eFolder Expert Series Webinar — How to Host a Successful Lunch and Learn from Start to Finish
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Learn how to throw a successful Lunch and Learn, and in turn, drive leads to help grow your business.
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eFolder Expert Series Webinar — How to Host a Successful Lunch and Learn from Start to Finish
- 1. Lunch and Learns with eFolder © 2015 eFolder, Inc. All Rights Reserved.1
- 2. How to Host a Successful Lunch and Learn from Start to Finish Courtney Durler Community Coordinator cdurler@efolder.net 678-888-0700 x168
- 3. • Expert Introduction • Benefits of a Lunch and Learn • Pre-Lunch Checklist • “Host with the Most” • Post-Lunch Checklist • Additional Tips • Q&A © 2015 eFolder, Inc. All Rights Reserved.3 Agenda
- 4. Expert Introduction © 2015 eFolder, Inc. All Rights Reserved.4
- 5. Nex-Tech © 2015 eFolder, Inc. All Rights Reserved.5 Founded in 1951 400 employees 5000 clients 23 locations across Kansas Serves SMBs of every industry
- 6. Benefits of a Lunch and Learn
- 7. Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.7 A Lunch and Learn is a lunch-hour presentation facilitated by an organization designed to circulate information to attendees on a specific topic.
- 8. Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.8 Strengthens Community Networking Opportunity Direct Form of Contact Lead Generation
- 9. Lunch and Learns with Nex-Tech © 2015 eFolder, Inc. All Rights Reserved.9 How has Nex-Tech benefited from a Lunch and Learn initiative?
- 10. Ideal Lunch and Learn Format for MSPs © 2015 eFolder, Inc. All Rights Reserved.10 • 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!
- 12. Lunch and LearnTimetable © 2015 eFolder, Inc. All Rights Reserved.12
- 13. 2 Months from Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.13 • Select lunch locations • Schedule lunch dates • Book restaurants o Private room o AV capabilities o Business professional setting
- 14. eSpatial Mapping Software www.espatial.com © 2015 eFolder, Inc. All Rights Reserved.14
- 15. 1 Month from Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.15 • Build event registration page • Send event dates and registration links to salespeople
- 16. 3-4Weeks from Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.16 • Create recipient list for email blasting • Search LinkedIn for additional prospects to invite • Use data.com as mining resource
- 17. 2-3 Weeks from Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.17 • Begin email blast campaign o 3-4 email invitations o Spread out over 2 weeks leading up to event o Pardot, Marketo, Vertical Response, MailChimp, Hubspot
- 18. Lunch and Learns with Nex-Tech © 2015 eFolder, Inc. All Rights Reserved.18 What other ways does Nex-Tech drive attendance for Lunch and Learns?
- 19. 1-2 Weeks from Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.19 • Send out LinkedIn InMails if more registrants are necessary • Begin “sanity checks” on registration lists to weed out ineligibles
- 20. Friday Prior to Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.20 • Send “wingman blast” emails to registrants • Create name badges and check in list • Prepare collateral • If traveling, ship package to restaurant
- 21. 1-2 Days before Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.21 • Update restaurant contact with logistical information o How many people? o What time will guests be arriving? o Confirm menu options • Email registration list to traveling salesperson
- 22. 1 Day before Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.22 Reminder Calls!
- 23. “Host with the Most”
- 24. Lunch and Learns with Nex-Tech © 2015 eFolder, Inc. All Rights Reserved.24 What does Nex-Tech’s Lunch and Learn format look like?
- 25. Lunch and Learn Execution © 2015 eFolder, Inc. All Rights Reserved.25 • 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
- 26. Lunch and LearnTimeline © 2015 eFolder, Inc. All Rights Reserved.26 Time Action 11:50-12:10 Guests arrive 12:15-12:20 Start presentation/salad drop 12:30 Salad plates cleared 12:35-12:40 Entrée drop 12:50-12:55 Entrée plates cleared 1:00-1:15 Closing offer/dessert drop
- 28. Post-Lunch Checklist © 2015 eFolder, Inc. All Rights Reserved.28 • 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!
- 29. Lunch and Learns with eFolder © 2015 eFolder, Inc. All Rights Reserved.29
- 30. Additional Lunch and Learn Tips
- 31. Lunch and LearnTips © 2015 eFolder, Inc. All Rights Reserved.31 • A Great Invite List • Educational Content • Joint Partners • Killer Venue and Delicious Food • Professional Logistics • Strict RSVP List Management • Repetition
- 33. Lunch and Learn © 2015 eFolder, Inc. All Rights Reserved.33
- 34. Thank you! Courtney Durler Community Coordinator cdurler@efolder.net 678-888-0700 x168