Vertical Playbooks for Resimercial

Building a successful integration firm rarely follows a straight line. What starts as a small operation, often driven by technical skill and a strong client instinct, quickly runs into the realities of pricing, staffing, scope control, and long-term sustainability. For many CEDIA members, that journey is shaped not just by experience in the field, but by access to shared standards, education, and a network of peers facing the same challenges.

Hear from CEDIA members who embody the tenacity, creativity, and dedication required to grow a dream into a functioning, profitable business. This conversation centers on the moments that actually changed their trajectory. Early bets that paid off or didn’t, mistakes that forced a reset, and the shift from figuring it out alone to building with more structure and perspective. Expect honest reflections on what it takes to move from scrappy to sustainable.

We’ll unpack:

Decisions that set the foundation: pricing strategy, service mix, and when to narrow focus
Where outside perspective changed the game: learning faster through shared experience, not just trial and error
Scaling without breaking the business: hiring, delegation, and maintaining quality as project volume grows
Lessons worth borrowing: missteps, recalibrations, and what they would approach differently today

In our industry the focus has always been on "what": what speakers, what screens, what control system, what shades, what projector, what seats...what, what, what. Where did "why" get lost among all the what’s? In this interactive presentation, we will communicate The Power of Why: how asking "why" creates a better, more full comprehension of customer's expectations. It is a business strategy that conveys your focus is on the customer's vision rather than on your own inventory. Ultimately, we show that this leads to better outcomes and long-term customer relationships.

  Builders, architects, and interior designers remain among the most valuable sources of project referrals for integration firms. Yet many integrators approach these relationships informally, relying on occasional introductions rather than a deliberate strategy for building long-term partnerships.
In today’s competitive environment, successful integration companies are increasingly developing structured strategies to collaborate with trade partners earlier in the design process and position themselves as trusted technology advisors.
In this session, Ron Callis explores how leading integrators transform casual industry connections into consistent referral pipelines. Drawing on decades of experience working with integration firms, this session outlines a framework for identifying high-value partners, establishing trust with design professionals, and creating mutually beneficial relationships that generate ongoing opportunities.
Participants will also learn how digital reputation, professional positioning, and collaborative communication influence how builders and designers choose their technology partners.
By building a deliberate referral engine with the design community, integrators can dramatically increase the quality and consistency of the projects entering their pipeline.
Learning Objectives:
Participants will learn how to:
● Identify and prioritize high-value builder, architect, and designer relationships.
● Position their integration firm as a trusted technology advisor during early project planning.
● Build structured partnership strategies that generate recurring referral opportunities.