3Cs Framework›Stage B: Convert Clients›Step 5
Stage B · Month 2 · Step 5 of 9

Serve the Good Stuff

Prospect→Warm Lead
By Andrew Moon · Orange Nomad · The 3Cs Marketing Framework

The Lunch and Learn is the highest-converting event format available to an MSP. Not a webinar with 200 random attendees. Not a trade show booth. A small, focused session — 10 to 15 of the exact people you want to work with — on a topic that keeps them awake at night.

Step 5 is about creating high-value engagement opportunities that prove expertise without a hard pitch. The prospect who attends your Lunch and Learn and hears you speak directly to their compliance risk or their operational challenge already trusts you. The discovery call that follows is a formality.

What This Step Covers

Plan and schedule one virtual Lunch and Learn — topic, date, 6-week lead time
Owner: You. Deadline: Day 42. Cost: $0 to schedule.
Invite 30 ICP-matched prospects via LinkedIn + email — expect 10–15 to attend
Owner: You/SDR. Deadline: Day 42–56. Cost: $0.
Run the event — 30 min content, 15 min Q&A — GrubHub card per attendee for virtual
Owner: You. Event day. Cost: $250–$375.
Post on LinkedIn 3x/week — compliance insight, client win, contrarian take
Owner: You. Ongoing. Cost: $0.
Design a one-page company leave-behind for proposal stage
Owner: You + designer. Deadline: Day 45. Cost: ~$150.
No Pitch in the Room

The one rule that kills Lunch and Learns: pitching during the content portion. The expertise is the pitch. If attendees leave having learned something specific and actionable about their industry's risk profile, you are automatically the shortlist of one when they need an MSP. Hard sell the service and you'll spend the next quarter wondering why no one followed up.

Get Your Lunch and Learn Playbook in the Plan

Step 5 of every 90-day plan includes the full event playbook — topic selection, invite sequence, run of show, and follow-up cadence.

Get the Plan — $297