Conversion Rate Optimization
(CRO) Marketing Plan

The template includes a fully written, editable marketing plan tailored for CRO projects in 2-3 short sections. You can adapt language, priorities, and task lists to any website or industry without rebuilding the plan. It speeds proposals and ensures consistent execution across clients.

Pre-written hypotheses and tasks

Editable content sections

Works across industries

Quick client-ready proposals

The plan uses a Gantt chart layout inside Excel for clear timeline visualization and task sequencing. Bars show start dates, durations, and dependencies so you can spot bottlenecks at a glance. The visual layout makes sprint planning and stakeholder updates faster.

Color-coded timeline bars

Shows dependencies clearly

Visualizes overlapping tasks

Easy critical-path view

The template ships with 30+ pre-built CRO and marketing actions covering audits, tests, content, and technical fixes. Each action includes a short description and suggested owners so you don't miss standard optimization steps. Use them as-is or swap in your custom tasks.

A/B test templates included

UX audit checklist included

Landing page tasks included

Form and checkout actions

All start dates and durations are fully editable in the Excel file without breaking formulas or layout. Change a task's length or move a start date and the chart and downstream dates update automatically. That makes replanning simple during real campaigns.

Adjust start dates freely

Change task durations easily

Auto-updates dependent dates

Supports sprint and long-term plans

The workbook includes progress fields and built-in formulas that calculate percent complete and flag overdue work. Progress bars update from simple status entries so managers see execution at a glance. Use the tracking to prioritize next actions and report weekly.

Percent complete auto-calculated

Overdue tasks are highlighted

Progress bars update automatically

Status rollup for managers

Tasks include owner fields, clear dependencies, and notes so teams know who does what and when. The template reduces overlap and handoff confusion by making responsibilities and timelines explicit. That helps cross-functional teams move faster on experiments.

Assign owners per task

Dependencies prevent overlap

Add notes for handoffs

Reduce duplicated work

The file uses color-coded editable cells and simple controls so anyone can update schedules without Excel skill. Built-in logic handles date math and charting, so users edit, not rebuild. Training time is minutes, not hours.

Color-coded editable cells

No formulas to edit

Beginner-friendly layout

Quick onboarding for teams

The template is printable and exportable to PDF and compatible for upload to common cloud spreadsheets for collaboration. It creates clean one-page timeline exports for client or leadership meetings. Shareable layouts make status updates crisp and professional.

Exportable to PDF easily

Upload to cloud spreadsheets

Clean print-friendly views

Client-ready one-page exports

The workbook provides a weekly highlight view and a short completion guide showing current-week priorities and recently finished tasks. That keeps teams focused on next steps and aids concise weekly reports to stakeholders. Use it for sprint reviews and status emails.

Current week priority strip

Recently completed summary

One-line weekly status ready

Guide for next actions