B2B E-Commerce
Marketing Plan

The template includes a pre-written, fully editable marketing plan in Excel so you can customize messaging, channels, and goals. It saves time by replacing blank documents with proven content blocks. Tailor sections to any industry or buyer persona.

Editable copy blocks and sections

Swap channels and audience targets

Adjust KPIs and conversion goals

Save custom versions per client

The plan uses a Gantt-chart layout in Excel for clear timeline visualization and task sequencing. You'll see who's doing what and when at a glance. That clarity reduces missed handoffs and schedule drift.

Color-coded task bars by phase

Dependency lines show task order

Zoom weeks or months view

Printable timeline snapshot slide

The file ships with 30+ pre-built marketing actions covering content, email, paid, events, and partner outreach so you won't miss typical campaign steps. Each task has suggested owners, durations, and success signals. Use them as-is or edit freely.

Content, email, and paid tasks

Event and partner outreach items

Analytics and CRO action items

Pre-specified owners and results

All start dates and task durations are editable in Excel without breaking dependencies. Shift a launch date and the Gantt auto-adjusts linked tasks. That keeps plans realistic and adaptable to delays.

Change start dates freely

Adjust durations per resource

Auto-adjusts dependent tasks

Freeze baseline for comparison

The sheet includes progress tracking (task percent complete) and visual flags for overdue work so you can monitor execution daily. Completion rates roll up to phase and campaign levels for quick status checks. It also highlights blockers.

Percent complete per task

Phase-level rollup status

Red flags for overdue items

Simple dashboard for updates

Tasks can be assigned to team members with clear dependencies and notes to reduce confusion. The plan centralizes responsibilities, so teams avoid duplicated work and missed handoffs. Use it in weekly standups for fast syncs.

Assignee column per task

Clear task dependencies shown

Built-in notes for handoffs

Works for cross-functional teams

The template is beginner-friendly with color-coded editable cells and built-in logic so no Excel skills are needed. Cells use plain inputs and drop-downs; formulas run behind the scenes. You'll be comfortable updating it on day one.

Color guides for easy edits

Drop-downs limit input errors

Hidden formulas maintain logic

Step-by-step instructions included

The plan exports cleanly to PDF and copies to Google Sheets for sharing with clients or stakeholders. Print-friendly views and condensed timelines make board and client decks simple. Files are sized for email distribution.

PDF-ready printable pages

Google Sheets compatible copy

Condensed export for decks

Email-friendly file sizes

A weekly highlight strip shows current-week priorities and a completion guide lists next steps to keep teams focused. Use it for status emails and standups to show wins and blockers. It shortens weekly prep time.

Current-week priority strip

Next-step completion checklist

Use for standups and emails

Quick wins and blocker view