Email Marketing Agency
Marketing Plan

This template includes a pre-written, fully editable marketing plan in Excel that saves time and matches your brand voice. You can swap example copy, adjust KPIs, and retarget timelines without rebuilding the file. Edit everything to fit any business or industry in minutes.

Editable plan sections and copy

Swap examples for your niche

Adjust KPIs and target metrics

Tailor language and tone quickly

The Excel file uses a Gantt chart layout to show task order, dependencies, and durations visually. Timelines are clear at a glance so you can sequence subject lines, design, and QA correctly. One-line clarity: see the full campaign timeline instantly.

Visual task sequencing and dates

Shows dependencies and critical path

Color-coded task status view

Month and week timeline zooms

Template ships with 30+ ready marketing actions covering lifecycle email flows: welcome, nurture, cart recovery, newsletters, and re-engagement. Each action includes suggested copy hooks, audience segments, and timing so you won't skip critical steps. Use them as-is or tweak for your offer.

Welcome and onboarding sequences

Abandoned cart and win-back flows

Newsletter and promotion cadences

Segmentation and personalization ideas

All start dates and task durations are editable so timelines adapt to launch changes without breaking the schedule logic. Change a start date and linked tasks shift automatically thanks to built-in formulas. Short and practical: move dates, keep dependencies intact.

Change start dates instantly

Adjust durations per task

Linked tasks shift automatically

Supports phased or sprint launches

Progress tracking shows percent complete per task and flags overdue items visually using conditional formatting (color rules). The sheet summarizes weekly completion rates and highlights blockers so you can act fast. One clear line: see what's late and who owns it.

Automatic percent-complete formulas

Overdue items highlighted in color

Summary of weekly completion rates

Easy dashboard for client reports

This plan makes team roles and handoffs explicit: assign tasks, set owners, and mark dependencies so copywriters, designers, and account leads align. It reduces overlaps and miscommunication during execution. Quick note: fewer meetings, cleaner handoffs.

Assign owners per task

Clear handoff and dependency markers

Reduce duplicated work across roles

Use for internal or client teams

The file is beginner-friendly with color-coded editable cells, protected formulas, and a short instructions sheet so anyone can use it without advanced Excel skills. You don't need to build formulas or macros to run the plan. One-liner: non-Excel users can edit confidently.

Color-coded editable fields

Protected formula cells included

Simple instructions tab included

No macros or advanced skills needed

The template exports cleanly to PDF and can be shared via cloud sheets for collaborative edits and client reviews. Print-friendly views are included for one-page presentations and stakeholder handoffs. Short and useful: presentable formats ready for clients.

PDF-ready reports and views

Cloud-sheet collaboration compatible

Print-optimized summary page

Client-friendly one-page export

Each week shows a highlighted current-week view plus a completion guide that lists priority tasks and next actions for the team. It surfaces what must finish this week and what rolls next, helping keep sprints tight. One clear line: teams know weekly priorities.

Current week highlighted automatically

Weekly priority checklist included

Shows next actions for each owner

Visual cue for at-risk tasks