BNIReferralDesk

Independent and unofficial.

Folio 05Questions and answers

The index at the back of the book

Questions, answered plainly

What this desk is, where your data lives, how the numbers are worked out and what to do when something does not look right. Search, or open a group below.

Showing all questions.

About this desk

Is this the official site of Business Network International or my chapter?

No. BNI Referral Desk is independent and unofficial. It is not affiliated with, endorsed by or sponsored by Business Network International or any chapter. It does not speak for them, and it does not describe their rules. If your chapter has its own forms, terms or procedures, those come first. Use this desk for your own private notes and practice.

Who is it for?

Owner-operators and professionals who get most of their work through word of mouth, especially in groups that meet every week and pass referrals between members. The tools are plain enough to use if you network in some other way, such as a local business breakfast or an informal circle of trades.

Is there anything to buy, or an account to make?

There is nothing to buy and nothing to sign up for. The pages are static files. There is no login because there is no server holding anything of yours.

Why a ledger?

Because a ledger is honest. It records what happened, one row at a time, in the order it happened. It does not rank you or promise anything. A referral business runs on goodwill, and a plain record of who helped whom, and whether anyone said thank you, is the cheapest way to keep your goodwill in good order.

Your data

Where is my data stored?

In your own browser, on your own device, using the browser’s local storage. The pages make no network requests. Nothing you type is sent to the desk, to a server or to anyone else.

I opened the site on another device. Where did my ledger go?

Local storage belongs to one browser on one device, so a new device starts empty. To move rows, export a CSV from the first device. You can open the file in any spreadsheet. The desk does not import files back in, so treat the export as your backup and your record. Your pitch can be moved by copying the script text.

What happens if I clear my browser data or use a private window?

Rows and pitch fields are removed along with the rest of the site data, and a private window forgets them when it closes. Export a CSV from the ledger now and then if the record matters to you.

Can anyone else see my rows?

Only someone who can use your browser profile on your device. If you share a computer, clear your rows when you are done, or use a private window. Remember too that your rows may mention other people; keep notes factual and kind.

A message says my browser is blocking storage. What now?

Some privacy settings and private windows block local storage. The tools still work, but your work only lasts until you close the tab. Copy your script or export your CSV before you leave.

Using the tools

How is speaking time worked out?

Words divided by your pace, times sixty. The starting pace of 130 words a minute is a guess you can change. Run the rehearsal on the pitch page: it times you reading aloud and can set the pace from that run. The estimate leaves out pauses, so give yourself a little air under the limit.

My script reads stiffly. How do I make it sound like me?

Write each box as if you were telling a friend. Use contractions. Cut any word you would not say aloud. Then read it out loud and change whatever makes you stumble. Also try the other opening styles; a problem-first open often sounds more natural than a name-first one.

What do the status stamps mean?

Passed means the lead has been handed on. Contacted means the two people have spoken. Meeting set means a time is in the diary. Closed means the referral reached a result you are happy to record. Not a fit means it was not right, and you said so. These are the desk’s own labels; use the closest one and put the rest in the note.

How do I export my ledger?

Press Export CSV on the ledger page. Your browser saves a file with one line per row, which opens in any spreadsheet program. If a name or note begins with a character a spreadsheet might read as a formula, the export adds a leading mark so it opens as plain text.

Can I print things?

Yes. The pitch page prints your script alone. The ledger prints its rows. The one-to-ones page prints your pinned cards and the agenda. Everything else is hidden from the printout.

Can I use the desk with a keyboard or a screen reader?

Yes. Every control is a real button, field or link. The card deck responds to the left and right arrows, Enter or Space to turn a card over, S to shuffle and P to pin. Status changes and copy confirmations are announced politely. If an animation bothers you, set your device to reduce motion and the desk will hold still.

Does it work offline?

Yes. Once the files are on your device, the pages need no connection. They load no fonts, scripts or images from elsewhere.

Networking practice

How many referrals should I pass each week?

There is no target here, and the ledger will never set one. Pass the ones that are real. One warm, specific introduction beats five hopeful names. If your group has its own expectations, follow them.

What do I do with a referral that is not a fit?

Say so quickly, kindly and with a reason. Thank the person who passed it. Stamp the row Not a fit and note why, so you can sharpen the ask you make next time.

Is it all right to ask for a very specific referral?

It is better than all right. A specific ask is easier to act on, and people enjoy being able to help. Try it as a short phrase, such as “an owner who has just outgrown a spreadsheet”, and let the pitch builder place it at the end of your script.

What makes a good thank-you?

Speed and specifics. Send it within a day or two. Say what happened because of the referral and what it meant to you. Mention the person by name when you tell the group. The thank-you tracker in the ledger keeps the list so none slips.

A short glossary

Referral
A warm introduction to someone who may need what a member offers.
One-to-one
A conversation between two members, away from the meeting, to learn how to help each other.
Pitch
The short, spoken introduction of who you are and who you help. This desk helps you shape one.
Ledger
Your private record of referrals given and received, kept in your browser.
Stamp
The label showing where a referral has got to.
Beat
One short part of a pitch, such as the problem or the ask.

Still stuck? Write to hello@bnireferral.com, or use the composer on the contact page.