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We’re delighted to announce the formation of a new PRE Networking chapter in Phoenixville, Pennsylvania! If you're a professional looking to grow your network and foster valuable relationships, this is your chance to join an incredible community. The Phoenixville chapter will meet every Thursday from 8:00 AM to 9:15 AM at the welcoming Mama Alba's Diner, located at 425 Schuylkill Road, Phoenixville, PA 19460. Enjoy great conversations, a delicious breakfast, and the opportunity to connect with local professionals in a relaxed yet productive environment. This chapter offers a unique chance to collaborate, support each other’s businesses, and build lasting connections within the Limerick community. Join us! For more information or to join us, please contact Chapter Area Director Denise Monaco at 267-885-6124. We look forward to seeing you at our meetings and welcoming you to the PRE Networking family. Don’t miss this opportunity to be part of something special in Phoenixville!

The size of a chapter plays a significant role in the quantity and quality of referrals generated. As a chapter grows, members gain access to a broader network of professionals, increasing opportunities for collaboration and referrals. This relationship between chapter size and referral activity highlights the importance of building and maintaining an optimal chapter size. Chapter Size and Monthly Referral Activity The table below outlines how chapter size directly correlates with the average number of monthly referrals: Members Monthly Referrals 10-12 10-20 13-15 21-35 15-19 36-48 20 (The Tipping Point) 49-124 21-25 88-144 26-34 145-234 35+ 235+ The Tipping Point A key milestone is when a chapter reaches 20 members — the tipping point. At this size, referral activity can significantly increase, as members have more diverse networks to leverage. This growth drives momentum, boosting the overall effectiveness of the chapter and benefiting all members involved. Optimizing Your Chapter Size Recruitment Matters Actively invite quality members to your chapter to reach and exceed the 20-member tipping point. Engage Members Foster engagement and collaboration to maximize referral opportunities. Monitor Growth Chapter leaders should regularly assess the chapter's size and referral activity. For chapters with fewer than 20 members, review this data quarterly; for larger chapters, assess semi-annually. By understanding the link between chapter size and referral activity, chapters can focus on strategic growth to ensure members achieve their business goals.

Looking to strengthen your chapter and achieve personal success within Professional Referral Exchange (PRE)? This guide provides proven strategies to help you build a thriving chapter while maximizing your personal results. From fostering collaboration and inviting quality prospects to giving meaningful referrals and setting daily goals, these best practices will ensure you stay engaged, grow your network, and unlock the full potential of your membership. Whether you're a seasoned member or just starting, these tips are designed to inspire success for you and your chapter! Foster a Thriving Chapter Be Enthusiastic Bring positive energy and a welcoming attitude to every meeting. Enthusiasm inspires participation and builds morale. Show Up Consistently Commit to attending all chapter meetings. Regular attendance fosters trust and demonstrates reliability. Collaborate as a Team Encourage group activities and delegate responsibilities to ensure shared ownership of the chapter’s success. Invite Quality Prospects Continuously introduce professionals who align with the chapter’s values and can contribute meaningfully to its growth. Support Fellow Members Use the services provided by other members whenever possible. Mutual support strengthens relationships. Share Referrals Generously Look beyond your chapter for opportunities to connect others, including cross-chapter referrals. Educate Your Network Inform your employees and coworkers about PRE and keep members' business cards accessible for easy reference. Engage Beyond the Chapter Schedule One-on-One Meetings Build deeper connections by meeting individually with fellow members outside of weekly gatherings. Visit Other Chapters Broaden your network and gather new ideas by attending meetings at other chapters. Participate in Mixers Attend social events to connect with members in a relaxed setting and expand your referral potential. Utilize the Website Explore the PRE website for cross-chapter referral opportunities and member resources. Maximize Personal Growth Go Above and Beyond Give more referrals than required — generosity often leads to reciprocal success. Focus on Second-Generation Referrals Pay attention to opportunities where your initial referrals can lead to new connections for others. Dedicate Time Daily Spend 10 minutes each day on PRE-related activities, such as following up on referrals or preparing for meetings. Set Referral Goals Establish personal targets for the number of referrals you aim to provide each month. Track and celebrate your progress. Keep Learning Stay informed about your fellow members’ services and businesses to better advocate for them within your network. By following these best practices, you’ll contribute to a thriving chapter environment while creating meaningful opportunities for your own professional success. A healthy chapter and active participation lead to lasting, mutually beneficial relationships!

We’re thrilled to announce that a new Professional Referral Exchange chapter is forming in Tequesta-Hobe Sound, Florida! This is your chance to join a growing network of local professionals dedicated to building meaningful connections and fostering success. The chapter will meet every Wednesday from 8:00 AM to 9:15 AM at The Jersey Diner, located at 716 N US Highway 1, Tequesta, FL 33469. This welcoming location is the perfect spot to enjoy great conversations and build your network while having your morning coffee and breakfast! Whether you’re an entrepreneur, small business owner, or professional looking to connect with like-minded individuals in the area, this is an excellent opportunity to grow your business and support your community. Join us! Want to learn more or join the Tequesta-Hobe Sound chapter? Reach out to Chapter Area Director Betty Diller at betty@prenetworking.net for all the details. We can’t wait to see you there and welcome you to the PRE Networking family! Don’t miss your chance to be part of something exciting in the Tequesta-Hobe Sound area.

Building a successful referral network requires focus, strategy, and commitment. Referrals are the lifeblood of any professional networking organization, and they drive growth for both individuals and chapters. By understanding the referral process, tracking activity, and engaging proactively, members can maximize opportunities and ensure their chapter thrives. Staying Organized and Motivated Tracking referrals is essential to staying motivated and fostering growth. Organizing referrals — both given and received — helps members see the tangible value of their efforts. Maintaining a system where you regularly showcase the referral numbers to your chapter, whether it’s a binder, spreadsheet, or online tool, allows members to easily review past successes and keep the momentum going. In addition, following up on referrals ensures stronger connections and reinforces trust between members and their contacts. Even a quick check-in or a second call can encourage action, keeping the referral process flowing. When members view referrals as the core of their networking efforts and treat them with care, the entire group benefits. Finding Referral Opportunities Referral opportunities are all around, starting within the chapter itself. Fellow members offer a wide range of products and services, making them the first and most accessible source for referrals. Utilizing these services not only builds trust but also fulfills the goal of giving back to the group. However, the real potential lies in the extended networks of each member. Friends, family, colleagues, and other social or professional groups provide countless chances to connect someone with a chapter member who can meet their needs. Listening for everyday conversations about challenges or needs and responding with a thoughtful connection turns ordinary moments into valuable referral opportunities. Proactive referrals can take this to the next level. Instead of waiting for someone to ask for a recommendation, consider reaching out to those who could benefit from a fellow member’s expertise. Intentional actions like this strengthen the referral process and often lead to deeper, long-term connections. Expanding Beyond Your Chapter Cross-chapter referrals offer another excellent avenue for growth. Members from other chapters may provide services that aren’t available within your group, broadening the pool of resources you can recommend. For example, a member in another chapter might supply office products, professional services, or unique expertise that complements your existing network. Collaboration between chapters fosters a sense of community across the organization and helps everyone involved access more opportunities. It’s a win-win for both the individual and the group as a whole. Building Trust Through Relationships Trust is at the heart of the referral process. The more you understand and appreciate the value your fellow members bring to their industries, the easier it becomes to recommend them to others. One-on-one meetings are instrumental in building this trust, as they allow members to learn about each other’s businesses in depth. When you genuinely believe in the quality of another member’s products or services, sharing their value with others feels natural. Remember that referring isn’t about selling. It’s about connecting people to solutions that meet their needs. The Power of Giving Networking is a two-way street, and those who give the most often receive the most. By actively seeking ways to support fellow members and making a habit of giving referrals, members contribute to a culture of generosity that benefits everyone. The simple act of helping others succeed strengthens relationships and builds goodwill, which ultimately leads to more opportunities and mutual success. Mastering the referral process takes effort and intentionality, but the rewards are well worth it. By staying organized, tracking activity, expanding networks, and fostering trust, members can create a thriving chapter that generates lasting success for everyone involved.

