A turnkey program to accelerate your

pipeline velocity and increase your revenue

 

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

To host a Lunch & Learn, please fill out the information below. Your response will trigger the Lunch & Learn Support Team to begin outreach for securing venue logistics.

arrow&v

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.

Commit & Sign Up

1

 

Enter your personal

information, preferred hosting locations, and dates into the Sign-Up Form above.

Utilize Toolkit

2

 

Save and review the

Event Checklist; follow

this guide throughout the hosting process.

Host the Event

3

 

Prepare for your

role according to the

Event Checklist; show up ready for success! 

Follow-Up

4

 

Thank attendees,

and share any event feedback with Acumatica.

Prior to Signing up, if you have any questions, watch the below Lunch & Learn Onboarding Presentation.

The following presentation takes you through the 4-Step Process in detail. We'll review your commitment, responsibilities, how to use toolkit resources, and show you the logistic support in place to simplify your role as a host. **Please note: This video was created for our In-Person Lunch & Learn Series so some modifications have been made since.

Onboarding Video

Download Slides from Onboarding Video

TOOLKIT

Resources at your fingertips. Click each icon to open, save, and download.

HOST MATERIALS

Agenda

Guideline 

Presentation

Deck

Updated

5-22-20

Presentation

PDF

Updated

5-22-20

Event

Checklist

Grubhub

Guide

RingCentral

Instructions

Presentation

Construction Updated

5-22-20

Presentation

Construction 

PDF Updated

5-22-20

OUTREACH

Email Templates

Ad 

Banners

Email

Templates

Construction

Social

Media

Logo:

Construction

Edition

Field Service

 

VIDEO ASSETS

Click each video to expand and watch online

NEW! R2 ASSETS

Demo with Configuration

Best Practice Presentation – Jon Roskill, CEO 

Demo Video

Acumatica 2020 Summit Video

Click each attachment to download directly to your computer

Demo

Videos (2)

Demo

Script

Demo Data

Snapshot

Acumatica Summit 2020 Highlights Video

2020 R2 Slides

COMING SOON: R2 Demo Videos

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

Webinar

Short

Technical Dive

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.




I understand that Acumatica will fund 50% of the Lunch & Learn, how does this work?


The Acumatica Lunch & Learn Event Series is a standardized program. As such, Acumatica will fund 50% of food and beverage expenses according to the Lunch & Learn Funding Policy. Any costs outside of the policy are your responsibility. In order to ensure 50% food and beverage funding from Acumatica, the host/Partner must adhere to the below programming for each Lunch & Learn event.

Event Location: The Lunch & Learn must take place in an up-scale private dining area with full-service catering, video technology, and a capacity of a least 15. A Laundry’s primary restaurant is always approved. Secondary locations from Landry's Restaurant Group, and any other event space must be approved by Acumatica.

Event Time: Lunch & Learn events must take place during the early afternoon and are not designed/recommended to be longer than 2 ½ hours in length (includes lunch, presentation, and Q&A). The recommended time of day is 11:00AM – 1:30PM.

Communication: All outreach, follow-up, and tasks detailed in the Event Checklist must be completed. It is the responsibility of the host/Partner to drive demand for the event.

Standard Menu: To help host/Partner focus on recruitment and presentation content, we have organized menu guidelines with Landry's that are approved for 50% funding. Oceanaire Seafood Room, McCormick & Schmick’s, and Morton’s have set menus, while the remaining 3 Primary Host Locations have a standard 3-course guide with price limit. Hosts only have a few pre-selections to confirm! See Sample Menus in Toolkit for reference. The main banquet event order (BEO), as it pertains to the Lunch & Learn Funding Policy, will be split 50/50 between you and Acumatica.

Alcohol: Alcoholic drinks are not covered in the 50% funding. If a host/Partner chooses to add alcohol, it is 100% the responsibility of the host/Partner to pay for this addition. ​ In the event that a host/Partner add any food and/or beverage to the menu above and beyond the standard menu, the host/Partner must request a separate BEO with a "bill to" in the host’s name only. This includes alcohol, table snacks, menu enhancements, etc.




