intermediate · 90–90 min
The Referral Engine Design Session
Stop waiting for referrals. Build a proactive system to turn happy customers into your best sales force.
About this session
Relying on customers to volunteer referrals often results in a trickle of inconsistent leads. This session maps out exactly when and how to ask for introductions so that your existing client base becomes a predictable source of new business.
Why it works
By breaking the referral process into a four-step sequence, the session forces teams to move past vague goals and define specific triggers for customer outreach. This structure reveals where previous attempts stalled and ensures sales and marketing agree on the exact language and timing used to request introductions.
What you’ll walk away with
- Clear actionable outcomes from a 4-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 4 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 Referral Engine Design Session” — ready to run in minutes, for any workshop, meeting, or team session.