Below is a list of shortcuts and frequently used resources for chapter members. Many of these links take you to the BNI Connect website where you will need to login to access the resources.
For Members
How to invite a visitor
- Use this script – don’t re-invent the wheel.
- Send this email to the visitor. Just add your name at the top and your signature at the bottom.
- Register the Visitor in BNI Connect so the visitor hosts will know they are coming and welcome them at the door.
- Make sure they leave with a membership form so they know how to join, the cost and what to expect. Don’t pressure them – if BNI is right for them they will join.
- Follow up with a phone call within 1 week and ask for feedback.
Shortcuts
BNI Connect (See My BNI Business)
- Submit One-to-one Slips
- Register Referral Slips
- Submit TYFCB Slips
- Submit CEU Slips
- Reports
Use the portal to register visitors. The chapter is not allowed to have visitors at the venue during Covid19 unless their details are loading into the system for contact tracing.
- Add/View Visitor Registration or Mark Attendance
For Leadership Team
Use the operations sections for all your regular admin.
Email Phil to suggest other useful shortcuts to add to this page.