While the primary purpose of joining Professional Referral Exchange (PRE) is to receive qualified business referrals, it’s important to remember that your success depends largely on how you present yourself and your business to others. Networking is about building trust and demonstrating your value in a way that inspires confidence. Be proactive in creating opportunities for referrals by educating your fellow members and consistently representing your business in a professional, approachable manner. The more effort you put into helping others understand what you offer, the more likely they are to connect you with the right opportunities. Be Specific About Your Business Needs Clarity is key when it comes to generating referrals. During meetings and conversations, provide simple, concrete examples of how your product or service solves problems or meets client needs. Instead of saying, “I can work with anyone,” describe an ideal client scenario or a recent success story. This specificity helps your fellow members recognize referral opportunities when they arise, making it easier for them to recommend you confidently. Use Materials to Support Your Message Equipping your chapter members with brochures, flyers, or handouts can make a big difference in how effectively they refer you. These materials serve as tangible reminders of your expertise and help your fellow members articulate your value to others. A well-designed brochure or business card can clarify your services, showcase your professionalism, and ensure your information is readily available when a referral opportunity arises. Act Quickly on Referrals You Receive When you receive a referral, treat it as the valuable opportunity it is. Promptly follow up with the lead to provide excellent service and keep the referring member informed about the progress. This demonstrates reliability and professionalism, fostering trust among your chapter peers. It also encourages a culture of accountability, ensuring that referrals are handled with care and enthusiasm, which keeps the flow of business strong. Adopt a “Givers Gain” Mindset The principle of “givers gain” is at the heart of effective networking. By giving referrals generously and without expecting immediate returns, you cultivate goodwill and reciprocity within your chapter. Networking thrives on mutual support, and when you focus on helping others succeed, they will naturally look for opportunities to help you in return. Remember, success in PRE is a shared effort — when one member thrives, the entire chapter benefits. Be Consistent with Attendance Regular attendance is essential for staying top-of-mind with your fellow members. Each meeting is an opportunity to reinforce your presence and remind others of your business and expertise. If you’re scheduled to speak or present, make it a priority to attend the following meeting as well. This continuity helps build your credibility and ensures you don’t miss valuable opportunities to connect with members or guests. Maximize Opportunities Before and After Meetings Arriving early and staying late can make a big impact on your networking success. Use the time before meetings to greet fellow members, introduce yourself to guests, and engage in meaningful conversations. After meetings, follow up with members about potential collaborations or referrals. These informal interactions are often where the strongest connections and opportunities are made, so take advantage of this valuable time. Build Relationships Outside the Meeting Room Networking doesn’t stop when the meeting ends. Strengthen your relationships by scheduling one-on-ones with fellow members, making occasional phone calls to check in, or meeting for lunch to learn more about their businesses. These efforts not only deepen your connections but also provide insight into how you can better refer business to each other. Aim to connect with every chapter member at least once a year to keep relationships fresh and collaborative. Get Involved in Leadership Roles Serving as an officer or committee chair within your chapter can greatly increase your visibility and influence. Leadership roles allow you to build stronger relationships with members and demonstrate your commitment to the group’s success. They also provide opportunities to shape the chapter’s culture and operations, ensuring it continues to thrive as a source of referrals and professional growth. Make the Most of Your Presentations Your speaker time is one of the most valuable tools for educating your fellow members about your business. Use this time to provide specific examples of the types of clients you work with and the problems you solve. Share success stories and offer practical tips on how members can identify ideal referral opportunities for you. A well-prepared, engaging presentation leaves a lasting impression and increases the likelihood of receiving quality referrals. Be Patient and Persistent Networking is a long-term investment. Building trust and strong referral relationships takes time, often months or even years of consistent effort. Stay patient and focused on fostering genuine connections, and the rewards will come. Remember, PRE is about mutual success — the more you contribute to the group, the more the group will support you in return. In Summary The success of your PRE chapter depends on the collective efforts of its members. By presenting yourself effectively, building meaningful relationships, and actively contributing to the group, you create a foundation for mutual success. When guests and potential members see the energy and professionalism of the chapter, they’ll be eager to join and contribute to its growth. Networking is a team effort, and together, your chapter can achieve great results.

Refer also to Article 6, Section 11 in the Organization By-Laws. An Absence will be considered Excused under the following criteria: Illness Death in the family Vacation Inclement Weather Unforeseen Circumstances: Childcare, transportation, etc. ** A member will be considered absent, either excused or unexcused depending on the circumstance, in the event that they attend a meeting but leave before or during the speaker(s) presentation(s). When a member is absent during speaker presentation(s) they miss the opportunity to learn about the speaker(s) products and services and therefore can not effectively work as the speaker(s) “sales force” and provide referrals. ** In the event that a member leaves the meeting, for any reason (other than emergency) prior to adjournment, member is subject to the $1.00 “Leaving Meeting Early” Professional Fee depending on the chapter. Not all chapters use this model.

PRE policies herein are taken from PRE By-laws and addendums as modified from time-to-time. These policies are also subject to slight revision based on each individual chapter and their Board of Directors. Attendance PRE places high value on regular attendance. All members are expected to be committed to the weekly meeting. If a member is not able to attend, prior notification is expected to be given to the Vice President who is in charge of attendance. PRE by-laws stipulate that any member that misses two meetings in a row or three meetings in any calendar quarter has his/her membership status reviewed by the board of directors. Expulsion is possible. Dress Code PRE, being a professional organization by its very name, expects all members to present themselves in a groomed, professional manner. Generally speaking, shorts or tee shirts are not allowed at weekly meetings. The rule of thumb is that all members would dress in “business casual” or above. Criteria for Meeting Location PRE weekly meetings, because of the very nature of our activities, require a private room. In every possible situation, PRE weekly meetings are to be held in high quality, clean and bright facilities. The PRE policy of prepayment of chapter dues for weekly meetings is to be upheld in every chapter. Any exceptions to chapter location and dues payment policies require approval by Area Director or above. Name Badge Usage One practice in PRE is the expectation of every member to be properly identified by the consistent wearing of the engraved name badge. This is part of professional conduct. It enhances the assimilation of new members. It also creates a guest-friendly atmosphere for non-members who are in attendance. Any member with out his/her official name badge is expected to obtain and wear a hand written sticky badge which is always available at the guest sign in station. Competing Applications Should it arise that multiple applications are being considered for a single category in a PRE chapter, the membership chair, in concert with the Board of Directors, will review each application to determine which applicant is best suited to be allowed to join. From time to time there may be granted to each competing applicant a short (maximum 5 minutes) presentation to the board that would help determine the outcome. Meeting Cancellation Policy In the event of inclement weather, weekly meetings are subject to cancellation. For chapters holding breakfast meetings, if the school district in which the meeting is held is on a two hour delay or more, the meeting is canceled. If the weekly meeting is at midday, the meeting is subject to cancellation if the local school district is on early dismissal. But the lunch meeting chapters do not cancel automatically. The decision should be by agreement of the majority of the elected Board members. Cross Chapter Monthly Visits The following protocols are to be observed for PRE members wishing to do cross chapter visits. 1st of all, visit the chapter page at prenetworking.net of the chapter you want to visit. Note the meeting information there. 2nd of all, contact the President or Membership Chair of the chapter. Introduce yourself and confirm your category is open, or the visit mustn’t happen. Also find out during that contact how much you should pay as the meeting cost for your visit. Have the money ready in cash to put in the basket when it comes around. Be sure to take along adequate business cards to distribute to everyone during the infomercial round. Member Transfers Should a PRE member wish to transfer to a different chapter, the request for transfer must be approved by both chapters. The departing chapter must confirm the transferee is in good standing regarding local dues and has healthy relationships in that chapter. The incoming chapter must receive a new membership application, after which the approval procedure is the same as approval for any other applicant. Note, chapter dues should be refunded and charged appropriately on a pro-rata basis. The Area Director(s) must be consulted for approval as well. The incoming chapter is then responsible for advising Corp. of the change for record keeping. The transferee must pay the transfer fee of $50 which is payable upon approval. This fee covers new name badge, change of chapter affiliation and update of member business information.

