ABOUT
The Acumatica Lunch & Learn Event Series
What is the Acumatica Lunch & Learn Event Series?
The Acumatica Lunch & Learn event series is a turnkey program designed to help accelerate pipeline velocity and increase revenue by moving your prospects to the next stage of the decision-making process.
This website is a one-stop platform providing you with the tools and resources needed to host regional prospects at a series of intimate events. The process you'll follow to execute a local Lunch & Learn has been built to remove variables, save time, and enable you to host multiple successful events.
Lunch & Learn Goals
Increase prospect leads and purchase propensity in your region
Demonstrate why Acumatica is the ideal solution for midmarket growth companies
Strengthen relationships to keep Acumatica top-of-mind when prospects are evaluating ERP solutions
Objectives
Provide you the opportunity to host 4-5 Lunch & Learn events with provided resources
Gather actionable metrics
Accelerate your pipeline velocity
Who Should Attend the Lunch & Learn?
Lunch & Learns are targeted for an audience of business decision makers (BDM) and financial decision makers (FDM).
ABOUT
The Acumatica Lunch & Learn Event Series
What is the Acumatica Lunch & Learn Event Series?
Objectives
Provide you the opportunity to host 4-5 Lunch & Learn events with provided resources
Gather actionable metrics
Accelerate your pipeline velocity
Who Should Attend the Lunch & Learn?
Lunch & Learns are targeted for an audience of business decision makers (BDM) and financial decision makers (FDM).
ABOUT
The Acumatica Lunch & Learn Virtual Event Series
What is the Acumatica Lunch & Learn Event Series?
The Acumatica Lunch & Learn event series is a turnkey program designed to help accelerate pipeline velocity and increase revenue by moving your prospects to the next stage of the decision-making process.
This website is a one-stop platform providing you with the tools and resources needed to host prospects through a series of virtual webinars. The process you'll follow to execute a Lunch & Learn has been built to remove variables, save you time, and enable your team to host multiple, successful events. Our Virtual extension of the L&L Program caters to a WFH customer!
Goals
Increase prospect leads and purchase propensity in your region
Demonstrate why Acumatica is the ideal solution for midmarket growth companies
Strengthen relationships to keep Acumatica top-of-mind when prospects are evaluating ERP solutions
Objectives
Provide you the opportunity to host 4-5 Lunch & Learn events with provided resources
Gather actionable metrics
Accelerate your pipeline velocity
Who Should Attend the Lunch & Learn?
Lunch & Learns are designed to meet the needs of Business Decision Makers (BDM) and Financial Decision Makers (FDM). They should be attended by prospective Acumatica customers who have preliminary or midlevel knowledge about the company and its products.
Lunch & Learn Virtual Hosting - F&B
Remote Lunch & Learn Events are possible with the help of Acumatica's catering partner, Grubhub, the nation’s leading takeout and delivery marketplace.
Grubhub (US only) provides a fast and easy way to order food online from local restaurants that deliver directly to your door; drivers can leave food with a doorman/receptionist, or you can meet the driver yourself. Attendees registered for an Acumatica Virtual Lunch & Learn will receive instructions for individual ordering which includes a $35 lunch credit (per attendee) to be used within a 24-hour timeframe. Acumatica will fund 100% of food and beverage expenses up to $35/attendee when utilizing Grubhub. For questions regarding Grubhub areas and customers outside of Canada, please see FAQs.
Lunch & Learn Virtual Hosting - Webcasting Platform
Using the Sign-Up Form below, you'll have the option to select if you want to use Ring Central or your own webcasting platform. The Acumatica Lunch & Learn Support Team will then reach out to you details directly to confirm your next steps.
HOST A LUNCH & LEARN
Sign-Up Form
R2 Video Demo 1
HOW TO
Host a Virtual Lunch & Learn
We created this platform as your one-stop shop for hosting a Lunch & Learn. Using this site as your guide, you'll navigate through four simple steps to host a successful Lunch & Learn with Acumatica.
TOOLKIT
Resources at your fingertips. Click each icon to open, save, and download.
HOST MATERIALS
Agenda
Guideline
Presentation
Deck
Updated
5-22-20
Event
Checklist
Updated
11-09-20
Presentation
Updated
5-22-20
Grubhub
Guide
Presentation
Construction Updated
5-22-20
Presentation
Construction
PDF Updated
5-22-20
OUTREACH
Email Templates
Ad
Banners
Templates
Construction
Social
Media
Logo:
Construction
Edition
Field Service
NEW! R2 ASSETS
2020 R2 Slides
R2 Video Demo 1
R2 Video Demo 2
VIDEO ASSETS
Click each video to expand and watch online
Demo with Configuration Example
Demo Video Example
These are examples for your live demo portion of the L&L. Download the Demo Script below and prep using the step-by-step instructions.
Best Practice Presentation – Jon Roskill, CEO
Acumatica 2020 Summit Video
Watch this video for an example of how to present during your L&L.
Click each attachment to download directly to your computer
Demo
Videos (2)
Demo
Script
Demo Data
Snapshot
Acumatica Summit 2020 Highlights Video
ADD'L DEMO LINKS FOR EDITIONS
Click each attachment; a new tab will open to play each video
DISTRIBUTION
Order to Invoice
MANUFACTURING
Webinar
Short Video
CONSTRUCTION
Project
Accounting
Demo
for VARs
COMMERCE
FIELD SERVICE
Webinar
PLANS CHANGED?
Cancel /
Reschedule Guide
VIRTUAL:
Cancel/
Reschedule Guide
POST-EVENT REMINDER
Set Up Your NEXT Acumatica Lunch & Learn
Repeat the Process Flow beginning with the Sign-Up Form.
