One-to-One

Planner
Get to Know Your Members and Increase Your
Referrals

Use this One-to-One Planner to plan and conduct your One-to-One

meetings. Keep original copies of your worksheets, ready to fax or
email to the person you will meet with next. The worksheets you can
use include the Member Bio Sheet, Contact Sphere Planning
Worksheet, GAINS Worksheet and Last 10 Customers Worksheet. If
you need more copies of these worksheets, contact your director.

www.bni-india.in

© 2014 BNI
 One-to-One Planner - Process
It’s as simple as scheduling one meeting
a week with one of your BNI members!

© 2014 BNI
1. Set Time and Date 4. Bring Worksheets to One-to-One
 Your office or theirs (preferred) Bring the same materials to your one-to-one
meeting that you faxed or emailed earlier. You
 Restaurant or Coffee Shop
can also bring other materials that will help
Pick a time to meet! It is better if you meet you help each other. For example, you can
at your One-to-One partner’s office bring testimonials from your customers or your
because you can learn more about their rolodex to share if appropriate.
business.
5. Meet with Your One-to-One Partner
2. Prepare Your Worksheets Meet with your One-to-One partner and learn
 Bio Sheet as much as possible about how to find
referrals for them. Use the worksheets as a
 GAINS Worksheet way to get started.
 Last 10 Customers Worksheet
 Contact Sphere Planning Sheet 6. Commit and Agree on Goals
Take the time to prepare your One-to-One  One short-term referral
Worksheets. The worksheets will help you  One long-term referral
share important information with your One-
to-One partner about your business and  Invite prospects from your One-to-One
partner’s “Contact Sphere Top 3”
how to find referrals for you.
 Meet again
3. Exchange Information Make a commitment to help your One-to-One
Before the Meeting partner with referrals, both short-term and
long-term. At the same time, invite
Fax or email your four worksheets to your prospective BNI members from their “Top 3”
One-to-One partner before your meeting. list to help them build their network through
If you are meeting with many members of BNI and their Contact Sphere. If you met at
your chapter, keep the originals handy, and someone’s office, plan to meet at the other
fax or email them to the next person on person’s office next time.
your list a week ahead of time.

© 2014 BNI
 www.bni-india.in

© 2014 BNI
 One-to-One Planner –
Appointment Schedule
Be Systematic and Increase Your Referrals

© 2014 BNI
 Date/Time Partner Location
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
Week 12
Week 13
Week 14
Week 15
Week 16

The One-to-One is a great tool to use to get to know members of your chapter –
outside of your regular meetings! The better rapport you have with each member,
the more referrals you will both be able to give to each other. By systematically
developing your relationships with each other, you will also be systematically
developing your referrals in future meetings! Use the planner above to schedule
your one-to-one meetings.

www.bni-india.in

© 2014 BNI
 Member Bio
Our Speaker: Ar. Himanshu Sonawat__________________________________Date:_________________________________
BUSINESS INFORMATION

Business Name: Raghav Consultants

Profession: Architect Residential Category and Urban Designer________________________________________________

Location: 812/14, Jeevandeep Complex, near Nirmal Hospital_____________Years in This Business : 4 years Experience
Previous Types of Jobs: Architecture
PERSONAL INFORMATION
FAMILY INFORMATION:
A. Spouse Monika Deswal Sonawat______________________________________________________________

B. Children ---________________________________________________________________________________

C. Animals ---________________________________________________________________________________

Hobbies: Outdoor and Indoor Sports, Cooking, Sketching, Reading_______________________________________________

Activities of Interest: Travelling, Cricket, Trekking, Adventure, Photography, Foodie, Music, Movie, playing

City of Residence: Surat____________________________________________How Long? 3 years in surat________________

MISCELLANEOUS

My burning desire is to… To Make Surroundings a better place to live with the knowledge of Architecture & Urban Design_

Something no one knows about me: Sincerity towards work and Can lead team works_______________________________

My key to success: Dedication and Commitment________________________________________________________________

© 2014 BNI
 GAINS Worksheet

Goals
Goals are the business or personal objectives you want or need to Goals -To have an office of my own Soon and to achieve new heights in field
meet for yourself or the people who are important to you. You need to of Architecture and Urban Design
define your goals and have a clear picture of the other person’s goals.
The best way to build a relationship with someone is to help them
achieve their goals!

