Private Counseling
Marketing Plan

This template ships with fully written marketing content you can edit-outreach copy, email sequences, and outreach workflows; it saves setup time and lets you tailor tone, channels, and schedules for any private counseling model; swap language, pricing, or audiences in minutes.

Editable outreach scripts included

defintely saves setup hours

Swap messaging for any audience

Tailor pricing and session types

The main sheet is a Gantt chart (visual timeline) that maps tasks across weeks and months for clear sequencing; it shows dependencies, start/end dates, and milestone markers so you can see overlaps and bottlenecks at a glance.

Visual timeline for campaign tasks

Shows task dependencies clearly

Click-edit start and end dates

Color-coded campaign phases

Includes 30+ ready tasks spanning SEO, SEM, local referrals, content, email nurture, and employer outreach so you won't miss key steps; each action has suggested timing and ownership for counseling practices; use them as-is or adapt to your strategy.

SEO checklist for therapist pages

Paid search ad templates included

Local referral outreach scripts

Email nurture sequence outlines

Every task's start date and duration are editable so you can shift a launch or compress a campaign without breaking the plan; built-in formulas keep dependent tasks aligned when you move dates, preserving schedule logic.

Shift campaigns without breaking dates

Set realistic task lead times

Auto-adjust dependent task dates

Supports single- and multi-week sprints

The template tracks task completion percentages (progress) and colors overdue items so you see execution at a glance; summary rows show campaign-level percent complete and highlight slippage for quick corrective action during weekly reviews.

Completion percentages per task

Overdue tasks are auto-highlighted

Campaign-level progress summary row

Exportable snapshot for execs

Assign owners to tasks, add notes for handoffs, and use dependencies to prevent work collisions; the result is clearer roles for intake staff, clinicians, and marketing so fewer tasks fall through the cracks.

Assignable owner per task

Clear dependencies reduce overlaps

Notes column for handoffs

Weekly owner reminders

The file uses color-coded editable cells and locked formula areas so you don't need Excel skills to use it; inline help notes explain each sheet and common edits, letting anyone on your team update the plan safely.

Color-coded, user-friendly cells

Built-in help notes per sheet

No formula editing required

Works with basic Excel skills

The template includes print-ready views and export guidance for PDF or Google Sheets so you can share campaign plans with clinicians, partners, or HR; use the one-page summary for meetings or client pitches.

Print-ready one-page summary

PDF export instructions included

Google Sheets import guidance

Slide-friendly campaign snapshot

A weekly highlight bar shows tasks due this week and a short completion guide lists must-finish items and owners so your Monday standup or Friday closeout is fast and focused; use it to keep clinicians and admin aligned on deadlines.

Week-focused task highlights

Checklist for weekly closeout

Standup-ready summary line

Flag high-priority items