ERP Software
Marketing Plan

This template includes a pre-written, fully customizable marketing plan in Excel that saves time and keeps messaging consistent. You can edit copy, channels, and metrics to match any business or industry. It's designed so a marketer or founder can tailor it in minutes.

Pre-filled strategic sections

Easily edit copy and metrics

Adjustable for industry needs

Ready for client proposals

The plan uses an Excel Gantt chart for clear visual timelines and task sequencing. You'll see start dates, durations, and dependencies at a glance. That clarity speeds decisions and avoids missed handoffs during campaign execution.

Horizontal timeline view

Clear task dependencies shown

Color-coded phase tracking

Zoomable weekly and monthly views

The file ships with 30+ pre-built marketing actions covering channels like content, paid, email, and events. Each task includes a short description and estimated duration so you don't skip key steps. Use them as-is or swap in your tactics.

Content calendar entries included

Paid ad setup checklist

Email nurture sequences listed

Event and webinar tasks included

All start dates and task lengths are editable without breaking the plan logic. Change a launch date and dependent tasks shift automatically, keeping the schedule consistent. This makes the template flexible for real-world delays or fast pivots.

Drag-adjustable task dates

Duration fields editable per task

Dependencies re-calc automatically

Supports phased rollouts

The template has built-in progress tracking that shows percent complete per task and flags overdue items. Visual indicators highlight blocked or at-risk work for quick fixes. That keeps execution transparent for you and your team.

Percent-complete per task

Overdue items highlighted

Progress summary dashboard

Automatic status rollups

Assign owners, set dependencies, and share a single source of truth to reduce miscommunication. The plan makes responsibilities explicit so teams don't duplicate work or miss handoffs. Everyone sees who's doing what and when.

Owner column for every task

Clear handoff points defined

Reduce duplicate efforts

Use for cross-team alignment

The workbook is beginner-friendly: color-coded cells, simple dropdowns, and locked formulas where needed. You don't need advanced Excel skills to edit timelines or update progress. It's built so non-analysts can run and maintain the plan.

Color-guided editable areas

Pre-set dropdowns and masks

Locked formulas where needed

Simple instructions on-tab

The template exports cleanly to PDF and can be copied to Google Sheets for sharing or collaboration. Print-ready views make stakeholder updates and client presentations straightforward. Use the printable Gantt for status meetings.

PDF export ready

Google Sheets compatible copy

Print-optimized layout included

One-page executive snapshot

A weekly highlight and completion guide shows the current week, priority tasks, and what's due next. That single-line weekly view helps standups and keeps focus on the critical path. Use it to drive weekly reviews and quick corrective actions.

Current-week focus area

Top priorities called out

Completion checklist per week

Standup-ready summary line