Lesson 7 15 min

Email Templates

Ready-to-use templates for common situations. Customize these for your own template library.

The Template Library

You write the same types of emails over and over:

  • Scheduling meetings
  • Following up on projects
  • Introducing yourself
  • Thanking people
  • Requesting information

Why start from scratch each time?

A good template library saves hours every week. This lesson provides templates you can customize and expand into your own collection.

How to Use Templates

Templates aren’t copy-paste robots. Use them as:

  1. Starting structures – Proven formats to build on
  2. Phrase libraries – Good language you can borrow
  3. Consistency tools – Ensure you don’t forget key elements

Always customize: names, specific details, tone adjustments for the relationship.

Meeting & Scheduling Templates

Meeting Request

Subject: [Topic] – [Duration] this week?

Hi [Name],

Can we grab [15/30 minutes] to discuss [topic]?

I'd like to [cover / get your input on / align on]:
- [Item 1]
- [Item 2]

I'm free [Tuesday 2-4pm / Wednesday afternoon / list 2-3 options].

Would any of those work?

Thanks,
[You]

Meeting Reschedule

Subject: Reschedule: [Original meeting]

Hi [Name],

I need to reschedule our [day] meeting—apologies for the inconvenience.

Could we move to [new proposed time]? If that doesn't work, let me know what does.

Thanks for understanding,
[You]

Declining a Meeting

Subject: Re: [Meeting invite]

Hi [Name],

Thanks for including me. I won't be able to attend this one—[brief reason if appropriate].

[If relevant: Would you mind sending notes afterward? / Happy to review any materials async.]

Thanks,
[You]

Request Templates

Asking for Information

Subject: Quick question – [Specific topic]

Hi [Name],

I'm working on [project/task] and need [specific information].

Specifically:
- [Question 1]
- [Question 2]

If you could point me in the right direction, that would be a huge help.

Thanks,
[You]

Asking for Feedback

Subject: Request for feedback – [Item]

Hi [Name],

I've finished [item] and would value your input before I finalize.

I'm particularly interested in:
- [Specific aspect 1]
- [Specific aspect 2]

No need for a detailed review—high-level impressions are great.

[Link or attachment]

Could you take a look by [date]?

Thanks,
[You]

Asking for an Introduction

Subject: Intro request – [Person/Company]

Hi [Name],

I'm hoping you might be able to introduce me to [Target person] at [Company].

Context: [1-2 sentences about why you want to connect]

I'd love to [specific goal: learn about X, discuss Y, explore Z].

If you're comfortable making an intro, I've drafted a note below you can forward:

---
[Draft forwardable intro]
---

No pressure if this doesn't feel right—I appreciate you considering it either way.

Thanks,
[You]

Networking Templates

Cold Outreach

Subject: [Mutual connection] suggested I reach out

Hi [Name],

[Mutual connection] mentioned we should connect—I'm [brief intro relevant to them].

I've followed your work on [specific thing] and particularly liked [specific detail].

Would you be open to a [15-minute call / coffee / quick chat] to [discuss / learn about / explore]?

No worries if the timing isn't right. Appreciate you reading either way.

Best,
[You]

Thank You After Meeting

Subject: Thanks for the conversation

Hi [Name],

Thanks for making time to chat today. I really enjoyed our conversation about [specific topic].

Your point about [specific insight] gave me a lot to think about.

**Quick check:** Before moving on, can you recall the key concept we just covered? Try to explain it in your own words before continuing.


I'd love to stay in touch. [Optional: specific follow-up item]

Thanks again,
[You]

Reconnecting After Time

Subject: Been a while – [Topic of interest]

Hi [Name],

It's been a while since [last interaction]—hope things are going well with [something you know about them].

I was reminded of you when [specific trigger: article, project, conversation] and wanted to reconnect.

[Optional: specific reason to reconnect or just general desire to stay in touch]

Would love to catch up if you have time in the coming weeks.

Best,
[You]

Project & Update Templates

Status Update

Subject: [Project name] – Status update [Date]

Hi [Name/Team],

Here's where we are with [project]:

**Progress:**
- ✅ Completed: [items done]
- 🔄 In progress: [items underway]
- ⏳ Up next: [items pending]

**Blockers/Concerns:**
- [Any blockers or none]

**Need from you:**
- [Specific request if any]

Let me know if you have questions.

[You]

Project Kickoff

Subject: [Project name] – Kickoff summary

Hi Team,

Thanks for joining the kickoff. Here's a summary:

**Goals:**
- [Goal 1]
- [Goal 2]

**Timeline:**
- [Key milestone 1]: [Date]
- [Key milestone 2]: [Date]

**Owners:**
- [Workstream 1]: [Person]
- [Workstream 2]: [Person]

**Next steps:**
- [Action 1] – [Owner] by [Date]
- [Action 2] – [Owner] by [Date]

Reply with any corrections or questions.

[You]

Sharing Results

Subject: [Project/Analysis] results

Hi [Name/Team],

Here are the results from [project/test/analysis]:

**Key findings:**
- [Finding 1]
- [Finding 2]
- [Finding 3]

**Recommendation:**
[Brief recommendation based on findings]

**Next steps:**
[What you propose doing with these results]

Full details in the attached [document/slides].

Happy to walk through this if helpful—let me know.

[You]

Difficult Situation Templates

Declining a Request

Subject: Re: [Their request]

Hi [Name],

Thanks for thinking of me for [request].

I'm not able to take this on right now—[brief reason if appropriate].

[Optional alternative: Could I suggest [alternative person/approach]?]

Let me know if there's something smaller I can help with.

Thanks for understanding,
[You]

Addressing a Mistake

Subject: Correction – [What needs correcting]

Hi [Name/Team],

I made an error in [original communication/document]. The correct information is:

[Corrected information]

Apologies for any confusion. Please disregard [specific incorrect item].

Thanks,
[You]

Escalating an Issue

Subject: Need your input – [Issue summary]

Hi [Name],

I'm bringing this to your attention because [reason for escalation].

**Situation:**
[Brief description]

**What I've tried:**
- [Attempt 1]
- [Attempt 2]

**What I need:**
[Specific decision/guidance/action]

**Recommended action:**
[Your suggestion if you have one]

Could we discuss this [by date / in our next 1:1 / at your earliest convenience]?

Thanks,
[You]

Building Your Library

Start collecting templates that work for you:

  1. Save emails that got good responses – What worked? Template it.
  2. Categorize by situation – Meetings, requests, difficult conversations.
  3. Note customization points – Mark [brackets] for parts that change.
  4. Update based on feedback – If something doesn’t work, revise.

Storage options:

  • Text file with categories
  • Notion/Evernote with search
  • Gmail templates feature
  • Email client snippets

Key Takeaways

  • Templates save time and ensure consistency
  • Always customize: names, details, tone
  • Start with templates that match your common situations
  • Build your library from emails that work well
  • Mark customization points clearly with [brackets]

Final lesson: build your personal template library as a capstone project.

Knowledge Check

1. What's the main benefit of having email templates?

2. How should you adapt templates for each use?

Answer all questions to check

Complete the quiz above first

Related Skills