R&D Consulting
Marketing Plan

This workbook includes a pre-written, fully editable marketing plan you can tailor to any R&D services engagement. It saves drafting time and enforces consistent messaging and milestones. Edit wording, structure, and metrics to match each client.

Pre-filled sections for quick edits

Tailor messaging to any sector

Adjust KPIs and milestones easily

Works for proposals and briefs

The template uses a visual Gantt chart to display timelines, dependencies, and overlaps. That clarity makes sequencing tasks and handoffs obvious to teams and clients. You get a single-view schedule for planning and execution.

Visualize task overlap and order

See dependencies at a glance

Month and week zoom options

Ideal for client-facing timelines

Includes 30+ ready marketing actions covering outreach, content, events, and account-based steps tailored for R&D consulting. These pre-built tasks reduce planning gaps and speed campaign launches. Use, edit, or remove actions per engagement.

Email sequences and outreach templates

Thought-leadership and case study tasks

Event and webinar activity items

Paid and organic channel actions

All timelines and task durations are fully editable; changing start dates recalculates bars without breaking plan logic. You can compress or extend phases for different client needs. That keeps plans realistic and flexible.

Change start dates safely

Extend or compress phases quickly

Automatic bar recalculation logic

Adaptable for short or long projects

Progress tracking shows percent complete and highlights overdue tasks using built-in formulas. The sheet auto-calculates status from dates and manual checkboxes. Use it to run weekly standups and instant client status updates.

Percent-complete shown per task

Overdue tasks flagged automatically

Summary for weekly status reports

Progress rolls up to milestones

Assign owners, set dependencies, and produce clear owner lists from the plan. Explicit dependencies reduce overlaps and confusion across consultants and contractors. Teams hit milestones more predictably with fewer meetings.

Assign tasks to specific owners

Dependency lines prevent work overlap

Exportable owner and task lists

Reduces meeting time and confusion

No Excel skills needed: color-coded inputs, protected formulas, and guided fields make the workbook beginner-friendly. Built-in checks prevent accidental changes to logic. Anyone on your team can update timelines and owners.

Color-coded editable fields only

Protected formulas prevent breakage

Step-by-step input guidance built-in

Beginner-friendly layout and labels

Export to PDF or copy to Google Sheets for easy sharing with clients and teams. The layout produces slide- and print-ready timelines and one-page summaries. Use the export for proposals, reports, or meeting handouts.

PDF export for client presentations

Google Sheets-compatible copy option

Print-ready one-page timeline view

Slide-friendly summary export

A weekly highlight view shows current-week priorities, completions, and blockers for quick reviews. The built-in completion guide lists steps to close tasks and format end-of-week client updates. Use it to run consistent weekly reviews.

Current-week priorities at top

Checklist for task completion steps

Quick client-ready week summary

Use for standups and updates