Phlebotomy Training Program
Marketing Plan

This file includes a pre-written, fully editable marketing plan tailored to a phlebotomy certification course. It saves time by providing copy, timelines, and channel tactics you can tweak. Change language, add offers, and tailor to your local market.

Editable copy for emails and ads

Swap channels to match budget

Adjust messaging for local partners

Use with school or corporate offers

The timeline uses a visual Gantt chart so you can see campaign sequencing at a glance. Bars show start, duration, and dependencies for each task. It makes launch dates and overlaps obvious for busy teams.

Clear timeline bars and dependencies

Zoom between weeks and months

See task overlaps instantly

Identify critical path quickly

Template ships with 30+ actionable marketing tasks scoped for phlebotomy programs. Tasks cover digital ads, outreach, events, partnerships, and enrollment follow-up. Use them as-is or prune to match your budget.

Digital ads and landing pages

Open houses and info sessions

Partner outreach and referrals

Email nurture and retargeting flows

Every start date and duration is editable without breaking formulas or the Gantt layout. Shift cohorts, compress pre-launch weeks, or extend follow-ups and the chart updates. Keep timelines realistic for instructor availability.

Change dates with one cell

Adjust durations per resource

Auto-update dependent tasks

Works with rolling cohorts

The sheet shows percentage complete and flags overdue tasks automatically. Progress rollups give a cohort-level completion view so you know what's blocking launch. Use it to run weekly standups and chase owners.

Percent-complete per task

Overdue tasks highlighted red

Cohort rollup progress view

Progress drives next-step alerts

Assign tasks, set owners, and show dependencies so instructors, admissions, and marketers stay in sync. The template reduces duplicated work and missed steps during fast-paced cohort launches. It's built for small teams running repeated intakes.

Assign owners per task

Show handoffs and blockers

Prevent duplicated outreach efforts

Coordinate instructors and admissions

The template uses color-coded cells, on-sheet instructions, and protected formulas so anyone can edit safely. No advanced Excel skills needed-update dates, owners, or copy and the plan adapts. It's friendly for admissions staff and managers.

Color-coding guides every edit

Protected formulas prevent breaks

Inline instructions by section

Beginner-friendly layout and flow

Export clean PDF summaries or share editable Google Sheets with partners and staff. Print a one-page campaign brief for meetings or attach the Gantt export to proposals. It's formatted for easy client or employer presentation.

One-page PDF campaign brief

Google Sheets sharing ready

Printable Gantt for meetings

Client-ready export options

The template includes a weekly highlight panel that shows current-week priorities and a completion guide for the cohort. Use it to brief staff each Monday and to track must‑do items before enrollment opens. It keeps focus on what matters now.

Current-week priority summary

Must-do checklist before launch

Visual week-to-week changes

Use for Monday briefings