Updated January 2022 Chapters of PRE are organized and shall operate as not-for-profit organizations for personal improvement and other similar non-profit purposes. Any income received shall be applied only to non-profit purposes of the organization, and no part of the income shall inure to the benefit of any individual officer or member. Professional Referral Exchange does not discriminate on the basis of race, age, religion, sex, national origin, or disability. ARTICLE 1. NAME Each Chapter shall be known as PRE of _____________ (insert Chapter name) and shall be entitled to use such name so long as Professional Referral Exchange consents to such use. ARTICLE 2. PURPOSE Section 1: Professional Referral Exchange (hereinafter “PRE”) is an organization of persons dedicated to improving their business potential through interchange of professional and social contacts and referrals. Each business or professional occupation is represented by one member in each Chapter. Some businesses or occupations are divided into sub-categories on the condition that conflicts will not occur between the sub-categories. For example, the occupation or business profession of insurance will be divided into areas such as property/casualty and life/disability and health insurance/employee benefits; realtor into residential and commercial; banker may be divided into personal and business. Section 2: A “referral” is defined as a contact between two members or when one member generates a contact on behalf of another member with a non-member which could potentially lead to a business transaction. The definition of a “referral” means that the prospect the member is referred to is expecting a call and has expressed interest in the product or service offered by the PRE member. Section 3: The goal of PRE is to expand each member’s business contacts through the generation of referrals. No guarantees are implied or expressed with regard to generation of referrals, business, revenues or related items. Section 4: Each Chapter of PRE shall have a PRE Representative responsible for guiding, enforcing, and implementing all by-laws relating to membership in PRE. ARTICLE 3. OFFICERS Section 1: The officers of the Chapter shall consist of a President, Vice-President, Secretary, Membership Chair, Treasurer and Sergeant-at-Arms. The officers shall be appointed by the PRE Representative or elected annually by the membership, as determined by each Chapter. If no other members are interested in being appointed or elected, the current officers may extend their term of office for another year or until the successors are duly elected or appointed as provided by these by-laws. In the event any office, aside from the office of President, becomes vacant for any reason, the vacancy shall be filled by appointment of the President. If the office of President becomes vacant for any reason, the vacancy shall be filled by appointment of the PRE Representative. Section 2: The President shall serve as the Executive Officer of the Chapter, presiding at all meetings of the membership. The President shall also be an ex-officio member of all committees, and exercise general supervision over affairs and activities of the Chapter. The President shall also chair all Board of Directors meetings and shall appoint persons to positions not filled by the Chapter’s organizing director. The President further oversees responsibilities of the remaining Board of Directors’ members, and handles any guest conflicts at membership meetings. The President shall perform such other duties as are ordinarily incumbent upon a President and report to the PRE Representative/Board of Directors. The President shall attend, or appoint a Chapter representative to attend, all PRE area meetings that may be scheduled by PRE as “President’s Meetings”. Chapters who are not represented at these meetings may be subject to disciplinary action as determined by PRE. The President serves at the pleasure of the PRE Representative and can be replaced at any time. Section 3: The Vice-President shall call for chairperson reports at membership meetings and chair membership meetings in the absence of the President. The Vice-President shall also keep weekly attendance records and send appropriate warning/termination notices. The Vice-President shall perform such other duties as are ordinarily incumbent upon the Vice-President and other such duties as may be assigned by the President or the Board of Directors. Section 4: The Secretary shall keep and maintain the minutes of all Board of Director meetings. He shall be responsible for all correspondence, including referral warning letters, of the Chapter as required by the President, Vice-President, or Board of Directors. The Secretary shall supply and retrieve referral forms at each membership meeting and explain the referral forms and the definition of a referral. The Secretary shall provide PRE with a monthly report of referrals given and received by the second Monday of the subsequent month and perform such duties that are ordinarily incumbent upon a Secretary. Section 5: The Treasurer shall keep and maintain records of all financial actions of the Chapter including, but not limited to, opening a Chapter bank account, billing quarterly chapter dues two weeks before the end of each fiscal quarter and collecting meal fees by the first regular meeting of the quarter, paying charges and other bills of the Chapter, including socials and other Chapter events, and coordinate ordering supplies from PRE. The Treasurer shall also perform such duties that are ordinarily incumbent upon a Treasurer. Section 6: The Sergeant-at-Arms shall maintain order at weekly meetings, circulate the referral bucket, remind members of professional fees, monitor each member’s commercial, and monitor the speaker’s time limit. Section 7: The Membership Chairperson shall explain to guests the number of meetings they may attend and the cost of joining PRE. The Membership Chairperson may visit prospective members to interview and report findings to the Chapter prior to voting on membership. The Membership Chairperson shall also contact the potential member with the results of the vote and forward new member applications and checks to PRE not later than three days (3) after membership is approved. Section 8: Officers shall not be held legally responsible for actions of the Chapter. ARTICLE 4. DIRECTORS Section 1: Each Chapter shall be governed by a Board of Directors. Any President, elected officer, director or committee person may be removed from office at the discretion of a Representative of PRE. Section 2: The Board of Directors shall consist of the President, the past President(s), the Vice-President, the Secretary, the Treasurer, the Membership Chairperson, and the Sergeant at Arms. The President shall preside over the Board of Directors and be the Chairperson of the Board. In the event of a vacancy on the Board of Directors, when such vacancy has been filled, the appointee shall serve for the duration of the term of the individual being replaced. Each Board Member shall be an active member in good standing and not an alternate. Section 3: The Board of Directors shall have control and management of the Chapter’s activities, disciplining members, and generally supervising the affairs of the Chapter. Section 4: The Board of Directors shall meet at least monthly. A majority of the Board of Directors is needed for the transaction of business. Board meetings may be held at the request of any Board Member or PRE Representative, subject to availability of Board Members. Section 5: A quorum of the Board of Directors at any meeting shall consist of a majority of the board members then in office, except that: (a) if there is an even number of board members then in office, one half of the board members shall constitute a quorum and (b) a majority of the board members present at a meeting duly held, whether or not a quorum is present, may adjourn the meeting from time to time. If any meeting is adjourned, notice of adjournment need not be given if the time and place to which the meeting is adjourned are fixed and announced at the meeting. At each meeting of the Board of Directors, at which a quorum is present, all questions and business shall be determined by a majority vote of those present, except as may be otherwise expressly provided in the Organization By-Laws. Section 6: Any action that may be authorized or taken at a meeting of the Board of Directors may be authorized or taken without a meeting with the affirmative vote or approval of, and in a writing or writings signed by, all of the directors, which writing or writings shall be filed with or entered upon the records of the Chapter and PRE. Section 7: Board Members shall not be held legally responsible for actions of the Chapter. Each PRE chapter is covered by insurance to ensure that its members are protected. A General Liability policy protects the general membership should an issue ever arise. Also, a Directors and Officers Liability policy covers the elected officers of every chapter. ARTICLE 5. ELECTION PROCEDURE Section 1: After the first full year of a Chapter’s existence, the election of Officers/Board Members shall be held at a regular meeting scheduled at the discretion of the PRE Representative. The final ballot listing the newly elected Officers/Board Members must be approved by the PRE Representative. The new Officers/Board Members will assume their responsibilities thirty days after the annual election has been held and the PRE Representative has approved the ballot. (First Year Chapters refer to Article 13). Section 2: The voting shall be by ballot and shall be cumulative. There shall be no voting by proxy. Section 3: At a regular meeting of the Chapter, at least four (4) weeks prior to the date of the annual election, the President shall appoint a nominating committee. The nominating committee shall consist of three (3) Chapter members. The President shall designate a chairperson for this committee. The duties of the committee shall be to make nominations, with consent of those nominated, and to prepare a ballot for the election of such officers. Nominees for Officers/Board Members consist of a President, a Vice President, a Secretary, a Treasurer, a Membership Chair, and a Sergeant at Arms. Section 4: At least three (3) weeks before the annual election, the nominating committee shall submit a list of nominees. At least two (2) weeks before the annual election, open nominations at a regular meeting of the membership of the Chapter may be made for any office and submitted with the list generated by the nominating committee. The PRE Representative must then approve the nominations for President and the Executive Board. The entire list of nominees shall then be submitted to the Chapter for an election of officers and board members. Section 5: On Election Day, the President shall appoint two members who will distribute, collect, and count the ballots and report the results to the President, who shall announce the results to the Chapter. A majority of votes cast is necessary to determine election of an Officer/Board Member. In the event that no candidate for a particular office or board member position receives a majority vote, the President shall designate a time and place for further balloting for such office/position. Prior to the second ballot, the nominee with the lowest vote on the first ballot shall be eliminated from the second ballot. This same procedure shall be followed until one nominee receives a majority of all votes cast. Section 6: Only members in good standing shall be eligible to hold office or vote. Such members must not be in arrears on PRE Corporate dues or Chapter meeting dues. Section 7: Alternates may not hold office but may vote in person if regular member is absent. ARTICLE 6. MEMBERSHIP AND CLASSIFICATIONS Section 1: Membership of Chapters shall consist of men and women of good character and community standing, residing or having other community interests within the area of the Chapter. Section 2: Prospective members may attend three (3) consecutive meetings and submit application to the Membership Chairperson at their first, second or third meeting. A membership vote by the Board of Directors may be taken to approve or deny the application. A majority of no votes will reject an applicant. Each Board member is entitled to one vote. Neither PRE, the Board of Directors, officers or voting members of any Chapter shall be legally responsible for rejection of an applicant. The following criteria will be utilized to evaluate each applicant for membership: Professionalism Category of business/conflicts with current members Negative character reference Past business experience Lack of proper facility to conduct business Section 3: A member shall pay the designated initial investment and such additional membership fees as determined by PRE. Section 4: Each member shall hold only one membership category. The individual or the company that pays the fees shall own membership. If the member leaves the Chapter, all membership rights shall automatically terminate. An alternate may represent a member if the alternate represents the same company or the company owns the membership. Occasionally, slight overlaps of occupations may occur. In case of such overlap, the PRE Representative or Chapter Board of Directors may approve a membership application subject to appropriate restriction on the overlapping business. Section 5: A company may belong to any number of Chapters, but a different employee must be the member in each Chapter. A separate membership fee is required for each Chapter. Section 6: If an individual member changes companies or the category that he/she represents, the Chapter members shall have the right to approve or deny the new company or category by vote. A superseding application form and fee for a new name badge must be submitted to PRE for a member to change categories. If a company owns the membership and changes the participating member, the PRE Representative/Board of Directors shall have the right to approve or deny the new member. Section 7: Network marketing or direct sales businesses are eligible for membership if approved by the PRE Representative. PRE does not allow any recruiting in chapter weekly meetings for any member who wants to build or grow a sales team for their company. Sales of products and services only are permitted in PRE chapter meetings. Business opportunity recruiting from representatives of Network marketing/direct sales companies is strictly disallowed. Marketing Plan, i.e. multi-level marketing companies, are not eligible for membership except as approved by PRE. Approved multi-level marketing members may promote their product or service ONLY, not the development of their down lines/sales force and must limit their category to one product line. Section 8: Any member may resign from a Chapter provided that all indebtedness to the Chapter & PRE has been paid. A resignation shall be submitted in writing to the PRE Representative/Board of Directors and shall become effective when received by the Representative/Board. Membership fees paid to PRE are non-refundable. Quarterly chapter dues will be refunded on a pro-rata basis. Section 9: Members who want to transfer their membership from one Chapter to another must obtain approval of the departing Chapter. The chapter to which they want to transfer must approve the transferee the same as a new member, and the PRE Representative(s) must approve the transfer. The member transfer fee is $50 which covers the administrative costs of the change and supplies the transferred member with a new name badge. Section 10: Members are required to abide by the following: (a) Have a fellow member satisfy their business needs whenever possible; (b) Bring at least one qualified member prospect to their weekly meeting in the first three months. To remain a member in good standing, members must: (a) Regularly attend weekly Chapter meetings. Two consecutive absences or three absences in a calendar quarter are subject to review by the Board and may result in membership suspension or expulsion. (b) Provide a minimum of two (2) referrals per month to any Chapter; and, (c) Conform to PRE Organization By-Laws and any subsequent modifications to PRE Organization By-Laws. Violation of the above may result in membership termination, expulsion or forfeiture by direction of the PRE Representative/Board of Directors. ARTICLE 7. TERMINATION OF MEMBERSHIP Section 1: The PRE Representative/Board of Directors is authorized to suspend membership for up to one (1) year, or terminate any member from the Chapter for good cause. “good cause” is defined as: any conduct that brings the Chapter into public disrepute or violates the purpose for which the Chapter is formed; any failure or refusal to abide by PRE’s Organization By-Laws; any failure or refusal to pay any assessments levied pursuant to the provisions of these Organization By-Laws; conviction of any felony or crime involving moral turpitude; any conduct that causes severe embarrassment, personally or in the business community, to any member, or causes a member any public disrepute; including character assignation and spreading untruths; and misconduct or breach of PRE’s or the Chapter’s ethics of such a nature as to render a member’s continued presence in the Chapter either personally or professionally obnoxious or detrimental to other members of the Chapter. Section 2: “Suspension” is defined as: termination of voting and other rights of the member. However, such member shall not be relieved from liability for payment of dues and assessments, which fall due during the period of the suspension. “Termination” is defined as: immediate and conclusive termination of membership. Section 3: Any member in arrears in payment of dues and/or other financial obligations shall be suspended and shall be notified in writing by the PRE Representative/Board of Directors. Such member, upon payment of dues or obligations, and upon making application for reinstatement to the PRE Representative/Board of Directors, may be reinstated by the PRE Representative/Chapter’s Board of Directors. In case a member is not reinstated, the membership shall be terminated and such individual or company shall be notified in writing by the PRE Representative/Secretary of the Chapter. Section 4: On a routine basis, in determining if any action should be taken to terminate any Membership, the PRE Representative/Board of Directors shall review the individual active membership of the Chapter based on the following criteria: Regular attendance at Chapter meetings, individual participation in PRE and Chapter activities; and Adherence to PRE Organization By-Laws and any subsequent modifications to PRE Organization By-Laws; and Payment of dues and/or other financial obligations. Violation of any Good Cause matter as defined in Section 1 of this Article 7. Section 5: A terminated member shall not be eligible for re-admission to any Chapter of PRE. All rights of the expelled member in the Chapter or in its property shall cease upon their expulsion. ARTICLE 8. MEETINGS Section 1: Meetings are to be conducted in accordance with the model provided by PRE and contained within the flip chart supplied by PRE. Section 2: The Chapter shall hold regular weekly meetings starting at consistent times for breakfast or lunch and lasting for 1 hour and 15 minutes each week. The PRE Representative/Board of Directors will determine the date and place of such meetings. The meetings shall feature Chapter members as speakers. Problems or complaints will not be aired at the regular meeting, but will be referred to the Board of Directors. All Chapter meetings, except for special events, shall be held within the territorial limits of the Chapter. The PRE Representative/Board of Directors may approve lengthier or additional meetings as required. PRE name badges are to be worn at all weekly meetings. Section 3: Inclement Weather Policy It is the policy of Professional Referral Exchange chapters to use the local school district decisions regarding inclement weather as a guide when it is necessary to consider cancellation of weekly meetings. In breakfast meeting chapters, if the local district is on a two hour delay or more, the meeting is canceled for the week. In lunch meeting chapters, if the local district is on early dismissal or school is closed for the day, the PRE weekly meeting is canceled. These guidelines generally are satisfactory for most situations. If chapter leadership has a different interpretation of the weather conditions and degree of danger for local travel conditions, approval from the PRE Representative is needed to make a decision that differs from this policy. ARTICLE 9. MATERIALS AND SUPPLIES Section 1: PRE shall provide literature, brochures, and badges to each of the Chapters. Section 2: Any printed material, advertising, chapter web site, social media presence and content, or any other information for the public must be submitted to PRE for approval. ARTICLE 10. REVENUE Section 1: Each new member of the Chapter shall pay a membership fee to PRE Corporate office. The payment of this fee shall be a prerequisite for admission to PRE. It must be paid prior to becoming a member. The membership fee is non-refundable unless the applicant is refused membership. Section 2: A member shall be regarded in good standing if he/she is not more than thirty (30) days in arrears on payment of indebtedness to PRE or the local chapter. If a member is more than ninety (90) days in arrears on payment of said indebtedness, that member will be subject to termination or suspension at the discretion of the PRE Representative/Board of Directors. Section 3: The fiscal year of the Chapter is from January 1 of each year until December 31. Section 4: Quarterly chapter dues to pay for weekly meetings shall be set by the Board of Directors, collected in advance of each calendar quarter and paid by all the members regardless of whether they eat or attend meetings unless otherwise stated by the Chapter. Section 5: At the end of each fiscal quarter, checking account balances should not exceed five hundred ($500.00) dollars. When excesses occur, funds should be disposed of for the benefit of the Chapter members as determined by the Board of Directors. ARTICLE 11. COMMITTEES AND CHAIRPERSONS Section 1: PRE shall determine the number and purpose of all committees necessary to achieve the objectives and purposes of the Chapter. Section 2: The President shall, immediately following election, appoint the Chairpersons and members of all committees, and shall announce such appointments not later than February 1st following the election. Section 3: The Social Chairperson shall be responsible for organizing Chapter socials/mini-socials as determined by the Chapter. Such socials may be held on a monthly, bi-monthly, or quarterly basis. The Social Chairperson shall coordinate with other Chapters’ social Chairpersons and Executive/Regional/Area Directors in planning combined Chapter socials and area-wide events. The socials may replace the weekly meeting of the Chapter for that week. PRE/the Chapter shall not sell, serve liquor or supply tokens/tickets for alcoholic beverages to members or to guests at any social event. The Program Chairperson shall assign and maintain a list of speakers for two (2) to three (3) meetings in advance. In the event a speaker is unable to fulfill his/her scheduled speaking engagement, the Program Chairperson is responsible for filling such time with various activities as approved by PRE. The Hospitality Chairperson shall arrive at meetings fifteen (15) minutes before the published meeting time. He/She shall set up the meeting area, hospitality table for business card holders, brochures, nametags, and guest lists for the Chapter. The Hospitality Chairperson shall also set up a display table for the members’ brochures and materials. The Publicity Chairperson shall oversee the Chapter internet presence, including social media, submit appropriate press releases to local newspapers regarding Chapter events, and coordinate purchase of advertising upon PRE/Chapter Board approval. ARTICLE 12. PROFESSIONAL FEES Fees are assessed at the weekly meetings. Non-payment of the fees may result in immediate loss of membership. IOU’s are not acceptable. Unless specifically set forth by the PRE Representative/Board of Directors of the Chapter, the fees are as follows: .25 No Guest .50 No Business Card Holder 1.00 Per Minute for President Running Over Time Limit 5.00 No Show Speaker Without 72 Hours Notice to Program Chair .25 Missed “Glad Hander” 1.00 Arriving Late to Meeting 1.00 Cell Phone Ringing .50 No Name Badge 1.00 Leaving Meeting Early 5.00 Per Week for Late Chapter dues Fees will not be eliminated or reduced without approval of PRE Representative. Fees are to be used for Chapter activities, publicity and to finance guest complimentary meals as determined by the Chapter. ARTICLE 13. FIRST YEAR CHAPTERS Section 1: A Representative of PRE shall be the acting President and appoint all officers and committee people. Section 2: The PRE Representative shall settle all conflicts among potential members, determine membership categories, and give final membership approval. Section 3: The PRE Representative may replace any board member or committee person and shall appoint the replacement. Section 4: The PRE Representative will no longer act as President of the Chapter once the Representative has appointed all officers and committee members necessary to conduct business of the newly formed Chapter. However, he/she may replace appointees when necessary. ANY PERSON WHO IS PROPOSED AND ACCEPTED INTO MEMBERSHIP IN ANY PRE CHAPTER SHALL BE DEEMED TO HAVE ACCEPTED THESE ORGANIZATION BY-LAWS AND ANY SUBSEQUENT CHANGES PREPARED BY PRE AND SHALL BE BOUND BY THEM IN ALL RESPECTS. ARTICLE 14. APPENDICES Section 1: From time to time, various policies, procedures and other amendments to the By-Laws occur. As a copy of these By-Laws are always available to all members via the Company website, all members agree as per their signed initial application to abide by all Articles of the By-Laws, including appendices. PRE policies herein are taken from PRE By-laws and addendums as modified from time to time. 1. Attendance PRE places high value on regular attendance. All members are expected to be committed to the weekly meeting. If a member is not able to attend, prior notification is expected to be given to the Vice President who is in charge of attendance. PRE by-laws stipulate that any member that misses two meetings in a row or three meetings in any calendar quarter has his/her membership status reviewed by the board of directors. Expulsion is possible. 2. Dress Code PRE, being a professional organization by its very name, expects all members to present themselves in a groomed, professional manner. Generally speaking, shorts or tee shirts are not allowed at weekly meetings. The rule of thumb is that all members would dress in “business casual” or above. 3. Criteria for Meeting Location PRE weekly meetings, because of the very nature of our activities, require a private room. In every possible situation, PRE weekly meetings are to be held in high quality, clean and bright facilities. The PRE policy of prepayment of chapter dues for weekly meetings is to be upheld in every chapter. Any exceptions to chapter location and dues payment policies require approval by Area Director or above. 4. Name Badge Usage One practice in PRE is the expectation of every member to be properly identified by the consistent wearing of the engraved name badge. This is part of professional conduct. It enhances the assimilation of new members. It also creates a guest-friendly atmosphere for non-members who are in attendance. Any member with out his/her official name badge is expected to obtain and wear a hand written sticky badge which is always available at the guest sign in station. 5. Competing Applications Should it arise that multiple applications are being considered for a single category in a PRE chapter, the membership chair, in concert with the Board of Directors, will review each application to determine which applicant is best suited to be allowed to join. From time to time there may be granted to each competing applicant a short (maximum 5 minutes) presentation to the board that would help determine the outcome. 6. Meeting Cancellation Policy In the event of inclement weather, weekly meetings are subject to cancellation. For chapters holding breakfast meetings, if the school district in which the meeting is held is on a two hour delay or more, the meeting is canceled. If the weekly meeting is at midday, the meeting is subject to cancellation if the local school district is on early dismissal. But the lunch meeting chapters do not cancel automatically. The decision should be by agreement of the majority of the elected Board members 7. Cross Chapter Monthly Visits The following protocols are to be observed for PRE members wishing to do cross chapter visits. First of all, visit the chapter page at prenetworking.net of the chapter you want to visit. Note the meeting information there. 2nd of all, contact the President or Membership Chair of the chapter. Introduce yourself and confirm your category is open, or the visit mustn’t happen. Also find out during that contact how much you should pay as the meeting cost for your visit. Have the money ready in cash to put in the basket when it comes around. Be sure to take along adequate business cards to distribute to everyone during the infomercial round. 8. Member Transfers Should a PRE member wish to transfer to a different chapter, the request for transfer must be approved by both chapters. Departing chapter must confirm the transferee is in good standing regarding local dues and has healthy relationships in that chapter. The incoming chapter must receive a new membership application, after which the approval procedure is the same as approval for any other applicant. Note, chapter dues should be refunded and charged appropriately on a pro-rata basis. The Area Director(s) must be consulted for approval as well. The incoming chapter is then responsible for advising Corp. of the change for record keeping. The transferee must pay the transfer fee of $50. which is payable upon approval. This fee covers new name badge, change of chapter affiliation and update of member business information. 9. Complaint Resolution Process If a PRE member has a complaint about another member as it relates to the handling of a referral or the business practices of another member, the following steps are PRE policy in such matters. 1. The dissatisfied member (now referred to as member 1) should go directly to the member (now referred to as member 2) with whom the issue exists. Direct communication is always the best first step. Member 2 needs to know about the dissatisfaction. Sometimes this is enough to bring a resolution which satisfies both parties. 2. Should member 1 not find resolution after step 1, the next step is to present the complaint in writing to the Board of Directors of the chapter to which member 2 belongs. The complaint must be in writing to receive attention from the Board. 3. The Board of the chapter then reviews the complaint, after which. member 2 should be called before a Complaint Review Committee consisting of the President, the Membership Chair and one other member of the Board. Member 2 now has opportunity to tell their side of the story. The Committee then reports their findings to the whole Board where a decision is made about Member 2’s status as a member. 4. The Board of member 2’s chapter should inform member 1 of the outcome of the complaint review. ** Note: The Area Director overseeing the chapter must be informed and kept up to date on all proceedings as well.

