For finance clubs, career centers, and student communities

A better first coffee chat starts here.

Run a practical networking workshop in 30 minutes. Your members leave with a researched contact, a personal email, and a plan for the conversation.

Free to use and adapt. No signup, account, or product purchase required.

The 30-minute session

  1. 0-5 min

    Choose one person worth learning from

    Ask each student to name a role, a team, and one question. Find a professional whose experience makes that question relevant.

  2. 5-13 min

    Write a short, specific request

    Draft an introduction, one real reason for choosing the recipient, and a 15-minute ask. Use a genuine project or class experience if it helps explain the question.

  3. 13-20 min

    Exchange drafts and remove the generic parts

    Partners underline the sentence that could only belong in this email. If there is no such sentence, research the person again. Check every name, firm, and claim.

  4. 20-26 min

    Practice the first two minutes of the call

    Pair up. Give a brief introduction, ask one open question, and practice a follow-up based on the answer. Leave room for the professional to speak.

  5. 26-30 min

    Leave with a next action

    Record the contact, reason for reaching out, date, and next action. Review before sending. Agree how to send a thank-you or close an unanswered thread respectfully.

Everything for the session

Facilitator plan & student worksheet

Plain-text session plan, peer review prompts, and a take-home checklist.

Download

Coffee chat email swipe file

Five first emails and one follow-up. Editable text with clear placeholders.

Download

Summer 2028 application watchlist

Blank CSV for official sources, eligibility, deadlines, and next actions.

Download

NextCoffee.ai gives student organizations and educators permission to copy, adapt, and distribute these workshop materials. A source link is appreciated. The email examples are illustrative, and application dates must be checked with each employer.

Make it easy for members to find

Choose a resource and copy a short introduction for your next newsletter or group update.

The link credits your organization when readers visit. This tool copies text; it does not publish or send anything.

Your newsletter blurb

Preparing for finance recruiting? Coffee chat request templates from NextCoffee.ai: Five first emails, subject lines, and a respectful follow-up. Free to use without signing up. https://www.nextcoffee.ai/resources/coffee-chat-email-template?utm_source=finance-club&utm_medium=newsletter&utm_campaign=finance-clubs-fall-2026&utm_content=requests