Best Practices

ProVisors Membership Guide

“As the old saying goes, you don’t get a second chance to make a first impression!”

Please turn them off or to silent/vibrate during the meeting. If you have an urgency, please step out of the room.

Should be worn on the right side. This allows others to read your name easily while shaking hands with your right.

This is distracting during the member introductions and testimonials.

Don’t leave home without them. Essential for following up after meetings.

While there is no formal dress code, always dress to impress for what’s appropriate for your industry.

Answer “What do you do?” in less than 10 words. Match the attention span of a real elevator ride.

The earlier you arrive, the more networking opportunities are available. Late arrival suggests unreliability to referrals.

60-90 seconds. STAND UP so the room focuses on you. Be clear, concise, and don’t ramble into the weeds.

Membership cost is $2,500/year. Attending only home group meetings averages $208/meeting.

It’s FREE to attend other groups. Guesting defrays the cost per meeting and gets you known much quicker.

Visit other groups and pick specialty Affinity Groups. Membership is free pending leader approval.

Be on time. Split time equally. Ask good questions. Split the bill equally if in-person.

Use the RSVP sheet—the most valuable asset. Proactively reach out; they’ll take the call.

“The fastest way to get respect.”

Publicly thank those who refer business. Ratio of time spent speaking about them/you should be 80/20.

No Solicitation: Reach out to help clients/referrals, not to ask members directly to become your client.
Sexual Harassment: Zero tolerance policy. Immediate grounds for expulsion. Just don’t do it.

Complete your ProVisors and LinkedIn profiles with photos. Link them together.

Enter key ProVisors contacts in your mobile phone to facilitate introductions in real time.

You are either networking or not working

Get Up, Suit Up, Show Up, Stand Up, Speak Up!