If you’re struggling to get consistent referrals from architects, builders, and designers, you’re not alone. Many integrators find themselves overlooked — not because they lack expertise, but because they haven’t built the kind of value-driven relationships trade partners rely on. In this session, you’ll learn how to position yourself as the go-to technology resource by providing solutions that make your partners’ jobs easier. We’ll cover strategies like hosting educational events, leveraging thoughtful gifting, and building trust that turns connections into steady project referrals. You’ll leave with actionable ideas to create win-win partnerships and a clear roadmap to unlocking new business opportunities.

Think 1:1s are a time suck? Think again. The most successful business leaders use short, regular 1:1 meetings to drive performance, retention, and culture. When done right, 1:1s are where coaching happens, bottlenecks surface, and team members step up. This session teaches a repeatable framework that makes 1:1s productive, not painful — even for the busiest owner.

In-Session Work:

• Learn the VITAL 1:1 structure: check-in, friction, goals, coaching.
• Practice running and receiving a 15-minute 1:1 using real scenarios.
• Build a weekly 1:1 rhythm that fits your calendar without overwhelming it.
• Create a simple shared agenda system to keep conversations focused and actionable.

Outcome: Leave with a clear plan and template to start weekly 1:1s that boost alignment, uncover hidden issues, and build trust — in 30 minutes or less.

The most successful integration firms don’t rely on word of mouth alone, they create a steady pipeline of opportunities by building trusted partnerships with architects, builders, and designers. Earning that trust doesn’t come from a cold call, it comes from showing up as a reliable collaborator who adds value long before a project begins.

In this roundtable, we’ll discuss practical strategies for connecting with the design-build community through:

• Hosting targeted events that showcase your expertise.
• Leveraging education as a value-add for partners.
• Using marketing to position your firm as the go-to resource.
• Strategies to get in early on the project and establish your value

This session is designed to be interactive. Attendees will share what has (and hasn’t) worked for them, leaving with a clearer playbook for building stronger, more profitable partnerships.

Your proposal isn’t just a summary — it’s a sales weapon. A clean, intentional, and persuasive proposal builds trust, removes confusion, and makes the buyer say “yes.” Yet too many proposals look like quotes, not buying decisions. In this session, we’ll show you how small changes to layout, language, and logic can dramatically improve your close rates.

In-Session Work:

• Deconstruct the anatomy of a high-converting proposal: intro, scope, value, price, close.
• Audit your current proposal design for friction points and weak links.
• Rewrite one section (e.g., intro or scope summary) for clarity and persuasion.
• Identify and implement one visual or structural improvement using templates and examples.

Outcome: Leave with a proposal design checklist and a refreshed sample proposal that sells, not just informs — ready to use on your next deal.

Most integrators are stretched thin, juggling too many tasks with too little time. AI isn’t just hype; it’s a practical tool you can put to work right now. In this hands-on, tactical workshop, you’ll learn how GPT technology works and walk step-by-step through creating a custom GPT designed to save time, improve efficiency, and enhance client experiences. You’ll leave with both the confidence and the practical know-how to explore AI, along with a custom GPT you can implement immediately in your own business. 

*Please note: this is a tactical workshop — participants will need a paid ChatGPT account and some basic familiarity with the platform to fully participate.

Your clients are already buying landscape lighting…the only question is whether they’re buying it from you or your competitor. In this punchy session, Ryan Lee reveals how to turn an overlooked add-on into a six-figure revenue stream. If you work with high-end homeowners, you’re sitting on the biggest profit center hiding in plain sight. Don’t miss it.

This session will show you how to capture what’s already yours… Unlocking a $100K+ revenue stream from a service you’ve skipped. You’ll learn how to weave lighting seamlessly into your current offers, command premium pricing, and deliver the kind of“wow factor” that locks in long-term client loyalty. If you’ve been searching for the next big profit center that doesn’t require reinventing your business, this is it.