Useful Information For One-On-One Meetings

The One-to-One Meeting information below, is a great tool to use to get to know other members outside of your regular meetings. The better rapport you have with each member, the more referrals you will both be able to give to each other. By systematically developing your relationships with each other, you will also be systematically developing your referrals in future meetings.

Use this One-to-One Planner to plan and conduct your One-to-One meetings. Keep original copies of your worksheets, ready to email to the person you will meet with next.

Get to know your members and increase your referrals.


  1. Complete each section of this form. You only need to do this once!
  2. Save it with a unique file name on your computer
  3. Email to your one-to-one meeting partner before your next meeting