1. Leadership Handbook - neXco National · 2020. 3. 3. · • Access to our members-only Facebook page • A custom video and profile on website Cocktails & Commerce: Cocktails &

NEXCO NATIONAL LEADERSHIP HANDBOOK

NEXCO NATIONAL B2B LEADERSHIP

HANDBOOK

NEXCO NATIONAL LEADERSHIP HANDBOOK 2

Table of Contents

Introduction Page 3

NeXco National Organizational Chart Page 5

NeXco National Vision, Mission, Values Page 5

Difference Between B2B & Core Chapters Page 6

Chapter Leadership Objectives & Responsibilities Page 7

President Page 7

Vice President Page 9

Recordkeeper Page 11

Visitor Liaison Committee Leader Page 16

Running a Successful Chapter Meeting Page 19

Chapter Agenda Operating Guide Page 19

Chapter Agenda Outline Page 23

Chapter Agenda Sample Timelines Page 24

Chapter Handout Page 25

Index Page 26

Template: Welcome Email to New Team Member Page 26

Template: New Member Announcement to Chapter Team Members Page 26

Template: Email Options for NO vote Page 27

Template: Email Options to Chapter to Initiate the Vote Page 27

Template: Email Probation Verbiage 1st Offense Page 28

Template: Email Probation Verbiage Final Page 28


Introduction

NeXco National is an exclusive networking community whose vision is to serve as a catalyst for members to achieve exponential growth. It is our mission to provide our members with a superior networking experience and multiple avenues to grow their business. At our core are our referral-sharing Chapters designed to provide a referral network for our members. Each thoroughly vetted member provides a unique service within each Chapter that will not compete with any other Chapter member. NeXco National also hosts networking socials with a different co-host organization(s) with the objective to continuously expand our members’ networks. We believe in giving back to our communities and offer a free non-profit membership seat in every chapter.

Vision

Our vision is to offer a premier networking experience and create a business community for our members that serves as a catalyst for growth.

Mission

Our mission is to serve our members through an ideal networking experience that cultivates an

environment of personal and professional growth.

Values

We value Integrity, Commitment, Collaboration and Community. What Sets us Apart:

¨ Proven Model to Close Business through an Efficient Use of Time: Chapters meet twice monthly and have a proven track record of referral and business generation

¨ Professional Development: Mastermind discussions at every Chapter meeting ¨ Monthly Business Socials: Co-hosted with a different organization(s) each month to help you

grow your network and your business ¨ Non-Exclusivity: We do not restrict our members from joining other organizations. ¨ Community Engagement: Non-profit engagement and community relations


Member Benefits: • Your exclusive seat in your Chapter; • Complimentary access to our monthly Core Socials (Business & Beverages), where neXco National

partners with a different networking organization; • Discounted access to our B2B Socials (Cocktails & Commerce) • Access to our members-only Facebook page • A custom video and profile on www.b2bneXco.com website

Cocktails & Commerce: Cocktails & Commerce are our business socials on our B2B side of neXco National. Attendees MUST market 100% to other businesses. If you are a neXco National B2B member you may attend these events at a reduced rate. Pre-registration is required. Guests (who qualify) may also purchase a ticket on our Eventbrite page to attend any of our Cocktails & Commerce events. http://nexconational.eventbrite.com Business & Beverages: Business & Beverages are our Core monthly business socials. These events are held on average once a month. Each Social is co-hosted with a different networking organization each month. The events take place all around the Northern Virginia area. Each Social provides our members with a unique and intimate networking group. As a neXco National member, you receive one complimentary ticket to each Business & Beverages Social. Pre-registration is required. Guests may also purchase a ticket on our Eventbrite page to attend any of our Business & Beverage events. http://nexconational.eventbrite.com


NeXco National Organizational Chart


B2B vs Core

NeXco National has two types of Chapters: B2B and Core B2B Chapters are comprised exclusively of Business to Business networkers. Members of neXco National B2B groups must market 100% exclusively to businesses. B2B website: www.b2bneXco.com Core Chapters are comprised of both Business to Business (“B2B”) and Business to Consumer (“B2C”) professionals. Core website: www.neXconational.com


