Preparing for and hosting a chat
For shepherdsUpdated 29 Sep 2026
Get ready with everything the talent shared, join on time and wrap up well.
Confirmed chats wait under Chats → Upcoming, soonest first. A few minutes of preparation makes a big difference to the talent.
Where to find itOpen Upcoming
Prep
Press Prep on the chat (or Prep for this chat on Home). A panel opens with:
- Their topic and Their note: what they want to get out of the chat, in their words;
- What they shared: their CV, growth plan, career ladder or LinkedIn, if they included them;
- Your 3-bullet prep brief: three prompts to shape the conversation;
- Copy meeting link, when you've added one.
On the day
- Press Copy link on the chat to grab your meeting link.
- In the audio call pilot? Press Join call on the chat (or on Home) from 10 minutes before. Hosting an audio call on KoffeeChat
- Running late or need to move the chat? Press Message and tell the talent as early as you can.
- Talents see the time in their own time zone, and you see it in yours.
Make it count
Start with what they're working on this week, share one story rather than a lecture, and close with one concrete next step. Run a great first coffee
Afterwards
Once the chat's time is over it moves to Past. Press Log outcome to mark it completed or a no-show, then rate the talent. Logging the outcome, and changing it later