How to Book a Lunch & Learn That Actually Gets Results (Without Freaking Out)

If the thought of picking up the phone to schedule a Lunch & Learn makes you break into a cold sweat, take a deep breath. You're not alone, and here's the good news: you're probably overthinking it.

Whether you're a marketer, community outreach coordinator, or a passionate practice ambassador, your real job isn’t to "pitch" anything. It’s to build relationships that lead to mutual growth. And believe it or not, that’s far simpler than it seems.

In this post, we’ll show you how to turn what seems like an intimidating task into a natural, productive opportunity to foster connections and build your practice.

🎯 Step 1: Start Where Trust Already Exists

Let's start with something that might surprise you: you already have a head start.

One of the best ways to begin is by looking at your current patients’ relationships with other providers. This is where your intake forms come in handy. You can quickly make a list of the other providers your patients are seeing.

Who’s their podiatrist? Who’s their primary care doctor? These names are your golden ticket.

Why? Because you already have a shared connection — your patients. And trust is a huge factor here. You don’t have to cold-call strangers; you’re simply tapping into an existing relationship.

👉 Pro Tip: If you're not already asking about your patients' other providers, start now! Add it to your intake form, and start collecting names. Each one is a potential lead.

🔍 Step 2: Dig Where the Decision Makers Dwell

Now, let's talk about finding the decision-makers. Cold calling can be rough. Instead, start by getting involved in groups where the people who say "yes" to Lunch & Learns (and similar opportunities) are already hanging out.

Here are some places to consider:

✅ Your local Chamber of Commerce
✅ Your HR Association
✅ Your local BNI (Business Network International)

These groups are filled with the gatekeepers and decision-makers who can give you the green light for Lunch & Learns, health fairs, and more. And here’s the kicker: When you’re already engaged with these groups, you’re no longer just an outsider trying to sell something — you’re a community player. That makes a world of difference.

🍽 Step 3: Think of a Lunch & Learn as a Date

Here’s a shift in perspective: You’re not going into a Lunch & Learn to talk about yourself for 45 minutes. No one wants to listen to a lecture — and, frankly, that’s not how you build meaningful relationships.

Think of the Lunch & Learn like a first date. You’re bringing lunch to connect, not just to “pitch” your services.

Ask questions that help you truly get to know the other practice:

💬 What services do you offer?
💬 Who is your typical patient?
💬 What excites you about your work?

Let them talk about what they love. The more they share, the more connected you’ll feel. After they’ve opened up, that’s when you can talk about how you can collaborate and support each other — but only after listening first.

🧠 Step 4: Make It Personal + Powerful

When you’re having these conversations, keep it real and relevant. Let’s say you’re meeting with a podiatrist, and you’re currently treating a patient named Amy who loves the podiatrist’s orthotics but still struggles with neuropathy. That’s your perfect bridge to an authentic, personal connection.

Try saying something like this:

“We’re caring for Amy, one of your patients. She loves your orthotics and is making great progress with us. We thought this would be a great opportunity to align and support each other more directly.”

Now, that’s real. It’s grounded in a shared patient, and it shows that your goal is to enhance the care of the people you both serve. No scripts. Just honesty and genuine insight.

💡 Stop Overcomplicating. Start Connecting.

Here’s a little reality check: You don’t need to overcomplicate this process. Forget about the 30-slide deck or the rehearsed monologue. Instead, focus on the essentials:

• A list of aligned practices

• A warm introduction

• A genuine reason to collaborate, not just sell

• A good lunch and a listening ear
  

When you approach these meetings with authenticity, curiosity, and care, you’ll be amazed at how quickly doors open. People connect with honesty. People connect with those who see and hear them, not those who just “pitch” to them.

🚀 At Med Pro Dojo, We Help You Do Just That.

At Med Pro Dojo, we specialize in coaching and training for medically integrated and chiropractic practices. But we’re not just another training company. We’re your strategic partner in transforming lives from the inside out.

We help you:

✅ Build a high-performing team
✅ Master objection handling with empathy
✅ Increase patient trust, enrollment, and satisfaction
✅ Lead your practice with clarity and courage

If you’re ready to scale, get unstuck, or simply create a practice that thrives on compassion and collaboration, we’re here for you. Schedule a FREE Program Demo today and let’s get started.

Who We Are – Med Pro Dojo

We specialize in coaching and training for medically integrated and chiropractic practices. But here's the difference:
We’re not just a training company. We’re your strategic partner in creating a practice that transforms lives.

Here’s how we help:

🔹 Coaching practice owners who feel stuck, overwhelmed, or ready to scale
🔹 Training teams to improve communication, emotional intelligence, and accountability
🔹 Providing real-world strategies to streamline systems, increase revenue, and provide transformational care

Whether you’re working on turning around a sluggish team, developing strong leaders, or hitting your growth goals — we’ve got your back. Let’s build a practice where every team member knows how to close with compassion, and every patient leaves feeling heard, respected, and helped.

📞 Call us: (833) 678-0800
📧 Email: [email protected]
🚀 Schedule Your FREE Program Demo Today!

🔥 Final Punch-in-the-Face Reminder:

You don’t need to be a polished speaker.
You just need to show up with purpose, curiosity, and care. The relationships will do the rest.

Start the conversation. Share the lunch. Build the bridge.
You’ll be amazed at what grows from there.