Wellness Subscription Box
Marketing Plan

This template includes a complete, pre-written marketing plan in Excel that you can edit end-to-end. It saves hours of setup, keeps messaging consistent, and adapts to any wellness product or audience. Edit copy, swap channels, and tailor budgets in minutes.

Editable campaign copy blocks

Swap channels and audiences

Adjust budgets and CAC targets

Reusable for monthly themes

The plan uses an Excel Gantt chart to show tasks across a timeline for clear sequencing. You'll see dependencies, overlaps, and launch windows at a glance, so execution stays on schedule. The visual layout helps prioritize what to do this week.

Timeline view for every task

Shows dependencies and overlaps

Color-coded launch phases

Zoom from week to month

Includes 30+ ready marketing actions covering acquisition, retention, content, and partnerships tailored to wellness boxes. Tasks include ad sets, influencer outreach, email flows, content calendar items, and PR pitches. Use them as-is or customize the scope and owners.

Ad creative and targeting tasks

Influencer outreach checklist

Email welcome and nurture flows

Content calendar and blog tasks

All start dates and task durations are editable without breaking formulas or the Gantt logic. Shift a launch, extend a task, or compress timelines and the chart recalculates automatically. That makes plan changes safe during real-world delays.

Change start dates easily

Extend or shorten task lengths

Auto-adjust dependencies and bars

Safe, formula-driven recalculations

The template shows task completion percentages and flags overdue items so you can spot execution gaps fast. Progress rolls up to weekly highlights and a project percent complete for stakeholders. Use the tracking to trigger follow-ups and reassign work.

Percent complete per task

Overdue items auto-flagged

Weekly progress roll-up

Visual completion bars

Assign tasks, set owners, and surface dependencies so your team knows who does what and when. The plan reduces overlaps and clarifies handoffs between content, ads, and fulfillment. Use it in standups to keep everyone aligned.

Assign owners per task

Clear handoffs and due dates

Reduce duplicated effort

Use in weekly standups

The file uses color-coded cells, simple dropdowns, and protected formula ranges so non-Excel users can edit safely. No VBA or complex setup needed - just enter dates, owners, and statuses. It's beginner-friendly and quick to adopt.

Color-coded editable fields

Drop-downs for statuses

Protected formulas intact

No VBA or macros needed

The plan exports cleanly to PDF and copies to Google Sheets for sharing with clients or teams. Print one-page Gantt views or export weekly reports for board decks and agency briefs. It's ready for async review and presentation.

PDF-ready for stakeholder decks

Google Sheets friendly copy

One-page printable Gantt view

Export weekly status reports

The template includes a weekly highlight pane showing current-week priorities, near-term completions, and blockers to resolve. Use it to run concise reviews and keep launches on schedule. It makes weekly decisions faster and clearer.

Current-week priorities panel

Near-term completion list

Blocker and action items

One-line weekly summary