Distillery Marketing
Plan

This template contains a pre-written, fully customizable marketing plan in Excel that saves setup time and keeps language professional. Edit copy, swap channels, and tailor budgets to your product lines without breaking formulas. It's built so you can adapt it across brands and seasons fast.

Editable sections for every channel

Swap copy without losing structure

Pre-filled examples for quick starts

Adjust budgets and KPIs easily

The plan uses a visual Gantt chart to show tasks, durations, and dependencies across weeks and months. It makes sequencing clear so launches, events, and promotions don't overlap unexpectedly. See the whole campaign on one timeline for faster decision making and visual planing.

Color-coded task bars

Shows dependencies and critical path

Zoom weeks, months, or quarters

Ideal for tour and release timing

The workbook includes 30+ pre-built marketing actions covering PR, social, tasting events, trade outreach, email, and retail activations. Each action has suggested durations, owners, and deliverables so you don't miss steps. Use them as-is or swap with your own tactics.

Launch email sequence drafted

Tasting room event checklist

Retail outreach template included

Social ad and content ideas

All start dates and task durations are editable without breaking the plan's logic or formulas, so moving a launch shifts dependent tasks automatically. Change pacing for seasonal offers or barrel-aging timelines and the Gantt updates. That flexibility keeps plans realistic and executable.

Slide dates for real campaigns

Adjust durations by drag or entry

Dependencies auto-update on date change

Works for short promos or long campaigns

The template tracks progress with percent-complete fields and conditional formatting that flags overdue tasks and bottlenecks. Progress rolls up to weekly highlights so you see status at a glance. Use it to run standups, update partners, or monitor agency work.

Percent complete auto-calculates

Overdue tasks highlight in red

Weekly summary dashboard included

See owner-level progress instantly

Assign tasks, set owners, and mark dependencies so your tasting room, sales, and production teams move in sync. The Gantt reduces overlaps, clarifies handoffs, and documents who's responsible for each deliverable. It's built for cross-functional teams and small marketing staffs.

Assign owners per task

Clear handoffs between teams

Reduce duplicated work and emails

Use for internal and vendor teams

The file is beginner-friendly with color-coded editable cells, locked formula areas, and simple instructions so anyone on your team can update it. No advanced Excel skills needed; formulas run in the background. It's designed for marketers, tour managers, and small operations staff.

Color keys guide edits

Locked formulas prevent accidental breaks

Simple user guide tab included

Beginner-ready with tooltips

The template exports clean PDFs and is compatible with Google Sheets for easy sharing with partners and distributors. Print one-page timelines or full task lists for board packs or tasting room walls. Files stay presentation-ready for meetings or permit reviews.

Export to PDF cleanly

Google Sheets friendly for sharing

Printable one-page campaign view

Attach to investor updates and decks

The workbook includes a weekly highlight view and completion guide that surfaces this week's priorities, blocked items, and completed tasks. Use it for weekly standups, retail prep, or distributor check-ins to keep everyone aligned. It simplifies run-rate reporting and milestone checks.

This week's priorities at top

Blocked items flagged for action

Completion rates for quick reviews

Weekly notes field for follow-ups