Chapter Leadership Objectives and Responsibilities

President President Objectives: The President's main objective is to advocate and further neXco National’s vision: To create a business ecosystem for our members that will serve as a catalyst for exponential growth. The President will accomplish this by cultivating a great member and guest experience at Chapter meetings. The President will facilitate an efficient agenda meeting, following neXco National’s Agenda Operating Guide, and engage members and guests in the process. The result of a well run meeting will be an environment of energy and authenticity that is conducive to referral and business exchange, not only between members, but also the broader community. NeXco National presidents will be responsible for providing leadership in growing membership. And presidents will lead by example by generating face-to-face interactions, inviting guests to Chapter meetings and providing referrals to members and guests. The President will create and foster a culture of collaboration amongst Chapter members and amongst other neXco Chapters. This is demonstrated by personally welcoming people in the same profession (“competitors”) as visitors to the group and referring prospective members to neXco Chapter where they are a better fit. President Responsibilities:

o Recruit members to join the leadership team o Hold leaders accountable for executing their objectives/responsibilities. o Lead twice a month Chapter meetings following the neXco National’s Chapter Agenda

Operating Guide (see page 19). o Notify the Vice President to run the meeting if President must be absent. o Engage membership to refer business opportunities to one another and grow the Chapter. o Lead by example through action by taking part in 1-to-1s, passing referrals and bringing guests. o At the end of each calendar quarter, report quarterly referral/guest metrics to members;

President enforces rules when needed o Support the Visitor Liaison Leader in follow-ups with guests who are good prospects to join the

Chapter. Good prospects are visitors whose professional seat is open and can bring value to the Chapter.

o Welcome new members and help them acclimate to the Chapter. o Contact neXco National immediately if the Chapter has any problems or questions


President’s Checklist

Pre-Meeting:

Update and print the upcoming meeting Chapter handout and bring to each Chapter meeting (you may delegate this task)

Send once a week email to remind members of upcoming meeting (see sample weekly email)

During Meeting:

Run the Chapter meeting by following the “Chapter Agenda Operating Guide”

Post-Meeting:

Follow-up with guests via thank you emails, calls and/or 1-to-1s.


Vice President Vice President Objectives: The Vice President's main objective is to create a great experience for members and guests at Chapter meetings. The Vice President will accomplish this by leading the spotlight section and the Mastermind section of the agenda. Vice President Responsibilities:

o Lead the business Mastermind portion of the Chapter agenda o Maintain a schedule of spotlight speakers for at least 3 months; Inserting new members into

the schedule no later than 3 months after they join. o Engage membership to refer business opportunities to one another and grow the Chapter. o Lead by example by taking part in 1-to-1s, passing referrals and bringing guests. o Support the Visitor Liaison Leader in follow-ups with guests who are good prospects to join the


o Welcome new members and help them acclimate to the Chapter. o Perform all Chapter President duties and responsibilities in the case he or she is unable to do

so.


Vice President’s Checklist

Pre-Meeting:

Review upcoming Mastermind exercise

Print latest business Mastermind exercise and bring to Chapter meetings OR display the discussion/exercise on phone/tablet during meetings

During Meeting:

Introduce Spotlight Speaker or have a member lined up to introduce the speaker

During Spotlight Presentation: Monitors duration of the Spotlight Speaker Presentation and notifies speaker when there are 2 minutes left

After Spotlight Presentation: Announce the next Spotlight Speaker and line up the next 3 months of Speakers;

Lead Mastermind discussion

Post-Meeting:

Ensure ChamberForge has a full year of meetings scheduled in advance

Ensure the Spotlight Speaker for each Chapter meeting (at least 3 months in advance) is accurate within ChamberForge

Follow up with guests via thank you emails, calls and/or 1-to-1s


Recordkeeper Recordkeeper Objective: The recordkeeper's main objective is to promote accountability for referral and guest activity amongst members, and by doing so, the recordkeeper helps to ensure members are providing/receiving value. Recordkeeper Responsibilities:

o Hold members accountable for self-reporting referrals, guests and 1-to-1s o Capture guest contact information during meetings via Guest Sign in Sheet and ensure guest

data is updated in ChamberForge so Visitor Liaisons can follow up o Collect guest business cards o Update attendance in ChamberForge after each meeting o Send out a follow-up email to all members and guests within 48 hours of every Chapter

meeting o Lead by example through action by taking part in 1-to-1s, passing referrals and bringing guests o Support the Visitor Liaison Leader in follow-ups with guests who are good prospects to join the


o Welcome new members and help them acclimate to the Chapter o Mentor new or prospective leadership if called upon by neXco National


