Member Biography

Name:

Date:

BUSINESS INFORMATION
Business Name:

Business Website:

Profession or Job Title:

Location:

Previous Types of Jobs: Years in Business:

My Business Social Media handles:

Facebook:

Twitter:

Instagram:

LinkedIn:

PERSONAL INFORMATION
FAMILY INFORMATION

Partner:

Children:

Animals / Pets:

City of Residence: How Long:

My birthday:

MISCELLANEOUS

My burning desire is to:

Something no one knows about me:

My key to success is:

My ‘why’ in business (my business story):

GAINS Profile

Getting to Know your Referral Sources

How well do you know the people you want to include in your network? 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.

Goals
The best way to build a relationship with someone is to help them achieve their goals! Goals are the business or
personal objectives you want or need to meet for yourself or the people who are important to you.

Accomplishments
Your knowledge, skills, experiences and values can be surmised from your achievements. Be ready to share your
accomplishments with the people you meet.

Interests & Hobbies

Your interests and hobbies can help you connect with others. When you and your network source share the same
interests, it will strengthen your relationship.

Networks
Networks can either be formal or informal. A network can be an organisation, institution, company or individual,
e.g. Chamber of Commerce, Toastmasters, Community Security based network, etc.

Skills
When completing this section please refer to your LinkedIn profile. Skills make people understand what you are
most experienced and efficient at.

Staying committed to my word.

Knowledge of forex and banking in general
Attention to detail
Sticking within the rules of engagement
Contact Sphere Planning
Worksheet
Contact Spheres are made up of businesses or professionals that naturally provide a source of
referrals for one another. Businesses in the same Contact Sphere have a symbiotic relationship
in that they support and enhance each other.

Contact Sphere Professions

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Contact Sphere Professions

Please list the three professions that you would like to be invited to your chapter:

1.

2.

3.

Make a commitment to your 121 partner to help fill their contact sphere by inviting the above
professions to their BNI chapter.
Last 5 Customers
Worksheet
List your last 5 customers in terms of their industry and what work you did for them
e.g. Business Coach: designed their website and Social Media

Last 5 Customers

1.

2.

3.

4.

5.

Notes on Customers listed above (pick an average-type customer):

Where did they come from?

What did you do for them?

Are these average clients?

What is the size of an average referral?

Notes on Referrals and Future Customers:

What is your ideal referral?

What other sources have you been

getting referrals from?

What is a “bad” referral?

MY 1-2-1 CALL TO ACTIONS ARE:

Like Social Media pages
Invite professions to their chapter needed in their contact sphere
Setup a call, email or WhatsApp to a potential customer
Write a testimonial for your 1-2-1 partner, on a letterhead, that they can use as a customer reference.
Introduce your 1-2-1 partner to one of your networks

Date for follow up 1-2-1