Call prep
Walk in knowing who they are, what to ask and how to close. Open it from the call card or from Today.
BackHelp
Tue, 10/6, 2:00 PM ET · Video call · 30 min
Daniel KimAssociate · Tidewell CapitalYou told them you grew up in Tampa. They replied in 2 days.Start with thisIn your own words. It only has to get you thirty seconds in.
“Hi Daniel, thanks for making time. I'm a junior at Florida State looking at investment banking for next summer, and I mostly wanted to hear how you got there.”
Ask thesePick two or three and let them talk. Tick what you ask; the next sheet skips it.
1How did you end up at Tidewell Capital, and what would you do differently if you were recruiting now?
2What does a normal week look like for you, compared with what people expect?
3Is there anyone else you think I should talk to?
BackHelp
Ask thesePick two or three and let them talk. Tick what you ask; the next sheet skips it.
1How did you end up at Tidewell Capital, and what would you do differently if you were recruiting now?
2What does a normal week look like for you, compared with what people expect?
3Is there anyone else you think I should talk to?
Who they are• Associate at Tidewell Capital, since 2023• Reached through: They work in my hometownOpen their LinkedIn ›
How to end it
“This was really helpful, thank you. Would it be alright if I kept in touch as recruiting picks up?”
A thank-you draft waits after the call. Send it the same day.Call done, write the thank-youEvery part
- The calltop
- When, how and how long, their name and role, and why they said yes, like "You told them you grew up in Tampa."
- Start with this
- Your opening line. Say it in your own words.
- Ask these
- Five questions. Pick two or three, and tick what you ask: the next sheet skips it.
- From your earlier callswhen you have some
- Your own notes from earlier calls with them, their firm or their field. Only you see them.
- Who they are
- Their role, how you reached them, and Open their LinkedIn ›.
- About [their firm]when there is something to show
- Typical first-year pay with its source, and how many people you know there.
- How to end it
- A closing line, and Call done, write the thank-you.
- Your notes
- One line after the call. The thank-you uses it.
- If you're nervous
- Four short reminders.