Medical Practice
Marketing Plan

You need ready marketing content that saves time and reads like a pro. The template includes pre-written copy blocks and editable sections so you tailor messages to any specialty or audience. Edit copy and timelines instantly.

Editable headlines and patient messages

Turnkey email and outreach scripts

Customizable for any clinic size

Swap sections for your brand

You want to see campaign timing at a glance and avoid overlap. The Excel Gantt layout visually sequences tasks, shows dependencies, and highlights resource load so planning feels simple. See the whole quarter at once.

Weekly-to-quarter timeline view

Color-coded task sequencing

Shows task dependencies clearly

Prints as timeline snapshot

You don't want to invent tasks from scratch-use proven actions instead. The template ships with 30+ clinic-specific tasks across local search, referrals, email, events, and paid ads so nothing vital is missed. 30+ tasks ready to assign.

Local SEO checklist included

Patient referral outreach steps

Email nurture sequences mapped

Community event checklist included

You must adjust dates when priorities shift without breaking the plan. All start dates and durations are editable; formulas keep downstream dates consistent so dependencies remain intact. Drag dates or type start weeks.

Change start dates freely

Durations auto-recalculate downstream

Maintain dependency logic automatically

Adjust for staff availability

You need quick status without manual updates. The sheet calculates percent complete, flags overdue tasks, and shows a visual progress bar so you spot slippage fast. Progress updates auto-calc.

Percent-complete auto-calculated

Overdue tasks turn red

Visual progress bars per task

Summary of weekly completion

You want fewer meetings and clearer ownership. Assign tasks to team members, show dependencies, and export owner views so everyone knows next steps and deadlines. Everyone knows who does what.

Owner field per task

Dependency notes reduce overlap

Export owner-specific views

Reduces duplicate work

You're not hiring an analyst to run this file; it's made for non-Excel users. Color-coded editable cells and hidden formulas prevent accidental breaks, so beginners can update tasks safely. No Excel skill needed-defintely safe.

Color-coded editable cells

Formulas hidden for safety

Simple instructions on-sheet

No macros or add-ins required

You'll share plans with staff and leadership without fuss. Export to PDF, save a Google Sheets copy, or print a clean timeline for meetings so the plan travels with your team. Share with staff or board easily.

Print-ready one-page timeline

Export as PDF or XLSX

Google Sheets friendly export

Handout-ready for meetings

You need focus each week to keep campaigns moving. The template highlights the current week, shows today's priorities, and includes a simple completion guide so teams know what to finish next. Weekly focus and done checklist.

Current-week tasks highlighted

Today's priorities shown clearly

Checklist for task completion

Quick notes for handoffs