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These are the same templates students use in the program, week by week. Enter your email once and every download opens right away.
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The First Offer Playbook
How to Land Your First Internship Before Junior Year
16 chapters with every template included. See what's inside
Target list & outreach
- CSV · opens in Sheets or Excel
Target list template (A/B/C tiers)
50 companies, tiered A/B/C, with a named contact and a first-line detail for each.
Used in Week 1
Unlock with your email to download Target list template (A/B/C tiers) - CSV · opens in Sheets or Excel
Outreach tracker
Log everyone who replies: calls, thank-yous, the close, intros, and the next follow-up date.
Used in Week 2
Unlock with your email to download Outreach tracker - PDF · 1 page
AI personalization prompt pack
Seven prompts for research, first lines, tightening, subject lines, mail merge, call prep, and thank-yous.
Used in Week 2
Unlock with your email to download AI personalization prompt pack - PDF · 1 page
Cold email template pack
5 templates for different situations plus the 4-step follow-up sequence.
Used in Week 3
Unlock with your email to download Cold email template pack
Calls & referrals
- PDF · 1 page
Call framework + referral close script
The 20-minute call, the questions that prove you listened, the close, and the thank-you.
Used in Week 3
Unlock with your email to download Call framework + referral close script
Stories & the why
- PDF · 1 page
25 self-questions + story template
The raw material for every behavioral story, plus the four-part template to write them.
Used in Week 1
Unlock with your email to download 25 self-questions + story template - PDF · 1 page
"Why" worksheet
Build "why this industry, why this firm" from the 3 buckets and your own calls.
Used in Week 5
Unlock with your email to download "Why" worksheet
Technicals & interviews
- PDF · 1 page
Finance technical question bank
The study order and 16 practice questions for Finance roles.
Used in Week 5
Unlock with your email to download Finance technical question bank - PDF · 1 page
Marketing technical question bank
The study order and 12 practice questions for Marketing roles.
Used in Week 5
Unlock with your email to download Marketing technical question bank - PDF · 1 page
Accounting technical question bank
The study order and 12 practice questions for Accounting roles.
Used in Week 5
Unlock with your email to download Accounting technical question bank - PDF · 1 page
Tech technical question bank
The study order and 12 practice questions for Tech (software, data, product) roles.
Used in Week 5
Unlock with your email to download Tech technical question bank - PDF · 1 page
Interview scorecard
The written scorecard for graded mocks: 10 areas, scored 1–5.
Used in Week 6
Unlock with your email to download Interview scorecard
After the program
- PDF · 1 page
6-month game plan template
Monthly targets, contacts to keep warm, deadlines, and skills for the six months after the program.
Used in Week 8
Unlock with your email to download 6-month game plan template
Read
In-depth guides from the Playbook. No email needed.
- Getting started · 10 min read
The complete freshman internship timeline: what to do each quarter
What to do each quarter of freshman and sophomore year, by field.
- Resume · 10 min read
How to write a top-tier resume with zero experience
The rubric, bullet rewrites, what counts as experience, and sample resumes.
- Networking · 8 min read
Building a target list of 50 companies (and finding the right contacts)
Tier 50 companies A/B/C and find a named contact at each one.
- Networking · 9 min read
The AI-assisted cold email system: personalization at scale without sounding like a robot
Send 50 personalized emails a week with AI for research and drafts, and you for the part that matters.
- Networking · 9 min read
Cold email templates that get replies (and why they work)
The Two C's, subject lines, five templates, and the follow-up sequence.
- Networking · 8 min read
The networking call: a full framework and question bank
How to prep, run, and follow up on a 20-minute networking call.
- Networking · 8 min read
How to turn a call into a referral without asking for one
The referral close, what to do with a yes or a no, and how to stay warm for months.
- Interviews · 8 min read
Behavioral interviews: finding and telling your 8 stories
Mine 8 stories from 25 questions and map them to every common behavioral question.
- Interviews · 8 min read
"Tell me about yourself": a 60-second answer that works
A four-part, 60-second answer for calls and interviews.
- Interviews · 8 min read
"Why banking, marketing, accounting, or tech, and why this firm?"
The 3-bucket answer and how to make it specific to each firm.
- Technicals · 8 min read
Finance technicals for beginners: the study order that works
Accounting, valuation, EV vs. equity value, M&A, then LBOs, in plain English.
- Technicals · 8 min read
Breaking into marketing and tech internships as a freshman
Build proof with portfolio pieces and one strong project, then target the right teams.
- Getting started · 8 min read
Externships: what they are and how to use them
How short, scoped projects give you real experience to put on a resume and talk about.
- For parents · 8 min read
For parents: how to support your student's internship search without taking it over
How parents can help with the search while the student owns it.