Custom Bakery
Marketing Plan

This workbook includes pre-written marketing copy, task lists, and campaign frameworks tailored to custom bakeries. Everything is editable so you can match flavors, events, and local sourcing. It saves time and keeps messaging consistent across channels.

Editable copy and task lists

Tailors to dietary and theme needs

Swap fonts, colors, and sections

Use examples for quick launch

The Gantt view maps tasks across weeks so you see sequencing and overlaps at a glance. Change start dates and durations to reschedule tastings, promos, and production tasks. Visual planning reduces missed deadlines for big events.

Clear timeline for each campaign

Shows task dependencies visually

Weekly and monthly timeline views

Highlights critical path tasks

The template ships with 30+ ready marketing actions: social posts, tasting events, bridal expo prep, email sequences, and PR outreach. These cover online and offline channels so you won't miss key steps. Use them as-is or tweak for local tastes.

Social post and email ideas

Tasting and bridal show tasks

Local PR and partnership steps

Promos for seasonal menus

All start dates and task lengths are editable without breaking dependencies. Shift a tasting or delivery window and linked dates update in the Gantt automatically. This keeps long-lead wedding orders and weekly promotions in sync.

Change dates with auto-adjusting logic

Shorten or extend task durations easily

Plan long-lead wedding orders accurately

Set buffer days for delivery

Built-in progress tracking shows percent complete and flags overdue tasks so you spot slippage fast. A progress column and color cues make status visible at a glance. That helps keep bakers and delivery aligned during rush weeks.

Percent-complete tracking per task

Color flags for overdue items

Progress dashboard for quick status

Filter by owner or campaign

Assign tasks to bakers, decorators, and delivery staff inside the sheet so responsibilities are clear. Dependencies show who must finish before the next step, cutting miscommunication on busy event weeks. Use it to coordinate tastings, production, and setup cleanly.

Assign tasks to team members

Clear dependencies prevent task overlap

Shareable sections for contractors/vendors

Keep tasting and production aligned

No Excel skills needed: color-coded cells and built-in formulas do the heavy lifting. Input dates and owners; the sheet calculates durations and updates timelines for you. It's beginner-friendly for bakery owners and studio managers.

Color-coded editable fields

Formulas work behind the scenes

Simple instructions included on-sheet

Friendly for owners and managers

Export clean PDFs for client proposals or print production timelines for the kitchen. The workbook also opens in Google Sheets for cloud collaboration and easy sharing. That makes it simple to present plans to clients or event teams.

Export to PDF for client handouts

Open in Google Sheets collaboratively

Print kitchen-ready task sheets

Email shareable campaign summaries

A weekly highlight view shows current-week tasks and completion guidance so teams focus on immediate priorities. It lists what must finish this week and outlines next steps for incomplete items. Use it to run concise production and marketing standups.

Current week task spotlight

Checklist for weekly completions

Next-step notes for incomplete tasks

Use in quick team standups