Networking Tracker
Keep every contact and follow-up in one place. A free Excel workbook for your investment banking outreach.
Free download · Excel (.xlsx)
From first email to staying in touch
Record each contact, add notes from your conversations, and track the next step. The workbook includes a sample contact to help you start.
- Your contacts
- Bank, group or office, name, and email.
- Your conversations
- Notes, outreach, follow-up, confirmation, and meeting status.
- Your next step
- Thank-you notes and updates to keep the relationship going.
How to use it
Save your copy, replace the sample contact, and add the people you plan to reach out to. Update each row after an email or meeting.