The effect Trade Day had on my business, the way this initial onboarding event sets the expectations and tone for the whole project, cannot be overstated. But, take it from me, there are certain dos and don’ts that you need to take into account for it to be a real success.

When done right, Trade Day can be your secret weapon, but when done wrong, it can have far-reaching consequences. I share a lesson I learned the hard way about a time where my lack of organization on Trade Day led to a result that negatively influenced the rest of the project. Learn from my mistakes and listen to this list of Best Practices that will show you how to set up a successful Trade Day, how that will instill confidence in you, your clients, and your trades, and why it is a way to showcase your entire process. You are the leader of this team and so take the opportunity of Trade Day to set your project up for success to reassure everyone that they are safe in your capable, professional hands.

 

episode highlights

  1. The story of a Trade Day disaster that changed how I run projects

  2. Why Trade Day is more than just logistics—it’s about leadership

  3. 5 essential best practices for planning and executing a successful Trade Day

  4. How to coordinate trades without chaos (hint: it starts before you ever show up)

  5. Tools, templates, and systems that help you look like a total pro

  6. How to use Trade Day to build trust, set expectations, and reinforce your process

Episode Resources