Wholesale Business
Marketing Plan

This template includes a pre-written, fully editable marketing plan in Excel that saves time and stays customizable for any wholesale business or industry. You can swap copy, adjust channels, and repurpose sections for proposals or internal playbooks. It keeps structure intact while you tailor specifics.

Editable copy and sections

Swap channels easily

Fits any wholesale niche

Quick to personalize

The Excel file uses a Gantt chart layout so you can see timelines and task sequencing at a glance. Bars show start dates, durations, and overlaps to prevent bottlenecks. It makes campaign timing and dependencies obvious for managers and teams.

Visual timeline for tasks

Shows task overlaps clearly

Highlights critical path

Easy monthly, weekly view

The template ships with 30+ pre-built marketing actions covering email, paid ads, content, trade shows, and account-based outreach for wholesale channels. Each action includes a short description and suggested timing so you don't miss steps. Use them as-is or tweak for your brand.

Email sequences included

Paid ad playbooks ready

Trade show checklist included

Content calendar prompts included

All start dates and task durations are fully editable in Excel without breaking formulas or the Gantt logic. Shift a campaign start and dependent tasks auto-adjust, keeping the schedule coherent. That flexibility fits delayed launches or accelerated promos.

Change dates without breaking logic

Dependencies auto-update

Quickly compress or extend tasks

Supports phased rollouts

Built-in progress tracking shows percent complete and flags overdue tasks directly in the workbook so you track execution in real time. Progress rolls up into weekly snapshots and highlights, making status calls faster. It reduces manual status updates and guesswork.

Percent-complete columns included

Overdue tasks highlighted automatically

Weekly roll-up snapshot ready

Visual progress indicators present

This template assigns owners, clarifies dependencies, and gives a single source of truth to reduce overlap and miscommunication across marketing, sales, and ops. Use the owner field and comments for handoffs. It's built to keep small teams aligned on deadlines.

Assign task owners quickly

Clear task dependencies visible

Simple handoff notes field

Prevents duplicated work

The workbook uses color-coded cells, dropdowns, and protected formulas so anyone can edit without Excel expertise. Built-in instructions guide non-Excel users through common edits and timeline shifts. You don't need to be a spreadsheet expert to run campaigns.

Color-coded editable cells

Dropdowns simplify choices

Protected formulas prevent errors

In-sheet instructions provided

The template exports cleanly to PDF and is compatible with Google Sheets for sharing with teams or clients. Print-ready views and summary pages make presentations simple. Share the plan as a stakeholder-ready packet in minutes.

PDF export friendly

Google Sheets compatible

Print-ready summary pages

Stakeholder packet template

The workbook includes a weekly highlight view and a completion guide that surfaces the current week's priorities and finished tasks. It helps prioritize without digging through the full Gantt and speeds weekly planning meetings. Use it every Monday for quick alignment.

Current-week priorities shown

Completed tasks summarized

Weekly meeting checklist included

Quick Monday alignment view