Plumbing Service
Marketing Plan

This template includes a pre-written, fully editable marketing plan in Excel. It saves setup time and lets you tailor messaging, channels, and timing. Edit copy, reorder steps, or swap channels quickly.

Pre-written marketing sections included

Fully editable in Excel sheets

Tailor messages and channels

Reorder tasks easily

The plan uses a visual Gantt chart layout for active timeline planning. You see start dates, durations, and task overlap at a glance. It clarifies sequencing so teams hit deadlines reliably.

Visual timeline for every task

See overlaps and dependencies clearly

Color-coded phases and task bars

Adjust dates without breaking links

Includes 30+ ready-made marketing actions tailored for plumbing services. Tasks cover digital ads, SEO, local outreach, email, and community tactics. Use them as-is or tweak for local priorities.

Digital ads ready to run

Local SEO tasks pre-written

Email and nurture sequences included

Community outreach and partnerships listed

All timelines and task durations are fully editable in the Excel file. Change start dates, extend durations, or compress phases without breaking formulas. The plan re-calculates dates automatically for you.

Adjust start dates easily

Extend or shorten task durations

Automatic date recalculation

Maintains logical task sequencing

Built-in progress tracking shows percent complete per task and project-level status. It flags overdue items and highlights upcoming priorities. Use the tracker to run weekly standups and client updates.

Percent complete visible per task

Overdue tasks automatically highlighted

Project-level progress summary included

Use for weekly standups

The template makes task ownership and dependencies clear for small teams. Assign tasks, watch handoffs, and avoid duplicated work across techs or marketers. It reduces confusion during busy service weeks.

Assign tasks to team members

Clear dependencies reduce overlaps

Improves technician and marketer alignment

Supports handoffs and follow-ups

No advanced Excel skills needed-beginners can use the template. Color-coded cells, dropdowns, and built-in logic guide edits and prevent errors. Instructions are inline so you won't break the plan.

Color-coded editable cells guide edits

Dropdowns prevent common entry errors

Inline instructions for every section

No formulas to edit manually

Export reports to PDF or share editable sheets with your team or client. The Gantt prints clearly for meetings and can be posted to shared drives. You can present timelines on one page.

Exportable to PDF for meetings

Share editable sheets with team

Print-ready Gantt for presentations

Compact one-page timeline view

The weekly highlight shows current-week priorities and completed tasks at a glance. A completion guide lists steps to finish active campaigns each week. Use it to focus the crew and reduce churn.

Current-week priorities highlighted

Completed tasks summarized weekly

Step-by-step weekly completion checklist

Keeps crew focused on goals