Recordkeeper Checklist

Before Meeting:

Print "Guest Sign-in Sheet" prior to each Chapter meeting and bring it to each Chapter meeting

During Meeting: Pass the "Guest Sign-in Sheet" sign-in sheet around for guests to sign-in at the beginning of

each Chapter meeting Lead the Referral portion of the agenda:

1) Request all guests pass a business card to you 2) Review rules to stay in good standing (6 points a quarter: 1 point for a guest and 1

point for an introduction. Attendance: 1 missed meetings allowed every quarter, substitutes don’t count as absences)

3) Ask members to get out their phones and update ChamberForge app for all activity over the past couple of weeks

4) Request members report 1 by 1 to the group their activity: # of referrals passed and # of closed deals

5) Ask guests if they have a referral to pass one, or just to say something the enjoyed about the meeting

6) Report total tally of referrals and closed deals Collect “Guest Sign-in Sheet”

Post Meeting: Send follow-up email to all members and guests, including photo or scan of all guest business

cards (within 24 hours) Review ChamberForge and ensure all guest data has been entered (within 24 hours), so Visitor

Liaison Leader can follow up with guests



neXco National B2B Sign-In Sheet Chapter:

Meeting Date:

Guests

First Name Last Name

Profession/ Industry

Email Address

Phone Number

This is my 1st, 2nd or 3rd visit in the past 6 months

Are you interested in joining a neXco Chapter? (y/n)

If yes, what city Chapter are you interested in joining?

1 2 3 4 5 6 7 8 9

10 11 12 13 14 15

NEXCO NATIONAL LEADERSHIP HANDBOOK

Recordkeeper Follow-Up Email Template: Instructions: Recordkeeper will send this email to all members and all guests within 24 hours of each meeting, items in red will be updated for each email Great seeing you all at our Chapter meeting! On behalf of our (CITY OF CHAPTER) neXco chapter, we wanted to thank you for joining us today. We passed (NUMBER OF REFERRALS) referrals had (NUMBER OF 1-to-1’S) 1-to-1’s and closed (NUMBER OF CLOSED DEALS) deals over the last few weeks. We enjoyed having you and want to extend a warm welcome for you to come back. We meet every (X and X of each month) and our next meeting is on (DATE OF NEXT MEETING & LINK TO MEETUP). We encourage you all to communicate with each other to schedule a 1-to-1 to get to know each other’s business better and explore potential opportunities. Attached are the guest business cards from today. (ATTACH PDF OF ACTUAL BUSINESS CARDS NOT SIGN IN SHEET) A special thanks to (NAME) for a great spotlight presentation. Please reach out to them to learn more about their business and how they can assist your colleagues and clients. Our next spotlight speaker is (NAME) on (DATE) and they request that you invite out the following professions to support their presentation: (GUESTS SPOTLIGHT SPEAKER REQUESTED) We had a fulfilling mastermind discussion about (TOPIC) today with the biggest take aways being:

• (INSERT DISCUSSION TAKE AWAY POINT) • (INSERT DISCUSSION TAKE AWAY POINT) • (INSERT DISCUSSION TAKE AWAY POINT)

Thanks to all of our guests for taking the time out of your day to visit our group. We hope you enjoyed it and will come visit us again. If you are interested in joining our chapter and there isn’t any overlap with an existing member, we ask that you come to at least 2 meetings, meet for three 1 to 1s with members and submit an application on www.b2bneXco.com/join. If your profession is already occupied in our chapter, you can visit any of the other chapters in the area, more information can be found at https://www.b2bnexco.com/open-networking-opportunities/. If you have any questions about neXco National and how to become a member, please reach out to our Visitor Liaison Officer (NAME & E-mail) or the chapter President (NAME & E-MAIL). Last but not least, we invite you to our next Business & Beverages is on (DATE) at (LOCATION), from (TIME). Please use code (CODE) for a complimentary ticket. Best, (Name)


