Holistic Wellness Shop
Marketing Plan

This product delivers a pre-written, fully editable marketing plan in Excel that saves hours of setup and clarifies next steps. You can tailor messaging, channels, and budgets to your shop and audience - defintely cut planning time. It works for seasonal promos, launch weeks, and ongoing retention.

Editable copy and channel notes

Swap tactics for your audience quickly

Customizable budgets and promotional offers

Includes industry-specific example scenarios

The template uses a visual Gantt chart to show timelines, overlaps, and task sequencing so you see the whole plan at a glance. Bars and color codes map campaign phases, events, and deliverables for simple weekly planning. The chart helps avoid conflicts and keeps timing realistic.

Color-coded campaign phase bars

Clear task dependencies shown visually

Zoomable weekly and monthly views

Instant timeline conflict visibility

The file includes 30+ ready-to-use marketing actions covering in-store events, email, social, local PR, and community partnerships. Each action has a short task list and suggested duration so you don't miss steps when launching a campaign. Use them as-is or tweak for your brand.

Local event checklist included

Email campaign templates ready

Social content prompts provided

Partnership outreach scripts included

All start dates and task durations are editable so you can compress or extend campaigns without breaking plan logic. Shift a launch, move a follow-up email, or change event prep days and the Gantt recalculates automatically. This keeps the plan realistic for your staff capacity.

Adjust durations per staff availability

Shift starts with single cell edits

Lock critical milestones if needed

Auto-adjust dependent task dates

The template shows completion percentages (progress tracking) at task and campaign levels and flags overdue items visually. You get a weekly snapshot of what's green, behind, or at risk so you can act before deadlines slip. Progress rolls up to campaign completion automatically.

Task percent complete fields

Overdue items turn attention-red

Campaign-level progress summaries included

Auto-rollup of task completions

This plan simplifies team coordination by letting you assign owners, set dependencies, and show handoffs visually in the Gantt view. Roles and due dates reduce overlap, and the file provides a single source of truth for marketing and store teams. It helps small teams move faster together.

Assign owners to each task

Show handoffs and responsibility

Reduce duplicate work across roles

Clear task ownership at-a-glance

The template is beginner-friendly: color-coded cells, guided inputs, and built-in formulas mean no Excel expertise is required. You enter dates, owners, and statuses; formulas handle the rest. A short instruction tab walks new users through setup.

Simple input fields only

Instruction tab with setup steps

Protected formulas prevent accidental edits

Beginner-friendly colors and hints

The plan exports to PDF and can be uploaded to Google Sheets for sharing or presentation, making it easy to show to partners or your team. Printable views include a one-page summary and a detailed Gantt for meetings. Use the PDF for client or landlord meetings.

One-page summary for meetings

Printable detailed Gantt view

PDF export ready for sharing

Google Sheets friendly for collaboration

The template includes a weekly highlight panel and completion guide that calls out priority tasks, wins, and blockers for the current week. It makes standups faster and documents progress for stakeholders. Use it to run a crisp weekly marketing review.

Current-week priorities called out

Quick wins and blockers listed

Weekly completion targets shown

Use for 10-minute standups