efolder expert series webinar — how to host a successful lunch and learn from start to finish
Post on 12-Apr-2017
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© 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 Coordinatorcdurler@efolder.net678-888-0700 x168
© 2015 eFolder, Inc. All Rights Reserved.3
• Expert Introduction• Benefits of a Lunch and Learn• Pre-Lunch Checklist• “Host with the Most”• Post-Lunch Checklist• Additional Tips• Q&A
Agenda
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Expert Introduction
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Nex-Tech
Founded in 1951
400 employees
5000 clients
23 locations across Kansas
Serves SMBs of every industry
Benefits of a Lunch and Learn
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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.
© 2015 eFolder, Inc. All Rights Reserved.8
Lunch and Learn
Why?
Strengthens Community
Networking Opportunity
Direct Form of Contact
Lead Generation
© 2015 eFolder, Inc. All Rights Reserved.9
Lunch and Learns with Nex-Tech
How has Nex-Tech benefited from a Lunch and Learn initiative?
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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
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Lunch and Learn Timetable
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2 Months from Lunch and Learn
• Select lunch locations• Schedule lunch dates• Book restaurantso Private roomo AV capabilitieso Business professional
setting
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eSpatial Mapping Software
www.espatial.com
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1 Month from Lunch and Learn
• Build event registration page• Send event dates and registration links to salespeople
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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
© 2015 eFolder, Inc. All Rights Reserved.17
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
© 2015 eFolder, Inc. All Rights Reserved.18
Lunch and Learns with Nex-Tech
What other ways does Nex-Tech drive attendance for Lunch and Learns?
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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
© 2015 eFolder, Inc. All Rights Reserved.20
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
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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
© 2015 eFolder, Inc. All Rights Reserved.22
1 Day before Lunch and Learn
Reminder Calls!
“Host with the Most”
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Lunch and Learns with Nex-Tech
What does Nex-Tech’s Lunch and Learn format look like?
© 2015 eFolder, Inc. All Rights Reserved.25
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
© 2015 eFolder, Inc. All Rights Reserved.26
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
© 2015 eFolder, Inc. All Rights Reserved.28
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!
© 2015 eFolder, Inc. All Rights Reserved.29
Lunch and Learns with eFolder
Additional Lunch and Learn Tips
© 2015 eFolder, Inc. All Rights Reserved.31
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
© 2015 eFolder, Inc. All Rights Reserved.33
Lunch and Learn
Thank you!
Courtney DurlerCommunity Coordinatorcdurler@efolder.net678-888-0700 x168
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