Payment Processing
Marketing Plan

Pre-written plan sections save time by providing ready copy, tasks, and suggested metrics. Every section is fully editable so you can tailor messaging, channels, and budgets to any business. Change wording, timings, or scope and keep formulas intact.

Ready-to-edit sections

Adjust copy and messaging

Swap channels easily

Keeps underlying formulas safe

The template uses an Excel Gantt chart to show task timing, overlaps, and handoffs at a glance. Bars and dates update when you edit start dates so sequencing stays accurate. It's ideal for payment promotions that need tight cross-team coordination.

Visual timeline clarity

Shows overlaps and handoffs

Auto-updating date bars

Sequence critical tasks

Includes 30+ pre-built marketing actions across email, ads, content, PR, and partnerships tailored for payment product campaigns. Each action lists a suggested owner, duration, and a simple success metric so nothing is missed. Use them as-is or swap in your own tasks.

Channel-diverse task list

Owner and metric suggested

Ready for immediate use

Covers launch to follow-up

All start dates and task durations are editable so you adapt plans to product freezes, holidays, or staffing changes. Changing a date shifts dependent tasks automatically without breaking formulas. That keeps the plan truthful during live campaigns.

Change dates safely

Adjust durations quickly

Dependencies update automatically

Fits real-world schedules

Built-in progress tracking shows percent complete, overdue flags, and a live completion column to surface at-risk tasks. Progress aggregates to weekly and campaign summaries for quick status checks. Color cues highlight bottlenecks instantly.

Percent-complete view

Overdue task flags

Weekly progress roll-up

Visual bottleneck cues

The template simplifies team coordination by letting you assign owners, set dependencies, and list deliverables inline. Everyone sees who does what and when, which reduces duplicated work and handoff delays. It's built for cross-functional campaigns with ops, finance, and marketing.

Assign owners clearly

Dependencies prevent clashes

Single source of truth

Reduces duplicated work

No Excel skills needed: color-coded editable cells, protected formulas, and in-sheet notes guide edits step-by-step. You change dates and owners without touching formulas, so beginners can update the plan safely. It's made for teams, not spreadsheet experts.

Color-coded guidance

Protected formulas included

Inline edit notes

Beginner-friendly layout

Export-ready views print cleanly and export to PDF or Google Sheets for sharing with stakeholders. The layout fits presentation slides and one-pagers so teams or clients see a tidy snapshot. Use the printable Gantt for standups or reviews.

PDF and Sheets export

Print-friendly Gantt view

Slide-ready snapshots

Shareable status pages

Weekly highlight surfaces this week's priorities and a completion guide defines what "done" means for each task. The guide speeds reviews and keeps weekly standups focused on blockers. Use highlights for weekly reporting and approvals.

This-week priorities shown

Defines task completion

Speeds approval decisions

Use for weekly standups