Resources for Visitor Hosts
Table of Contents for this page (click to scroll where you need)
VISITOR HOST TOOLS & TIPS
🟠 Avoid Accepting Membership $$ from Applicants!
Avoid Accepting Membership $$ from Applicants!
If an applicant or renewing member gives you a check, give it back to them.
Instruct them to upload the check into our encrypted form
🟠 Managing Visitor Records
How to Manage Visitor Records
Managing Visitor Registrations (the visitor portal)
Recording Visitors AFTER a Meeting:
In BNIC: Operations > Chapter > Manage Visitors > Record a Visitor (Post-Meeting, Not Pre-Registered)
**NOTE: next screen requires email address. Use VISITOR'S email. DO NOT USE an email belonging to you or another member. (Doing so affects visitor entry.)
BNIC Visitor Management - online training:
🟠 Listen to "The Visitor Experience" (mp3s)
Listen to "The Visitor Experience" (mp3s)
🟠 Five Steps for Helping Visitors
5 Steps for Helping Visitors
Five Steps for Helping Visitors (PDF)
🟠 Invitations (Printable)
Invitations (Printable)
🟠 Download & Print BNI Alabama's Rate Card & BNI Global's Seat List
Get the seat list and/or rate card HERE
VISITOR ORIENTATION & FOLLOW-UP TOOLS
🟠 Download this Visitor Orientation Script
🟠 Download this Membership Interest Sheet
🟠 Download this Infographic - Ideal Timing for Engaging with Visitors
🟠 Download this Flyer: Inviting Your Visitor to APPLY
ROLE RESPONSIBILITIES: VISITOR HOSTS
"You never get another chance to make a first impression."
🟠 BEFORE meeting
Set up Visitor registration table before meeting starts.
For BNI online chapters - they ensure the networking breakout rooms are pre-set up and visitors are engaged with in those rooms.
Manage all visitor sign-ins & introductions.
Strive to make a positive first impression to visitors and member substitutes.
Greet with a friendly face.
Give them a brief overview of what to expect.
🟠 DURING meeting
Conduct visitor orientation:
Answer questions.
Explain application process and payment options.
Encourage applying.
🟠 AFTER meeting
In BNI Connect® visitor portal:
Confirm attendance of all pre-registered visitors who attended.
Manually enters any visitors who attended but did NOT pre-register.
Follow up with visitors by a phone call within 24 hours of meeting.
Notify VP if Visitor supplies need to be ordered.
Link to Role Training in BNI Business Builder:
[end of topic]
🟠 Understanding the Visitor Host Role (Video)
Understanding the Visitor Host Role
courtesy of Hazel Walker, Executive Director of BNI Indiana & BNI British Columbia
⭐⭐VISITORS DAY!⭐⭐
Visitors Day: Learn how to Invite (3 videos)
Visitors Day: Training Programs
✅ Success in Six
✅ Better Together Visitors Day Training
Better Together Visitors Day Training
Visitors Day: Tools & FAQs
✅ 40 names in 4 minutes (Prep for Visitors Day)
40 names in 4 minutes (Prep for Visitors Day)
✅ Invitations to Print
Invitations (Printable)
✅ Example Itineraries
Example Itineraries
✅ Visitors Day: Download & Print BNI Alabama's Rate Card & BNI Global's Seat List
Get the seat list and/or rate card HERE
⭐ Leadership Teams make a Chapter successful!⭐
Click to learn about the Rewards, and Responsibilities of all LT Roles!
