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 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.

NEW

VIRTUAL EXPERIENCE

Take your Lunch & Learn virtual! We created a virtual extension to the Lunch & Learn event series that caters to a WFH customer. Below you'll find additional resources, including a Lunch & Learn virtual checklist, to host your event online.

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 Hosting Locations

Acumatica has partnered with Landry Restaurant Group (US only) to contract consistent, high-quality locations in the city/town of your preference. We have identified Primary Host 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.

 

 

 

 

You will enter your preferred host cities and dates on the Sign-Up Form below. The Acumatica Lunch & Learn Support Team will then share your information with Landry’s who will provide location options and contracting details directly with you. 

 

For simplified planning and budgeting, Lunch & Learn events have a standardized menu per location and market. 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.

Primary Host Locations

LUNCH & LEARN: VIRTUAL

Remote Lunch & Learns 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 joining an Acumatica Virtual Lunch & Learn will receive instructions for individual ordering which includes a $35 lunch credit (per attendee) to be used within a specific timeframe.

Funding

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.

Lunch & Learn Funding Policy:

In order to ensure 50% food and beverage funding from Acumatica, hosts 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.

  • Event Time. Lunch & Learn events must take place during the early afternoon, are no longer than 2.5 hours in length and serve the lunch menu.

  • Communication. All outreach, follow-up, and tasks detailed in the Event Checklist must be completed. It is your responsibility to market the event and get prospects to show up for the provided meal.

  • Standard Menu. To help hosts 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 preselections to confirm! See Sample Menus in Toolkit for reference.

  • Alcohol. Alcoholic drinks are not covered. If a host chooses to add drinks, the host is responsible for 100% of beer & alcohol.*

*IMPORTANT: In the event that you ADD any food and beverage to the menu, you must request a separate banquet event order (BEO) with a "bill to" in your name only. Additions include alcohol, table snacks, menu enhancements, etc. The main BEO, as it pertains to the Lunch & Learn Funding Policy, will be split 50/50 between you and Acumatica.

LUNCH & LEARN: VIRTUAL

If you are hosting an Acumatica Virtual Lunch & Learn, Acumatica will fund 100% of food and beverage expenses up to $35 per attendee when utilizing GrubHub  – the established partner for virtual catering.

 

HOW TO

Host a 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 below.

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,

settle up with accounting,

and share event feedback with Acumatica.

Prior to Signing up, please watch the 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. 

Onboarding Video

Download Slides from Onboarding Video

TOOLKIT

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

HOST MATERIALS

Event

Checklist

Agenda

Guideline 

includes VIRTUAL

Presentation

Deck Updated 5-22-20

Presentation

PDF Updated 5-22-20

Food/Bev

Overview

Name

Badges

Registration

Sign

OUTREACH

Email Templates

VIRTUAL:

Email Templates

Ad 

Banners

Social

Media

Field Service

 

VIRTUAL:

Event

Checklist

VIRTUAL:

Grubhub

Guide

Presentation

Deck:

Construction Updated 5-22-20

Presentation

PDF:

Construction 

Updated 5-22-20

Logo:

Construction

Edition

VIRTUAL:

RingCentral

Instructions

Email

Templates: Construction

VIRTUAL

Email

Templates: Construction

VIDEO ASSETS

Click each video to expand and watch online

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

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.

 

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.

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Support

Need additional support or have unanswered questions?

Email the Acumatica Lunch & Learn Support Team at: support@lunchandlearn.cloud