Handyman Service
Marketing Plan

This template includes a pre-written, fully editable marketing plan in Excel. It saves time, is editable, and fits any local service business. Edit text, channels, and offers directly.

Customizable sections and copy

Swap offers and pricing quickly

Fits multiple service verticals

Saves proposal drafting hours

The plan uses a Gantt chart layout to show timelines and task order. You'll see dependencies, milestones, and sequencing at a glance. Visual planning helps stagger campaigns and avoid resource clashes.

Timeline view for quick clarity

Shows task dependencies clearly

Highlights campaign milestones visually

Pre-set sequences for common tasks

Includes 30+ pre-built marketing actions spanning local SEO, paid ads, referrals, offline outreach, and customer retention. Each task is actionable and staged by priority to prevent missed steps. Use them as-is or tailor to your market.

Local SEO checklist included

Paid ad campaign templates

Referral and partnership tasks

Email and retention sequences

Timelines and task durations are fully editable so you can adjust for staff and seasonality. Change start dates or extend tasks without breaking the plan's logic. The Gantt updates visually as you edit dates.

Adjust dates without breaking formulas

Set custom task durations easily

Plan for seasonal demand shifts

Supports multi-phase campaign timing

Built-in progress tracking shows percent complete and flags overdue tasks using color coding. Progress bars and status fields make it simple to run weekly check-ins. Use tracking to spot bottlenecks before they cost jobs.

Percent-complete fields visible

Overdue tasks flagged automatically

Visual progress bars included

Quickly spot execution bottlenecks

Assign owners, set dependencies, and export role lists to simplify team coordination. The sheet reduces overlaps and clarifies who owns each step. It works for technicians, schedulers, and marketing staff.

Assign task owners instantly

Clear dependency mapping included

Reduce overlapping assignments

Exportable task lists for teams

No Excel expertise required: color-coded inputs, protected formulas, and step-by-step instructions guide you. You only change dates, owners, and text fields. Beginners can run the plan without training.

Color-coded editable cells

Protected formulas prevent mistakes

Step-by-step usage notes

Beginner-friendly interface

Fully printable and shareable: export clear PDF reports or open in cloud spreadsheets for collaboration. The layout is optimized for printing and client-ready presentation. Share weekly snapshots with stakeholders.

Export to PDF instantly

Openable in cloud spreadsheets

Print-ready report layouts

Share weekly status snapshots

The weekly highlight and completion guide shows current-week priorities and completed tasks for quick standups. It summarizes what's due, who's responsible, and what finished last week. Use it to keep teams aligned and on schedule.

Current-week focus highlighted

Completion checklist included

Summarizes due tasks quickly

Perfect for weekly standups