Referral Engine: Training Your Sales and Marketing Teams to Drive Warmer Leads

Referral Engine: Training Your Sales and Marketing Teams to Drive Warmer Leads
In this session, learn how to train your sales and marketing teams to confidently ask for referrals without sounding pushy or awkward. We’ll explore how to build a referral culture across your company, design customer experiences worth talking about, and create simple processes and messaging that generate steady streams of high-quality leads. You’ll leave with practical tools to help your team build lasting referral habits—and deliver measurable sales results.
The ESA team is excited to see you at this session in 2026.
In this session, you’ll learn:
Techniques that make asking for referrals natural and comfortable.
How to identify top referral sources and optimal timing.
Strategies to create experiences that generate organic word-of-mouth.
A systematic process for consistent, predictable referral flow.
Sales & Marketing
Learn to develop your brand and go-to-market strategy to keep the focus on building your RMR. Identify complementary markets, new products, and services that will give your sales teams the edge over the competition. Explore new sales management processes that will accelerate sales performance and increase your revenues and RMR.