The strength of Professional Referral Exchange (PRE) lies in its foundation of teamwork and mutual support. By encouraging and uplifting one another, and introducing fellow members to your network through qualified referrals, we create an environment where everyone can succeed. To ensure that each member thrives, it’s crucial to maintain a culture free from competition — whether real or perceived. Collaboration, not rivalry, is the heart of PRE. The Advantage of One Business Category Per Member One of the most significant benefits of PRE membership is the exclusivity of business categories. By allowing only one person per category, we eliminate competition within the chapter. This policy ensures members can focus on building relationships and growing their businesses without worrying about competing for referrals. However, in today’s world, many businesses offer diversified services that span across multiple categories. PRE has developed a policy to address this, maintaining fairness while supporting collaboration and shared success. Guidelines for Secondary Services PRE’s policies ensure that every member benefits from equal opportunities while maintaining harmony within the chapter. Promoting Secondary Services If your business offers secondary services that do not conflict with any other member’s category, you may promote those services during meetings and functions. If more than one member provides a similar secondary service, those members, with guidance from the Board of Directors, must reach an agreement on who will promote that service during meetings. If an agreement cannot be reached, the Chapter President and Area Director will step in to make a fair decision for the chapter. When a Guest Attends with an Overlapping Category If you’re bringing a guest who might overlap with a current member’s category, it’s essential to discuss it with the member beforehand to ensure they’re not caught off guard. This transparency fosters respect and strengthens the trust within the chapter. Members welcoming such guests should also view this as a collaborative and positive opportunity rather than a challenge. In many cases, category overlap leads to powerful referral synergy, as professionals in similar fields often complement each other’s services. And if synergy doesn’t emerge, it’s still an incredible chance to build a relationship with a colleague in the same industry. These connections can enhance both parties’ networks and open doors for mutual success. Why These Policies Matter These guidelines reflect PRE’s commitment to teamwork, fairness, and shared success. By removing competition and fostering collaboration, every member can focus on building meaningful relationships and expanding their sphere of influence. When we work together with trust and respect, we strengthen our chapters and create a thriving environment for all. Let’s continue to support one another, celebrate each other’s successes, and grow together as a team.

