Personal Finance App
Marketing Plan

This pre-written plan saves setup time and is fully editable in Excel. Swap copy, timings, and metrics to match any app or budget. It keeps structure while letting you customize messaging and KPIs.

Editable content sections

Swap copy and metrics easily

Industry-specific example included

Tailors to budgets and KPIs

The template uses a visual Gantt chart for clear timeline planning. You'll see task order, overlaps, and dependencies at a glance. That makes sequencing and deadline ownership obvious to the team.

Color-coded timeline view

Shows task dependencies

Weekly and monthly zoom levels

Adjust start dates visually

Includes 30+ ready marketing actions across paid, organic, PR, and retention channels. Each task has a short description and suggested owner to speed execution. Use them as-is or edit for your strategy.

Paid ads actions included

Organic content calendar tasks

PR and outreach steps

Onboarding and activation tasks

All start dates and durations are editable without breaking plan logic. Change campaign windows, shift launches, and the Gantt updates accordingly. That flexibility supports real-world delays and scope changes.

Adjust dates freely

Change durations per task

Auto-updates dependent tasks

Supports campaign rescheduling

The sheet shows percent-complete and flags overdue tasks for quick status checks. You can filter by owner or week to see execution gaps. It highlights blockers so you can reallocate resources fast.

Percent-complete indicators

Red flags for overdue tasks

Progress by owner view

Weekly status at-a-glance

Assign tasks, view dependencies, and reduce overlaps with a single shared sheet. Roles and due dates are visible so handoffs become smoother. That lowers missed deadlines and duplicated work.

Assign tasks to roles

Clear dependency lines

Avoid duplicated work

Shareable assignment notes

Designed for non-Excel users with color-coded cells and inline instructions. Built-in formulas run behind the scenes so you don't edit them. A beginner can update dates and owners in minutes.

No formulas to edit

Color-coded instruction cells

Simple input cells only

Inline how-to tips included

Export to PDF or open in Google Sheets for easy sharing and presentation. Print clean timelines or hand clients a one-page campaign summary. The layout is set for slides or status emails.

Export to PDF ready

Upload to Google Sheets

Printable one-page summary

Email-ready attachments

The template highlights the current week and shows weekly completion guidance for tasks. Use the weekly view for standups and to prioritize this week's wins. It keeps the team focused on immediate deliverables.

Current-week highlight strip

Completion checklist per week

Sprint-style weekly goals

End-of-week summary lines