Your Guide to Networking Calls A proper call step-by-step 1) Use LinkedIn to search people up. Then look at the bank email template excel file we distributed and use that to find the email of the person you want to contact. a. Write your cold email using concise yet effective language. It helps to provide some times that you are available at sometime near the end of the email. b. **See attached for a sample cold email** 2) Once they have agreed to speak, make sure you know who will be calling who. It is fine to send an email saying: “I’m looking forward to speaking! Should I give you a call at your office phone listed in your signature?”. That way both you and the person are clear on the logistics. a. You always call them unless they explicitly make other arrangements 3) Send calendar invite a. With title “[Your Name] to call [person’s name] at [person’s preferred number]”. 4) Mute your microphone when you are not talking. This limits background noise. 5) After engaging in small talk (“How were your holidays?”, “How is your week going” etc.) lay out call structure given in WUIB Cold Call distributed deck. a. “Thank again for taking the time to talk to me, I’d really enjoy hearing more about your background and then I would be happy to tell you about mine.” b. This is how you will enter calls and structure them effectively 6) During call, we recommend you ask questions apart from the ones you had prepared. This shows engagement and that you can connect with people on the fly. Ex: “If you don’t mind me asking, you mentioned that you were originally from Puerto Rico. Has there been any language barrier that you noticed when you came? 7) After the call, on the same day as the call, send a brief thank-you message to the person and politely ask to stay in touch a. **See attached for a sample thank you email** Sample Cold Email Hi Patrycja, My name is Jonathan Severns and I am currently a sophomore at Washington University in St. Louis studying engineering and finance. I recently accepted an offer to work at Bank of America Merrill Lynch this summer in their corporate banking division in New York as part of their sophomore global banking and markets program. My goal, however, is to begin my career in investment banking and I am seeking to speak to more bankers about the role. If you have a moment, I was hoping we could talk on the phone so I can learn more Goldman Sachs as well as your personal experience in the industry. Please let me know if you would be free to chat sometime this week. I’m free between 12:30 pm and 3 pm EST on Tuesday and Thursday, as well as between 11 am and 3pm EST on Wednesday, and all day Friday. Thank you and I look forward to hearing back from you! Best, Jonathan Severns Sample Thank You Email Hi Spencer, Just wanted to take a moment to thank you for your time yesterday. I really enjoyed learning about your background and experiences at Moelis thus far and appreciate the encouragement you offered for getting started early on the networking process. In the coming weeks, I’ll be continuing to reach out to people at Moelis to keep learning about the analyst experience. Is there anyone that you recommend I reach out to as I move forward? Thank you again and have a great day! Best, Luis
