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Secrets to success:
1. Confirm. At least 24 hours in advance of your scheduled phone call or meeting, confirm with
your interviewee. This shows that you respect the person’s time and that you are taking this
opportunity seriously.
2. Be on time. This is just as important for a phone call as it is for an in-person meeting. If you
have agreed to 2pm, call at 2:00pm on the nose. Again, it’s a matter of respecting the other
person’s time.
3. Do your research. It’s really irritating when someone asks to speak with me and then his or her
first question is, “Can you tell me about what you do?” A simple Google search will lead you to
my (or anyone’s) LinkedIn profile, Twitter feed, website and all of the articles and blog posts
I’ve written. This opening question isn’t a smart use of the time you have to gain valuable career
advice.
4. Clearly and concisely explain your situation. In most cases, the person you are interviewing
won’t know much about you. So it’s a great idea to start the call with a brief (one- to two-
minute) introduction to who you are and what you’re looking for.
If you’re not totally sure what you want to do, it’s fine to say that you’re not sure yet, but do give
the person some indication of the fields you’re interested in. For example, “I’m currently
looking at positions in public relations and marketing and would be open to other opportunities
as well.”
5. Prepare questions in advance. I recently spoke to a staff member who had prepared about 5
questions to ask me in a 30-minute phone call, which struck me as the perfect number. She
clearly had specific issues she wanted to discuss and I really respected the fact that she had
prepared so thoroughly.
6. Show that you’re listening. Remember that you are the interviewer in this situation, so it’s
important to be a great listener. You want your interviewee to do most of the talking so you can
gain as much wisdom as possible. This means repeating back some of the highlights of your
interviewee’s advice and jotting down some action steps that you can share with the interviewee
at the end of your call. For instance, perhaps the interviewee recommended a book to read or a
particular department to research.
7. Set (and Respect) Time Limits
Limit your appointment to 20 minutes. The person you meet will be impressed by your focus and
meeting management skills. Don’t believe it’s possible to do an informational interview in that
amount of time? See the Addendum on page 10.
8. Ask How You Can Help Them
People I meet in informational interviews who ask what they can do for me always stand out.
Don’t forget you have much to offer to others no matter what stage of career you are in.
9. Buy Coffee
No one expects to be rewarded for giving an informational interview. But if you planned to buy
coffee anyway, why not include a local gift card for a cup of coffee in your thank-you note. You
will create terrific good will.