Bni Dance Card Form – Fill Out and Use This PDF

1.Set Time and Date

∙Your office or theirs (preferred)

∙Restaurant or Coffee Shop

Pick a time to meet! It is better if you meet at your dance partners office because you can learn 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 Dance Card Worksheets. The worksheets will help you share important information with your dance partner about your business and how to find referrals for you.

3.Exchange Information

Before the Meeting

Fax or email your four worksheets to your dance partner before your meeting. If you are meeting with many members of your chapter, keep the originals handy, and fax or email them to the next person on your list a week ahead of time.

4.Bring Worksheets to One-on-One

Bring the same materials to your one-on- one meeting that you faxed or emailed earlier. You can also bring other materials that will help you help each other. For example, you can bring testimonials from your customers or your rolodex to share if appropriate.

5.Meet with Your Dance Partner

Meet with your dance partner and learn as much as possible about how to find referrals for them. Use the worksheets as a way to get started.

6.Commit and Agree on Goals

∙One short-term referral

∙One long-term referral

∙Invite prospects from your dance partner’s “Contact Sphere Top 3”

∙Meet again

Make a commitment to help your dance partner with referrals, both short-term and long-term. At the same time, invite prospective BNI members from their Top

list to help them build their network

through BNI and their Contact Sphere. If you met at someones office, plan to meet at the other persons office next time.

Goals

Goals are the business or personal objectives you want or need to meet for yourself or the people who are important to you. You need to define your goals and have a clear picture of the other persons goals. The best way to build a relationship with someone is to help them achieve their goals!

Goals

Accomplishments

People like to talk about the things they are proud of. Remember, some of your best insight into others comes from knowing what goals they have already achieved. Your knowledge, skills, experiences and values can be surmised from your achievements. Be ready to share your accomplishments with the people you meet.

Accomplishments

Interests

Your interests can help you connect with others. Interests are things like playing sports, reading books and listening to music. People like to spend time with those who share their interests. When you and your network source share the same interests, it will strengthen your relationship.

Interests

Networks

You have many networks, both formal and informal. A network can be an organization, institution, company or individual you associate with.

Skills

The more you know about the talents and abilities of the people in your network, the better equipped you are to find (and refer!) competent affordable products and services when the need arises. And when youre trying to roundup business opportunities, the more people know about your skills, the better your chances!

Networks

Skills

Contact Sphere

1._______________________________________

2._______________________________________

3._______________________________________

4._______________________________________

5._______________________________________

6._______________________________________

7._______________________________________

8._______________________________________

9._______________________________________

10._______________________________________

Contact Spheres are made up of business or professions that naturally provide a source of referrals for one another. They are in somewhat related but non-competitive businesses. Businesses in the same Contact Sphere have a symbiotic relationship in that they support and enhance one another.

What three professions would help you round out your contact sphere?

(write them down in the space below)

Make a commitment to your dance partner to help fill their Contact Sphere by inviting people to BNI that are in their Top 3!

Last 10 Customers

1._______________________________________

2._______________________________________

3._______________________________________

4._______________________________________

5._______________________________________

6._______________________________________

7._______________________________________

8._______________________________________

9._______________________________________

10._______________________________________

List your last 10 customers. Think about how you can increase the referrals you receive by helping your dance partner understand how to find you more customers like these! Were these customers in a certain kind of business or market? Were these customers in a specific position that you are targeting? Are there other specific companies that you are targeting that are similar to these?

Note: Some professions have confidentiality requirements; if you are in one of these professions you can describe the qualities or characteristics that make your best customers your best customers.

Notes on Customers

Where did they come from?

What did you do for them?

Are these average clients?

Make notes in the space below about your last 10 customers.

Notes on Referrals

What are other referral sources?

What are good referrals?

What are bad referrals?

Make notes in the space below about referrals.

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