intermediate · 60–60 min
The Customer Referral Engine Workshop
Turn your happy customers into your best sales force with a structured referral program.
About this session
Many teams rely on accidental word-of-mouth rather than a predictable system for growth, leaving potential revenue from happy customers on the table. This workshop moves sales and marketing leaders through a structured process to design a repeatable referral program that identifies exactly when and how to ask for introductions.
Why it works
The session works by mapping the specific moments in the customer lifecycle where satisfaction is highest, removing the guesswork and awkwardness of the referral request. By documenting these triggers and the incentives attached to them, the team creates a unified playbook that turns vague intentions into a functional sales channel.
What you’ll walk away with
- Clear actionable outcomes from a 3-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 3 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Customer Referral Engine Workshop” — ready to run in minutes, for any workshop, meeting, or team session.