Pool Technician
Marketing Plan

This pre-written plan gives step-by-step marketing actions tailored for pool technicians. It saves time, is fully editable in Excel, and adapts to any service area or audience. Change wording, timings, and priorities without breaking the plan.

Editable sections and copy

Swap channels and priorities easily

Quickly localize to service areas

Use for residential or commercial

The Excel Gantt chart shows tasks across a calendar for clear sequencing. Visual bars make campaign timing and overlaps obvious at a glance. It helps you spot resource conflicts and shift dates quickly.

Clear week-by-week bars

Color-coded task categories

Drag-adjustable start and end

Shows task dependencies simply

The template includes 30+ pre-built marketing actions for common pool service needs. Actions cover digital ads, local outreach, referrals, email, and on-site promotions. Use them as-is or edit to match your offers.

Email sequences for service reminders

Local SEO and Google Ads steps

Referral and HOA outreach actions

Seasonal promotion playbooks included

Timelines and task durations are fully editable and recalibrate across the Gantt automatically. Change start dates, shorten tasks, or extend campaigns without manual rework. The plan preserves sequence logic when you update dates.

Adjust start dates freely

Edit durations per task

Automatic chart recalculation

Keep dependencies intact

Built-in progress tracking shows percent complete for each task and overall campaign status. Overdue and at-risk tasks are highlighted so you act fast. Use the dashboard view to report weekly updates to stakeholders.

Percent-complete per task

Highlights overdue activities

Simple dashboard snapshot

Exportable status summaries

The template simplifies team coordination by letting you assign tasks and set dependencies in the Gantt. Technicians, sales, and admin see who does what and when. That reduces double work and missed steps.

Assign owners per task

Visible dependencies avoid clashes

Notes for handoffs included

Works for small teams

No Excel expertise required-colors and simple inputs guide edits. Built-in formulas handle dates and progress, so you don't write any code. A short guide explains where to type and what to change.

Color-coded editable cells

Built-in formulas do math

Step-by-step usage guide

Safe fields prevent accidental breaks

The plan is printable and easy to share as PDF or via cloud sheets. Export a one-page campaign snapshot for meetings or client proposals. Print posters for field teams or share editable files with managers.

Export to PDF easily

Works with Google Sheets

One-page summary for meetings

Print-ready Gantt pages

The weekly highlight shows current-week priorities and completion targets at a glance. A completion guide lists steps to finish each task this week. Use it to run quick Monday standups and client check-ins.

Current-week task highlight

Checklist to close tasks

Use for Monday standups

Client-facing weekly summary