Clinical Laboratory
Marketing Plan

This pre-written, fully customizable Excel plan saves you time by providing playbooks for outreach, events, and digital marketing. You can edit copy, timing, and channels to match your lab's services and pricing. It fits private practices, urgent care, and specialty clinics.

Editable copy and structure

Tailor channels and messaging

Adjust for clinic size

Use industry-specific examples

The Gantt chart view shows tasks across weeks so you see sequencing and overlap at a glance. Change dates or durations in Excel and the chart updates visual timelines and dependencies. It helps you spot bottlenecks and plan sample pickup or trade-show timing.

Week-by-week visual timeline

Shows task dependencies clearly

Spot schedule conflicts fast

Aligns marketing with logistics

The template includes 30+ pre-built marketing actions tailored to clinical labs, like provider outreach, sample logistics messaging, and referral programs. Each action comes with suggested timing and brief copy you can use immediately. It reduces missed steps in campaign setup.

Provider outreach sequences

Onboarding checklist for practices

Trade-show and event tasks

Digital ads and content ideas

Timelines and task durations are fully editable so you can shift start dates without breaking the plan's logic. Change a campaign length, update dependencies, and the Gantt recalculates shown dates. That flexibility fits real-world delays like courier adjustments.

Change dates without breaking

Adjust durations per task

Recalculate dependencies automatically

Map launch to courier schedule

Built-in progress tracking displays completion percentages and flags overdue tasks so you keep execution visible. Use color codes to see what's on track, at risk, or done. It helps you run weekly check-ins with clinical and ops teams.

Completion percent per task

Color-coded status view

Auto-flag overdue tasks

Quick status for standups

The template simplifies team coordination by letting you assign owners, show task handoffs, and keep dependencies clear. Everyone sees who does what and when, reducing duplicated outreach or missed onboarding steps. It makes handoffs between sales and lab operations smoother.

Assign task owners easily

Clear handoffs and deadlines

Reduce duplicated work

Align sales and operations

You don't need Excel expertise to use this file. Color-coded cells, dropdowns, and built-in formulas handle dates and progress so beginners can edit safely. A short instructions sheet guides first-time users step-by-step.

Color-coded editable cells

Dropdowns prevent bad inputs

Built-in formulas run automatically

Short instructions included

The plan exports cleanly to PDF and prints in readable, presentation-ready layouts for meetings. It's also compatible with Google Sheets so you can share and collaborate online. Use exports for client pitches or internal reviews.

PDF-ready slide-style pages

Google Sheets reday

Printable meeting-friendly layout

Easily share with stakeholders

The weekly highlight and completion guide shows the current week and prioritizes must-complete tasks. It lists what's due, who's responsible, and percent complete so your weekly meeting can focus on blockers. That keeps labs and provider teams aligned on launch dates.

Current-week task highlights

Priority must-complete items

Owner and due-date at glance

Use for weekly meetings