Orthopedic Clinic
Marketing Plan

The template includes a pre-written, fully customizable marketing plan tailored for orthopedic clinics and spine centers. You can edit copy, channels, and timelines to match your services and budget. Use it as your proposal or operations playbook.

Editable copy and sections

Clinic-specific examples included

Adjustable for any budget

Keeps proposal formatting consistent

The Excel file uses a Gantt chart layout for visual timeline planning and task sequencing. Bars, dependencies, and color codes show what runs when and who owns it. See campaign overlaps at a glance.

Color-coded timeline bars

Dependencies show task order

Quickly spot timing conflicts

Zoom to week or month

Template ships with 30+ ready marketing actions tailored to clinics: referral outreach, local SEO, paid ads, events, and patient testimonials. Each action has a short objective and suggested start date. Save hours of task creation.

Referral outreach sequences

Local SEO checklist included

Social ad templates ready

Patient testimonial scripts included

All start dates and durations are editable without breaking the chart logic or dependencies. Shift a launch date and downstream tasks move automatically. Make realistic timelines for surgeons, PTs, and admin staff.

Drag dates without errors

Change durations in seconds

Respects task dependencies

Works across campaign phases

Built-in progress tracking shows percent complete, overdue items, and traffic-light status indicators for each action. Dashboard numbers update from individual task entries so you always see program health. You'll defintely cut needless status meetings.

Percent-complete per task

Overdue items clearly flagged

Dashboard aggregates program health

Automated status color codes

Assign tasks to staff, add dependencies, and export responsibility views for each team member. The plan reduces overlap between clinicians, admin, and marketing so tasks hand off cleanly. Keep everyone focused on the next deliverable.

Assignable task owner field

Printable owner-specific views

Clear handoff and dependencies

Reduces duplicate work

The template uses color-coded cells, dropdowns, and protected formulas so you don't need Excel skills to run it. Instructions are embedded on-sheet and formulas update automatically. Beginners can update timelines and senior staff can review results.

No formula editing needed

Built-in cell guides

Protected core logic

Simple dropdown controls

Export to PDF or copy to Google Sheets for easy sharing with partners, board members, or referring doctors. Print-ready views for presentations and one-page summaries are included. Use the file for client or leadership meetings.

PDF export friendly

Google Sheets compatible

Print-ready summary pages

One-page executive view

Weekly highlight shows current-week priorities and a completion guide lists what must finish this week for the campaign to stay on track. Use the checklist in standups and delegate follow-ups. It keeps week-to-week momentum steady.

Current-week priority highlight

Week-by-week completion checks

Standup-ready checklist included

Flags blockers for follow-up