BNI 1-To-1 Worksheets

1-to-1 Meeting confirmation form
I will need to have my 1-to-1 planner (4-5 pages) completed in advance.

My Name: Met With: Date:

What did I learn from my partner’s BIO sheet? How does this help build credibility?

From the GAINS sheet. What are the member’s business and personal goals for this year and beyond?
How can I help my 1-to-1 partner accomplish some of these goals?

From the GAINS sheet. What business and personal networks is this member connected to which
I can benefit from? How and why?

From the CONTACT SPHERE sheet. What professions are good sources of business for this member?

Who do I know in these professions (from question #4)? Am I willing to set up an introduction?

Name / Profession / When/How I will set up an intro

From Last 10 Customers sheet. What is my 1-to-1 partner’s target market?

What is happening to someone’s life (Business to Consumer) or business (Business to Business) which
triggers them to need this member’s product or service?

When I run across someone with this situation or need, how do I plan to bring this member up in conversation?

What is my specific plan to promote the member and the member’s business?

BNI Member Bio Sheet

YOUR NAME: / Date:
Business Information
Business Name:
Profession:
Location:
Previous Types of Jobs:
Personal Information
Family Information:
A. Spouse:
B. Children:
C. Animals:
Hobbies:
Activities of Interest:
City of Residence: / How Long?
Miscellaneous:
My burning desire is to…
Something no one knows about me is:
My key to success is. . .

BNI Gains Worksheet

Business Goals / Personal Goals
Business Accomplishments / Personal Accomplishments
Business Interests / Personal Interests
Business Networks / Personal Networks
Skills / Skills

How well do you know the people you want to include in your network? Chances are you have a little homework to do. Spend more time with the people you already know and concentrate on learning these five essentials – their goals, accomplishments, interests, networks and skills. Make sure you give back the same kind of information. The more they know about you, the faster your name will come to mind when an opportunity arises in which your products, services, knowledge, skills or experience might play a part.

BNI Contact Sphere Planning Worksheet

Contact Sphere
1.
2.
3.
4.
5.
6.
7.
8.
9.
10 / Contact Sphere Top-3!
What three professions would help you round out your contact sphere?
1.
2.
3.

BNI Last 10 Customers Worksheet

Include Notes on Referrals
ü What are other referral sources?
ü What are good referrals?
ü What are “bad” referrals?

Notes on Customers
ü Where did they come from?
ü What did you do for them?
ü Are these average clients?

10.

Phone/Email Referral Introduction Script

Below is an example of referral introduction script from Greg Stowell, a current BNI member. The script can be used by phone or email.

How to use a Phone/Email script:

1. In his 60 second commercial Greg asks for introductions to contractors. He then mentions that he will make it easy for you to make the introduction on his behalf by stating that she has a script you can use.

2. Members who are willing to make the introduction on Greg’s behalf tell him that they know a contractor that they will be willing to introduce him to.

3. Greg then emails the script to the members who are willing to set up an introduction.

4. The member either:

a. Makes a phone call using the script as a reference guide on what to say.

b. Sends the message below via email to the potential referral source and bcc’s Greg on the email.

5. If the contractor is willing to meet with Greg, then the member turns in a referral slip.

Email or Phone Script

To: John@contractor. com

Bcc: Greg Stowell

Subject: Introduction to someone you should meet

I am contacting you because I would like to introduce you to someone who should be a beneficial contact for you and your business.

Greg Stowell is a business owner who owns and operates Clinton Glass Company. He specializes in custom showers and custom closets. He works with a lot of builders, painters, and handymen when their clients need help making selections, or putting the finishing touches on a space.In further discussions Greg mentioned that he enjoys working with people in your industry because his skill set compliments yours and together you can make clients happy. Naturally, you can see why I thought of you. I think the two of you might be able to work together. Can I have Greg contact you?

ORwould you like for me to set up a day and time for me to personally introduce you to him over (coffee, lunch, etc)?