Assisted Living Facility
Marketing Plan

This template includes a pre-written, fully editable marketing plan tailored to senior-living operators. It saves time, lets you change copy and chronology, and adapts to any facility size or campaign. Use it as-is or refit for local markets.

Editable copy for tours and ads

Swap channels to match budget

Includes referral and event scripts

Fits small or large communities

The plan uses an Excel Gantt chart for visual timeline planning and task sequencing. You'll see overlaps, dependencies, and critical paths at a glance so teams know what to start next. Visual planning keeps execution tight.

Color-coded timeline bars for clarity

Shows task dependencies and sequences

Zoom between week and month views

Highlights campaign critical path

The template includes 30+ ready marketing actions spanning digital ads, SEO, events, referrals, content, and community outreach. Tasks are practical and prioritized for occupancy growth so you won't miss common outreach steps. Drop them into your timeline and assign owners.

Digital ads and landing pages

Open houses and community events

Referral outreach to hospitals

Content pieces for family decision-makers

All start dates and task durations are editable without breaking the plan's logic or Gantt layout. Change a start, extend a duration, and dependencies update visually so your schedule stays realistic. Works for fast pivots or staged rollouts.

Adjust start dates in one click

Extend durations, dependencies update

Plan staged moves or phased launches

Supports campaign acceleration or delays

The sheet has built-in progress tracking (task completion percent) and flags overdue items automatically. You'll see percent complete, current-week slippage, and a roll-up status for each campaign segment. This keeps execs informed at a glance.

Percent-complete columns per task

Auto-flag overdue or at-risk tasks

Roll-up status for each campaign

Quick view of blocked items

This template simplifies team coordination by assigning tasks, showing dependencies, and reducing duplicated work across marketing, sales, and operations. Everyone has a single source of truth so tours, follow-ups, and content sync up. Fewer missed handoffs, more move-ins.

Assign owners and due dates

Clear task handoffs between teams

Prevents duplicated outreach efforts

Reduces role defintion overlap

No Excel skills needed: color-coded cells, dropdowns, and built-in logic guide edits and prevent errors. The design is beginner-friendly so coordinators and regional managers can update plans without a spreadsheet expert. Training is minutes, not hours.

Color-coded editable cells

Built-in dropdowns and formulas

Protected logic prevents accidental breaks

Easy for non-Excel staff

The template exports cleanly to PDF and opens in Google Sheets for real-time collaboration and sharing with families or leadership. Print presentation-ready timelines for board meetings, sales decks, or partner briefings. Sharing is simple and professional.

Export to PDF for meetings

Compatible with Google Sheets

Print-ready one-page timeline view

Shareable with sales and partners

The file includes a weekly highlight view and a completion guide that shows this week's priorities, near-term tasks, and a checklist for campaign closeout. Use it in weekly ops meetings to keep admissions teams focused on what converts. One-page weekly agenda included.

Current-week focus and priorities

Checklist for campaign completion

Highlights tasks due this week

Use in weekly ops meetings