Networking Tracker

The Networking & Coffee Chat Toolkit is a plug-and-play system designed specifically for finance recruiting. It keeps your outreach, follow-ups, coffee chats, and notes all in one place so you always know your next move.

What’s Inside:

Outreach & Success Tracker – log emails, responses, and track conversion rate
Automated Follow-Up System – never forget who to reach out to or when                          Coffee Chat Prep Hub – curated questions for IB, PE, HF, AM & more
Email Templates – cold outreach, follow-ups, thank-yous, and referrals
Notes & Relationship Builder Tabs – keep track of every touchpoint
Roadmap Layout – a clear process from first outreach → referral → interview

Whether you’re going through IB Summer Analyst recruiting or starting early, this toolkit removes guesswork and gives you a repeatable system to network like top candidates do.