Creative Agency
Marketing Plan

This template includes a pre-written, fully customizable marketing plan that saves you setup time. Edit copy, swap tactics, and refit the plan for any client or industry. It's practical and ready for immediate use.

Editable sections and sample copy

Adjustable for any client type

Saves proposal and planning time

Includes industry-specific example pages

The core sheet is a Gantt chart for clear visual planning and sequencing. See task overlaps, milestones, and launch windows at a glance. One view shows the plan's critical path and timing.

Visual timelines for every task

Shows dependencies and milestone dates

Color-coded phases for clarity

Monthly and weekly zoom options

The file ships with 30+ pre-built marketing actions across channels to stop you missing key steps. Tasks include campaign setup, creative, paid ads, email, and reporting actions. They're modular so you can pick and choose.

Starter tasks for core channels

Copy, creative, and launch steps

Pre-filled task owners suggested

Ready-to-run campaign checklists

Start dates and durations are fully editable without breaking the plan's logic. Shift a task and dependent dates adjust automatically. You can compress or extend phases quickly for realistic schedules.

Change start dates freely

Durations update linked tasks

Auto-adjusts dependent task dates

Supports campaign accelerations easily

Built-in progress tracking shows percent complete and flags overdue tasks in the Gantt view. Visual bars and percent cells give an instant execution readout. It helps keep launches on track.

Percent complete per task

Highlights overdue items automatically

Progress rolls up to phases

Simple color rules show status

Assign tasks, track dependencies, and reduce overlaps so teams move faster together. Clear ownership and handoff points cut rework and confusion. Everyone sees who's doing what and when.

Assign owners per task

Clear handoffs reduce rework

Dependencies prevent double work

Shared view for all stakeholders

The template uses color-coded cells and built-in logic so no Excel skills are required. Editable fields are obvious and protected formulas keep calculations safe. It's beginner-friendly yet powerful.

Color cues guide edits

Protected formulas prevent breaks

No macros or advanced skills

Inline instructions for each section

The plan exports cleanly to PDF and can be copied to cloud sheets for sharing with clients. Print-ready views and one-page summaries make presentations straightforward. It's ideal for client handoffs and internal reviews.

PDF-friendly print layouts

One-page executive summary export

Copy to cloud sheets easily

Client-ready presentation views

A weekly highlight row shows current-week priorities and a completion guide lists next steps for each task. Teams get a quick weekly agenda and a checklist for sign-offs. It keeps sprints focused and accountable.

Current-week priorities at top

Weekly to-do and sign-offs

Completion steps per task

Use for weekly standups