Dashboard
Your recruiting progress at a glance.
Application Pipeline
Where every bank and program stands right now.
Bank Outreach Breakdown
How many people you've reached out to at each bank, and how they've responded. Click a bank to jump to it in the Tracker.
Needs Follow-Up
Emailed more than 5 days ago with no response yet.
Upcoming Calls
Everything on the calendar, soonest first.
Recent Wins
People who've responded, most recent first.
Alumni
Alumni Database
Search and filter Duke alumni in banking, then add contacts to your tracker.
| Bank | Name | Position | Group | Extracurriculars | Verified Email | Other Emails | Phone | Status | Actions |
|---|
Tracker
For outreach where you emailed or called — status, follow-ups, and responses.
| Alum | Status | Last Contact | # Follow-ups | Responded | Response Date | Phone | Connection | Notes | Actions |
|---|
For interactions that aren't an email or a call — met someone at a career fair, info session, through a mutual friend, etc. Independent from the Email & Call tracker — someone can be in both.
| Alum | Status | Last Interaction | # Follow-ups | Responded | Response Date | Phone | Connection | Notes |
|---|
Question Bank
Preset questions for coffee chats and calls. Add your own below, then select any you want and export them as a PDF or Word doc.
Best saved for later, once you know someone better: typical hours, work/life balance — these tend to land poorly in a first conversation.
Add your own question
Interview Prep
Behavioral questions to prep answers for, and technical flashcards to drill.
Shortcuts
Applicable while a card is showing.
| → | Next question |
| ← | Previous question |
| SPACE | Show / hide answer |
Making Outlook Your Default Mail App
Do this once and the Open in Outlook button will always launch a ready-to-send draft instead of your browser's webmail or another app.
Windows
- Open Settings (Win + I) → Apps → Default apps.
- Type Outlook into the search box at the top.
- Click the app currently listed next to MAILTO and choose Outlook from the list.
Note: only classic (desktop) Outlook can be set as the system default — the new Outlook for Windows can't yet be set as the MAILTO handler.
Mac
- Open the Mail app.
- Go to Mail → Settings (or Preferences) → General tab.
- Set Default email reader to Outlook.
How Template Editing Works
Templates are written once and reused for every alum — instead of typing a specific person's name and bank into the Subject/Body, you drop in a placeholder tag and it gets swapped out automatically each time.
Basic tags: {{firstName}}
Anything written as {{tagName}} gets replaced with the real value for whichever alum you've selected. So Hi {{firstName}}, becomes "Hi Sarah," for one alum and "Hi Michael," for the next — you never edit the greeting itself, just leave the tag in place. The {{my...}} tags (My Name, My Year, My Major, etc.) work the same way, but pull from your own My Profile info instead of the alum's.
Conditional tags: {{#tag}}...{{/tag}}
This is the part that looks confusing but does something simple: it hides a whole chunk of text if that one piece of info is missing for a given alum, so you never send an awkward half-finished sentence.
Everything between {{#sharedExtracurricular}} and {{/sharedExtracurricular}} only appears if there actually is a shared extracurricular with that alum:
- If there is one: "I noticed you were involved with Duke Investment Club — I'm also part of that group."
- If there isn't: the whole clause quietly disappears, leaving just "."
You don't need to type {{...}} yourself when writing a new template — drag or click any tag chip below the "Add your own template" composer to drop it in for you.
Customize Calendar Invite
The invite always starts at the call's scheduled date and time — you can adjust the title, description, and how long it's blocked for below.
{{...}} yourself.Email Templates
Pick an alum to auto-fill their name, bank, group, and extracurriculars into the templates below.
Recommended send strategy: put the verified email in To, and BCC the alternates below — that way whichever address is real gets it, without anyone seeing the full guess list, and the email still looks like a normal, personally-addressed message instead of one with a blank To. Click Open in Outlook on any template below to do this automatically instead of copying each piece by hand.
Add your own template
{{...}} yourself.{{#tag}}...{{/tag}} to skip that whole sentence when it's blank for a given alum — e.g. {{#group}}, especially within {{group}}{{/group}}.Application Tracker
Every bank, internship, and early insight program you're applying to — drag nothing, just update the status on a card to move it.
Banks
Tiers and email formats for outreach — add a bank if yours isn't listed.
Add a Bank
Crop Logo
Drag to reposition, use the slider to zoom in.