Payment Gateway
Marketing Plan

This file includes a pre-written, fully editable marketing plan you can tailor to any payment product. It saves time by giving ready copy, sections, and task structure you can adapt. Change wording, order, or scope to match your business.

Ready marketing copy and sections

Easily edit wording and structure

Apply to any payments product

Reduce proposal and planning time

The template uses an Excel Gantt chart so you can see timelines and task overlaps at a glance. Dates, task bars, and dependencies make sequencing obvious and reduce scheduling conflicts. Visual layout speeds approvals and status reviews.

Timeline bars show task sequencing

Dependencies prevent scheduling mistakes

Month and week views included

Instant visual status for stakeholders

Template includes 30+ ready marketing actions spanning acquisition, retention, ads, content, and partnerships. Each action is paired with suggested timing and owner so nothing critical is missed. You can add or remove actions as needed.

Channel-ready tasks and descriptions

Covers ads, content, and email

Includes partner and launch tasks

Drop-in actions save setup time

Start dates and task lengths are fully editable without breaking the plan's formulas or chart logic. Drag or change dates and the Gantt updates automatically so the sequence stays correct. This keeps the plan flexible for real-world shifts.

Change start dates freely

Adjust durations with intact logic

Auto-updates Gantt bars

Flexible for campaign shifts

Progress fields show percent complete and flag overdue tasks so you can spot slippage fast. The template highlights delayed work and calculates overall campaign progress automatically. Use it for weekly check-ins and executive summaries.

Percent complete per task

Overdue tasks visibly highlighted

Campaign progress auto-calculated

Use for weekly check-ins

Assign tasks, mark owners, and show dependencies so teams know who does what and when. Clear task ownership cuts overlaps and miscommunication during launches. It's designed for small product, growth, and ops teams working together.

Assignable owners per task

Clear task dependency mapping

Reduces duplicate work

Keeps cross-team timelines synced

The sheet is color-coded with guided inputs and protected formulas so anyone can edit without breaking logic. Users enter dates, owners, and notes in plain cells; complex calculations run behind the scenes. No advanced Excel skills needed.

Color-coded editable cells

Protected formulas behind the scenes

Plain inputs for dates and owners

Beginner-friendly instructions included

Export ready: print-friendly layouts and PDF export make presenting to teams and clients easy. The file also opens in most cloud spreadsheet tools for remote collaboration. Use the printable timeline for meetings and status decks.

Print-optimized Gantt view

Export to PDF for sharing

Cloud sheet compatible for collaboration

Includes presentation-ready timeline pages

The template includes a weekly highlight row and a completion guide to show current priorities and recent wins. It surfaces the week's top tasks and completion checklist so standups are focused. Use it to keep sprints on track.

Current-week priorities highlighted

Completion checklist per sprint

Use in standups and reviews

Focuses team on top tasks