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BNI In Person Meeting Application Form Template

Streamline Your Application for In-Person Meetings

If you're struggling to gather all the necessary details for your BNI in-person meeting, this application form template is here to help. Designed for BNI members applying to attend in-person meetings, this template simplifies the application process and ensures you provide all relevant information seamlessly. Enjoy easy customization, quick data collection, and improved communication with leadership teams while ensuring your submission meets compliance standards. You can start using this live template to simplify your application today.

Full name
Email address
Mobile phone number
Company name
Job title or role
Primary profession or business category
BNI chapter you plan to visit
Preferred meeting date
Are you currently a BNI member?
Yes
No
Name of inviting BNI member (if any)
How did you hear about this meeting?
BNI member invitation
Friend or colleague
Social media
Search engine
BNI website
Local event listing
Prefer not to say
Other
Please Specify:
Accessibility needs (if any)
What are your main goals for attending this meeting?
I agree to follow the chapter's visitor guidelines and be respectful to attendees.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Do you consent to share your name and contact details with chapter leadership and members for follow-up?
Yes
No
Do you consent to be included in group photos that may be shared by the chapter?
Yes
No
Type your full name to confirm the information provided is accurate
Date of submission
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Paper art illustration showcasing BNI In Person Meeting Application Form Template by FormCreatorAI

When to use this form

Use this application when your chapter needs to screen and schedule in-person visitors for a specific meeting. It helps leadership confirm the visitor's profession and category, avoid conflicts, and gather contact details for reminders and check-in. Visitor hosts can plan seating, name tags, and a warm welcome, while the membership committee gets the context it needs for follow-up. If you are hosting a broader community night, the Community group registration form may fit better. To gather post-visit feedback and improve your visitor experience, send a short Membership survey form. The result is a smooth meeting, better matches, and clear next steps for anyone ready to join.

Must Ask BNI In Person Meeting Application Questions

  1. Which meeting date and location will you attend?

    This locks the RSVP to a specific session so you can staff greeters, prepare materials, and manage room capacity. It also reduces no-shows by allowing timely reminders.

  2. What is your profession and the BNI category you would apply for?

    This protects the one-seat-per-category policy and prevents conflicts before the visit. It helps the membership committee seat the visitor with the best potential referral partners.

  3. Who invited you, or how did you hear about our chapter?

    Attribution lets you thank the right member and track effective outreach channels. It also guides who should host the visitor during the meeting.

  4. What types of referrals are you seeking and who is your ideal client?

    Clear goals help the chapter make warm introductions during open networking. You can also tailor the agenda to showcase the most relevant member businesses.

  5. Are you able to attend weekly 90-minute meetings and meet participation requirements?

    Setting expectations upfront improves fit and retention. If you decide to move forward after your visit, we will route you to the Membership application form for next steps.

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