FAQs
Onboarding
When I fill out the Sign-Up Form, what am I committing to as a host?
By filling out the Sign-Up Form for a Lunch & Learn, you are committing to executing the event you requested and recruiting for a successful event*.
*A successful Lunch & Learn is defined by an attendance of at least 10 customers/prospects.
What if I need assistance filling out the form?
If you need help with completing the form or just have questions, please email support@lunchandlearn.cloud
What is the Acumatica Lunch & Learn Event Series?
The Acumatica Lunch & Learn event series is a turnkey program designed to help accelerate pipeline velocity and increase revenue by moving your prospects to the next stage of the decision-making process.
Goals
- Increase prospect leads and purchase propensity in your region
- Demonstrate why Acumatica is the ideal solution for midmarket growth companies
- Strengthen relationships to keep Acumatica top-of-mind when prospects are evaluating ERP solutions
Objectives
- Provide you the opportunity to host 4-5 Lunch & Learn events with provided resources
- Gather actionable metrics
- Accelerate your pipeline velocity
Our company does not have a conference bridge technology. How can we host a Lunch & Learn?
You will need to download software that allows for video conferencing. Past partners have found the following platforms successful: Zoom; Microsoft Teams; GoToMeeting; and Cisco Webex.
Planning
Can Acumatica help with demand generation?
It is the responsibility for the host/Partner to generate the demand for Lunch & Learn events. However, feel free to reach out to your Acumatica Partner Account Manager (PAM) for any guidance.
What happens if not enough prospective customers register?
Based on the structure of the event/content, it is recommended that a minimum of 10 prospective customers attend the Lunch & Learn.
Are there additional training opportunities to help me prepare for the presentation and demo?
Yes you can go to LunchandLearn.cloud and in the Toolkit section, you will find all the resources you need to help prepare you for the demo including a video Best Practices from Acumatica's CEO Jon Roskill. If there are still questions after reviewing the resources, please email support@lunchandlearn.cloud and they will work with the Acumatica team to get your questions answered.
Who is the target audience?
Lunch & Learns are designed to meet the needs of Business Decision Makers (BDM) and Financial Decision Makers (FDM). These events are attended for prospective Acumatica customers who have preliminary or midlevel knowledge about the company and its products.
How will I know who has registered for my Lunch and Learn?
If Acumatica is managing registration, the main point of contact for your Lunch & Learn will receive a weekly Registration Report via email.
What if I need to postpone or cancel a Lunch & Learn: Virtual?
To postpone or cancel a Lunch & Learn you will need to do the following:
-
If you are utilizing your own conference bridge technology, you will need adjust the invite for the new date of the meeting.
-
It is your responsibility to communicate this new date to your attendees.
-
If you are utilizing your own conference bridge technology, you will need cancel the meeting invite.
-
It is your responsibility to communicate the cancellation to your attendees.
Event Day
Can one person execute a Lunch & Learn or should I have assistance?
The recommendation is to have at least two people on staff attend your event. One person to manage attendee registration and handle any last minute Grubhub needs and a second to run the presentation.
How will attendees order their lunch for delivery?
The day before the Lunch & Learn event, each registered attendee will receive an email from GrubHub (corporatesupport@grubhub.com). In that email, each attendee will be instructed to create a password in order to activate their account.
IMPORTANT: Pleaes reference the Grubhub Guide within the Toolkit for specific details - per the Event Checklist, it is your responsibility to send this guide to your attendees so they have instructions on how to order!
On the day of the event, they should order at minimum 1½ hours prior to the beginning of the event in order to ensure that their lunch will be there on time. No payment will be required – as long as they stick to the gift card amount – by the attendee in order to place their order.
Post Event
After the event is completed, what do I need to do?
The day of your Lunch & Learn, you will receive an updated registration list from support@lunchandlearn.cloud in Excel. It will be your responsibility as the host to monitor the conference bridge to see who has logged in and is attending.
Food and Beverage
How will attendees order their lunch for delivery?
The day before the Lunch & Learn: Virtual, each registered attendee will receive an email from GrubHub (corporatesupport@grubhub.com). In that email, each attendee will be instructed to create a Grubhub password in order to activate their credit. On the day of the event, they will need to order at minimum 1½ hours prior to the beginning of the event in order to ensure that their lunch will be there on time. No payment will be required by the attendee in order to place their order.
What if Grubhub does not deliver to the prospects attending my L&L?
You are welcome to organize local delivery/pick-up. Reach out to the Lunch & Learn Support Team at support@lunchandlearn.com to let them know you'll be arranging lunch service. In the same email, please share the name and email for the individual that will be arranging lunch.
The support team will add a message to your registration page that reads, "Acumatica has partnered with Grubuhb to offer attendees free lunch while attending! If you are outside of Grubhub's delivery zone, please reach out to your host (name) at (hostemail@email.com) no later than Day, Month XX, 2020."
Acumatica will reimburse you, up to $35/attendee. Here are the steps to submit expenses:
- Save the itemized receipt and signed credit card receipt.
- Email a copy of the detailed bill and the copy of the signed credit card receipt using the following instructions:
- To: erp.ap@acumatica.com
- Cc: support@lunchandlearn.cloud; eventcs@acumatica.com
- Subject: Reimbursement for < partner name <insert>> Lunch & Learn on < date <insert>></insert></insert>
Notes:
- If your Partner company is already in our accounts payable system, the reimbursement will be made within 30 days of receiving the email
- If your Partner company is not in our accounts payable system, you will be asked to provide a contact at your company that our accounting department can work with to get the appropriate documents filled out to complete this process
Support
Need additional support or have unanswered questions?
Email the Acumatica Lunch & Learn Support Team at: support@lunchandlearn.cloud