Executive Summary Example Template
Learn how to write a concise executive summary with this free example template.
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- Premium design
- Customizable files
Lifetime access from any device
Why use the template?
This may be the most important skill to learn as an executive.
You have to learn to how to write an executive summary that clearly communicates your business initiatives or proposals.
Whether you're presenting to your CEO or board members, they need to be able to quickly understand 5 key things.
Your objective, key findings, recommendation, benefits, and timeline.
Once I learned this, everything changed for me. I was able to get key initiatives and projects approved more easily. I was able to invest in new technology that I previously couldn't get approved. I was able to make new hires that weren't initially budgeted for.
I built this Executive Summary Example Template in Google Docs, so that you can develop executive summaries that get projects approved for you.
Click "Add to Cart". When you checkout, I'll email you a link to the Google Doc template.
What’s inside the template
Inside the Google Doc, you will learn in more detail what is an executive summary example, how to write an executive summary and where to start. Here's a quick summary of the table of contents:
- Read Me: quick instructions on the document with links to helpful resources.
- Executive Summary Example: an actual example of an executive summary that I have written before to get an Account-Based Marketing Plan approved.
- Executive Summary Guide: a detailed guide on what's expected from executives when pitching your ideas to decision makers.
- AI Prompt: a pre-written prompt that you can customize and copy and paste to generate an executive summary example for any upcoming initiative you have.
How to use the template
This is one of those skills that isn't hard. It's just that most of us have never learned how to do it.
Go through this document step by step.
You can make a copy of the entire Google Doc and then customize it on your own.
Click "Add to Cart". Then checkout. I'll immediately email you the link.
To get all the operating template I use to run sales and marketing at our venture-backed startup, visit the VP of Sales and Marketing playbooks below.
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download.
- Premium design
- Customizable files
- Lifetime access from any device
Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
