Portable DNA Testing
Marketing Plan

This Excel template includes a pre-written marketing plan tailored to portable DNA testing. It's fully editable so you can change messaging, channels, and budgets. Save hours on strategy and client proposals.

Editable copy and role-specific tasks

Changeable channels and budget fields

Pre-built personas and messaging lines

Customizable for any business scale

The core view is a Gantt chart for timeline planning and task sequencing. It visualizes start dates, durations, and dependencies for field campaigns. That makes coordination and scheduling clear at a glance.

Visual timelines with dependencies marked

See overlap and critical paths

Drag-adjust dates without breaking logic

Color-coded phases for quick review

The template ships with 30+ pre-built marketing actions for field DNA services. Actions cover outreach, demos, partnerships, conferences, and client onboarding. Use them as-is or tweak to match your sales cycle.

Outreach emails and call scripts

Demo scheduling and logistics checklist

Trade show and conference tasks

Partner outreach and referral steps

All timelines and task durations are editable inside the Excel Gantt. Change start dates, shift durations, and the chart updates. The plan keeps logical sequencing so schedules remain intact.

Adjust start dates freely

Modify task lengths instantly

Recalculate dependent task dates automatically

Support campaign acceleration or delays

Progress tracking shows percent complete and status flags on every task. Overdue items highlight automatically and totals roll up by week. Use the tracker to spot bottlenecks and update clients quickly.

Percent-complete fields for each task

Auto-flag overdue and at-risk tasks

Weekly rollups for team visibility

Snapshot for stakeholder reporting

The template makes team roles and dependencies explicit for each task. Assign owners, set handoffs, and remove scheduling overlaps. That reduces misunderstandings during rapid field operations.

Assign owners to every task

Clear handoffs and dependency markers

Avoids duplicate work and gaps

Ideal for small mobile teams

No Excel skills needed: cells are color-coded and instructions appear inline. Built-in formulas handle dates, percent complete, and summaries. Non-experts can run the plan without breaking it.

Color-coded editable cells guide users

Inline help notes explain fields

Protected formulas prevent accidental edits

Beginner-friendly layout and instructions

The plan exports cleanly to PDF and prints for board or client packets. It also opens easily in cloud sheets for collaboration. Use the printed version in meetings or send shareable links.

PDF-ready reports for meetings

Cloud-friendly for online collaboration

Printable one-page campaign summary

Share links with stakeholders easily

A weekly highlight view shows current tasks and upcoming deliverables for the active week. Completion guides list required approvals and next steps per task. Teams use it to run weekly standups and client updates.

See this week's priorities quickly

Completion checklist for each task

Notes for approvals and handoffs

Use in weekly standups and calls