HR Software
Marketing Plan

This Excel template includes a pre-written, fully customizable marketing plan you can edit to fit any HR software or SMB audience. It saves time by giving plug-and-play content and sections. Tailor language, channels, and priorities without rebuilding from scratch.

Editable copy for emails and ads

Swap channels to fit audience

Adjust messaging for target segments

defintely customizable templates included

The plan uses a Gantt chart layout in Excel for clear timeline visualization and task sequencing. See phases, overlaps, and dependencies at a glance. One look shows what must happen when.

Timeline view by week and month

Dependencies automatically align tasks

Color-coded phases for quick scanning

Drag-adjustable start dates visually

Includes 30+ pre-built marketing actions covering channels like content, paid ads, email, events, and partnerships. Each action is ready with timing and owner suggestions so you won't miss critical steps. Use them as-is or tweak for your product.

Email nurture sequences included

Paid ad launch checklist present

Content calendar tasks pre-filled

Partner outreach templates ready

All timelines and task durations are editable so you can fit the plan to your hiring and product cycles. Change start dates and lengths without breaking the Gantt logic. The plan adapts when priorities shift.

Change durations with one input

Shift entire phases quickly

Works for fast or slow launches

Auto-updates dependent task dates

Built-in progress tracking shows percent complete and flags overdue tasks directly in the sheet. Track execution across owners and weeks so nothing falls through. Visual progress bars make weekly reviews fast.

Percent-complete fields per task

Overdue items highlighted automatically

Progress bars for quick status

Completion percentages roll up

This template simplifies coordination by assigning tasks, showing dependencies, and centralizing deadlines in one view. Reduce email back-and-forth and overlapping work. Teams stay aligned and accountable.

Assign owners per task easily

Clear dependency indicators visible

Avoids duplicated work and overlap

Single-source timeline for teams

No Excel skills needed: color-coded cells, locked formulas, and guided inputs make it beginner-friendly. Built-in logic prevents accidental breaks. You can run the plan without hiring a spreadsheet expert.

Color-coded editable fields only

Locked formulas protect calculations

Step-by-step instruction sheet included

Beginner-friendly layout and help

The template exports cleanly to PDF and works in Google Sheets for easy sharing with teams and clients. Print one-page timelines for meetings or attach PDFs to proposals. Client-ready exports save prep time.

One-page summary for presentations

PDF export-ready Gantt snapshot

Google Sheets compatibility included

Print-friendly layouts for meetings

Weekly highlight shows the current week and top priorities, while the completion guide summarizes finished work and next steps. Use it for quick standups and stakeholder updates. One glance shows progress and blockers.

Current-week tasks emphasized

Weekly wins and blockers listed

Next-week priorities clearly shown

Standup-ready summary for meetings