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Marketing Plan

This Excel file includes a pre-written, fully editable marketing plan tailored for long-term care operators. It saves time by supplying copy, task sequencing, and measurable milestones you can adjust. Edit language, dates, and channels to match your facility's tone and goals.

Editable sections and sample copy

Swap wording to match branding

Adjust budgets and channel mix

Use for multiple campaign types

The template uses a visual Gantt chart so you see start dates, durations, and task overlaps at a glance. Bars and color codes make sequencing and dependencies clear for campaigns and open houses. The visual layout reduces scheduling errors and keeps deadlines visible to the team.

Visual timeline for every task

Shows overlaps and dependencies

Color-coded by campaign or owner

Zoom to week or month

Includes 30+ pre-built marketing actions covering digital, referral, event, and local media tactics relevant to senior living. Tasks include virtual tours, referral outreach, targeted ads, community events, and print collateral preparation. You can add or remove actions to match your market.

Digital ads and landing pages

Referral scripts and outreach tasks

Open house and event checklists

Print and local media stepps

All timelines and task durations are editable so you can shift dates without breaking the plan. Change a campaign start, extend prep time, or compress tasks for faster launches while dependencies update visually. This keeps the plan flexible for staffing and seasonal demand.

Drag dates to reschedule easily

Adjust durations per resource limits

Dependencies update automatically on change

Fit launches to staffing windows

Built-in progress tracking shows percent complete for each task and highlights overdue items in color. A status column and simple formulas roll up campaign completion, so you see progress at a glance. Use the tracker for weekly reviews and fast follow-ups.

Percent complete per task

Auto-flag overdue activities

Campaign roll-up status view

Simple progress formulas included

Assign tasks to team members and make dependencies explicit so work doesn't overlap. The template clarifies who owns each step and when they must finish, cutting miscommunication. That makes tours, admissions outreach, and events run smoother.

Assign owners per task

Clear start and due dates

Shows who blocks who

Reduces duplicate work

You don't need Excel skills to use this file. Color-coded input cells, dropdowns, and locked formulas guide edits while protecting structure. Navigation notes and an instructions sheet get new users started in minutes.

Color-coded editable cells

Dropdowns speed common selections

Locked formulas prevent accidental edits

Quick start instructions included

Export to PDF or print clean campaign timelines and executive summaries for meetings or family briefings. The layout also copies into Google Sheets for remote collaboration. Use printable sheets for admission teams and referral partners.

Export clean PDFs for meetings

Print-ready campaign one-pagers

Google Sheets compatible export

Share with partners and families

A weekly highlight view shows the current week's priorities and recently completed tasks so your team focuses on what matters now. The completion guide lists required steps to close a campaign and capture leads. Use it during Monday standups or admission huddles.

Current week priority snapshot

Completed tasks for quick review

Checklist to close campaigns

Use in Monday standups