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Marketing Plan

The template contains pre-written copy, task lists, and channel strategies you can edit. It saves time and ensures consistent messaging across campaigns. Tailor sections, headlines, and budgets to your local market.

Pre-written copy and task lists

Fully editable in Excel

Tailor headlines and budgets easily

Saves hours on planning

The Excel Gantt chart shows tasks across weeks with bars, dependencies, and color codes. It makes timelines and sequencing visible at a glance. Use it to align weekly execution and handoffs.

Visualize timelines and dependencies

Color-coded for clarity

Zoom to week or month

Drag to adjust dates

Includes 30+ ready marketing actions covering referrals, local ads, content, events, and partnership outreach. Actions are grouped by channel and include suggested durations and owners. Use them to avoid missing steps in campaign planning.

30+ channel-specific marketing actions

Referral scripts included

Local ad templates ready

Event and outreach tasks listed

All start dates and task durations are fully editable without breaking plan logic. Built-in formulas update the Gantt when you change dates so sequencing stays correct. You can compress or extend campaigns quickly.

Change start dates freely

Adjust task durations easily

Formulas preserve plan logic

Compress or extend campaigns

The template shows task completion percentages and progress bars for each item. It instantly flags overdue tasks and highlights upcoming work. Use the status view to run crisp weekly reviews.

Completion percentages visible

Overdue tasks highlighted

Progress bars per task

Dashboard for quick status

Assign owners, set dependencies, and view who does what each day in the Gantt. That clarity reduces overlaps and miscommunication between marketing, sales, and operations. It keeps teams aligned on campaign milestones.

Assign tasks to team members

Clear dependency lines

Reduce task overlaps

Sync marketing and operations

Designed for non-Excel users with color-coded cells, dropdowns, and on-sheet prompts. Built-in formulas handle dates and percentages so you don't write formulas. Simple instructions explain every sheet.

No formulas to write

Color-coded editable cells

Simple dropdown menus

On-sheet instructions provided

Export clean PDFs for proposals and print one-page timelines for meetings. The file opens in Google Sheets with basic formatting preserved and prints correctly from Excel. Use exports for client handoffs and board reviews.

Export to PDF easily

Print meeting-ready timelines

Open in Google Sheets

Client-ready one-page summaries

The weekly view highlights current-week tasks and their completion status for fast check-ins. The guide lists priorities to finish and next-week handoffs. Use it to keep short, focused weekly meetings.

Current week tasks highlighted

Weekly priority checklist

Track completions visually

Guide next-week handoffs