Bni referral tracking 2026

1. Click ‘Get Form’ to open the BNI Referral Tracking Sheet in the editor.
2. Begin by entering the 'Date' of the referral in the designated field. This helps keep track of when each referral was made.
3. Next, specify the 'Referral Type' by selecting from options such as 'Given' or 'Received'. This categorization is crucial for understanding your referral dynamics.
4. In the 'Referral's Name' section, input the name of the individual being referred. Accurate details here ensure proper follow-up.
5. Fill in the 'Referred By' field with your name or the name of the person who made the referral. This establishes accountability and recognition.
6. Indicate the 'Level of Contact Interest' by choosing options like 'Meeting', 'Follow-Up', or 'Business Spin-Off'. This will guide your next steps in engagement.
7. Record any relevant dates under 'H/W/T/C Dates' and note down any scheduled meetings in their respective fields to maintain a clear timeline.
8. Finally, update the 'Status' section to reflect whether a business deal was sold or if further action is needed. Keeping this updated is key for tracking progress.

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