A turnkey program to accelerate your
pipeline velocity and increase your revenue
pipeline velocity and increase your revenue
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.
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 logistics.
Lunch & Learn Support Team to begin outreach for securing logistics.
First Name *
Last Name *
Email *
Company *
Company Address *
Company City *
State *
Country *
Postal Code *
Country *
Date *
Start Time *
Time Zone *
How many attendees do you anticipate? Reminder: A successful Lunch & Learn is 10+ business decision makers (BDM) and/or financial decision makers (FDM).
I'd like for Acumatica to set up our registration on Cvent. I understand I'll receive reporting as outlined in the Event Checklist.
My own platform (GoToWebinar, Teams, Webex, Zoom, etc). I understand I'll be responsible for sharing Registration Reports with the Lunch & Learn Support Team as outlined in the Event Checklist.
I'm not sure yet – and/or – I have questions.
Please enter the Host's event details.
Postal Code *
Expected Attendees *
|
|
|
|||||
To ensure this is a valid request and not an automated SPAM reply, please provide your answer to the simple math question below:
|
|||||||
| Check to state you have read and agree to our Terms & conditions * | |||||||
 processing
|
|||||||
| submitting form data..... |
 |
| 1 |
| Commit & Sign Up |
 |
| Enter your personal information and hosting logistics into the Sign-Up Form above. |
| 2 |
| Utilize Toolkit |
 |
| Save and review the Event Checklist; follow this guide throughout the hosting process. |
| 3 |
| Host the Event |
 |
| Prepare for your role according to the Event Checklist; show up ready for success! |
| 4 |
| Follow-Up |
 |
| Thank attendees, send final attendee list, and share any event feedback with the support team. |
 | |  | | | | | ||||||||
| Event Checklist | Agenda Guideline | Presentation Deck Updated 5-22-20 | Presentation Updated 5-22-20 | Grubhub Guide | Presentation Construction Updated 5-22-20 | Presentation Construction PDF Updated 5-22-20 |
 | | | | | | |||||||
| Email Templates | Email Templates Construction | Ad Banners | Social Media | Logo: Construction Edition | Promote your L&L with Marketing Automation Platform |
HOST MATERIALS
OUTREACH
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
Demo Video
Best Practice Presentation – Jon Roskill, CEO
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 |
| FIELD SERVICE |
|
| Webinar |
| MANUFACTURING | |||
| |||
|
| CONSTRUCTION | |||
| |||
|
| COMMERCE | |||
| |||
|
| | |||
| Cancel / Reschedule Guide | VIRTUAL: Cancel/ Reschedule Guide |
PLANS CHANGED?
POST-EVENT REMINDER
Set Up Your NEXT Acumatica Lunch & Learn
Repeat the Process Flow beginning with the Sign-Up Form.
Onboarding
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.
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 |
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
Planning
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.
IMPORTANT: Make sure your Host, or whoever you appoint as the main contact to receive Registration Reports, is registered as the host. To do this, follow the instructions on the Event Checklist! If you do not have a host registered, you will NOT receive weekly Registration Reports.
In addition – 3 days prior, 1-day prior, and the Day-of the event – the "Host" will receive a Registration Report.
If you would like a Registration Report 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 24-48 hours of that request (Mon-Fri).
If you are managing your own registration, it is your responsibility to manage your guest count. You are also repsonsible for keeping the Lunch & Learn Support Team up to date by sending a copy of the report weekly.
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:
1. Postpone: Email support@lunchandlearn.cloud and provide them the new date.
| • | If you are utilizing your own conference bridge technology, you will need to 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 your own conference bridge technology, you will need cancel the meeting invite. |
| • | It is your responsibility to communicate the cancellation to your attendees. |
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.
Can Acumatica help with demand generation?
It is the responsibility for the host/Partner to generate the demand for Lunch & Learn events. However, we can share some recommendations that helped over 100 partners run a successful Lunch & Learn events with Acumatica:
| 1. | Think about your messaging. There are many online events that are taking place every day, and your prospects receive dozens of invitations. You need to catch their attention. You might try to build it around a specific vertical/industry you are working with. Another good idea would be to ask your happy Acumatica customers to co-present with you – prospects like to hear from companies from the same space. |
| 2. | You need to think about the quality of your database. How many names do you have in the distribution list? How “cold” are they? Typically for Lunch & Learn events we recommend inviting prospects in mid to end of the funnel – prospects who are already familiar with Acumatica, or at least ERP solutions in general, or your existing customers using other ERP tools. Otherwise, they might just not be ready for this level of engagement. So, if your list is pretty cold, consider starting by warming it up with a “lighter” content. In order to do so, you can use the library of prebuilt campaigns that we have in Marketing Automation Platform. |
| 3. | You need a sufficient number of prospects. If your list is more mid-funnel leads, ideally you should have about 2,000 contacts in your list. But if these are contacts who already know you, a shorter list might be enough. |
| 4. | And last but not least is how you promote the event. How many invites do you plan on sending? We recommend that you send at least 3 pre-event and 2 post event emails. In Acumatica Marketing Automation Platform you will find a ready to use drip campaign created specially for Lunch & Learn event promotion. Also, it’s a great idea to complement your email and social efforts with tele prospecting. Offering your prospect a free lunch is a good reason for a call! We find tele prospecting a great well to drive attendance to these events. |
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 of this page, and 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.
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:
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 Acumatica Inc 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 |
What if I’m in a country outside of North America?
If you are not in the United States, you can still be part of the program, but the process to order food is slightly different.
If you are in APAC region: please reach out directly to Thorsten Leppek TLeppek@acumatica.com. Or simply fill out the form here above and we will forward your request. After that, our team in APAC will reach out to you with next steps.
If you are in South Africa:
You are welcome to organize local delivery/pick-up. Acumatica will reimburse you, up to $35/attendee. Here are the steps to submit expenses:
If you are in APAC region: please reach out directly to Thorsten Leppek TLeppek@acumatica.com. Or simply fill out the form here above and we will forward your request. After that, our team in APAC will reach out to you with next steps.
If you are in South Africa:
You are welcome to organize local delivery/pick-up. 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 Acumatica Inc 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 |
Event Day
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: Please 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.
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.
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.
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 48 hours of the completion of the event.
Email the Acumatica Lunch & Learn Support Team at: support@lunchandlearn.cloud