Blog

Follow-up: For the Referral That Isn't Won or Lost Yet

A lead who says "next summer" isn't Won, and it isn't Lost either. Follow-up gives that referral a place to wait, with a private note and a reminder at the time you pick, so you call back when the customer is ready.

Media: A Place for Your Group to Share and Talk

Files are rarely the point. The point is what someone wanted the group to see, and the conversation that should have followed. So we turned Files into Media: a board of posts with videos, attachments and comments.

Make the Group Dashboard Yours

Every group watches different numbers. Now managers can choose the widgets on the group dashboard, then drag and resize them right on the page. Organizations can set one layout for all their groups.

Referral Feedback: Tell Your Givers How It Went

Most referral givers never hear what happened after the introduction. Now, when you close a referral as Won or Lost, you can rate it from 1 to 5 and leave a short note that only the person who sent it will see.

Reports that tell you what to do next

We have added eight reports to group reporting. Every report we shipped before this one counted what had already happened. These eight tell you what to do about it: who is giving more than they get, which pairs have never met, and who is going quiet while there is still time to call them.

1-to-1 Reporting Is Getting Simpler Starting October 6

New Features: Recurring Revenue and Lost Report

Every Meeting You Belong To, on One Calendar

If you belong to more than one group, your week is spread across three or four pages. Now it sits on one calendar, in your own timezone.

New Feature: Track Referrals with Guests

Comparing BNI Connect with ChamberForge

The Surge Always Fades. Here's How to Keep It Going

Stop Measuring Engagement. Start Engineering It