1. LOG INTO BNI CONNECT AND CHOOSE SUBMIT TYFCB SLIPS
2. COMPLETE THE TYFCB SLIP ENTRY
- The chapter and date will automatically reflect your chapter and the date the slip was entered. This slip will be automatically applied to the NEXT meeting's chapter PALMS report.
- Choose your fellow chapter member from the drop down list whom you would like to thank for the closed business.
- Or you may search for a member to thank by clicking on "Search Cross Chapter".
- Enter the net amount of closed business for which you wish to thank your referral source for. For a guide to calculating the net amount of closed business, please see your chapter director or regional office.
- Choose whether this is a thank you for New business or Repeat business.
- Choose the Referral Type that you are thanking for - Inside (Tier 1, a self referral), Outside (Tier 2), or a Tier 3+ (spinoff referral).
- Enter any comments or remarks about this business thank you.
- Click Save and New to submit this slip and immediately begin a new TYFCB entry.
- Click Save and Quit to submit this slip and return to the home screen.
- Click Close to discard this slip and return to the home screen.
3. THANKING "BNI AND " VISITORS" FOR CLOSED BUISNESS
4. SEARCHING CROSS CHAPTER
- Clicking on the Search Cross Chapter button will allow you to search for another member in your region.
- Enter at least the first two characters of the First Name.
- <And\Or> Enter at least the first two characters of the the Last Name.
- <And\Or> Enter at least the first two characters of the Company Name.
- Click Search to find the member.
- Click Reset to clear your search and begin a new search.
- Click Back to cancel the search and return to the TYFCB slip.
5. SELECT THE MEMBER FROM THE SEARCH RESULTS
6. FOR YOUR RECORDS]
Comments
34 comments
I see a post from 19 months ago about giving referrals and TYFCB across chapters. Has that ability been set yet? We are about 5 miles apart but in different regions (DC and MD). I'd love to give this person credit for his referrals to me. There's no one in his chapter who does what we do and we actually do know each other through BNI.
Appreciate any update.
Connie
I am attempting to enter TYFCB cross chapter. I disabled the "Are you sure" button assuming if I did, it would automatically take me to the next screen. Now that I disabled it won't let me choose anyone cross chapter to thank anymore.
How do I fix?
Thanks in advance!
Jan
how do i get out of the tutorials and into writing upTYFCB slips, referrals etc
As you rightly say, thanking members for closed business is a very important part of the referral process. They're more likely to refer again if they feel appreciated. For members in my own chapter I like to do this in the meeting by standing up, passing a TYFTB card and letting everybody, visitors included, hear about the success. However, for cross-chapter referrals I find it easiest to enter the Thank You online.
My question is this: when I enter a Thank You online, does the referrer automatically receive a notification – email or otherwise – that they have been thanked for closed business? Or, is it reliant on the recipient logging in to BNIConnect and proactively looking to see if they've been credited? For external repeat work or spin-off work they won't necessarily know to expect a Thank You. In either case, do they get to see any comments I've left?
I ask this because currently I'm tending to send a separate email informing referrers that I've 'officially' thanked them. This provides a good contact opportunity and I certainly don't begrudge doing it, but it would ease the process if the comments left online were automatically forwarded, so as not to duplicate the effort.
It's one thing thanking someone on BNIConnect for invoiced work, but if they don't actually know they've been thanked the potential for strengthening the relationship will be lost.
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