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.

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. 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:

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.

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.

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 < 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