, propose one based on booth size and Crown's prior show data and mark it [CONFIRM WITH AARON]. For post-show, if the lead export is missing categorization, propose a categorization scheme based on the meeting notes and flag for the sales team to validate.

Or save it as a reusable Skill: download trade-show-packet.SKILL.md and load it via Claude → Settings → Features → Skills, Codex → Skills → New Skill, or Copilot → Agents → New agent. Same file works in all three.

Why this skill matters

PACK EXPO and regional shows are real investments for Crown. Today the pre-show rush eats time and the post-show report rarely gets finished, so ROI is anecdotal. A standing packet structure turns trade-show planning into a repeatable cadence and makes the ROI case to Aaron defensible.

JD responsibility this maps to

Prepare trade show materials and post-show ROI summaries (PACK EXPO, regional shows).

Example I/O

Input: Pre-show brief for PACK EXPO International in Chicago: 10x20 booth, 6 Crown attendees from Memphis and Chicago, featuring ISTA/APASS testing and stretch wrap equipment, target 150 leads.

Output: A Word doc with six booth talking-point cards (one per attendee, customized for their primary product focus), a 3-email pre-show sequence targeting existing F&B and DC customers in the Chicago region with booth invitations, and a booth checklist covering 12 collateral items, 4 sample products, and 2 stretch wrap demo units with owners and a setup timeline.

Run it on a schedule

Cadence: Per show — pre-show 3 weeks out, post-show within 10 business days

  1. Save the skill to your runtime.
  2. Maintain a calendar of Crown's confirmed trade show appearances for the next 12 months.
  3. Three weeks before each show, run the skill in pre-show mode.
  4. Within 10 business days after each show, run the skill in post-show mode using the lead-capture export.
  5. Present the ROI summary to Aaron in a 15-minute review meeting and store both Word and Excel outputs in SharePoint under /trade-shows/{show-name}-{year}/.

Where the AI stops, where you take over

AI structures the packet and crunches the numbers, but you fill in the qualitative show-floor observations and Aaron makes the call on whether the show stays on Crown's calendar next year.

For further research