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How to prepare for a first call with a referrer

A short checklist for when someone offers to talk before they refer you.

1 min read

Some referrers like a quick chat before they put their name to someone. It is usually about ten or fifteen minutes, and it is a chance for them to see that you are thoughtful and genuine, not a test.

Before the call

  • Re-read the job description and pick two or three things you can speak to with an example.
  • Look at their profile so you know their team and what they work on.
  • Have your CV open, and be ready to say in a sentence why this role.
  • Write down two or three questions about the team or the work.

During the call

  • Be on time, and be brief. Let them lead, and answer what they ask.
  • Give one specific example rather than a list of skills.
  • Ask about their experience, not about the referral bonus or whether you will get the job.
  • Be honest about gaps. It is better they hear it from you.

After the call

Send a short thank-you the same day, and make it easy for them: mention the role and attach anything they asked for. Then give them time. If you have not heard back after a week, one polite follow-up is fine.

Put it into practice

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Guides on this site were last updated on 17 Oct 2026. This is general information, not advice for your situation.

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