On the surface, understanding the definition of a qualified referral is simple. “The person you are referred to is expecting your call.” But when we examine referrals that represent an ongoing business relationship, we must become more specific in defining a qualified referral. Here are some examples of qualified referrals: When you establish or renew your homeowners, automobile or business insurance, this is a qualified referral. When you are using a product or service that is on autoship or automatic payment, but is subject to cancellation at any time, this is a qualified referral each month you continue the product or service. When you take out a mortgage, loan or lease a car or other equipment, the original transaction is a qualified referral. When you open a bank account or establish an investment account, this is a qualified referral. When you add to an investment account which is optional for you, this is a qualified referral. If you meet with another member to discuss business and seek a basis for doing business together, this is a qualified referral. If the meeting does not result in a transaction, it’s still a referral since the attempt to do business was real. For instance, one on one meetings simply to build relationships are extremely valuable and important but do not count as a referral if there’s no attempt to transact business with one another. Any time you make a purchase from a member retailer, this is a qualified referral. In the case of several people collectively ordering from a member for routine products or services, the collective order represents one referral. An example of this would be multiple lunches from a member restaurant delivered to one address unless each lunch is from a different PRE member. Another example would be multiple articles sent to the dry cleaner at the same time – one referral. Or if a person has multiple ads with a print publication running in a particular issue, the collective weekly invoice would represent one referral. If a person orders flowers for several persons at the same time, the total bill would represent one referral. If a person is receiving chiropratic treatments, the weekly total fees represent one referral. When a second generation referral customer makes a monthly payment or is on autoship or automatic payment, these are qualified referrals. Examples that are not qualified referrals: When you make a loan or lease payment, a bank deposit to savings or checking, all of which are a result of a single business arrangement into which you entered, these are qualified referrals. In other words, it is a qualified referral if the exchange of money represents a new business transaction. If the exchange of money sustains a transaction or pays off a previous commitment, it’s not a qualified referral. The rule of thumb we all should follow is that the transaction represents substance, not fluff. We have addressed the known issues at this time, but recognize that from time-to-time particular transactions may need to be reviewed to determine the status of that transaction as a qualified referral. Should this come up for you or your chapter, please communicate with your Area Director for a ruling.

