webinar • Completed
Using AI to Sell One More
Resideo Coffee & Conversation Webinar
• Virtual
Discover how artificial intelligence is revolutionizing sales strategies in the Resideo Coffee & Conversation Webinar. Learn actionable insights on leveraging AI tools to enhance customer engagement, optimize processes, and drive incremental sales growth.
On January 30, 2026, I presented "Using AI to Sell One More: Practical Tools
to Boost Attach Rates in 2026" on Resideo's Coffee & Conversation webinar series. This was an educational session for Resideo's security dealer network, focused on giving dealers practical AI strategies they could implement within 30 days to systematize upselling on service calls.
The Event
Series: Resideo Coffee & Conversation
Audience: Resideo security dealers, including owner-operators, sales managers, and operations managers from regional and local security companies
Format: 40-minute presentation with Q&A, 18 slides
Topic: Three AI-powered strategies to improve attach rates and support Resideo's "Sell One More" initiative
What Was Covered
The presentation gave dealers a three-strategy framework for using AI to capture revenue from opportunities that already exist in their service call data and customer records:
Call Analysis: Using AI to identify upsell triggers (glass breaks, pet-immune sensors, cameras) from service call notes that techs miss in the field
Personalized Follow-Up: Turning generic service notes into targeted, AI-written follow-up emails that reference specific customer situations
Predictive Customer Mapping: Scoring existing customers using CRM data to identify who is ready for system upgrades before they call a competitor
Each strategy included copy-paste AI prompts designed to work across platforms (Microsoft Copilot, ChatGPT, Claude, Gemini) and a phased implementation roadmap. The presentation was paired with an 11-page field guide containing implementation checklists, ROI calculators, a tool comparison chart, state-by-state call recording compliance guidance, and troubleshooting FAQs.
The session was education-first, with no sales pitch. Resideo product tie-ins (ProSeries panels, PDK access control, video analytics) were woven in contextually where they naturally fit within the strategies.
Outcomes
The Resideo partner's reaction after the session: "So much information, I even took notes." A follow-up session was requested for 60 to 90 days out to check in on implementation progress.
The response was strong enough that Resideo invited me back to adapt the framework for their HVAC contractor network, which I delivered on the Shop Talk webinar series in March 2026.
Ben Kalkman is CEO of Rocket Media, a First Alert Premier Pro Partner, and a member of the ESA AI Readiness Council. He has spent 20+ years helping home services companies grow through marketing and technology strategies.