Algorithmic Trading System
Marketing Plan

The template includes a pre-written, fully editable marketing plan in Excel that saves setup time and avoids blank pages. You can adapt copy, channels, and metrics to any trading business or fintech audience. Make it yours in minutes.

Editable sections and sample copy

Tailor to your trading audience

Change fonts and colors

defintely saves planning time

The central sheet is a Gantt chart that visualizes tasks, dates, and dependencies so timelines are clear at a glance. You see task sequencing, overlaps, and critical paths for campaign execution. Visual timelines stop confusion.

Color-coded task bars

Dependencies shown by lines

Instant critical path view

Zoom days-to-months

The workbook ships with 30+ pre-built marketing actions covering paid ads, content, email, webinars, and partnerships so you don't miss steps. Each action has a suggested owner, duration, and success metric. Tasks ready to drop into your calendar.

Paid ads tasks included

Content calendar entries ready

Email and nurture sequences

Webinar and demo tasks

All start dates and task durations are editable without breaking formulas or the plan's logic. Shift a campaign start, extend tasks, and the dependent tasks update automatically. Move dates; the plan adapts.

Adjust start dates freely

Extend or shorten tasks

Auto-updates dependent tasks

Works for sprint or quarterly

The template includes built-in progress tracking that shows percent complete, overdue items, and upcoming tasks on the Gantt. Use status fields and simple formulas to see execution at a glance. Track progress without dashboards.

Percent complete per task

Overdue tasks clearly highlighted

Weekly status rollups

Quickly spot execution gaps

The plan simplifies team coordination by letting you assign owners, set dependencies, and add notes per task. This reduces overlaps, missed handoffs, and last-minute scope creep. Keep everyone on the same page.

Owner column for accountability

Dependency flags avoid conflicts

Shared notes for context

Export role-specific views

Designed for people who aren't Excel experts, the workbook uses color-coded input cells and protected formulas so you can't break calculations. Tooltips and simple instructions guide edits. No advanced Excel skills needed.

Color-coded inputs only

Protected formula cells

Step-by-step inline help

Beginner-friendly layout

The plan is printable and easily shared as a PDF or exported to Google Sheets for collaboration. Presentation-ready print layouts and a one-page summary make stakeholder reviews simple. Print or share in seconds.

PDF-ready print layouts

Google Sheets export friendly

One-page executive summary

Client-facing presentation sheets

The template includes a weekly highlight and completion guide that marks the current week and highlights tasks due. A completion checklist helps you run weekly reviews and sprint handoffs. Run crisp weekly check-ins.

Current week highlighted automatically

Weekly completion checklist

Sprint-ready review prompts

Flag blockers for meetings