Your success in any networking group is directly tied to how actively you support your fellow members. The more business you refer, the more likely it is that business will be referred to you. Networking is not just about showing up — it’s about showing up for others. Here are some key principles and practices to help you become a better PRE member and maximize the value of your membership. Know Your Fellow Members Inside and Out Just as in sales, where understanding your customer can make or break the deal, knowing your fellow members is essential to giving strong referrals. Consider these questions: What is their specialty? What does their ideal prospect look like? What are their preferences or dislikes in business interactions? How far are they willing to travel for a client? The more you know, the better you’ll be at identifying opportunities to connect them with ideal clients. Successful Practices for Building Strong Connections 1. Really Listen When a member is giving their infomercial or presentation, give them your full attention. Make eye contact, be engaged, and use the opportunity to learn about their business and what kind of referrals they need. 2. Take Notes Write down key details during presentations. This shows respect and interest while giving you a resource to revisit when seeking referrals for them. 3. Schedule One-on-Ones Take the time to meet with members individually. Whether it’s over lunch or coffee, dive deeper into their business, learn their goals, and explore how you can support each other. These personal connections strengthen relationships and improve your ability to refer effectively. 4. Make Weekly Check-Ins Call or message a few chapter members each week. Keep it brief — ask about their business, current challenges, or hot-selling items. These quick conversations build rapport and ensure you stay top of mind with your fellow members. 5. Give Referrals Without Expecting Anything in Return The fastest way to generate referrals for yourself is to give them freely. Referring business shows that you value your fellow members and trust their expertise. Often, they’ll naturally want to reciprocate. 6. “Being There” vs. “Being Good” It’s not enough to just attend meetings—you need to participate with enthusiasm. Arrive early, come prepared, and engage with energy and positivity. Your attitude sets the tone for how others perceive and interact with you. 7. Acknowledge and Appreciate Say “Thank You!" When you receive a referral, no matter how big or small, show gratitude. A simple “thank you” reminds the giver that their effort is appreciated. This small gesture makes them more likely to think of you again in the future. Support Fellow Members Actively Start using the products and services of fellow members and refer them to others whenever possible. When you actively support your chapter, you’ll see the same energy reflected back to you in referrals and opportunities. Final Thoughts Being an effective PRE member requires more than attendance — it’s about meaningful participation, fostering relationships, and building a culture of trust and support. The more effort you put into helping others succeed, the more success will find its way back to you. By giving generously, listening attentively, and showing genuine appreciation, you’ll elevate your chapter and your own business in the process.

Inviting a guest to a PRE meeting is an excellent way to grow the chapter and showcase its value, but ensuring they have a positive and productive experience requires preparation. Whether the meeting is in person or on Zoom, the success of your guest’s visit reflects on you, the inviting member. Follow these steps to make sure your guest is set up for success and that you maintain your reputation as both a professional and an attentive member. Before the Meeting 1. Explain the Meeting Format Give your guest a clear understanding of how the meeting will run. Cover essentials such as: The structure of the meeting. Key moments where they’ll participate, such as their 30-second infomercial. What materials to bring, like plenty of business cards (or a digital alternative for Zoom). 2. Coach Them on Their 30-Second Infomercial One of the most important parts of the meeting is the 30-second infomercial. Help your guest craft a concise, engaging, and professional introduction. A poorly prepared infomercial can reflect poorly on both the guest and the member who invited them. Ensure they: Clearly state their name and business. Highlight what makes their business unique and what services they offer. Mention the kind of referrals they’re seeking. 3. Review Business Card Etiquette For in-person meetings, explain how cards are passed to the left and distributed by members. Remind them to bring more cards than they think they’ll need. For Zoom meetings, suggest they prepare a digital business card or use the chat feature to share their contact information. 4. Prepare for Zoom-Specific Etiquette If the meeting is virtual, remind your guest to treat it as professionally as an in-person meeting: Arrive on time (or early): It’s vital that you, as the host, log in before your guest to greet them and set the tone. Turn on the camera: Having the camera off makes a poor impression. Eliminate distractions: Remind them to avoid multitasking (like checking emails) to stay fully engaged. When people see guests disengaged, there is no mutual respect built. Check tech ahead of time: Encourage them to test their microphone, camera, and internet connection in advance. At the Meeting 1. Greet Them Early and Host with Confidence Arrive before your guest to greet them warmly, introduce them to other members, and make them feel welcome. If in person, “work the room” together before the meeting starts to help them meet fellow members. On Zoom, facilitate introductions as others join the meeting. 2. Sit Together (If In Person) If it’s an in-person meeting, sitting together allows you to provide real-time explanations of details like: First- and second-generation referrals. The importance of attendance tickets. Any other processes or traditions that might be unfamiliar. If virtual, send them a brief message in the chat or follow up afterward to clarify anything they didn’t understand. 3. Monitor Their Participation Keep an eye on how they’re engaging with the group. If they seem hesitant to participate, gently encourage them to ask questions or join discussions. Your role as a host is to ensure they feel comfortable and confident. Final Thoughts When you prepare your guest properly, everyone benefits: The guest has a positive and productive experience, setting them up for success. The chapter gets a strong potential new member who understands PRE’s culture and processes. You reinforce your reputation as a thoughtful and professional member. Remember, a guest’s success reflects on you. By taking the time to prepare them thoroughly, you demonstrate your commitment to the group and ensure they get the most out of their visit.

