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.
An ESX Executive Pass or Deluxe Pass is required to gain access to this and all best-practice sharing sessions.
See all CEU credits available for attending ESX 2026 education sessions. MORE
Sales & Marketing
From mastering digital marketing and local SEO to building referral programs and delivering compelling sales presentations, you’ll gain practical tools and proven strategies tailored specifically for security/fire integrators and dealers. Learn how to empower your sales teams, leverage data-driven marketing, and create seamless customer journeys that drive both new business and recurring monthly revenue (RMR).