Visitor Liaison Leader Visitor Liaison Leader Objectives: The Visitor Liaison Leader (VLL) is responsible for ensuring guest feel welcome and have a great experience. VLL follows up personally, or delegates follow ups, to guests who are a good fit for the chapter. VLL’s also manage the life cycle of a guest->applicant->new member. This includes initiating votes for new applicants, informing applicants of results and notifying neXco National corporate ([email protected]) when members are voted in so they can be invoiced. Visitor Liaison Leader Responsibilities:

o Recruit other members to join the Visitor Liaison Committee o Lead Visitor Liaison Committee and all members in greeting guests o Lead Visitor Liaison Committee in following up with guests who are a good fit for the chapter o Communicate the path to membership to guests:

§ 1.) come to at least two meetings (maximum 3 meetings) § 2.) perform three 1-to-1s and § 3.) submit an application at www.b2neXco.com, are ready to be voted

o Initiate Chapter voting on new members o Track new applicants and where they stand in the process and communicate this to the

chapter o Follow-up with all guests who are good prospects to join the Chapter. Good prospects are

visitors whose professional seat is open and can give / receive value from being a member o Provide cross chapter member referrals to other neXco National Chapters when a visitor’s

professional seat is occupied in your chapter o Lead by example by taking part in 1-to-1s, passing referrals and bringing guests. o Welcome new members and help them acclimate to the Chapter. o Mentor new or prospective leadership if called upon by neXco National.


Visitor Liaison Leader Checklist

Before Meeting: N/A

During Meeting: Leads Visitor Liaison Committee portion of the Chapter meeting agenda

Review path to membership: Guests must attend at least 2 meetings (3 meetings maximum) and meet for 3 1-to-1s with members and submit an application, before they will be voted on. They must review 80% yes votes.

Review open seat tracking on the back of the handout and the top open seats

Post Meeting: Access ChamberForge guest data or guest business cards (via RKs follow up email) and follow-

up or delegate the follow-up for guests who are potentially good members

Determine what visitors are good prospective members (their profession seat is open and they can provide value to the Chapter,) and then delegates follow-up to the Visitor Liaison Committee team – Visitor Liaison Committee team can follow-up by calling, emailing or setting up 1-to-1s, at their discretion. Follow-up should be to invite the guest to come to another meeting and/or to submit an application at https://www.b2bnexco.com/join

Send out votes on any prospective members who have submitted an application, completed three 1-to-1s with current members and attended at least two Chapter meetings. If the prospective member receives 80% “yes” votes - Visitor Liaison Leader reports the result to [email protected] and initiates an invoice request. If a prospective member does not receive 80% “yes” votes, Visitor Liaison Leader thanks the applicant for their interest, and informs them they did not receive the requisite votes.



Chapter Agenda Operating Guide - Detailed Chapter meetings last for 1.5 hours and it is imperative meetings start and end on time. The time allotted for each section below are suggested targets. Time spent on each section will invariably change from meeting to meeting due to number of people in attendance – flexibility and ability to adapt on the fly are critical when facilitating a neXco meeting. Sufficient time should be spent specifically on allowing for a Q&A for the spotlight presenter (even if this means going a few minutes over the allotted 15 minutes). Also, sufficient time should be spent on the Mastermind exercise/discussion to engage members/guests in conversation. The President is responsible for transitioning each section, keeping the meeting on track and ending on time. Please note that any language provided below is suggested language. It is not a script and not meant to be read during the meeting. You can use your own language while addressing the high-level points of the suggested language. *notates that this section of the agenda should be emphasized.

00:00 – 00:10 Members & Guests

1. OPEN NETWORKING

Chapter members will greet guests and network for 10 minutes

00:10 – 00:12 2. PRESIDENT’S WELCOME & INTRODUCTION TO NEXCO NATIONAL President

a.

Welcome to neXco National’s (Insert City) Chapter! Guests, thank you for joining us today! So what is neXco? NeXco is a networking organization created with the sole purpose of helping its members grow their business – it starts with Chapters like this one where we meet twice a month with the objective of building trusted relationships with one another and sharing client introductions, and also to learn from one another and help each other improve as leaders through our mastermind discussions. Each profession within each chapter is occupied exclusively by one member only. And the non-profit profession is a free seat in every neXco National chapter.

We also have monthly social events where we partner with a different networking organization in the area. Our next event is on (Date) at (Location), in partnership with (Partner Organization), we hope you can make it out. And last, we also hold an annual charity event to benefit a local non-profit organization.