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




VIRTUAL: Our company does not have a conference bridge technology. Can we use Acumatica’s platform?


Yes, you can utilize Acumatica’s RingCentral platform. You will be asked your platform preference during the partner registration process.




VIRTUAL: Can we use our companies own conference bridge platform (GoToMeeting, Zoom, etc.) or do we need to use Acumatica’s RingCentral platform?


Yes, you can use your own conference bridge platform. You will be asked your platform preference during the partner registration process.





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 5 prospective customers attend the Lunch & Learn. Please be aware that all restaurants have a minimum food and beverage (F&B) spend and this will be determined based on market demand, location and room size. For example: if the minimum F&B is $1000, this is what the event will be required to pay even if the total bill is $600.




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.




VIRTUAL: How will I know who has registered for my Lunch and Learn?


The main point of contact at the host/Partner company will receive a weekly Registration Report via email. Make sure your Host, or whoever you want to receive Registration Reports, is registered as the host. To do this - follow the instructions on the Event Checklist. In addition, 3 days prior, 1-day prior, and the Day-of the event, the Host/designated person will receive a report. If you would like a report that is outside of this schedule, you can email support@lunchandlearn.cloud to request this. Please note that this will be emailed back to the requester within 24 hours of that request (Mon-Fri).




VIRTUAL: What if I need to postpone or cancel a Lunch & Learn: Virtual?


To postpone or cancel a Lunch & Learn: Virtual, you will need to do the following:

1. Postpone: Email support@lunchandlearn.cloud and provide them the new date.
  • If you are utilizing Acumatica’s RingCentral platform, please send an email to support@lunchandlearn.cloud so they can adjust registration with the new date.
  • 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.
2. Cancel: Email support@lunchandlearn.cloud and provide notification of the cancellation.
  • If you are utilizing Acumatica’s RingCentral platform, please send an email to support@lunchandlearn.cloud so we can close registration for the meeting.
  • 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

What happens if I need to reschedule the event for a different date?


If the host/partner needs to reschedule an event to a different day, it is their responsibility to work with the restaurant to arrange for this. Once the new dates are finalized, the host/partner needs to communicate with support@lunchandlearn.cloud according to the Cancel/Reschedule Guide found in Host Materials within the Toolkit. to make sure that the registration site is updated to reflect this change. Please be aware that:

  • Moving to a different date is 100% dependent on the availability of the restaurant
  • In some cases, restaurants will require that the event be rescheduled within a certain time period (ex. within 30 days).




Can one person onsite execute a Lunch & Learn or should I bring assistance?


The recommendation is to have at least two people onsite the day of the event. One person to check people in and another one to mingle/network with the attendees prior to the event.




What if attendees show up who did not register in advance?


If prospective customers show up that are not registered, yes they can attend. There are a couple things that need to take place for this:

  1. Prior to the event, the host/Partner will work with the restaurant to confirm the # of attendees. It is recommended to add two additional people to that # to cover this situation.
  2. The following information will need to be gathered from the individual:
    1. First name
    2. Contact phone #
    3. Company mailing address
    4. Job title
    5. Company
    6. Last name
    7. Company email address




What is the suggested dress code for a Lunch & Learn?


The suggested dress code to host a Lunch & Learn is smart business casual.




What if I need to cancel the event?


Events can be cancelled but please be aware of the cancellation refund policy noted below. Any fee incurred will be 100% the responsibility of the host/Partner and this fee not eligible for the 50% Acumatica fund.

Landry’s cancellation policy:

  • If cancelled 7 days or less prior to the event, there is no refund of the deposit
  • If canceled 60 days to 8 days prior to the event, 50% of the deposit is refunded
  • Date of signing to 61 days prior to the event, 75% of the deposit is refunded

Any non Landry’s location cancellation policy is on a per restaurant basis.




