Calendar & Scheduling
Calendly
Simplifies scheduling meetings without the back-and-forth emails. Ideal for managing an implementer's availability with clients.
Clockwise
Smart calendar assistant that optimizes time blocks and protects focus time automatically. AI-powered and integrates with Outlook.
Google Calendar & Outlook
Tips, shortcuts, and best practices for managing executive calendars at scale. Go beyond the basics with these curated guides.
YouCanBookMe
Eliminates the back and forth of booking meetings with customizable booking pages. Free tier available for individual use.
Email & Communication
Superhuman
Fast, keyboard-driven email client built for power users. Dramatically reduces time spent in inbox with smart workflows and shortcuts.
Boomerang
Schedule emails, set follow-up reminders, and track responses. Available for both Gmail and Outlook.
Loom
Record quick video messages for async communication. Eliminates meetings for updates that don't require live discussion.
Grammarly
AI-powered writing assistant that catches errors and improves tone. Available as a browser extension, desktop app, and Edge add-on.
Document & File Management
Google Workspace / Microsoft 365
Collaboration tools for docs, sheets, and presentations. The backbone of most EA workflows.
Google Workspace →
Notion
All-in-one workspace for notes, docs, databases, and project tracking. Highly customizable.
Notion →
Task & Project Management
ClickUp
Highly customizable task and project management platform that replaces multiple tools.
ClickUp →
Monday.com
Visual, flexible platform for managing tasks, timelines, and team collaboration with custom workflows.
Monday.com →
Meeting & Event Planning
Doodle
Easy group scheduling and availability polling - great for coordinating across multiple calendars.
Doodle →
Zoom / Microsoft Teams
Tips for hosting, moderating, and managing breakout rooms for implementer sessions.
Zoom →
TripIt
Travel organizer for managing itineraries and confirmations. Automatically parses travel emails.
TripIt →
Social Tables
Event diagramming and seating chart tool for in-person events and retreats.
Social Tables →
Offsite
Takes the hassle out of planning team offsites - handles venue, agenda, and logistics.
Offsite →
Time Tracking & Invoicing
Harvest
Track time, manage budgets, and send invoices. Great for client-facing work support.
Harvest →
Clockify
Free time tracker with team collaboration and project budgeting. Generous free tier.
Clockify →
FreshBooks
Accounting software with built-in time tracking and invoicing for small teams.
FreshBooks →
Gifting & Recognition
Loop & Tie
Curated gifting platform that lets recipients choose their own gift. Elegant and personal.
Loop & Tie →
Postal.io
Send gifts, swag, and handwritten notes with ease. Great for client appreciation.
Postal.io →
Olive & Cocoa
Makes giving and receiving gifts a beautiful experience. Curated, premium presentation.
Olive & Cocoa →
Security & Access
LastPass / 1Password
Password managers for secure credential sharing with executives and teams.
1Password →
Dashlane
Another strong option for managing passwords and digital security across devices.
Dashlane →
Reporting & Analytics
Google Sheets / Excel
Templates for budget tracking, RSVP lists, and reporting. The EA's most versatile tool.
Google Sheets →
Canva
For creating polished reports, presentations, and visuals with no design experience needed.
Canva →
Presentation & Content Creation
Beautiful.ai
AI-powered slide design with smart templates that auto-adjust as you add content.
Beautiful.ai →
Gamma
AI-generated presentations - input a topic or outline and Gamma builds a complete deck in minutes.
Gamma →