Legal Services
Marketing Plan

The template includes a pre-written marketing plan you can edit in Excel to match any legal practice area. Save hours on messaging, assets, and task sequencing, then tailor tone, pricing, and channels. It ships with editable sections and industry-specific examples.

Editable copy for emails, ads

Tailor sections to practice areas

Swap text quickly per campaign

Industry-specific examples included

The plan uses a visual Gantt chart layout in Excel so you see timelines and task dependencies at a glance. It clarifies sequencing, start dates, and overlaps for multi-channel campaigns. The view simplifies weekly planning and stakeholder updates.

Visual timeline shows task order

Drag dates without breaking formulas

Color-coded phases for clarity

Zoom by week or month

The workbook contains 30+ pre-built marketing actions tailored to legal services: SEO, content, email, events, and referral programs. Each action includes brief task steps and estimated durations to speed setup. Use them as-is or customize per firm needs.

Includes SEO, PPC, content tasks

Social, email, PR, events included

Tasks mapped to buyer journey

Ready checklists speed launch

All start dates and task durations are editable so you can adapt the plan to staff availability or court schedules. Changes auto-adjust dependent tasks so the plan stays consistent. It fits quick sprints or longer multi-month campaigns.

Adjust start and end dates

Change durations per resource availability

Auto-reschedules dependent tasks

Works with sprint or waterfall

Built-in progress tracking shows percent complete per task and rolls up to campaign progress. Overdue tasks highlight automatically to call out risks. Use the dashboard to monitor execution and escalate bottlenecks quickly.

Track percent complete per task

Overdue tasks flagged automatically

Progress rollup by campaign phase

Status colors for quick view

The template simplifies coordination by letting you assign owners, note dependencies, and export task lists for each team member. It reduces overlap and clarifies who delivers what and when. Use it for internal teams or external vendor handoffs.

Assign owners to each task

Shows dependencies to avoid clashes

Export assignments to team sheets

Use for internal and client updates

The file is beginner-friendly: color-coded input cells, no macros, and built-in logic so non-Excel users can edit safely. Inline instructions guide every tab and formula. You don't need advanced Excel skills to run campaigns.

Color-coded input cells only

No macros or VBA needed

Instructions embedded in first tab

Quick start guide included

The plan exports cleanly to PDF and opens in Google Sheets for easy sharing with clients or partners. Print-friendly views and condensed reports are included for meetings. Use the files for presentations or handoffs.

Export to PDF for meetings

Open in Google Sheets instantly

Print-friendly layout for handouts

Share link-friendly format for clients

The workbook highlights the current week and shows weekly completion targets to keep teams focused. A completion guide lists must-do items for the week and a short checklist for handoffs. It's useful for weekly standups and client status calls.

Highlights current week automatically

Shows weekly task completion targets

Use as standup meeting agenda

Weekly recap export for stakeholders