B2B Business
Marketing Plan

The template includes pre-written sections you can edit for any business or industry, saving hours of copy and structure work. It's ready to use but fully customizable so you match voice, KPIs, and channels. You get a finished plan that's tailor-ready.

Professional copy for proposals included

Editable messaging and KPI fields

Swap sections to fit industries

One-page summary and detailed sections

The Gantt layout makes timelines visible at a glance so you see overlaps, sequences, and critical paths. Dates and bars show deliverables and dependencies for easy stakeholder updates. It turns lists into a clear schedule you can share.

Visual timelines for every campaign phase

Clear task sequencing and overlaps

Highlight critical path items instantly

Month and week granular views

The file ships with 30+ vetted marketing actions across channels-digital, content, email, paid, and events-so you won't miss standard steps. Each action includes owner, duration, and suggested deliverables to speed execution. It's a practical checklist for launch-ready campaigns.

Channel-specific ready-to-run tasks

Owners and deliverables pre-defined

Covers email, content, PPC, events

Helps avoid missed campaign steps

All start dates and task lengths are editable so you adjust timing without breaking the plan's logic. Change a date and dependent tasks update visually, keeping the schedule consistent. That flexibility fits shifting priorities and resource limits.

Drag dates, durations update automatically

Adjust dependencies in one action

Extend tasks without manual rework

Supports phased and rolling launches

Progress tracking shows percent complete and flags overdue tasks so you spot slippage fast. Visual bars and simple formulas translate status into an easy dashboard for meetings. It makes weekly check-ins factual, not fuzzy.

Percent complete per task visible

Overdue tasks highlighted automatically

Summary dashboard for quick check-ins

Color-coded status for clarity

Assign owners, set dependencies, and reduce handoff confusion so teams work together smoothly. The template surfaces who does what and when, cutting meetings and stray emails. It aligns internal stakeholders around the same timeline.

Assign owners to each task

Clear dependencies reduce overlaps

Reduce status emails and meetings

Shareable views for cross-team clarity

The workbook uses color-coded editable cells and protected formulas so non-Excel users can update plans safely. Built-in instructions guide every step and there's no formula editing needed. It's beginner-friendly but powerful for pros.

Color-coded inputs and locked formulas

Inline instructions on every sheet

No formula edits required to use

Simple copy-paste content areas

Export clean PDFs or copy to Google Sheets for sharing with clients and teams; print-ready pages are preformatted for meetings. The layout is presentation-ready so you can hand off to execs or include in a pitch. Sharing is fast and consistent.

Print-ready pages for meetings

Export to PDF or Sheets

Client-facing one-page summary included

Email-ready snapshot tables included

The weekly highlight view shows current-week priorities and a completion guide that lists what to finish now. It helps your team focus on the next seven days and avoid scope creep. Use it for standups and weekly reviews.

Weekly priorities highlighted automatically

What-to-finish checklist per week

Ideal for Monday standups and reviews

Tracks near-term deliverables and owners