Tea Room
Marketing Plan

This template includes a pre-written, fully editable marketing plan tailored for tea rooms; it saves hours by giving you ready messaging, channels, and campaign outlines. You can rewrite copy, swap channels, and adjust goals to match your menu and neighborhood. It's a starting plan you can make yours in under an hour.

Ready sections for promos and events

Editable messaging and campaign goals

Swap channels to match customers

Saves hours versus blank document

The main sheet is an Excel Gantt chart that maps campaigns and tasks across weeks so you can see sequencing and overlaps at a glance. Dependencies and task bars make handoffs and busy periods obvious. Change a start date and the chart updates automatically.

Visual task bars by week

Shows overlaps and dependencies clearly

Automatic date-based bar updates

See campaign timing instantly

The workbook ships with 30+ pre-built marketing actions focused on local outreach, social content, events, and direct promos to drive covers and repeat visits. Tasks include email flows, community events, tasting nights, menu pushes, and POS offers. You'll avoid common misses and get a full quarter of activity ideas.

Email, social, and PR tasks

Event and tasting night ideas

POS and in-store promos

Local partnerships and outreach tasks

All timelines and task durations are editable so you can shift campaigns for seasonality, staffing, or special menus without breaking the plan's logic. Change start dates or task lengths and linked dates recalc via built-in formulas. This keeps your calendar realistic and flexible.

Adjust start dates easily

Change durations without breaking

Built-in formulas recalc dates

Fit campaigns to staffing levels

The template includes progress tracking (percent complete) and color-coded status so you instantly see what's done, in progress, or overdue. Overdue items flag visually, and summary bars show weekly completion. Use it for weekly ops checks and owner reviews.

Percent-complete at task level

Color flags overdue tasks

Weekly completion summary bar

Instant visual execution status

Assign owners, set dependencies, and add quick notes so staff know who does what and when; the plan reduces task overlap and miscommunication during service shifts. Use the owner column as a single source of truth for weekly duties. It's built for small teams and rotating schedules.

Assign task owner easily

Clear dependencies reduce overlap

Notes for handoffs and shifts

Works with rotating staff schedules

Designed for non-Excel users: color-coded cells, dropdowns, and locked formulas make the template safe to edit without formula knowledge. An instructions sheet walks you step-by-step, and common edits are a few clicks. No spreadsheet skills needed to run weekly.

Color-coded editable cells

Dropdowns for quick status updates

Locked formulas protect logic

Step-by-step instruction sheet

The template is print-ready and exportable to PDF, and it's compatible with Google Sheets for sharing with partners or staff. Print-friendly views make meeting decks and staff boards simple. Email or hand out weekly plans to keep everyone aligned.

Export to PDF easily

Google Sheets compatible for sharing

Print-friendly meeting views

Share weekly agendas by email

The weekly highlight view shows current-week tasks, top priorities, and completion guides so you focus on what moves covers and revenue now. A one-page checklist highlights must-do items and quick wins for the week. Use it for opening briefings and owner reviews.

Current-week priority checklist

One-page quick-win view

Completion steps for each task

Use for daily opening briefings