Support in-store demos and partner events

Plan each in-store demo or partner event with the store, prepare the signage, handouts, and staff talking points it needs, promote it through your channels and the partner's, and record what every event sold so you know which ones to repeat.

Key Takeaways

  1. An in-store demo or partner event works when the brand sends a complete kit ahead of time: a plan agreed with the store, materials staff can use without you there, and promotion that reaches the store's own customers.
  2. Kite confirms the details with your store or partner contact, writes the plan and the day's schedule, and keeps the deadlines for every upcoming event in one place.
  3. Kite designs the signage and handouts in your brand's colors and fonts, writes a one-page brief that teaches store staff what to say, and can order branded merchandise for the event.
  4. Kite promotes each event on your own website, social accounts, and email list, and it writes ready-to-post copy and images the partner can share with its audience.
  5. After the event, Kite gathers the sales figures, signups, and code redemptions, records what the event returned, and uses those results to decide which partners to support next time.
On this page

Why partner events need the brand to show up prepared

Retailers, stockists, and partners run events that feature your product all the time. A grocery store books a Saturday tasting. A bike shop hosts a demo night for your new lights. A reseller holds a customer day and wants your product on the table. These events put your product in front of buyers who are already standing in a store, which makes them some of the best sales opportunities a small brand gets.

The trouble is that the store runs the event, and you often aren't in the room. The staff member pouring samples may have learned about your product that morning. The sign is whatever someone wrote by hand. The store's customers never heard about the event because nobody gave the store anything to post. Each event feels like a one-off, so the brand shows up underprepared and learns nothing for next time.

Supporting these events well comes down to three things you prepare before the day:

  • a plan you've agreed with the store
  • materials that let store staff sell your product without you
  • promotion that reaches the people who shop there

Then you follow up so you know which events were worth it. That's a repeatable job, and the parts change only a little from one store to the next. It's well suited to an AI agent that can write, design, publish, and keep records across dozens of events.

Kite is an AI marketer. It researches your business, builds a growth strategy, and ships the work that brings you new customers. Here's how it supports the events your partners run.

How Kite supports in-store demos and partner events

Kite treats each partner event as a kit it assembles from what it already knows about your products, brand, and customers. When an event comes up, Kite confirms the details with the store, writes the plan, and works back from the event date to set deadlines for printing, shipping, and promotion.

Next, it prepares the materials. Kite designs the signs and handouts, writes a short brief for the store staff, and can order branded merchandise. Then it promotes the event in two places: your own channels, and the store's. The second matters more than most brands expect, because the people who walk into that store follow the store, not you.

After the event, Kite collects what happened and records it with the event. Over time, that record shows which stores and which kinds of events sell your product. Kite uses it to recommend where to put your effort next.

  1. Plan an in-store demo with the retailer
  2. What materials does a brand need for a retail sampling event?
  3. Help store staff sell your product at the event
  4. Promote the event through your channels and the partner's
  5. Follow up and record what each event returned

Plan an in-store demo with the retailer

A good in-store demo starts with a short list of questions answered by the store before anything gets designed. Kite drafts the email to your store or partner contact and asks for the details the rest of the work depends on:

  • the date, hours, and where in the store the table will be
  • who from the store will run it, and whether you're expected to send someone
  • which products and how much stock the store will have on hand
  • any price or promotion the store will honor that day
  • the store's rules on sampling, signage, and what it will post or send to its customers

If you don't have a contact yet, Kite can research the store and find the right person, such as the owner of an independent shop or the buyer at a regional chain. It sends the email from your Kite team address or a connected email product once you approve it.

With the answers in hand, Kite writes the plan. It lays out what ships when, who is responsible for each piece, and a schedule for the day itself. It also adds the event to a calendar it keeps for all your partner events, with the deadlines for each one. If a stockist lists its events on its website, Kite can keep a watch on that page and tell your team in Slack when a new date appears, so you hear about the event in time to support it.

What materials does a brand need for a retail sampling event?

A retail sampling event needs materials that do the selling when nobody from your company is there. Kite prepares the ones that come from your brand, in your colors and fonts:

  • A table sign. It names the product and states the one reason to try it, along with the price or the day's offer. Shoppers decide whether to stop in a couple of seconds, so the sign has to be readable from across the aisle.
  • A handout or product card. Shoppers take it home, so it carries the details the conversation can't: what the product is, where to buy it again, and an offer for their next purchase.
  • A shelf sign for the product's regular spot. It helps the shopper who tried a sample find the product after the event ends.
  • Ready-to-post social images. These are sized for the store's accounts and yours.

Kite creates these as image files you can send to a local printer or print yourself. You can give it photos of your product, and it uses them before generating anything new.

Branded merchandise can help too. Matching shirts make the store's demo staff look like part of your team, and stickers or tote bags give shoppers a reason to remember you. Kite uses its built-in Printify connection to design the products and place the order with your approval. Orders through Printify cost money, so Kite tells you what you're buying before it orders. Kite can't ship sample cups, napkins, or product stock, so the plan lists those items for your team to send.

For a deeper look at the merchandise side, see Create branded merchandise for a launch or event.

Help store staff sell your product at the event

Store staff sell your product best when they have a single page that tells them what to say. A store employee working your table won't read a forty-page brand book, and they shouldn't have to. Kite writes a one-page staff brief from what it knows about your products and customers. The brief covers:

  • what the product is, in one sentence a shopper would understand
  • the three points worth mentioning while someone tries it
  • answers to the questions shoppers usually ask, such as price, ingredients or materials, and how it compares to what's already on the shelf
  • the day's offer and how the shopper gets it
  • who to contact if the store runs out of stock or has a question

Kite fits the brief to the event. A tasting at a natural-foods store leads with ingredients and sourcing. A demo night at an outdoor shop leads with how the product performs. If you send your own person to run the table, Kite writes them a brief too, with the store's details and the plan for the day.

