The Ultimate ITSP Sales & Marketing Checklist for Attending Channel Events

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Group of three men talking at an industry event booth

Attending a channel conference can be a game-changer for IT service providers (ITSPs), especially smaller partners with limited resources. But without a solid plan, it’s easy to get overwhelmed or miss out on valuable opportunities. This guide is your go-to checklist for maximizing ROI, networking like a pro and making every moment count.

1. Define Your Business Goals

Before booking your ticket, ask:

  • - What do you want to achieve (i.e., new partnerships, education, vendor insights)?
  • - Does the agenda match your needs?
  • - Are there pre/post-event workshops worth attending?
  • - Will this help you grow revenue, reduce risk, or gain efficiency?
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>> Download the ITSP Events Checklist Now!

2. Choose the Right Conference

Start by identifying which events align with your business goals:

  • - Research Events: Use resources like the ChannelE2E Events List, Dave Seibert’s Industry Calendar, Channel Program and Tech Degenerates.
  • - Budget Wisely: Factor in travel, lodging, meals and registration.
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  • Look into:
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- Regional vs. national/international events
  • - Grants or reimbursements
  • - Vendor sponsorships
  • - Tax benefits and certifications
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Pro Tip: Don’t just follow the crowd—choose events that align with your growth areas and tech stack gaps.

3. Plan for Networking

Networking is the heart of any channel event:

  • - Know Who to Know: Identify key attendees, speakers and vendors.
  • - Be Present: Avoid multitasking—engage fully.
  • - Respect the Culture: Embrace co-opetition, seek mentorship and maintain professionalism.
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4. Travel Like a Pro

Hotels:

  • - Book early—room blocks fill fast!
  • - Stay close to the venue and near elevators for convenience.
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Flights:

  • - Choose direct flights when possible.
  • - Use loyalty programs and collect points.
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Survival Kit:

  • - Essentials include meds, snacks, water bottle, gum and a sewing kit.
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5. Maximize Your Time at the Conference

  • - Clear Your Calendar: Don’t try to work remotely during the event.
  • - Check-In Tips: Use colored lanyards and double-sided name tags and print the agenda on the back of your badge.
  • - Use the Event App: Plan sessions, connect with attendees and fill out surveys.
  • - Attend Sessions Strategically: Pick sessions in advance and have backups, sit based on your Q&A goals and bring business cards with space to write notes.

 

Vendor Pavilion:

  • - Spend time with each vendor.
  • - Build relationships and thank them—they help reduce your ticket cost.
  • - Manage swag smartly—ship it home if needed.
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Parties & After Hours:

  • - Attend official and after parties.
  • - Build deeper relationships—real business often happens at the bar.
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6. Post-Event Follow-Up

  • - Email contacts you met.
  • - Schedule internal debriefs and vendor follow-ups.
  • - Avoid “shiny object syndrome”—prioritize what truly matters.
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7. Vendor Prep Checklist

  • - Identify gaps in your stack and vendors that can fill them.
  • - Connect with vendor reps on LinkedIn before the event.
  • - Come prepared with vetting questions to make the most of your time.
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8. Mistakes to Avoid

  • - Don’t come back with 20+ unprioritized tasks.
  • - Don’t bring the wrong team members.
  • - Don’t attend without clear goals.
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Attending a channel event is more than just showing up—it’s about showing up prepared. With this checklist, ITSPs can turn every handshake, session and swag bag into a strategic advantage.

Save the Date for ChannelCon 2026
August 3-5 in San Diego
 

The GTIA Channel Development Advisory Council shares its expertise and experience to develop programs, tools and other IT channel resources.

Read the series:

>> An ITSP Owner’s Perspective: Maximizing Value & Measuring Return on Event

>> Booth Brilliance: Best Practices for Vendors to Stand Out at Events

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