Cross chapter referrals

女士 Catherine Wong

May 14, 2022 02:47

When I give a referral to a member of ANOTHER chapter, is it a internal referral or external?

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• Official comment

  

  Jeremy Walsh

  May 20, 2022 15:33

  To generalize - there are three types of referrals with corresponding TYFCB
  
  TIER 1 or INSIDE REFERRAL or SELF REFERRAL.
  Definition: 
  Member A directly does business with Member B
  
  Process:
  Member A submits a referral slip to Member B, it should be designated an inside referral.
  PALMS report will show 1 RGI for Member A and 1 RRI for Member B.
  Once the job is complete, Member B submits a TYFCB to Member A
  PALMS report will show that amount anonymously for Member A.  Nothing is shown in the PALMS for Member B.
  
  TIER 2 or OUTSIDE REFERRAL
  Definition: 
  Member A refers Person C to Member B.  
  Person C is anyone in the world that Member A knows that is not themselves.  It could be a family member, acquaintance, colleague, or business associate.
  In order to be a true referral, Person C must give consent to be contacted by Member B.
  A referral is only the initial introduction, not a guarantee of business.
  A referral is only the FIRST introduction, it is not a new referral for continued or repeat business.
  
  Process:
  Member A submits a referral slip to Member B with Person C's contact information.  It should be designated as an outside referral.
  PALMS report will show 1 RGO for Member A and 1 RRO for Member B.
  Once the job is complete, Member B submits a TYFCB to Member A
  PALMS report will show that amount anonymously for Member A.  Nothing is shown in the PALMS for Member B.
  
  TIER 3 (or 4, 5, 6, etc) REFERRAL
  Definition:  
  Tier 3: When Person C refers Person D to Member B
  Tier 4: When Person D refers Person E to Member B
  Tier 5: When Person E refers Person F to Member B
  etc.....
  
  NOTE: These are often very difficult to track and not known unless contact tracing is diligently done on all new clients to be able to trace the source all the way beck to Person C which was the result of the referral from Member A.
  
  Process:
  No referral slips are passed for this type of referral because Member A is not making the direct introduction.
  Once the job is complete, Member B submits a TYFCB to Member A
  PALMS report will show that amount anonymously for Member A.  Nothing is shown in the PALMS for Member B.
  
  
  CROSS CHAPTER REFERRALS
  Nothing changes with any of the processes or definitions above when members are in different chapters. 
  Note only that the TYFCB will show in the PALMS report of Member A's chapter because they originated the revenue.  Nothing will show in Member B's chapter PALMS.
  
  REFERRALS INVOLVING ALUMNI OR VISITORS
  The referral slips are not recorded for referrals to or from alumni or visitors.
  TYFCB may be recorded for these referrals by choosing BNI or Visitor from the dropdown.
• 

  Mr. Allan Lau

  May 14, 2022 06:10

  Hi Catherine,

  To answer your question, let's define internal & external referral. Referrals are categorized in tiers - 1, 2 or 3 & above.

  Internal referral = Tier 1
  External referral = Tier 2 & above

  BNI is a global organization. All BNI members are one family. So, as long as the transaction is done between members, it is internal. Transactions referred by members are external.

  Hope this helps.

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• 

  Mr Lee Hardy

  January 28, 2025 15:07

  Just found this topic via google and had a question. 

  If a tier 2 is only a referral for the introduction and not repeat business does this also apply to tier 1.

  For example if I was a plasterer and every week had a job for a painter and decorator in my chapter would that be a new referral each week? - as we are already "introduced". 

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