CRM Software
Marketing Plan

This file contains a pre-written marketing plan you can edit to match your CRM product and audience. It saves time with ready copy, section structure, and examples you can tailor. Change wording, channels, or priorities without rebuilding the plan.

Editable campaign and channel copy

Swap examples for your use case

Adjust goals to actual KPIs

Keep or remove any section

The template uses a Gantt chart layout in Excel so you can see timelines and task sequences at a glance. Bars show start, duration, and dependencies for each action. Visual timelines make handoffs and launch windows obvious.

Timeline bars per task

Shows dependencies and overlaps

Week-by-week visual planning

Quickly spot schedule conflicts

Includes 30+ ready marketing actions tailored to CRM software: content, paid, email, events, and partnerships. Each action has a short description and suggested owner so you don't skip critical steps. Use them as-is or tweak for your GTM.

Content topics and publishing tasks

Paid ad setup and tracking tasks

Email nurture and onboarding flows

Partnership outreach and demos

All start dates and task lengths are editable; changing one date auto-adjusts dependent tasks. This preserves logical sequencing when campaigns shift. Drag-and-fill or type dates to replan in minutes.

Changeable start and end dates

Adjust durations per resource capacity

Auto-update dependent tasks

Fit plan to real launch dates

The sheet has progress fields showing percent complete and overdue flags so you track execution without extra tools. Status roll-ups surface week-level completion for managers. Highlight late tasks to prioritize fixes.

Percent-complete for each task

Auto-flag overdue items

Weekly completion summary row

See progress at campaign level

Assign owners, set dependencies, and export responsibilities so teams know who does what and when. The Gantt view reduces overlap and clarifies handoffs across marketing, product, and sales. Use it to brief meetings and standups.

Task owner column per item

Clear handoffs and due dates

Avoid duplicate work across teams

Use for meeting briefs

The template uses color-coded cells, simple dropdowns, and built-in formulas so anyone can use it without Excel skills. No macros or advanced functions needed. Instructions and a quick-start sheet guide first-time users.

Color cues for editable cells

Simple dropdowns for statuses

No macros or complex formulas

Built-in quick-start instructions

Export to PDF or copy to Google Sheets for easy sharing with stakeholders and clients. Print-friendly views and a one-page summary make executive updates simple. Use the PDF for board or client decks.

PDF-ready print layout

Google Sheets friendly copy

One-page executive summary view

Handout-ready for client meetings

The guide highlights the current week and lists high-priority completions so teams stay focused on what matters now. It's a one-screen weekly agenda and completion checklist to run standups. Use it each Monday to align priorities.

Current-week task highlight

Top-three weekly priorities

Checklist for team standups

Use as weekly meeting agenda