Script Vault

The exact words that get replies.

9 copy-and-send templates for cold emails, coffee chats, follow-ups, and the referral ask, written by students who broke in. Fill in the brackets and send.

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The tracker now drafts a personalized email for every contact: anchored to these exact scripts, with one genuine hook you share, in your own voice. Review it, tweak it, and send it from your own Gmail.

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Read this first: personalize before you send.

These are starting points, not copy-and-paste scripts. The more personal your hook, the more replies you will get, and the strongest hooks are real human connections you share with them. For example:

• A club or organization you are both involved in
• A sport you both played, or a team you both root for
• A hometown, city, or region you share
• A class, professor, or major in common
• A hobby or interest you both have
• A specific deal or project their group worked on

Bankers can spot a generic template instantly, and if clubmates also use OfferPath, an identical email hurts everyone who sends it. Each card starts on a random version, so use “Try Another Version” to switch, then rewrite it in your own voice.

Cold Outreach

First-touch emails to people you have never met.

The Alumni Cold Email

Reaching out to someone from your school

Subject: [School] student interested in [Firm]'s [group]

Hi [Name],

I hope you're doing well! I'm a [year] at [School] studying [major], and I found you in the alumni network while reading about [Firm]'s [group] team. I'm extremely interested in investment banking, and I would be truly grateful for 15 minutes of your time to hear about your experience! Here are some times that tend to work on my end, though I am glad to adjust to whatever works best for you:

- Monday, [time range] EST
- Tuesday, [time range] EST
- Wednesday, [time range] EST
- Thursday, [time range] EST
- Friday, [time range] EST

I've also attached my resume for some additional context about myself.

Thank you so much for your time, I really appreciate it.

Best regards,
[Your name]

No Shared Connection

Cold emailing with nothing in common yet

Subject: [School] student interested in [Firm]'s [sector] team

Hi [Name],

I hope you're doing well! I'm a [year] at [School] studying [major], and I've been following [Firm]'s work in [sector]. I'm extremely interested in investment banking, and I would be truly grateful for 15 minutes of your time to hear about your experience! Here are some times that tend to work on my end, though I am glad to adjust to whatever works best for you:

- Monday, [time range] EST
- Tuesday, [time range] EST
- Wednesday, [time range] EST
- Thursday, [time range] EST
- Friday, [time range] EST

I've also attached my resume for some additional context about myself.

Thank you very much for your time, I truly appreciate it.

Best regards,
[Your name]

Coffee Chats

Turn a reply or a hallway hello into a real conversation.

Booking the Call

They replied with a time that works for them

Hi [Name],

[Day] at [time] EST works perfectly for me, thank you so much! I'll send over a calendar invite shortly. Looking forward to it, and thank you again for your time!

Best regards,
[Your name]

After Meeting in Person

You met briefly at an event or info session

Subject: Great to meet you at [event]

Hi [Name],

I hope you're doing well! It was great speaking with you at [event] [yesterday/this week], especially your point about [specific thing you discussed]. It really stuck with me.

I'm a [year] at [School] studying [major], and I'm extremely interested in [Firm]'s [group]. If you have 15 minutes in the next couple of weeks, I would love to continue the conversation, and I am glad to work around your schedule.

Thank you again for your time, I truly appreciate it.

Best regards,
[Your name]

Follow-Ups

The nudge that turns silence into a reply, without being annoying.

The Gentle Nudge

No reply after about a week

Hi [Name],

I hope you're doing well! I understand you're extremely busy, and I just wanted to gently follow up to see if you might have 15 minutes in the next couple of weeks. I would still love to hear about your experience at [Firm], and I am glad to work around whatever is easiest for you.

Thank you so much again for all your time!

Best regards,
[Your name]

The Last Try

Second follow-up, keep the door open

Hi [Name],

I know how busy things must be on your end, so I completely understand if now is not the right time. I would still love to connect whenever your schedule allows, even if that is further down the road, and there is absolutely no pressure at all!

Thank you so much for your time and consideration, I really appreciate it!

Best regards,
[Your name]

Post-Call Thank-Yous

Close the loop the same day and stay top of mind.

Same-Day Thank-You

Right after a coffee chat or call

Hi [Name],

Thank you so much for taking the time to speak with me earlier today, I really appreciate it! Your point about [specific takeaway from the conversation] was especially helpful, and I have already started [the concrete thing you are doing as a result].

I would love to stay in touch as I keep learning about [group]. If there is anyone else on your team you would recommend I speak with, I would be extremely grateful for the introduction.

Thank you again for your generosity with your time!

Best regards,
[Your name]

Staying on Their Radar

Keep your advocates close as recruiting comes, so a referral happens on their terms, never because you asked.

Letting Them Know You Applied

You just submitted your application

Hi [Name],

I hope your week is going amazing! I just wanted to let you know that I submitted my application for [role]. Thank you so much again for all your help and advice earlier, it really meant a lot. I was also wondering if there is anything else you think I should keep in mind as I go through the process?

Best regards,
[Your name]

Reconnecting Before Recruiting

Warming up a contact you've gone quiet with

Hi [Name],

I hope you're doing well! It has been a little while since we spoke back in [month], and I wanted to share a quick update: your advice about [specific thing they said] stuck with me, and since then I have [one concrete thing you have done]. I am now getting ready for [recruiting cycle], and your perspective was a big part of why I feel prepared.

I would love to hear how things are going on your end if you ever have a few minutes to catch up.

Thank you again for your help!

Best regards,
[Your name]

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