After a meeting, your approach to a guest can make a significant difference in their perception of the group and their likelihood of joining. Follow these steps to create a welcoming and professional experience that sets your chapter apart. Engage with a Positive Outlook Always smile and focus on the positive when chatting with a guest! When engaging in conversation, ask open-ended but focused questions like, “What did you like best about the meeting?” Avoid generic questions such as, “What do you think?” as these can lead to comments that may not align with your goal, such as “I think networking is just for pushy salesmen.” Directing the conversation toward positive aspects helps the guest focus on the benefits of joining. Share High-Quality Materials Ensure the guest leaves with a clear understanding of the value PRE offers. Be prepared with materials such as monthly newsletters, member testimonials, or the “Referrals Received By Category” report, which highlights the potential business value of PRE membership. These resources can provide additional reassurance and demonstrate the tangible benefits of being part of a referral group. Use Positive Reinforcement Frame PRE in a way that highlights its collaborative and supportive nature. For example, share insights like: “PRE chapters foster a culture of helping others. The members who thrive are those who give the most referrals because generosity is always reciprocated. That’s why members are always on the lookout for opportunities to help each other succeed.” You can adjust the message to suit your style, but keep the tone focused on collaboration and mutual growth. Taking the Guest’s Temperature To gauge a guest’s interest level, ask: “On a scale of one to ten, how would you rate your interest in PRE?” This question is noncommittal but allows the guest to express their thoughts. 9–10: They’re ready! Proceed with confidence toward the application process. 7–8: They’re interested but may need more time or reassurance. Ask a follow-up like, “What would it take to get you to an eight and a half?” said with a smile. This often reveals their concerns or hesitations. Below 7: They may not be a good fit at this time. That's okay! Encourage them to connect with the other members after the meeting. There might be some mutual referral synergy. Discuss Member Commitments Review the expectations clearly, such as producing two referrals per month and having a 75% (or better) attendence rate. . If a guest expresses concern about this, explain concepts like second-generation referrals and the sphere of influence, emphasizing the wide network they already have access to. When the application and payment are submitted, express enthusiasm with statements like: “Congratulations on making a great decision! I know PRE will be an excellent resource for you.” Follow-Up: The Three-Touch Rule Effective follow-up is key to converting guests into members. Within two days of the visit, aim for three personalized touches: Call from the inviting member A brief and positive check-in to thank the guest for attending. Handwritten note from the Membership Chair A personal touch that leaves a lasting impression. If you're not doing this yet, we definitely recommend that you start! Email from the President or designated member A professional thank-you note reinforcing the guest’s importance to the group. Empowering Your Membership Chair A committed and well-trained Membership Chair plays a pivotal role in guest conversions. This position is second only to the Chapter President in importance — if not equally vital. A strong Membership Chair ensures every guest feels valued and supported, dramatically increasing the chances of membership. By following these steps, you’ll create a professional and engaging experience that highlights the value of PRE and fosters meaningful connections. Remember, every interaction with a guest reflects the culture and strength of your chapter, so approach each conversation with confidence and enthusiasm. Go for it, you incredible PRE leader, you!

Have you ever invited someone to visit your group’s meetings, only to hear them say, “No thanks, that’s not for me”? It’s a common response, often rooted in a fear of high-pressure recruitment. For many, being invited to a leads group can feel like walking into a sales pitch or a multi-level marketing event. To overcome this hesitation, it’s essential to shift the focus away from recruitment and toward creating meaningful connections. Here are two simple, low-pressure techniques to invite professionals to your group, with an emphasis on helping the person you’re talking to. “I Have Someone I Want You to Meet…” One of the most effective ways to invite someone to your group is to apply the same principle that makes you a successful networker: focus on introductions and referrals, not selling. Instead of framing the invitation as a meeting to join a networking group, position it as an opportunity for them to meet valuable connections. For example, if you meet a local electrician and know that your group includes a Realtor and a General Contractor, avoid saying, “I’d like you to visit my referral group.” Instead, say, “I know a couple of great tradespeople I’d love to introduce you to. They could be excellent connections to help you generate more referral business.” Then, ask if they’re available to join your group’s next gathering for an introduction. By presenting the invitation as an opportunity to connect with others who can help them professionally, you remove any sense of pressure and focus on what truly matters: building relationships. “We Need Someone We Can Refer…” Another inviting technique involves highlighting your group’s need for their expertise. Tell them, “Our referral networking group is looking for someone in your profession to refer clients to. Would you be interested in coming to a meeting to how we can help each other grow?” This approach underscores the value they can bring to the group while offering tangible benefits to their business. Remember, the key to inviting someone is to make the conversation about their success. Demonstrate how your group can provide connections and opportunities, not just obligations. Tips for Successful Inviting and Recruiting Develop a Strategic Approach Build Core Groups: Focus on filling key professional categories that strengthen your chapter. Dedicate 10 Minutes Daily: Commit a few minutes each day to outreach and follow-ups for chapter growth. Leverage Existing Resources: Use personal contacts, Chamber of Commerce rosters, and local advertising sources like Clipper Magazine, or Valpak. Businesses currently advertising are often open to exploring new customer acquisition methods. Tailor Your Outreach Use multiple communication methods: phone calls, emails, direct mail, and in-person conversations. Different approaches work for different prospects. Always leave a business card, flyer, or link to the group’s website. A tangible takeaway reinforces your message. Start with warm leads. Personal relationships are the foundation of success in PRE and most businesses. Avoid Overselling Keep the initial conversation simple. Focus on getting a commitment to attend a meeting rather than overwhelming them with information or a hard sell. Position the meeting as an opportunity to meet incredible business professionals who are actively looking to help each other succeed. Prepare and Follow Up Before the Meeting: Confirm your guest’s attendance and notify your Membership Chair and President. Inform other members so they can engage warmly with the guest. Prepare Your Guest: Ensure they bring business cards and have a 60-second introduction ready. A confident guest reflects positively on you. After the Meeting: Follow up with the guest promptly. The Membership Chair should have excellent communication skills and an enthusiasm for converting guests into members. That being said, you should follow up with your guest, too! Engage Your Chapter Top chapters ensure guests feel welcome by having multiple members reach out before and after the meeting. A simple, “I’m looking forward to meeting you” goes a long way in making a positive impression. With these strategies, your invitations will feel natural and focused on the benefits of connection, making guests eager to join your chapter.

