Member Resources

Congratulations on making the decision to invest in your business growth by joining BNI®. We are excited to support you on this journey and help you maximize the many benefits of your membership. To ensure a strong start, we recommend following these key next steps. Completing each step carefully will set you up for success and help you get the most out of your BNI® experience.

Take your time, focus on one step at a time, and build a solid foundation for your membership.

Let’s get started!

1. Watch a brief BNI Welcome Message from our Founder, Dr. Ivan Misner.

Welcome From Our Founder

 

2. Learn to log your data in BNI Connect®

Getting Started with BNI Connect® BNI Connect® is your central platform for accessing the member directory and tracking your networking activities. 

To get started, watch this short video for a step-by-step guide on how to connect with this essential tool.

Getting connected to your online BNI tools BNI Connect and BNI Business Builder

3. Sign up to meet our Executive Director, Steve Hand!

Steve has availability every week for Zooms or phone calls. Please check his standing Zoom link to see his availability and sign up! 

 

To attend, simply join at any of the available times. You can also reach out to him:

email: [email protected]

Phone: 919-465-1667

 

4. Fill out your BNI Connect® profile.

This brief video provides a guided tour of BNI Connect®, helping you navigate the platform and update your BNI profile. Completing your profile ensures that fellow members can learn more about you, making it easier for them to connect you with valuable referrals.

Intro to BNI Connect and completing your member profile

5. Explore the BNI Connect® Mobile App.

The BNI Connect® Mobile App is a convenient portal into BNI Connect® right from your phone. Watch this short video to for an orientation to this convenient, always with you, portal to register Visitors, enter activity, and access the member directory.

Intro to the BNI Connect Mobile App


6. Start strong by learning key skills through the Member Success Program (MSP).

Please follow the instructions below to take the Member Success Program (new member training) online through BNI Business Builder:

Please go to BNI Academy and if you are already registered go ahead and log in! If you have not signed up for BNI Academy click "Forgot your password?" and enter the email address that is in the BNI Connect system. You will receive an email with instructions to set up your BNI Academy login credentials.

Once you are in BNI Academy, you can go to the side menu and click on "My Training" and one of the first training options on the list should be "Member Success Program (MSP)". Once you complete all sections in the program your BNI Connect training record will be updated to show MSP completion.

BNI ACADEMY 

7. Download and review the 7-minute Guides for key BNI activities.

These 7-minute Guides are designed to quickly guide you in key activities and best practices in BNI that can help them be more successful in growing your business by referral. Each guide is only 2 pages and packed with information, guidance, tips, and additional resources. These are a great compliment to the Member Success Program (MSP) in the previous step.

7 Minute Guide to Maximizing Referrals Through Visibility
7 Minute Guide to Visibility
7 Minute Guide to Perfect Weekly Presentations
7 Minute Guide to Weekly Presentations
7 Minute Guide to Perfect One-to-One Meetings
7 Minute Guide to Perfect One-to-Ones
7 Minute Guide to Growing Your Referral Network
7 Minute Guide to Growing Your Network
7 Minute Guide to Giving Great Referrals
7 Minute Guide to Giving Great Referrals

8. Schedule your first 1-to-1 Meeting.

Building Strong Relationships Through One-to-Ones: 1-to-1 meetings are essential for building relationships within your BNI chapter and learning how to exchange high-quality referrals. To start, aim to schedule 1-2 meetings per week with your chapter referral partners.

We recommend prioritizing your Passport to Success mentoring 1-to-1s with 10 key chapter members, as well as connecting first with those who can most naturally refer business to you. Over time, you’ll expand your meetings to include all chapter members and continue scheduling repeat 1-to-1s to strengthen these relationships.

To ensure productive meetings, review the 1-to-1 Meeting Planner and complete the four essential worksheets:

  • Bio Worksheet
  • GAINS Exchange
  • Contact Sphere Worksheet
  • Previous 10 Customers Worksheet

Exchange these documents with your 1-to-1 partners before your meeting to maximize the value of your time together.  By consistently engaging in 1-to-1s, you’ll develop deeper connections and generate more effective referrals within your BNI network.

