Monthly Checklist

This form is for use by MEMBERS ONLY. In the event that you are unable or unwilling to complete the online form, a printable form can be accessed by clicking HERE.

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Name *

First

Last

Today's Date *

Please list names of other members to whom you have given referrals within the past month.

Please list names of other members with whom you have met (in person or virtually) outside of official Step Ahead meetings.

Please list the names of guests you have invited who have attended meetings.

Please list the names of members to whom you have given useful introductions that were not direct business.

Please list referrals and introductions you have received from other members during the past month.

Please describe any special considerations given to other group members wo do business with you, if any.

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