Self-Storage Facility Acquisition
Marketing Plan

This template includes pre-written copy sections and editable timelines for acquisition marketing. It's fully customizable in Excel so you can match tone, offers, and campaigns to each asset. Change wording, channels, and sequencing without rebuilding the plan.

Editable messaging and offers

Swap channels in seconds

Tailor to any property type

Maintains professional structure

The plan uses a Gantt chart layout in Excel for clear timeline visualization and task sequencing. You'll see who does what and when at a glance. One look shows campaign overlap and critical paths.

Timeline bars per task

Shows task dependencies visually

Quickly spot schedule conflicts

Print-ready visual timeline

Template contains 30+ ready-to-run marketing actions spanning direct outreach, digital ads, broker touchpoints, and on-site promotions. Each action has a short description and suggested timing so you don't miss steps. Use them as-is or tweak per market.

Broker outreach sequence included

Owner direct-mail templates ready

Digital ad campaign steps listed

Open-house and signage tasks

All start dates and task durations are editable in Excel without breaking plan logic. Shift a campaign by days or weeks and linked tasks update automatically. That makes the template flexible for real-world delays.

Change start dates freely

Adjust durations by drag

Linked tasks auto-update

Accommodates deal-dependent timing

Progress tracking shows percent complete and flags overdue tasks in the sheet. You can filter to show pending items or recent completions. The sheet highlights blockers so you act on delays quickly.

Completion percentages visible

Overdue tasks auto-highlight

Filter by owner or phase

Export progress snapshots easily

Assign tasks, set dependencies, and centralize notes to reduce miscommunication across acquisitions, operations, and asset management. The plan clarifies responsibilities and prevents duplicated outreach. Team handoffs become smoother.

Assign tasks per owner

Clear handoff checklists

Dependency rules reduce overlap

Notes log for each task

Color-coded cells, built-in logic, and plain labels make the template beginner-friendly and approachable. You won't need formulas knowledge to use core features. It's defintely ready for non-Excel power users.

Color-coded, guided inputs

Protected formulas behind sheets

Simple menu-style instructions

No formula edits required

The template exports to PDF and works with Google Sheets for sharing with partners or investors. Printable Gantt pages and one-page summaries make presentations simple. Use the export for board packs or broker decks.

PDF-ready Gantt exports

Google Sheets compatible view

One-page campaign summary

Print-friendly task lists

Weekly highlight view surfaces current-week priorities and completion status so the team focuses on what's due now. The completion guide lists next steps per task for quick follow-up. Use the weekly view in standups.

Current-week priorities shown

Next-step checklist per task

Ready for weekly standups

Instantly see stalled items