Online Therapy Marketing Plan

You get a pre-written, fully editable marketing plan tailored to online therapy. Edit copy, channels, budgets, and KPIs directly in Excel to match your program. Saves setup time so you can start campaigns this week.

Editable session acquisition scripts

Prebuilt patient journey map

Swap channels and copy

Adjust budgets and KPIs

The template uses a clear Gantt (timeline) layout to show week-by-week tasks, dependencies, and milestones. You see overlaps and critical paths at a glance, so sequencing is obvious. Plan visually, execute faster.

Weekly timeline view

Dependency links between tasks

Color-coded campaign lanes

Milestones and launch dates

Includes 30+ ready actions covering SEO, paid ads, email, content, referrals, and partnerships for therapy providers. Each action lists owner, assets needed, and estimated duration so you don't miss steps. Toggle actions on or off to fit your strategy.

SEO: service pages checklist

PPC: ad copy templates

Email sequences for onboarding

Partnership outreach scripts

All start dates and task lengths are editable without breaking dependencies or formulas. Change a launch date and related tasks shift automatically so timelines stay consistent. Adjust timing in seconds to match real-world delays.

Drag-and-fill Excel dates

Change durations per task

Auto-shift dependent tasks

Set campaign launch date

Built-in progress shows percent complete, overdue flags, and a simple dashboard inside Excel. You can filter by owner or channel and spot blockers before they delay launches. See what's late at a glance.

Percent complete per task

Red flags overdue tasks

Dashboard summary snapshot

Filter by owner or channel

Assign owners, add notes, and export owner-specific views so marketers, ops, and clinicians know responsibilities. Clear dependencies reduce handoff errors and duplicate work. Keep teams aligned during weekly reviews.

Owner column for each task

Clear handoff dependencies

Exportable owner-specific views

Notes column for instructions

Designed for non-Excel users: color-coded editable cells, dropdowns, and protected formulas guide what to edit. Inline tips explain fields and workflows so you won't break logic. You don't need to be an Excel pro.

Color-coded editable cells

Pre-set dropdowns and lists

Protected formula cells

Inline usage tips

Template includes print-ready summary pages and easy PDF export for stakeholder updates or client pitches. It opens in Excel and Google Sheets for live collaboration. Send a PDF or share a live sheet.

Print-optimized summary view

Export to PDF easily

Google Sheets compatble

Client-ready presentation pages

Weekly highlight view shows current-week priorities and a completion checklist for finished tasks. The guide lists next actions and known blockers for efficient standups and reviews. Run efficient weekly check-ins.

Current week activity board

Completed task roll-up

Next actions checklist

Blockers and mitigation steps