Referrals / Introductions
IBO was founded on the idea that members want to help each other succeed. By passing referrals and introductions everyone can grow. No one should expect to receive a reward or feel they should be paid or receive referral fees for passing referrals or introductions that turn into business.
There are companies that use incentives like referral programs when people pass referrals that get business. If any company wants to offer incentives for referrals that is their choice. There is no IBO rule that prohibits giving incentives.
It is IBO corporate policy to not accept any referral fees, gifts or other rewards from members for any referrals or introductions that are given. IBO employees are prohibited from receiving anything monetary for giving out referrals that lead to business. IBO does not give discounts or referral fees as we feel it goes against our core beliefs. IBO hopes members would want to refer to IBO to enhance the organization which will in return help everyone.
Asking for anything monetary goes against IBO’s idea of freely receiving referrals without the feeling of having to pay for them. Everyone should be focused on passing referrals with the idea that others will pass referrals to them.
Each member has a web page on the IBO team website. Each new member must supply their business information promptly so it can be added to the website
IBO welcomes suggestions. In fact, members are encouraged to voice their opinions. This gives each member opportunity to help ensure IBO can be the best of the best.
The maintenance covers breakfast and incidentals.
As for what people order it should be in line with the quarterly maintenance.
• Some diners have items that are costly and they should be avoided.
• Members should only order one breakfast.
• Members should not be ordering sides to the breakfast causing an unreasonable cost.
• Members have ordered something to go as they are not eating breakfast. This is ok so long as it is in line with the cost of breakfast.
Incidentals: Excess maintenance money is used by the team for things outside the breakfast as well. Some examples but not limited to are listed below.
• Covering Breakfast for guests
• A gift for a member who has gone through a life situation: Examples a birth, a passing of a loved one, an illness or accident.
• An event the team is having is subsidized by the quarterly maintenance.
• Donation to a charity
• Materials for the team
• Outside of the above the leadership team should review with IBO if funds can be used for another purpose
There have been members who don’t eat breakfast. Reasons given:
• Not the time the member chooses to eat.
This is a choice the member has made and we (IBO) do respect their decision. As the diner would not want a group of people who come and spend 1.5 hours in their establishment without compensation an exception cannot make for any individual.
No IBO member can just transfer their membership to another individual. There are situations where members can offer the team a person to take their place if they are no longer staying with the team.
- The prospective member must be taking the seat for the same exact industry.
- The prospective member must work for the same company as the member that is leaving the IBO team.
- The prospective member must go through the on boarding process. This includes: coming to three meetings; filling out an application; being interviewed by the leadership team.
- The leadership team would need to all agree to accept the prospect as if they were doing so for any new member.
Industries with required credentials
If a specific industry has requirements to conduct business that person/company needs to have these requirements in place to be part of IBO. This includes but not limited to: Licenses, permits, insurance, continuing education, etc. Industries included but not limited to: Medical, Accounting, Financial, Real Estate, Mortgage, Legal, Insurance, Construction, Food Handlers, etc.
NOTE: IBO and its members are not the watchdog to ensure credentials are in place or up to date. It is the sole responsibility of the member who is taking the seat to accurately state what is needed and that all credentials are in place. This is an honor system policy to promote qualified members.
Transferring to a different IBO Team
If an IBO member would like to transfer to another IBO team the member must go through IBO corporate. The member should contact IBO corporate explaining why they would like to make the transfer. It is up to IBO corporate to give the ok for the transfer. Once IBO corporate gives the go ahead the member can then ask the team they are looking to move to for an interview. If the team accepts the member the member can move. There is a fee of $75 for transferring to a new team.
Change business focus on a team
No member can just change their business focus on an IBO team. If a member would like to change their business focus on a team they must go through the leadership. First and foremost, the leadership team is responsible for what is best for everyone on the team i.e. what will make the team stronger and better.
An existing member does not have the first right of refusal for a category opened when a member leaves; or to pick a new business focus they feel suits them. All vacant categories will be filled the same way a category is filled when a new member is joining. Any existing member can request to interview for the open seat. All individuals will go through the interview process and the leadership will decide the best candidate for the vacancy. The leadership also has the authority to decide that the current candidates are not qualified and the team needs to continue to look for an appropriate candidate.
By giving the first right of refusal to a current member serves the member and not necessarily the team. Automatically giving the seat to a current member who requests it removes both the leadership team and the membership from the selection process. Some members in the group may agree with the move and others may not. This is why the leadership has the authority to choose the person for the category.
NOTE: This highlights another reason why creating solid relationships within the team are so important. There is a good chance the membership will not propose another person for a category if the current member looking to fill the vacant seat has attended meetings, has an outstanding referral record and established solid relationships with other members.
If anybody feels the leadership is not working in the best interest of the team; that person should address their concerns to IBO corporate. As with any situation IBO corporate will need to review the situation and help the team come to the best solution that will be in the best interest of the team.
NOTE: The leadership team is to act in the best interest of the team. The leadership needs to do their best to be impartial to a situation and focus on what is best for the team as a whole. Sometimes this will leave members upset with a decision. It is best if everyone take a deep breath and let the situation sit before reacting.
When dealing with a situation should hear all parties concerns. Review these concerns with the other members of the leadership. Take input on what is the best course of action.
If a situation is first brought to the membership chair the membership chair should bring it to the Team Captain. Again everything should be reviewed by the leadership and go the the process as explained with the Team Captain.
If a situation is first brought to the treasurer the treasurer should bring it to the Team Captain. Again everything should be reviewed by the leadership and go the the process as explained with the Team Captain.
This seat is held by a lawyer on the team. It is this lawyer that will help to ensure any prospective lawyer that is looking to join the team is going to fit with the current lawyers. The Legal Chair should speak to all the current lawyers about a prospective lawyer to get their input and report back to the leadership team. The Legal Chair can step in as an alternate when interviewing new members.
NOTE: Anyone can contact IBO Corporate to get a clarification on a situation.