Custom AI Chatbots
Marketing Plan

This is a pre-written marketing plan in Excel you can edit end-to-end; it saves hours by removing blank-page work and is defintely adaptable to any industry. You get sections for goals, channels, copy prompts, and budgets that you can tweak. Use it as-is or fully customize voice and timelines.

Editable sections for goals and tactics

Swap wording to match your brand

Includes budget placeholders and notes

Works across e-commerce and services

The template uses a visual Gantt chart so you can see task timing and overlap at a glance. Bars show start dates, durations, and dependencies for each marketing action. That clarity makes sequencing and launch windows obvious to your team.

Clear timeline bars per task

Shows dependencies and critical paths

Color-coded phases for quick scanning

Adjust dates without breaking layout

Includes 30+ ready marketing actions covering content, ads, email, partnerships, and tracking tasks. Each action has a short description and suggested owner so you don't forget steps during campaign setup. They're plug-and-play for chatbot product launches.

Content ideas for launch and nurture

Ad setups for Google and LinkedIn

Email sequences and drip tasks

Partnership outreach and PR tasks

All start dates and task lengths are editable without breaking formulas or the Gantt layout. Change a campaign start or compress durations and the chart recalculates automatically. That flexibility fits real-world delays and fast pivots.

Shift start dates easily

Extend durations with one edit

Auto-adjusts dependent tasks

Supports phased or sprint launches

The sheet tracks completion percent and flags overdue items so you see status in one view. Progress rolls up by phase and owner, and late tasks highlight in red for quick action. Use it to run weekly check-ins and status emails.

Completion percent per task

Phase-level progress summary

Overdue tasks auto-highlight red

Owner accountability fields included

Assign tasks, view dependencies, and avoid overlap with clear owner fields and timelines. The plan reduces miscommunication by centralizing responsibilities and deadlines in one Excel file. That makes handoffs between strategy, content, and dev smoother.

Owner column per action

Dependency markers prevent collisions

Shared notes for handoffs

Use as single source of truth

The template uses color-coded editable cells and plain-language controls so anyone can update it without Excel skills. Built-in logic and locked formula areas prevent accidental breaks while letting you change dates and text. Beginners can run it on day one.

Simple color-coded edit zones

Locked formulas protect calculations

Tooltips explain key fields

No macros or complex setup

Designed for PDF export and Google Sheets import so you can share or print deliverables for clients or internal teams. The one-page Gantt print fits standard 11x17 or A3 formats for presentations. Digital sharing keeps collaborators in sync.

Exportable to PDF and CSV

Google Sheets compatible import

Print-ready 11x17 layout

Compact one-page summary print

The weekly highlight shows current-week priorities and a simple guide to close tasks, improving focus during standups. It lists top three actions, blockers, and completion targets for the week. Run it in your weekly meeting to keep momentum.

Top three priorities each week

Quick blocker and fix notes

Completion targets by end-week

Pre-filled standup agenda rows