Personal Finance Coaching
Marketing Plan

This template ships with a pre-written, fully customizable marketing plan in Excel that saves setup time. You can edit copy, tasks, and timelines to fit coaching, workshops, or online courses. It's built so you adapt tone and channels fast.

Templates for campaigns and touchpoints

Customizable copy and task lists

Tailor fonts, colors, layout

Works for workshops and webinars

The plan uses a Gantt chart layout for clear timeline visualization and task sequencing. You'll see start dates, durations, and dependencies at a glance so scheduling conflicts stand out. The visual view helps you plan launch phases and promotions.

Visual timeline of tasks

Shows dependencies and sequencing

Detects scheduling gaps quickly

Zoom by week or month

The file includes 30+ pre-built marketing actions across email, social, webinars, partnerships, and events. These ready tasks reduce planning friction and ensure critical steps aren't missed in client acquisition campaigns. You can prune or expand actions per channel.

Email sequences and lead magnets

Social posts and ad campaigns

Webinars, workshops, free events

Partnership and referal tasks

All start dates and task durations are editable so you adjust schedules without breaking plan logic. Change a launch date and dependent tasks auto-update to keep sequencing intact. That flexibility handles delays or faster rollouts.

Change start dates easily

Adjust durations per task

Auto-updates dependent tasks

Works for campaign delays

The template shows task completion percentages and progress bars to track execution. It highlights overdue or at-risk tasks so you can act fast. This makes weekly reviews and performance checks straightforward.

Progress bars per task

Percent complete auto-calculated

Highlights overdue tasks

Filters for behind-schedule items

Assign owners, set due dates, and surface dependencies to reduce overlaps and miscommunication. The plan clarifies who does what and when, so small teams or contractors stay aligned. Use it for remote teams and client-facing coordination.

Assign tasks to team members

Clear owner and due dates

Avoids duplicate work

Use for remote or in-person teams

The workbook uses color-coded, editable cells and protected formulas so no advanced Excel skills are needed. Built-in logic prevents accidental formula breaks and the layout guides your edits. New users can update plans without heavy training.

Color-coded, easy-to-edit cells

Protected formulas prevent errors

Step-by-step usage notes included

No advanced Excel skills needed

The template exports cleanly to PDF and is easy to share with stakeholders or clients. It's formatted for print-ready pages and for quick screen sharing during meetings. That makes reporting campaign plans simple.

Export to PDF for sharing

Copy to Google Sheets easily

Client-ready one-page summary

Print-friendly layout and legends

A weekly highlight and completion guide shows the current week's priorities and a completion checklist to run standups. It gives a quick view of progress and next actions so teams stay aligned between meetings. Use it for Friday reviews and Monday planning.

Current-week highlight at top

Weekly completion checklist included

Quick view of priorities

Use for standups and reviews