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Curated, ready-to-adapt templates organised the way EAs actually work.

143 templates

Networking Follow-up Email

24-hour follow-up after meeting someone new — reference shared context and propose a clear next step.

Inbox & Email Beginner

Reference Request Email

Ask a former colleague for a reference without putting them under pressure — make it easy to say yes or no.

Inbox & Email Intermediate

Job Offer Email

Formal offer email that gives the candidate everything they need to say yes — clearly, warmly.

Inbox & Email Intermediate

Press Inquiry Holding Email

Acknowledge a press inquiry quickly, set expectations, route to the right person — without committing to anything.

Inbox & Email Advanced

Interview Invitation Email

Invite a candidate to interview with enough information to prepare and no scheduling friction.

Inbox & Email Beginner

Vendor Introduction Email

Introduce a new vendor to internal teams — context, scope, primary contacts, what's expected from each side.

Inbox & Email Beginner

Thank You Email After Meeting

Same-day thank-you after a meaningful meeting — references one specific thing they said.

Inbox & Email Beginner
Excel

Domestic Travel Booking Sheet

Booking-day worksheet capturing flights, trains, cars, and hotels for domestic trips with all confirmations in one place.

Travel Beginner
Word

Conference Travel Plan

Pre-conference brief: who'll be there worth meeting, sessions to attend, social events to RSVP to.

Travel Intermediate
Word

Travel Risk Assessment

Pre-trip risk assessment for travel to high-risk destinations — health, security, political, logistics.

Travel Advanced
Excel

Visa Renewal Tracker

Track visa types, expiry dates, and renewal lead times across every executive who travels.

Travel Beginner
Excel

Per Diem Calculator

Calculate per diem allowances by destination, with company policy thresholds applied automatically.

Travel Beginner