00:12 – 00:13

3. MEETING AGENDA OVERVIEW

President We just finished our open networking portion of the agenda. The rest of our agenda includes:

1. Member Introductions followed by Guest Introductions. 2. Linkedin Exercise 3. A spotlight presentation from our (Insert Profession), (Insert Name). 4. A Business mastermind discussion led by our Vice President (Name). 5. Referral section led by our Recordkeeper (Name). 6. Update from our Visitor Liaison Leader (Name). 7. And, we will close with Announcements and a quick group photo

(optional). 00:13 – 00:26

4. MEMBER & GUEST INTRODUCTIONS

President a. President announces any new members who joined and ask them to kick off introductions – to introduce themselves and their business and what a good referral looks like for them

b. President asks members to introduce themselves, and requests that everyone keep their intros to 20-30 seconds. President can start the introductions with any member in the room.

Note: Many people will not keep to the 20-30 seconds but it sets the tone that people should keep introductions short. NeXco intentionally does not set a timer for introductions – Presidents will need to be able to adapt the agenda on the fly and will have to be respectful in asking some people to end their introductions when they go long.

c. President introduces themselves last for member introduction section d. President then asks guests to introduce themselves: “Guests, you’ve seen how

it’s done, please let us know who you are, what you do, and who you would like to meet”

00:26 – 00:28 5. LINKEDIN EXERCISE a. Please take out your phone, turn on Bluetooth and open up the Linkedin App. b. Select “My Network” at the bottom of the app, and then select the blue bubble

with a person inside it. c. Then select “Find nearby” 00:28 – 00:43

6. SPOTLIGHT PRESENTATION

Vice President d. VP introduces the spotlight presenter. e. VP TIMES the presenter and lets them know when 2 minutes are left (use finger

signals to let them know). f. VP asks if there are any questions *VP ensures that a few minutes are allowed

for Q&A.


g. VP thanks the spotlight speaker and lets the group know who the next speaker is and asks the speaker who they want to see invited to their presentation.

h. VP ensures the next three months of speakers are scheduled in advance.

00:43 – 01:03 Vice President

7. MASTERMIND DISCUSSION *Based on member / guest feedback, this is the best

part of the agenda, as such, adequate time should be allocated a. VP facilitates the discussion – spend two minutes maximum on introducing the

topic and open it up for conversation, calling specifically on members and guests by name to offer their opinion

01:03 – 01:18 8. REFERRAL SECTION Recordkeeper a. Recordkeeper requests all guests pass a business card down to them

b. Recordkeeper requests all members to get out their phone and update ChamberForge for any Referrals, 1-to-1s, guests and closed deals in the past couple of weeks

c. While members are updating ChamberForge, Recordkeeper will review rules for membership to stay in good standing (this is as much for the guests to know as it is to remind members):

i. 6 points a quarter: 1 point for every guest and 1 point for ever referral

ii. 1 meeting can be missed every quarter, based on calendar year, absences are not counted when substitutes who come in a member’s place

d. After reviewing rules, Recordkeeper requests members individually report their activity (while numbers are reported via ChamberForge, this adds an additional layer of accountability for productivity)

“Members, please report the # of referrals and closed deals you’ve had in the past couple of weeks. As a reminder, neXco National defines a referral not only as an introduction to a client – a referral is anything that results in increased business opportunity, for example: an introduction to a key referral center can count as a referral or introduction to speaking engagements.”

e. After all members have reported, Recordkeeper ask guests: “Guests, feel free to pass a referral if you have one or just let us know what you liked about the meeting”

f. While guests are reporting, Recordkeeper will tally results and after all guests have finished, Recordkeeper announces: “In the past couple of weeks we have


had (#) Referrals and (#) Closed deals.” *This announcement should not be skipped; it is a chance to market to your guests.

01:18 – 01:23

9. VISITOR LIAISION LEADER UPDATE

Visitor Liaison Leader

a. Visitor Liaison Leader announces any new applicants and where they stand in the process, i.e., submitted application and need to vote (VLL will send an email out to the chapter) or submitted an application and voted in

b. Visitor Liaison Leader explains how guests can join the group: “Guests, we have a very productive group and would love to have you join us, if you’d like to join us and your seat is open in the Chapter, the requirements are:

1. Visit us at least two, but not more than three times 2. Have at least three 1-to-1 meetings with our members 3. Submit an application on www.b2bnexco.com/join

Once these 3 requirements are met, the Chapter will vote on your membership. You must receive 80% “yes” votes to get voted in. Membership is $500 a year. Feel free to talk to me after the meeting with any questions about joining the group.”