In-person interactions remain one of the most powerful ways to grow your chapter and strengthen member connections. Promote your chapter effectively face-to-face with these ideas. Host Mixers Organize an informal networking event outside your regular meetings. A get together with drinks and/or food allows potential members to see how your chapter works together without the formal structure of a weekly meeting. Invite guests and colleagues! Promote Guest Day with Incentives Plan a Guest Day and encourage current members to invite other business owners and professionals. Offer gift cards, prizes, or other incentives for attendees who join on the spot. Use this opportunity to highlight your chapter’s successes and the benefits of membership. Sponsorships and Community Events Use chapter funds to sponsor local events, participate in expos, or support community causes. Setting up a booth or sponsoring an activity not only promotes your chapter but also reinforces its role as a valuable part of the local business ecosystem. Plan 1-on-1 Meetings Encourage members to schedule regular one-on-one meetings with fellow chapter members and a guest. These personal interactions deepen relationships, foster collaboration, and uncover new opportunities for referrals and potential new members for PRE. Engage at Networking Events Encourage members to attend other networking events and promote the chapter. Provide them with a quick, memorable pitch about PRE and its benefits, along with a few business cards to hand out to potential new members. Carry Member Business Cards Always have your chapter members' business cards with you. This makes it easy to pass along referrals when opportunities arise, ensuring you’re actively promoting the chapter even outside meetings. Show Gratitude for Referrals Encourage members to thank others publicly for referrals during meetings or at events. Acknowledging these interactions highlights the value of participation and inspires others to join or refer. Visit Other Chapters Members can visit chapters without their business category to network with a broader audience and learn new strategies for growing their own group. These visits often spark fresh ideas and expand the pool of potential referrals. Support Member Businesses Make an effort to use member services whenever possible, then share your positive experiences with others. Word-of-mouth recommendations from within the chapter help showcase the quality and professionalism of your group. By implementing these practices both online and in person, your chapter will be well-positioned to grow its membership, deepen connections, and create lasting value for all members.

Building an online presence is essential for growing and showcasing your chapter. These effective strategies will help you promote your chapter on social media and other digital platforms. Announce New Members Celebrate new members with a dedicated social media post. Include their logo, contact information, and the category they represent. Emphasize that they are now your chapter's exclusive referral agent for their field. This introduces the new member and showcases the value of joining PRE to your audience. Share Pictures and Videos from Meetings and Events Visual content is key to engagement. Post photos or short videos from meetings and events, focusing on member interactions and activities. These posts make your chapter feel approachable and vibrant, helping potential members see the value of involvement. Highlight Educational Content If a member shares a blog post, article, or video about their industry, repurpose it for your social media platforms. Pair it with a graphic or a short caption that showcases their expertise and the mutual growth opportunities your chapter fosters. Create and Share Events on Facebook and Meetup Use platforms like Facebook and Meetup to create and promote chapter events. These platforms automatically notify users when a new event is created, providing free advertising for your group. Encourage members to RSVP and share the events to maximize visibility. Celebrate Member Successes When a member receives an award, reaches a milestone, or achieves a notable success, highlight it on social media. Testimonials and stories about how PRE has helped their business grow are particularly powerful in building trust and inspiring potential new members. Encourage Members to Engage Encourage chapter members to share posts from your publicity chair on their own business and personal pages. Their networks are an untapped resource for growing awareness about your chapter and its benefits. Join Regional Business Groups Online Search for regional business advertising groups on platforms like Facebook. Many of these groups allow members to post about their businesses or community organizations for free. Following the group rules ensures consistent exposure for your chapter.

Maximizing your membership with Professional Referral Exchange (PRE) doesn’t require hours and of effort. Instead, it’s about building consistent habits that foster relationships and boost referrals. By dedicating just 10 minutes a day, you can elevate your participation and get the most out of this powerful network. Here’s a sample schedule to guide you through the week: Monday: Start the Week Right Take a moment to review the program chair’s email about this week’s speaker or presenter. This sets the tone for your chapter’s focus and gives you valuable context for your weekly meeting. Did you submit all your referrals from last week? If not, now’s the time to ensure they’re sent to the appropriate members. This is how trust and momentum grow within your chapter. Tuesday: Prepare Your Infomercial What’s a good referral for you this week? Use today to think about your ideal client or a unique business need you can address. Craft a compelling statement to share during your 30 second commercial at the weekly meeting. This is your chance to help others understand how they can best support you. Wednesday: Reflect on the Meeting After the secretary or president sends the weekly meeting recap, spend a few minutes reflecting on the information shared. What stood out? Is there something unique about your business or industry that you could present at an upcoming meeting? Use this mid-week check-in to keep your participation fresh and engaging. Thursday: Focus on Giving Think about who you can give a referral to this week. What opportunities have arisen through your activities or conversations? Meanwhile, the publicity chair might be posting highlights from the previous meeting. Sharing or engaging with these posts not only amplifies your chapter’s visibility but also shows support for fellow members. Friday: Build Deeper Connections End the week by scheduling a one-on-one meeting with a chapter member for the following week. These meetings are essential for building stronger relationships and uncovering new ways to collaborate. Use this time to learn more about their business and share insights about yours. It’s a win-win! This Week: Consistent Engagement Your weekly chapter meeting is the cornerstone of your PRE membership. Attend with intention, contribute referrals, and participate fully. Throughout the week, share your chapter’s social media posts to extend their reach and RSVP to any upcoming chapter events on Meetup or Facebook. These small actions strengthen your community and position you as an engaged member. Ongoing Habits: Keep Growing Always be on the lookout for potential new members to invite—seek out businesses that would complement your chapter and benefit from the PRE structure. Carry your chapter members’ business cards with you to make referrals seamless and convenient. Regularly update your referral profile to reflect changes in your offerings or focus. If you need a service not covered in your chapter, consider visiting another chapter to explore options while building cross-chapter connections. By taking just a few minutes each day to engage with PRE, you’ll create lasting relationships, enhance your visibility, and ensure a steady stream of opportunities for your business and others.

In today’s competitive market, finding a networking group that truly delivers results can be challenging. That’s where Professional Referral Exchange (PRE) stands out. With a focus on building meaningful relationships and a proven system for generating business referrals, PRE is designed to help professionals like you achieve consistent growth. Here’s why PRE is the right choice for your business: Qualified Referrals, Not Just Leads At PRE, referrals aren’t just names on a list—they’re warm introductions to people who are expecting your call. Each member is committed to actively seeking opportunities for their fellow members, ensuring every referral is genuine and purposeful. Exclusivity in Your Field Unlike other networking groups or chambers of commerce, PRE allows only one professional per business category in each Chapter. This means no competition within your industry and maximum visibility for your business. A Structured, Proven System Our weekly networking meetings follow a structured agenda that maximizes opportunities for members to present their businesses, share updates, and exchange referrals. This system, practiced consistently, enhances word-of-mouth advertising and builds trust among members. Relationships That Drive Results At the heart of PRE is our commitment to helping members know, like, and trust each other. Weekly interactions, one-on-one meetings, and regular business presentations create a strong foundation for collaboration and mutual support. Personal and Professional Growth PRE isn’t just about business — it’s about helping you grow as a professional. Members benefit from networking techniques, business insights, and public speaking opportunities that enhance their skills and confidence. Flexibility to Fit Your Needs With Chapters meeting in person, online, or in a hybrid format, PRE offers the flexibility to accommodate your schedule while still fostering strong relationships. A True Community PRE is more than a networking group—it’s a family of professionals who genuinely care about each other’s success. Members often form lasting friendships, creating a supportive environment that extends beyond business. A Focus on Giving First Our vision is built on the belief that giving first leads to receiving in return. Members experience the joy of helping others succeed while benefiting from the shared commitment to mutual growth. What Makes PRE Different? PRE is designed to go beyond traditional networking. Our structured, disciplined approach ensures every member has the opportunity to grow their business in a meaningful and consistent way. Whether you’re looking for new clients, seeking professional connections, or simply wanting to be part of a supportive community, PRE is the perfect place to thrive. Discover how PRE can help you grow your business and build lasting relationships. Contact us today to visit a Chapter near you!

My journey with Professional Referral Exchange began unexpectedly in the 1990s, and it forever changed the trajectory of my personal and professional life. What started as an invitation to a local business referral group in Indiana quickly became a revelation — a structured, supportive community that not only grew my business but also created lasting friendships and a sense of belonging. (Betty Diller center, seated.) The power of know, like, and trust  became clear as I transitioned from cold-calling to thriving through genuine connections. Those early experiences shaped my passion for this organization and inspired me to bring its transformative impact to others. Today, as the proud owner of PRE, I remain committed to fostering an environment where professionals can build meaningful relationships, share opportunities, and achieve success together. Our team, including invaluable leaders like Bill Higbee and Craig Valarik, has helped make PRE the relationship-driven organization it is today. Together, we ensure that every chapter embodies the principles that first drew me in: enthusiasm, trust, and the potential for extraordinary growth through mutual support.