How to use these templates: Each link opens a Google Doc you can read directly. To use it, go to File → Make a copy to save your own editable version - then customize to fit your implementer's voice and situation.
Communication
Making an Intro
A warm, professional introduction email connecting two people in your implementer's network. Sets the right tone from the first line.
Requesting an Intro
Ask a mutual contact to make an introduction on your implementer's behalf - clear, concise, and easy to say yes to.
Thank You Note
A genuine, professional thank you email for meetings, referrals, partnerships, and more. Adaptable to any occasion.
Feedback Request
A tactful, well-structured email asking for feedback after an engagement, session, or deliverable. Makes it easy for recipients to respond.
Canned Email Responses
A collection of ready-to-send responses for the emails that come up again and again - saves time and keeps tone consistent.
Scheduling
Request a Call or Meeting
A clean, direct email requesting time on someone's calendar. Respectful of their time and easy to act on.
Scheduling Conflict
Handle a scheduling conflict gracefully - professional, apologetic without over-explaining, and always offering next steps.
1-on-1 Weekly Meeting
A standing weekly meeting agenda template that keeps 1-on-1s focused, consistent, and productive week over week.
Reporting & Planning
End of Day Report
A concise daily wrap-up template that keeps your implementer informed on what was accomplished, what's pending, and what's next.
End of Week Report
A weekly summary template that highlights wins, open items, and the plan for the week ahead. Great for maintaining visibility with your implementer.
EA Strategic Planning
A planning framework for EAs to align on priorities, goals, and support strategies with their implementer at the start of a quarter or year.
EA Purchasing Policy
A clear template for defining and communicating purchasing authority, approval thresholds, and expense guidelines between EA and implementer.
Travel
Travel Preference Checklist
A comprehensive checklist for capturing your implementer's travel preferences - airlines, seating, hotels, dietary needs, and more. Fill it once, use it forever.