For partners who sell your product often, the brief can grow into a fuller set of talking points, email templates, and a checklist. Create a partner enablement kit covers that work.

Promote the event through your channels and the partner's

An in-store event fills up when the store's own customers hear about it, so Kite promotes each event through the store as well as through you. It writes a short announcement, a social post, and an image sized for the store's accounts, then sends them to your store contact ready to use. Most stores are glad to share an event when the post is already written.

On your side, Kite promotes the event wherever you already reach customers:

  • Your website. Kite can publish an event page on a site it hosts for you, with the store, date, and time, and the event details marked up so search engines can read them.
  • Your social accounts. Kite writes posts that tag the store and publishes them to your connected Instagram or Facebook Page once you approve.
  • Your email list. Kite writes an invitation for your subscribers and can send a reminder the day before. If you sell through Shopify, it can use the shipping addresses on your orders to find past customers who live near the store.

An offer gives people a reason to come and gives you a way to measure the event. If you sell online through Shopify, Kite can create a unique discount code for each store's event. The code goes on the handout, and every redemption traces back to that day.

Follow up and record what each event returned

Kite follows up within a couple of days of the event, while the store still remembers the details. It drafts a short thank-you to your store contact and asks for the figures only the store has, such as how many samples went out and how many units sold compared with a normal day.

Kite adds what it can measure itself. It counts the signups from the event page on a site it hosts, the redemptions of that store's discount code in Shopify, and the reach of the social posts. If people signed up at the event, Kite can send them a follow-up email, and a form on a Kite-hosted site can drop each signup into your Mailchimp audience with an event tag.

Then Kite records the event: the cost, what shipped, what the store reported, and what sold. One event tells you little. Twenty of them show which stores bring in customers, which offers worked, and which kinds of events weren't worth the shipping. Kite uses that history to recommend which partners deserve your next round of support and which ones only need a sign and a staff brief.

What you get

A plan for each event

The details confirmed with the store, a schedule that works back from the event date, a list of who sends what, and a run of the day.

A calendar of partner events

Every upcoming event with its printing, shipping, and promotion deadlines in one place.

Printable materials

A table sign, a handout, and a shelf sign in your brand's colors and fonts, ready to send to a printer.

A one-page staff brief

What the product is, what to say, and answers to the questions shoppers ask, written for the store employee running your table.

Promotion for both audiences

Ready-to-post copy and images for the store, plus posts, an event page, and email for your own customers.

An event record

What each event cost and returned, so you can compare stores and decide where to put the next round of effort.

How to get started

Tell Kite about the next event in plain language. You might say, "Green Valley Market is doing a tasting of our cold brew on November 15. Help us get ready," or "Our three biggest stockists each want to run a demo before the holidays."

Kite uses what it already knows about your products and brand to propose the plan, the materials, and the promotion. It drafts the email to your store contact first, so you can check the questions before anything goes out. Once the store replies, Kite builds the rest and shows you each piece before it ships.

You can start without connecting anything. Kite sends email from your team's Kite address, designs the materials itself, and orders merchandise through its built-in Printify connection. Connect Instagram, a Facebook Page, Mailchimp, or Shopify when you want Kite to post, email your list, or create discount codes in those accounts.

Kite asks before it sends an email, publishes a post, or places an order. You can approve with the Approve or Publish button or with a reply, in the Kite web app or in Slack. As you come to trust the work, you can let Kite handle more of it on its own.

Integrations used for in-store demos and partner events

Kite does most of this work with its own tools: it writes, designs, sends email from your team address, and orders merchandise through Printify. Connect the accounts below when you want Kite to promote events where your customers already follow you and to measure what each event sold.

Common questions

Does someone from my team need to be at the store?

No. Kite builds the kit so store staff can run the event on their own: the plan tells them what to set up, the brief tells them what to say, and the signs and handouts do part of the selling. Sending your own person still helps at a store that matters a lot to you, especially for a first event. In that case, Kite writes that person a brief with the store's details and the schedule for the day.

How far ahead should I start preparing for an in-store demo?

About a month ahead is comfortable. That leaves a week to confirm details with the store, time to print materials and produce merchandise, and two weeks for the store and your own channels to promote the event. Kite can still help with a demo that's a few days away by focusing on the brief, the sign, and a post for the store to share, since those take the least time.

Can Kite support events run by distributors or resellers, not only stores?

Yes. A reseller's customer day or a distributor's roadshow follows the same pattern as an in-store demo: agree on the plan with the partner, give their staff what they need to talk about your product, and promote the event to their audience. Kite adapts the materials, so a reseller event might get a one-page product sheet and email copy instead of a table sign. If your company hosts or attends the event itself, see Get pipeline from conferences and events.

How do I measure an event when the sales happen in someone else's store?

Combine what the store tells you with what you can track yourself. Ask the store for units sold that day compared with a normal day, then add the signups, discount-code redemptions, and social reach you can count on your side. Kite asks the store for its numbers in the thank-you email and puts both sets of results into the event record. Neither number is perfect alone, but together they show whether an event was worth repeating.

Questions this page answers

  • How do I support in-store demos and partner events with AI?
  • Can an AI marketing agent support in-store demos and partner events?
  • How do I plan an in-store product demo with a retailer?
  • What materials does a brand need for a retail sampling event?
  • How do I promote an event a partner or stockist is running for my product?
  • How do I help retail staff sell my product at an in-store event?

About the author

Devon Wells leads product marketing at Kite, the AI marketer. He spent a decade marketing industrial AI, from self-driving trucks to computer vision, but now Kite handles most of the work itself.

Tell me your goal and I’ll get to work.

Get started for free