Online Bank
Marketing Plan

This pre-written plan saves hours on strategy drafting and is fully editable for your bank. Change messaging, channels, or goals to match your customer segments and product mix. It's ready to use or fully brandable.

Editable messaging and channel templates

Swap targets to match your metrics

Use sample copy for quick launches

Tailor offers for specific segments

The template uses a visual Gantt chart to map tasks, milestones, and dependencies across weeks. See overlap, resource load, and launch windows at a glance to avoid bottlenecks. Dates and bars auto-adjust when you edit tasks.

Clear task sequencing and dependencies

Visualize multi-channel campaign timelines

Zoom between week and month views

Auto-updating bars when dates change

Includes 30+ bank-specific marketing actions across acquisition, retention, and product promotion. Tasks cover ads, email flows, partnerships, PR, and referral programs so you don't skip steps. Each action has a suggested owner and duration.

Acquisition ads and landing pages

Email nurture and retention flows

Referral and partnership campaign tasks

PR, content, and social playbook items

All start dates and durations are editable so campaigns fit your sprint cadence. Change a single date and dependent tasks shift automatically, keeping the plan consistent. Use it for weekly sprints or quarterly roadmaps.

Adjustable start dates and durations

Dependencies maintain plan logic

Swap weeks for days or months

Use for sprints or quarterly plans

The sheet shows task completion percentages and flags overdue items for quick status checks. Progress rolls up to weekly and campaign-level views so you can report to leadership. Conditional formatting highlights delays instantly.

Percent-complete for each task

Red flags for overdue activities

Weekly roll-up progress view

Conditional colors for quick checks

Assign tasks, set owners, and show dependencies so teams know who does what and when. The plan reduces overlaps and clarifies handoffs between marketing, product, and compliance. It's a single source of truth for launches.

Assignable owners per task row

Clear handoffs and dependency notes

Shareable status for stakeholders

Reduces duplicate work and confusion

The file uses color-coded editable cells and built-in formulas so anyone can use it without Excel skills. Instructions and locked calculation areas prevent accidental damage to logic. You get a beginner-friendly interface with pro outputs.

Color-coded input and output cells

Protected formulas and logic areas

Step-by-step use instructions included

No formula editing required to use

Export clean PDFs or copy to Google Sheets for easy sharing with execs and agencies. The layout prints to one or two pages for presentations and handoffs. Use the PDF for board or client-ready summaries.

PDF-ready campaign one-pager export

Google Sheets compatible copy option

Print layouts for meetings and decks

Share with agencies or leadership

Shows the current week, highlights priority tasks, and lists completed items for quick status meetings. Use the guide to run 15-minute weekly check-ins with marketing and ops. It keeps launches on schedule.

Current-week highlight for focus

Priority tasks pinned to top

Completed items section for meetings

Use for 15-minute weekly reviews