One-to-One Planner Get to Know Your Members and increase Your Referrals Use this One-to-One Planner to plan and conduct your One-to-One meetings. Keep original copies of your worksheets, ready to fax or tema to the person you will meet with next. The worksheets you can use include the Member Bio Sheet, Contact Sphere Planning Worksheet, GAINS Worksheet and Last 10 Customers Worksheet. If you need more copies of these worksheets, contact your director www.bni-india.in ©2014 BNIOne-to-One Planner - Process Its. as simple as scheduing cone meting ‘week with ane of your BNI members! 1. Set Time and Date + Your ofce or theirs (preferred) + Restaurant or Coffee Shop Pick atime to meet! tis better f you moet at your One-to-One partner's office ‘because you can leam more about their business 2. Prepare Your Worksheets + Bio Sheet + GAINS Worksheet + Last 10 Customers Worksheet + Contact Sphere Planning Sheet Take the time to prepare your One-to-One Werksheets. The worksheets wil help you ‘share important information with your One- 'o-One partner about your business and how to find referrals for you. 3.Exchange Information Before the Meeting Fax or emai your fur worksheets to your One-to-One partner before your meeting. f you are meeting with many members of Your chapter, ep the orginals handy, and faxoremai thom othe next person on {your isto week ahead oftme © 2014BN 4. Bring Worksheets to One-to-One Bring the same materials fo your one-o-ore ‘meeting that you faxed or emailed earir. You can also bring other materials that will hele you hep each other. For example, you can bring testimonials from your customers or your rolodex o share if appropriate ‘5. Meet with Your One-to-One Partner Meet with your One-to-One partner and lam {a much as possible about how fo find referrals for them, Use the worksheets as a woy 0 get stated 6. Commit and Agree on Goals + One short-term referal + One longterm referral + Ivte prospects rom your One-o-One partner's “Contact Sphere Top + Meet again Make a commitment to help your One-o-One partner wih reels, Both short-term ana long-term, At the same time. nite prospective BNI members from ter "Tp 3" listo heb them build thei network through BNI ander Contact Sphere. Ifyou met af someone's office, plan to meet at the other person's ofce ox time,Member Bio ‘Years in This Business: Loune [FAMILY INFORMATION: ‘A Spouse: | oe | ae@5an Icom x Su Sor Sg coy of Residence: Svvc\ove |nay burning desire isto... SEE. Bo Sang Change 4 ‘Something no one knpws about me: 7014 BNIBNI GAINS Worksheet = | Rheve te 9088) Accomplishments PeSimetne tah avout ina tinge they are proud of Ramarbar SSpeoryour Geet nagnt no otters comos frm known what goals rer neve ready scneved. Your knowledge, sill, experences and mikes car'be sumed rom your acnoverents. Be ready t0 share ‘our accompishmants wih tho people you meet ‘Accomplishments = Gxcusiws You tudor veiw Bow Stee eae Interests Interests = ‘Yourmmteresis can help you connect with others. interests are tings eo slaying sport, reading cooks ana istering fo muse. People IO (e Sfertl tne with rave who sere tar ivrests. Whon you ard your ‘keene source shore te tame norte, wil strengthen your etwork— TMA, Yourg laadercoamal , Neon Busivers venooseny pwravona Marshals Skills SKIS, enon abot tes and sites fe paonein our | Sls = oe aoe savas onde) eorpeten Nido meer te ete areal chen ta reas tes Ando Nideo eztithe Year scone How welt do you new the people you want to include In your network? Cha jou have # ite homework to do. Spd mor ime with he people 1 om wee os concent on oeming eve ve eure te Goa * sirengy kao ar core they tow out you, he faster Your hae wil tn erase or axperiance "mah Baya ar 14 BNI[ BNE B Contact Sphere Contact Sphere Planning Worksheet “| 1. CYarted acceantean® (2.5 mM mana BPonk wonagers B\Beoow\ ywevslers of Pah see ON 7. Conga “4 Becetan | Cox accous rane Ager © Arar score Soca of Roo apcugt ks 6. God Neel | cesteurennt cusner| Contact Sphere Top-3! ronage iad Cae Mako a commitment to your ps contact Sphere by inuting peop rein tar Top 3 2014 BNIBNI Last 10 Customers Worksheet Last 10 Customers 4, Brvemrcons Oonenes a 2.7Wece Morena Co. —Sexvoa. 3. mncee Maat: Poco. 4, Wenn Parner + 5 5. Laven Desreerver, 6. Dees. Lanner Derren ~2014 BNI Notes on Customers Where di they come from? % What did you do for them? Y Are those average clients? ‘Make rotes inthe space below about your lat 70 customer Notes on Referrals ¥- What are other referral sources? ¥, What are good referrals? Y What are "bad" referras? ‘Make noes nthe 6pace below about eras