The system I use so I don't lose track of coffee chats and follow-ups during recruiting
Recruiting turned into chaos for me fast, so I put together a simple system that's kept it manageable. Sharing the method in case it helps someone else this season.
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Log every coffee chat the same day: person, firm, what we actually talked about, and the one next step I owe them. If it only lives in my head, it's gone by chat #15.
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Follow up within 24 hours with something specific from the conversation, not a generic thank-you. Then act on one piece of their advice and tell them I did. That's what turns a chat into a real relationship.
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Keep a target-firm list with a reason each firm is on it and who I've spoken to at each, so I always know my next move instead of staring at a blank week.
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Do interview prep alongside the networking, not after. Coffee chats lead to interviews faster than you expect, and cramming case and behavioral at the end is brutal.
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Stay warm: a light touchpoint every few weeks so relationships don't go cold before the role opens.
The thing nobody tells you: follow-through matters more than talent here. Most of the leakage isn't bad conversations, it's forgotten follow-ups and notes you can't find in January.
How are the rest of you staying organized this season, spreadsheet, Notion, a CRM, something else? Curious what's actually working.
Posted Jul 4, 2026, 6:25 PM UTC