Genetic Counseling
Marketing Plan

This pre-written, fully customizable plan gives ready marketing copy, channel strategies, and timelines tailored to genetic counseling. Edit language, sequence, or channels to match your clinic or telehealth model. It saves hours and keeps messaging consistent across touchpoints.

Ready marketing copy and channel strategies

Editable sections for clinic branding

Swap channels without breaking formulas

Adjust tone for patients or providers

The Gantt chart shows tasks, durations, and dependencies on a single timeline for clear planning. See campaign sequencing at a glance. Conditional formatting visualizes phases, priorities, and progress in Excel.

Visual timeline for every campaign task

Shows start, end, and dependencies

Color-coded phases and priority flags

Printable timeline for stakeholder meetings

The template includes 30+ pre-built marketing actions tailored for genetic counseling: referral outreach, patient education, webinars, ads, and intake flows. Use them as-is or tweak copy and timing. They prevent missed steps and speed execution.

Referral outreach sequences included

Patient education content templates ready

Webinar and workshop playbooks included

Paid search and social ads examples

All timelines and task durations are editable so you can shift launches or delays without breaking formulas. Change start dates and extend tasks; the schedule updates automatically. Works for campaigns, quarterly plans, or quick pivots.

Drag-free date editing via cells

Duration fields update linked task dates

Maintain dependencies with locked formulas

Shift launches across months easily

Built-in progress tracking shows percent-complete, overdue flags, and visual progress bars for each task. One look tells you what's late and what's done. Use the dashboard to prioritize weekly work and follow-ups.

Percent-complete columns auto-calc

Overdue tasks highlighted in red

Progress bars for quick checks

Dashboard sorts by priority and due date

This template simplifies team coordination by letting you assign owners, set dependencies, and note handoffs. Assign tasks to counselors, marketers, or intake staff in one sheet. It reduces duplicated work and missed communications.

Assign owners per task easily

Clear dependencies reduce handoff errors

Shared sheet for cross-team visibility

Notes column for handoffs and context

No Excel expertise needed: color-coded cells, protected formulas, and step-by-step notes guide you. The layout is beginner-friendly so non-technical staff can update schedules safely. You won't need to edit formulas to use it.

Color codes guide every edit

Protected formulas prevent accidental breaks

Inline instructions on each tab

Beginner-ready layout and simple filters

You can print or export the plan to PDF and open it in Google Sheets for cloud collaboration. One-click print views work for leadership decks and client handouts. Share a single file with team or stakeholders.

PDF-ready print layouts included

Compatible with Google Sheets import

Share single file via cloud storage

Handout-friendly one-page summaries exportable

The weekly highlight shows current-week tasks and a completion guide for next steps. A simple checklist tells your team what to finish this week. Use it in standups, reviews, and client updates.

Current-week focus highlighted automatically

Weekly checklist for action items

Completion guide for each campaign phase

Perfect for standups and review meetings