Accomplishments – Designing and Execution of Kiran Hospital Surat, High

Accomplishments rise residential work in Mumbai, Urban Development in Surat City with SMC
People like to talk about the things they are proud of. Remember,
some of your best insight into others comes from knowing what goals and Also completed Masters from NUS, Singapore
they have already achieved. Your knowledge, skills, experiences and
values can be surmised from your achievements. Be ready to share
your accomplishments with the people you meet.

Interests Interests – Travelling, Photography, Desire to Learn Artist applications,

Your interests can help you connect with others. Interests are things Cricket, Sports, Adventure …
like playing sports, reading books and listening to music. People like
to spend time with those who share their interests. When you and
your network source share the same interests, it will strengthen your
relationship.
Networks
You have many networks, both formal and informal. A network can be Networks – Samast Patidar Trust Committee Members, SMC Officials of few
an organization, institution, company or individual you associate with. Dept,

Skills
The more you know about the talents and abilities of the people in your Skills – Designing with Complete solutions and Executing it to every details
network, the better equipped you are to find (and refer!) competent
given.
affordable products and services when the need arises. And when
you’re trying to roundup business opportunities, the more people know
about your skills, the better your chances!
How well do you know the people you want to include in your network? Chances are you have a little homework to do. Spend more time with the people you
already know and concentrate on learning these five essentials – their goals, accomplishments, interests, networks, and skills. Make sure you give back the same
kind of information. 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.

© 2014 BNI
 Contact Sphere Planning Worksheet

Contact Sphere

1. Samast Patidar Samaj Members__________

Contact Sphere Top-3!
2. Textile industries_______________________

3. Diamond Industries____________________ What three professions would help you round out your contact
sphere?
(write them down in the space below)
4. Brokers______________________________

5. Business Individuals ___________________

6. Jain Samaj___________________________

7. Architects and Engineers________________

8. SMC Members________________________
Make a commitment to your partner to help fill their
Contact Sphere by inviting people to BNI that are in their “Top 3!”
9. ____________________________________

10. ____________________________________

Contact Spheres are made up of business or professions that

naturally provide a source of referrals for one another. They
are in somewhat related but non-competitive businesses.
Businesses in the same Contact Sphere have a symbiotic
relationship in that they support and enhance one another.
© 2014 BNI
 Last 10 Customers Worksheet
Last 10 Customers Notes on Customers
1. ____________________________________  Where did they come from?
 What did you do for them?
 Are these average clients?
2. ____________________________________
Make notes in the space below about your last 10 customers.

3. ____________________________________
 We are providing regular designing & execurion services for
their buildings.
4. ____________________________________  We are serving them since last more than 10 years.

5. ____________________________________

6. ____________________________________ Notes on Referrals

 What are other referral
7. ____________________________________ sources?
 What are good referrals?
 What are “bad” referrals?
8. ____________________________________
Make notes in the space below about referrals.

9. ____________________________________  For us, good referrals will be people in Textile Industries

&corporate sectors.
 People of Hospital, Hotel and Education industries can be good
10. ____________________________________ referral for us.
List your last 10 customers. Think about how you can increase the referrals you
receive by helping your One-to-One partner understand how to find you more
customers like these! Were these customers in a certain kind of business or
market? Were these customers in a specific position that you are targeting? Are
there other specific companies that you are targeting that are similar to these?
Note: Some professions have confidentiality requirements; if you are in one of
these professions you can describe the “qualities” or “characteristics” that make
your best customers your best customers.

© 2014 BNI