The Cold Email Checklist for Wall Street Networking
11 checkpoints to run before sending any cold email to a banker. Missing even one can reduce your response rate significantly.
Cold Email Checklist
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Get instant access to the 11-point cold email checklist used by candidates who land interviews at top banks. Run through it before every email you send.
The 11-Point Cold Email Checklist
Run through every checkpoint before hitting send. Each one is based on feedback from actual bankers on what makes them respond — or delete.
Using .edu email address
If you skip this: Personal Gmail screams amateur
Subject line under 8 words
If you skip this: Long subjects get truncated on mobile
Email under 125 words total
If you skip this: Phone scroll = instant delete
Personalization beyond [Name] and [Firm]
If you skip this: Generic emails get mass-flagged
Specific ask for 15–20 minute call
If you skip this: Vague asks get vague non-responses
Resume attached as PDF
If you skip this: Missing resume = missing credibility signal
Tone matches recipient seniority
If you skip this: Mr./Ms. to a 23-year-old analyst kills rapport
No email tracking add-ins
If you skip this: Recipients see trackers and resent surveillance
Sent Tue–Thu, 8–11 AM or 3–5 PM
If you skip this: Monday inbox = burial; Friday = forgotten
Proofread for wrong firm/name/font
If you skip this: Copy-paste errors are automatic rejection
Follow-up scheduled for Day 7
If you skip this: 50% of responses come from follow-ups
5 Mistakes That Get You Blacklisted
A WSO MD: “Cold, brain dead copy-paste emails are the worst. Automatic bin.”
The Checklist Is Just the Beginning
The full Networking & Cold Email Playbook gives you everything: 13 proven email templates by scenario, 30 informational interview questions, the warm lead manufacturing system, response rate data by channel, and segment-specific strategies for every candidate type.
47 pages. 13 templates. 30 questions. Instant PDF download. 30-day money-back guarantee.