01:23 – 01:30

10. ANNOUNCEMENTS & GROUP PHOTO (optional)

President & Anyone else

a. President re-iterates upcoming social, date, location and partner. b. President asks for any other announcements from members or guests c. President asks everyone to gather for a quick group photo for social media

(optional) 01:30 – 01:30 President

11. ADJOURN


Chapter Agenda Operating Guide – Outline

1) Open Networking All 00:00 - 00:10 Greet guests & make introductions to members

2) Welcome & Introduction President 00:10 -

00:28

President Welcome and Introduction to neXco Meeting Agenda Overview Ask members to make self-introductions followed by guests’ self-introductions

Ask members to complete Linkedin Exercise

Ask guests to pass 1 business card to Recordkeeper

3) Spotlight Presentation Vice President 00:28 -

00:43

Introduces spotlight speaker Times speaker (signals when 2 minutes left) Announces next speaker and asks speaker who they want invited out for their presentation

Ensures at least 3 months of spotlight speakers are lined up in ChamberForge

4) Mastermind Vice President 00:43 - 01:03 Introduces and facilitates mastermind discussion/exercise

5) Referral Reporting Recordkeeper 01:03 - 01:18

Collect business cards Review Membership rules Request Members update ChamberForge Ask Members to report referrals & 1-to-1's Invite guests to pass referrals Report total referrals and closed deals

6) Visitor Liaison Leader Update

Visitor Liaison Leader

01:18 - 01:23

Announce new applications that have been submitted Review path to membership Review top open professional seats

7) Announcements President 01:23 - 01:30

Announce upcoming social Invite announcements from members/guests Take quick group photo for social media (optional)

8) Adjourns President President adjourns the meeting and thanks everyone for attending


Chapter Agenda Sample Timelines 8:00am Start Time ¤ 8:00 - 8:10am: Open Networking ¤ 8:10 - 8:20am: Introductions ¤ 8:20 – 8:35am: Linkedin Exercise ¤ 8:25 - 8:40am: Spotlight Presentation ¤ 8:40 - 9:05am: Business Discussion/Exercise ¤ 9:05 - 9:20am: Referrals ¤ 9:20 – 9:25am: Visitor Liaison Update ¤ 9:25 - 9:30am: Announcements, Group Photo (optional) & Adjourn

8:30am Start Time ¤ 8:30 - 8:40am: Open Networking ¤ 8:40 - 8:50am: Introductions ¤ 8:50 – 8:55am: Linkedin Exercise ¤ 8:55 - 9:10am: Spotlight Presentation ¤ 9:10 - 9:35am: Business Discussion/Exercise ¤ 9:35 - 9:50am: Referrals ¤ 9:50 – 9:55am: Visitor Liaison Update ¤ 9:55 - 10:00am: Announcements, Group Photo (optional) & Adjourn


Chapter Handout Within the Google Drive “neXco National Leadership Resource Center” subfolder will be the Chapter handout template for each Chapter. The Chapter President will access the template and update it prior to each Chapter meeting. The Chapter President will update the meeting date, date of next meeting, events, spotlight speaker (name, company & bio), future spotlight speaker schedule, and the profession seats on the back of the handout with any new Chapter members. Under “Events”, the President will always include our Business & Beverages Socials (date, time, location and member comp. code). If space allows, you should include our Cocktails & Commerce events, noting these are specifically for those who network 100% to other businesses. You may also include any events your members would like included or that are happening in your Chapter city.


