Mystery Shopping
Marketing Plan

The template includes a pre-written marketing plan you can edit for any industry (retail, hospitality, restaurants, banking, auto). Swap wording, adjust pricing tiers, and personalize channels without rebuilding. Save hours on strategy and client proposals.

Editable messaging blocks

Plug-in pricing tier examples

Swap industry-specific copy easily

Pre-filled sample proposal

The Excel file uses a Gantt layout to show task timing, sequencing, and dependencies at a glance. See campaign phases, sales outreach, and trade-show prep on one timeline. One quick view replaces multiple docs.

Clear task start/end bars

Dependency lines show handoffs

Zoom by week or month

One-screen campaign overview

Includes 30+ ready tasks across channels: LinkedIn outreach, email drips, content, SEM setup, trade-show prep, and sales demos. Each action has a short brief and suggested duration so you don't miss steps. Use them as-is or tweak.

Email sequence templates

LinkedIn touch points

Trade-show checklist

SEM and landing tasks

Start dates and durations are fully editable; change a kickoff date and dependent tasks update. The logic keeps sequencing intact so you won't break the plan when schedules shift. Great for monthly subscription cadences.

Drag-adjust start dates

Change durations freely

Auto-shift dependent tasks

Fits monthly or quarterly plans

Built-in progress tracking shows percent complete, overdue flags, and visual completion bars. Use the summary row to see campaign health and quickly spot blockers. It's simple reporting for weekly reviews.

Percent-complete indicators

Overdue task alerts

Visual completion bars

Summary campaign health row

Assign tasks, show dependencies, and keep sales, account managers, and ops aligned with one source of truth. The plan reduces overlap and clarifies who owns each step. Teams run smoother and handoffs are cleaner.

Assignable owner fields

Clear handoff points

Reduces duplicate work

Ideal for account teams

Color-coded cells, dropdowns, and protected formulas mean no Excel skills are needed. Built-in instructions guide edits and prevent accidental formula breaks. A beginner can run the plan confidently.

Color-coded instruction cues

Protected formula cells

Simple dropdown selections

Step-by-step edit notes

Export to PDF or copy to Google Sheets for sharing with clients or execs; printable one-page summaries are included for meetings. The layout is presentation-ready for proposals and status updates.

PDF-ready summary page

Google Sheets compatible

Print-friendly layouts

Client-facing one-pager

Weekly highlight shows this week's priorities and a completion guide lists next steps for each owner. Use it in team huddles to focus follow-ups and keep subscription renewals on track. One sheet for weekly rhythm.

Current-week priority view

Owner completion checklist

Weekly handoff notes

Ready for huddles