Warm and Referral-Sourced Prospecting

PROGRAM DESCRIPTION

Join Sales Assembly and Morgan Ingram for Warm and Referral-Sourced Prospecting, part of the Multi-Channel Prospecting certification.

This program focuses on the warmest pipeline available and most often ignored — referrals, introductions, and past relationships. Participants learn to generate referrals systematically, re-engage former champions who have moved roles, and revisit closed- lost deals and dormant prospects. Emphasis is on working the warmest paths in before going cold.

WHAT YOU’LL WALK AWAY WITH

• Warm paths first: work referrals, introductions and past relationships before going cold.
• Referrals on purpose: generate referrals systematically instead of waiting for them.
• Former champions: re-engage past champions who have moved to new roles.
• Closed-lost and dormant deals: revisit old opportunities and quiet prospects as a pipeline source.
• A learner takeaway guide with two exercises for that week and ready-to-use AI prompts.

ADDITIONAL INFO TO KNOW

This program was built in collaboration with one of our Executives-in-Residence. To earn the certification, complete all required live programs (in any order) and be live on Zoom for at least 40 minutes of each. The program is open to all employees of Sales Assembly member companies who are logged in to their account (for help, email support@salesassembly.com), and all registrants comply with our Terms and Conditions.