Merchant Services
Marketing Plan

The template includes a pre-written, fully customizable marketing plan tailored for merchant services and payments. It saves time with done-for-you copy, editable tactics, and modular sections you can adapt to any product or market. Change wording, reorder sections, or swap tactics without breaking the structure.

Editable headings and copy blocks

Swap tactics by channel quickly

Modular sections for any product

Pre-filled examples for fast setup

The Excel file uses a horizontal Gantt chart for clear timeline visualization and task sequencing. You'll see campaign phases, dependencies, and milestones on one timeline so teams know what's next. The visual layout reduces missed dates and clarifies handoffs.

Week-by-week timeline view

Shows task dependencies visually

Milestones highlighted for quick scan

Zoom to weeks or months

The template ships with 30+ pre-built marketing actions specific to merchant services: partner outreach, demo campaigns, paid search, content, email onboarding, and trade promotions. These ready tasks prevent gaps and speed planning for typical launches and promotions. Use them as-is or edit to match your playbook.

Partner outreach sequences included

Paid search and SEM tasks

Email nurture and onboarding flows

Content and thought-leadership items

All start dates and task durations are editable in Excel so you can shift campaigns without redoing the plan. Durations auto-adjust based on dependencies, keeping your critical path intact. Change a launch date and downstream tasks move with it.

Adjust start dates easily

Durations auto-recalculate with dependencies

Slide launches without breaking logic

Set task lead and lag times

The template has built-in progress tracking that shows percent complete, overdue flags, and a visual completion bar for each task. Formulas update status automatically as you enter progress, so managers see execution at a glance. Overdue items are highlighted for quick follow-up.

Percent-complete per task

Overdue tasks flagged automatically

Visual progress bars per phase

Summary of percent complete

Assign tasks, clarify owners, and map dependencies so teams avoid overlap and missed work. The Gantt view plus owner columns make handoffs explicit, and the progress tracker shows who's falling behind. Use it in weekly standups to keep everyone on the same page.

Assign owners by task

Clear handoffs and dependencies

Reduces duplicate work

Use in weekly standups

The sheet is beginner-friendly with color-coded cells, clear instructions, and locked formulas to prevent accidental edits. No advanced Excel skills needed-drop-downs and simple input cells let anyone update timelines and statuses. A short instructions tab walks new users through setup.

Color-coded editable cells

Locked formulas prevent errors

Drop-downs for quick updates

Step-by-step instructions tab

Export printable PDF views and copy to Google Sheets for sharing with clients or internal teams. The template includes presentation-ready views and a one-page summary you can hand to stakeholders. Print layouts are pre-formatted for neat, client-facing reports.

PDF-ready summary pages

Google Sheets compatible export

One-page executive summary

Print-ready layout included

The weekly highlight panel shows the current week, key priorities, and tasks due, plus a simple completion guide for what to close each week. Use it to run concise weekly reviews and ensure the next steps are clear. The guide helps shift focus from status to action.

Current-week priorities visible

Tasks due this week listed

Quick completion checklist

Use for concise weekly reviews