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:
- Starting structures – Proven formats to build on
- Phrase libraries – Good language you can borrow
- 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:
- Save emails that got good responses – What worked? Template it.
- Categorize by situation – Meetings, requests, difficult conversations.
- Note customization points – Mark [brackets] for parts that change.
- 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
Complete the quiz above first
Lesson completed!