
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!
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.
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.
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.
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.
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.
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| 7 Minute Guide to Visibility |
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| 7 Minute Guide to Weekly Presentations |
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| 7 Minute Guide to Perfect One-to-Ones |
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| 7 Minute Guide to Growing Your Network |
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| 7 Minute Guide to Giving Great Referrals |
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:
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.
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| 1-to-1 Planner for Effective & Productive Meetings |
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.
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| Official BNI Podcasts on Bringing Visitors |
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| GRIP Inviting Method |
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| Registering Visitors in BNI Connect® Mobile App |
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.
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| Passport to Success (fillable PDF) |

BNI CONNECT LOGIN AND SUPPORT
BNI CONNECT® MOBILE APPWe 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
MEMBERSHIP RENEWALBNI Memberships last for 1 - 2 years. Save money by choosing a 2 year membership!
MEMBER bADGEWe 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.
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 PlannerThe 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.
Referral source worksheetInstructions 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!
CHAPTER SPEAKER CHECKLISTSpeaker 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.
MEMBER SHOWCASEClick 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?: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
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
BrandingClick Here for the searchable database with logos