One-to-One Planner for Impactful Powerful 1-to-1s
1-to-1 Planner for Effective & Productive Meetings

9. Invite and Bring your first Visitor. Help someone else grow their business.

Inviting Visitors to your BNI Chapter strengthens your professional network and creates valuable opportunities for everyone. By introducing a Visitor, you provide them with access to a trusted team of professionals who can help grow their business through referrals. At the same time, you expand the connections within your chapter, increasing referral opportunities for all members.

To support your success in both inviting and bringing Visitors to your chapter, please review the resources linked below. Additionally, if a prospective Visitor requests more information, you can share the video provided.

Official BNI Podcasts On Bringing Visitors
Official BNI Podcasts on Bringing Visitors
GRIP Inviting Method
GRIP Inviting Method
Registering Visitors in BNI Connect® Mobile App
Registering Visitors in BNI Connect® Mobile App

 

10. Complete your Passport to Success mentoring 1-to-1s.

As a new BNI member, your first step is to connect with your chapter's Mentor Coordinator. They will guide you through the New Member Passport to Success, an essential resource designed to help you integrate smoothly into the chapter. This program provides an excellent opportunity to engage in meaningful conversations with fellow members while gaining insight into the leadership team’s structure and individual roles.

To get started, the Passport to Success document is usually given to you by your Chapter President during your Induction. Use this document in collaboration with your Mentor Coordinator to track your progress and successfully complete the program.

Passport To Success - New Member Engagement Program
Passport to Success (fillable PDF)

 

BNI CONNECT LOGIN AND SUPPORT

  • LOG IN HERE (log in to one portal: mybni.com with one login!)

 

 BNI CONNECT® MOBILE APP

We have an amazing BNI Moble App! Select the links to download the BNI Connect mobile app and login with your BNI Connect username and password:

How to use BNI Connect Mobile: Click Here

 

 BNI ACADEMY

  • LOG IN HERE (log in to one portal: mybni.com with one login!)
  • Member Success Program (must be completed by all new members within 60 days): LINK

MEMBERSHIP RENEWAL

BNI Memberships last for 1 - 2 years. Save money by choosing a 2 year membership!

BNI Renewal Link

 

MEMBER bADGE

We will print you a bage when you join and deliver or mail it within a month of joining. If you lose your badge or need information on your badge changed, please use the form below to request one.

Triangle Badge Request

 

BNI + (BNI PLus)

BNI+ is an application that simplifies the planning, management, and delivery of your BNI meetings.  It runs from a web browser on desktops, tablets, or phones.

Leadership logs into a dashboard that summarizes all information and content required for a meeting.

Website: https://bniplus.com

To learn more about BNI +, please check our Events Calendar for live trainings.

Here is a link to BNI Business Builder for the BNI+ Training Series. These are recordings of past trainings to help Chapters get up to speed. There are also dozens of answers to common questions in the resource center, which can be found by clicking the red circled question mark in the upper right corner of the home page of BNI+.

 One-to-One Planner

The worksheets included in this manual include the Member Bio Sheet, Contact Sphere Planning Worksheet, GAINS Worksheet and Last 10 Customers Worksheet.  Fill out this fillable PDF and save it.  Then email it to the person you will meet with next.

BNI One-to-One Planner

Referral source worksheet

Instructions on page one, worksheet on page two. Work on this in pairs to perfect your elevator pitch, strengthen your asks, and teach your referral partners what to listen for and how to refer you!

Referral Source Worksheet

 

CHAPTER SPEAKER CHECKLIST

Speaker should complete this ONE WEEK prior to speaking date. After completed, we will notify your Secretary/Treasurer so they will be prepared for your presentation.

Speaker Checklist

 

MEMBER SHOWCASE

Click here. Our members can showcase their businesses and extend discounts to other members.

 

Check your Traffic Lights (Power of One):

Click here to download

Find your chapter tab

 

Where is the Key to Success?:

RD17 Clayton Business Leaders

Wednesday 9am

Generation Church

510 W Main St
Clayton, NC 27520

Phone No: 919-557-0448

Check your VP Report:

Click here to download: excel

 

Help! Someone is spamming me! VIDEO

 

Can't access your account?

1. Click Forgot Password link

2. BNI will sent a temporary password to the email you registered

3. Login with temporary password

4. Reset to desired password

  LEARN TO INVITE VISITORS

Members are expected to bring at least ONE visitor each month. Learn how to confidently invite visitors to your chapter.

 

Branding

Click Here for the searchable database with logos

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