Group Pioneer Meeting Checklist
Facilitator Guide
Pre-Session Prep
Time: 5 minutes before meeting
  • Open member's NET_SYNC report and highlight ICP, pain points, goals, and perfect client examples
  • Note preferred partners, IPP, and referral triggers
  • Identify 2–3 intro targets from assembly and wider network
  • Confirm member's assembly plus next session date/time
  • Prepare note system (Basecamp/NEXUS/Google Doc) and key links
Welcome & Connection
Part 1: 10 minutes
  • Deliver welcome script with tribe and momentum tone
  • Confirm buy-in: "Sound good?"
  • Ask about location, work/life integration, hobbies, and passion projects
  • Share brief personal note about why you lead the assembly
ICP Deep Dive
Part 2: 15 minutes
  • Validate demographics and tweak if needed
  • Confirm #1 urgent pain point right now
  • Confirm where ICP hangs out (LinkedIn/Facebook/podcasts)
  • Confirm revenue range and business size sweet spot
  • Capture missing nuance and update notes live
Business Architecture
Part 3: 10 minutes
  • Paraphrase business architecture back for accuracy
  • Ask how NOW fits into their business plan
  • Ask what they enjoy most about their business
  • Identify which NOW values resonate and why
  • Note motivation, capacity, and engagement level
30-Day Action Plan
Part 4: 8 minutes
  • Ask what intro type they want most: Value Added, Specialist, Solution, Prospect
  • Name 2–3 specific members for immediate intros
  • Confirm Eye2Eye plan (who and when)
  • Connect on LinkedIn and confirm welcome/tag process
  • Lock first 30 days: attend assembly, complete 3 Eye2Eyes, prepare pitch
Invite & Close
Part 5: 2 minutes
  • Ask: "Who could you invite that aligns with NOW values?"
  • Close with confidence and open-door support
Post-Session Actions

Complete within 24 hours: Send recap message with 30-day plan. Send 2–3 warm intro emails with Eye2Eye suggestions. Create Basecamp to-dos. Update NEXUS/member profile with ICP/IPP nuance. Confirm member is on correct comms channels (LinkedIn/WhatsApp/Basecamp).
Quality Self-Check
Did they leave with a clear 7–30 day plan?
Did I name real people, not vague "you should meet X type"?
Did we lock Eye2Eyes, not just "ideas"?
Did I make them feel welcomed and understood?
Did I reinforce NOW standards: clarity, reciprocity, follow-through?
Clarity creates referrability. Follow-through creates trust.