Hello everyone, I hope you are doing well. I have a question about networking to get a referral.

Hi,

A similar question here: https://www.preplounge.com/consulting-forum/coffee-chat-with-partner-what-are-the-right-questions-to-ask-22805

Structure:

- 1min about your path

- 1min about why you’re considering consulting

- the rest of the time: questions to him. Find in the link above some ideas.

- closing: thanks him for his time and ask if you could kindly share your CV for him to check if you would be a good fit. If he agrees, then afterwards you can ask for the referral. There are other ways to do this, the coach Christian has a good article about referrals.

Best,

Mari

Hi there,

I would be happy to share my thoughts on your question:

• First of all, contrary to what other coaches have said, having a strict script and timeline for the conversation is most likely not meaningful - because it is a conversation, not a one-way presentation.
• Moreover, I would strongly advise you not to overthink the situation. Depending on how you framed the conversation when you reached out, that person will most likely consider it as a (virtual) coffee chat, and so should you.
• Lastly, depending on how the conversation unfolds, you may either ask directly for a referral or schedule a second conversation. In any case, you will need to ask for a referral, unless the person provides it to you proactively.

You can find more on this topic here: How to succeed in the final interview round.

If you would like a more detailed discussion on how to best prepare your application files, for your upcoming pre-interview assessments and/or interviews, please don't hesitate to contact me directly.

Best,

Hagen

Hi there,

Good move setting up a meeting – here’s how to approach it:

1. Preparation:

• Research the manager’s background (LinkedIn, company bio) and the firm’s recent projects or news.
• Be ready with a crisp 1–2 minute introduction about yourself (studies, motivation for consulting, why that firm).
• Prepare 4–5 thoughtful questions showing you’ve done your homework – e.g., what they enjoy about the firm, how the office culture compares to others, advice for excelling as a new joiner.

2. Structuring the conversation:

• Start with rapport (thank them for their time, maybe link to something in common).
• Ask about them and the firm – people enjoy sharing their own experiences.
• Transition to your motivation – explain briefly why you’re excited about the firm and consulting.
• Close with the referral ask – something like: “I’m really motivated to apply and your insights confirmed this is the right place for me. Would you feel comfortable referring me for the role?”

3. Key tips:

• Keep it conversational – don’t treat it like an interrogation.
• Show genuine curiosity rather than just pushing for the referral.
• Keep time – if it’s a 20–30 min chat, aim for 70% listening, 30% talking.

If you leave a positive, professional impression, most managers will be happy to refer you.

Feel free to reach out if you need further guidance.

Best,

Evelina

Hey there :)

The best way to approach this is not to aim directly for the referral but to focus on building a genuine connection. Prepare by reading about the firm, recent projects, and the manager’s background so you can ask thoughtful questions. Structure the chat around three parts: first, a short intro about yourself (why consulting, what excites you about the firm); second, asking them about their career path and experiences (people love to share); and third, closing by thanking them and expressing your interest in applying.

If the conversation goes well, you can say something like, “I’m planning to apply soon ...would you feel comfortable referring me?” That way it feels natural and respectful.

best,
Alessa :)