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.

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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

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.

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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. 

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• 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.*

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*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.

Demo

Videos (2)

Demo

Script

Demo Data

Snapshot

Acumatica Summit 2020 Highlights Video

Webinar

Short

Technical Dive

POST-EVENT REMINDER

Set Up Your NEXT Acumatica Lunch & Learn

Repeat the Process Flow beginning with the Sign-Up Form.