Online Life Coaching
Marketing Plan

This Excel template includes a pre-written, fully customizable marketing plan you can edit for any coaching niche. It saves time with ready copy, editable sections, and modular tasks that fit your offer. Tailor messaging, timelines, and visuals without starting from scratch.

Fully editable sections and copy

Tailor to any coaching niche

Swap fonts and colors easily

Pre-filled examples included

The plan uses an Excel Gantt chart for clear timeline visualization and task sequencing. You'll see task bars, dependencies, and date ranges at a glance for better execution. The layout reduces confusion and speeds team alignment.

Visualize timelines at a glance

Drag-adjustable task bars

Shows dependencies and sequencing

Month and week views

The template ships with 30+ pre-built marketing actions covering email, social, webinars, partnerships, and referrals. Tasks are campaign-ready so you don't miss essential steps. Use, edit, or remove actions to match your strategy.

Email campaigns and funnels

Social posts and ads

Webinar and workshop setup

Referral and partner outreach

All start dates and durations are editable without breaking the plan's logic. Change a task length or move a start date and dependent tasks auto-adjust. That flexibility fits real-world delays and faster pivots.

Change start dates instantly

Adjust durations per task

Auto-reschedules dependent tasks

Keep plan logic intact

The template includes built-in progress tracking that shows percent complete, progress bars, and overdue flags. It highlights bottlenecks and gives a quick execution snapshot for status meetings. You can export progress snapshots for stakeholders.

Percent complete per task

Auto-highlights overdue tasks

Progress bars and summaries

Export progress snapshots

The plan makes team coordination simple: assign task owners, show dependencies, and surface blockers visually. That clarity reduces overlap and missed steps when multiple people execute a campaign. Use it for internal teams or contractors.

Assign tasks to teammates

Clear owner and due dates

Track dependencies and blockers

Reduce duplicate work

No Excel expertise needed-color-coded inputs, locked formula cells, and clear instructions guide users step-by-step. Built-in logic handles calculations so beginners won't break the plan. It's friendly for coaches who prefer practical tools over spreadsheets.

No formulas to edit

Simple color-coded inputs

Step-by-step usage hints

Works with Google Sheets

The template exports to PDF and copies to Google Sheets for easy sharing with teams or clients. Print-ready layouts make client proposals and internal briefs look polished. It fits remote work and in-person meetings alike.

Export as PDF quickly

Copy to Google Sheets

Print-ready layout included

Share with clients easily

The weekly highlight shows the current week and a completion guide that lists must-finish tasks. It creates a simple weekly checklist and visual progress for standups. Teams stay aligned on what to finish this week.

Current week highlighted automatically

Weekly completion checklist

Visual week-over-week progress

Email-ready weekly summary