efolder expert series webinar — how to host a successful lunch and learn from start to finish

© 2015 eFolder, Inc. All Rights Reserved.1

Lunch and Learns with eFolder

How to Host a Successful Lunch and Learn from Start to Finish

Courtney DurlerCommunity [email protected] x168


• Expert Introduction• Benefits of a Lunch and Learn• Pre-Lunch Checklist• “Host with the Most”• Post-Lunch Checklist• Additional Tips• Q&A

Agenda


Expert Introduction


Nex-Tech

Founded in 1951

400 employees

5000 clients

23 locations across Kansas

Serves SMBs of every industry

Benefits of a Lunch and Learn


Lunch and Learn

A Lunch and Learn is a lunch-hour presentation facilitated by an organization designed to circulate information to attendees on a specific topic.


Lunch and Learn

Why?

Strengthens Community

Networking Opportunity

Direct Form of Contact

Lead Generation


Lunch and Learns with Nex-Tech

How has Nex-Tech benefited from a Lunch and Learn initiative?


Ideal Lunch and Learn Format for MSPs• Upscale steakhouse with

private room• 20-30 registrants• 15-20 attendees• Organized registration

process• 1 hour session, with 45

minute presentation• 3 course meal with beer +

wine• Offer to close with• Don’t forget dessert!

Pre-Lunch Checklist


Lunch and Learn Timetable


2 Months from Lunch and Learn

• Select lunch locations• Schedule lunch dates• Book restaurantso Private roomo AV capabilitieso Business professional

setting


eSpatial Mapping Software

www.espatial.com


1 Month from Lunch and Learn

• Build event registration page• Send event dates and registration links to salespeople


3-4 Weeks from Lunch and Learn

• Create recipient list for email blasting• Search LinkedIn for additional prospects to invite• Use data.com as mining resource


2-3 Weeks from Lunch and Learn• Begin email blast campaign

o 3-4 email invitationso Spread out over 2 weeks leading up to

evento Pardot, Marketo, Vertical Response,

MailChimp, Hubspot



What other ways does Nex-Tech drive attendance for Lunch and Learns?


1-2 Weeks from Lunch and Learn

• Send out LinkedIn InMails if more registrants are necessary

• Begin “sanity checks” on registration lists to weed out ineligibles


Friday Prior to Lunch and Learn

• Send “wingman blast” emails to registrants

• Create name badges and check in list

• Prepare collateral • If traveling, ship package to

restaurant


1-2 Days before Lunch and Learn

• Update restaurant contact with logistical informationo How many people?o What time will

guests be arriving?o Confirm menu

options• Email registration list

to traveling salesperson


1 Day before Lunch and Learn

Reminder Calls!

“Host with the Most”



What does Nex-Tech’s Lunch and Learn format look like?


Lunch and Learn Execution

• 12:00pm-1:15pm• 15-20 attendees• Registration table with name

badges and collateral• 3 course meal; salad, entrée,

dessert• Offer beer and wine• Keep it interactive• Work with the servers• Make an offer


Lunch and Learn Timeline

Time Action11:50-12:10 Guests arrive12:15-12:20 Start

presentation/salad drop

12:30 Salad plates cleared12:35-12:40 Entrée drop12:50-12:55 Entrée plates cleared1:00-1:15 Closing offer/dessert

drop

Post-Lunch Checklist


Post-Lunch Checklist• Mark

“Attended/Not Attended” on registrant excel sheet

• Make sure all attendee info is accurate; name, number, email

• Include walk-ins• Send to marketing

for sales handoff• Enjoy your own

lunch with a well deserved glass of wine!


Lunch and Learns with eFolder

Additional Lunch and Learn Tips


Lunch and Learn Tips

• A Great Invite List• Educational

Content• Joint Partners• Killer Venue and

Delicious Food• Professional

Logistics• Strict RSVP List

Management• Repetition

Questions & Discussion


Lunch and Learn

Thank you!

Courtney DurlerCommunity [email protected] x168

efolder expert series webinar — how to host a successful lunch and learn from start to finish

Technology