VIRTUAL: How will attendees order their lunch for delivery?


The day before the Lunch & Learn: Virtual 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. See the Grubhub Guide within the Toolkit for specific details.

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 by the attendee in order to place their order.





Post Event

After the event is completed, what do I need to do?


There are a few items that need to be completed:

  1. Prior to leaving the restaurant, meet with your venue representatiave to confirm the final bill for accuracy.
  2. If you have added any alcohol or additional food/beverages to a separate BEO, this will need to be settled up with the restaurant prior to leaving. Please note that alcohol is not part of the standard menu and is not eligible for reimbursement from Acumatica.
  3. The day prior to the Lunch & Learn, you will receive an updated Registration Report in from support@lunchandlearn.cloud in Excel. Once the event is completed, use the same Excel spreadsheet to communicate the list of checked-in attendees to support@lunchandlearn.cloud within 24 hours of the completion of the event.




What is the 50% reimbursement process for Lunch & Learns that are not executed at a Landry’s primary or secondary location?


Here are the steps:

  1. Prior to leaving the restaurant, meet with venue rep. to confirm the final bill for accuracy.
  2. Obtain a detailed copy of the bill including all the items that were served.
  3. The host/Partner will need to settle-up with the restaurant to pay for the entire bill. Please retain a copy of the signed credit card receipt.
  4. Attach copies of the detailed bill & a copy of the signed credit card receipt and email:
    • To: erp.ap@acumatica.com
    • Cc: support@lunchandlearn.cloud; eventcs@acumatica.com
  5. The email subject line should read: Reimbursement for < > Lunch & Learn on < >

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 AP system, you'll be asked to provide a company contact that our accounting dept. can work with to get the appropriate documents filed.




VIRTUAL: 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. Once the event is completed, use the same Excel spreadsheet to communicate the list of checked-in attendees and email to support@lunchandlearn.cloud within 24 hours of the completion of the event.





Food and Beverage

Can I pick my own restaurant?


If there are Landry’s primary or secondary locations in the city where you requested, then you must use one of these.

If in your requested city there are multiple Landry’s primary or secondary locations available on your requested date(s), you can select the location you want to use.

If there are no Landry’s primary or secondary locations in your requested city, you will work with the Support Team on recommendations for a restaurant to use.




Can I change or modify the menu?


For simplified planning and budgeting, there are standardized menus/guidelines that need to be followed. However, if there are specific dietary needs required for an individual, the location will work with you to accommodate this request.




Are there specific locations for hosting Lunch & Learns?


Acumatica has partnered with Landry Restaurant Group to contract consistent, high-quality locations in the city/town of your preference. We have identified Primary locations based on criteria consistent with menu selection, private dining areas, and available technology. Secondary locations will be provided by Landry’s Restaurant Group as it pertains to requests submitted.

Upon completion of your Lunch & Learn request, the Support Team will share your information with Landry’s who will provide location options and contracting details directly with you. For simplified planning and budgeting, there is a standardized menu per location and market.

For those cities where there are no Landry’s primary or secondary locations, the support team will reach out to the host/Partner for recommendations of restaurants that have private dining areas, and available technology. The Support Team will reach out to the restaurants to check for availability and confirm that the venue has the needed AV equipment. Once the Support Team has shared event details with the restaurant, they will have the restaurant create appropriate contracts and have them emailed to the host/Partner.

Critical step: It will be the responsibility of the host/Partner to:

  • Sign the contract

  • Return this to the restaurant

Provide the restaurant a credit card that will be used for the deposit and the final bill.




What is my responsibility with the restaurant?


Your role with the venue will be to meet the venue representative, execute the contract, check-in as needed, report final headcount, pay your portion of the bill, and manage the on-site event.




VIRTUAL: 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.




VIRTUAL: 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:

  1. Save the itemized receipt and signed credit card receipt.
  2. 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