Index

Welcome Email to New Team Member: Congratulations _______! You've been elected to join the ______ chapter of NeXco National. We're excited to have you join our team. You will be receiving an invoice to pay your membership fee via email and once paid our NeXco National administrator, Lindsey Sullivan, who is included on this email, will help finalize the membership process. She can assist you with any questions or issues. Also, please don't hesitate to share any ideas you have that will make our meetings more effective and/or more entertaining! I encourage you to pass any thoughts, opinions, or concerns that come up to me or our other chapter leaders. We all want to make sure that our members continue to get value from the group, and to make _____ the best performing chapter in NeXco National! As part of your new team member onboarding process, we would like to have you be our spotlight speaker and will be happy to schedule that once your invoice is paid and your membership is finalized. In addition, we are partnering you with _________, they will assist you for the next 90 days as your sponsor and support you in inviting guests, providing referrals, Chamber Forge as well as answer any questions you may have. Our next meeting is _____, we can’t wait to welcome you as our newest member! New Member Announcement to Chapter Team Members: Hello _____Team! Please help me welcome _____, our newest member of our _____neXco National Team and our chapter's _____! Welcome ____! We're excited to have you as part of our team and partnering with you as we continue to grow the chapter and shine the light on ____! We look forward to introducing you at our next meeting and encourage you to invite guests to the meeting who would benefit from the lead sharing and/or business discussion and spotlight topic.

We look forward to seeing everyone at our next meeting on ____.


Email Options for NO vote: Hello _____ , It was great seeing you at our meeting on ___. Thank you for your interest in joining our _____ chapter and for taking the time to attend the meetings and meet with the members. Unfortunately, you did not receive the majority votes needed to join our chapter and fill the ____ seat. It was a difficult decision for our members and sending this email is my least favorite part of being President. You are welcome to visit other neXco National chapters and pursue membership opportunities if your seat is open. We wish you success in your business and hope to see you at our upcoming socials and community events. Email Option to Chapter to Initiate the Vote: Hello ____ Team, If there are no objections, we will begin the voting for ____ joining our team and taking the ___ seat. She/He has attended the required meetings (2), submitted her/his application and met the 1:1 requirements (3). I have included her/his productivity/contact information below: (*** This is for the realtor seat only. Otherwise, add their web address & contact info. Listing sides: Average list price: Buyer sides: Average sale price: ) ___ will need 80% YES votes in order to become a member so please take the time and cast your vote. Please vote YES, NO or ABSTAIN. An “ABSTAIN” vote will be counted as a YES vote. Please cast your vote by _____. We would like to notify ___ of the results and if applicable, plan to introduce him/her at our next meeting as our newest ____ team member! Please reach out if you have any questions.


Probation Email Verbiage 1st Offense Dear [Recipient Name]: Our Mission is to serve our members through an ideal networking experience that cultivates an environment of personal and professional growth. In order to do this, all Membership Key Rules and Regulations must be adhered to. Experience has shown that the success of a Chapter can be tied directly to the Chapter’s commitment to these practices. After reviewing the Chapter’s (chapter name) reports in Chamber Forge, it is noted that you have not met your 6 point per quarter requirement or have missed 2 or more meetings within a quarter without providing a substitute. As you know, compliance with these standards is a condition of membership in neXco National. As per the Membership Key Rules and Regulations, you are hereby placed on probation. You will have the next quarter to meet the 6 point requirement and attend your chapter’s scheduled meetings. As long as you meet the 6 point requirement and do not miss 2 or more meetings without providing a substitute, you will return to good standing. If, however, you fail to meet the 6 point requirement or miss 2 or more meetings without providing a substitute, the Chapter leadership and neXco National partners will decide whether you continue in the group and hold your industry’s seat. Our goal is for you to be a productive and active member of the chapter. We encourage you to reach out to your chapter leadership, request a mentor from the chapter or access the resources on the training portal for additional support. Sincerely, neXco National Probation Email Verbiage FINAL Dear [Recipient Name]: Our Mission is to serve our members through an ideal networking experience that cultivates an environment of personal and professional growth. In order to do this, all Membership Key Rules and Regulations must be adhered to. Experience has shown that the success of a Chapter can be tied directly to the Chapter’s commitment to these practices. After reviewing the Chapter’s (chapter name) reports in Chamber Forge, it is noted that you have not met your 6 point per quarter requirement for the second quarter in a row or have missed 2 or more meeting within a quarter without providing a substitute. As you know, compliance with these standards is a condition of membership in neXco National.


Based on these findings, you are no longer permitted to hold the ____ seat in the ____ Chapter. As per the Membership Key Rules and Regulations, the Chapter leadership and neXco National partners have decided to terminate your membership effective immediately. Sincerely, neXco National

Documents

1. Leadership Handbook - neXco National · 2020. 3. 3. · • Access to our members-only Facebook page • A custom video and profile on website Cocktails & Commerce: Cocktails &