Wine Shop
Marketing Plan

Pre-written marketing copy, calendar, and task lists built for wine shops, editable in Excel. It saves setup time and gives you a clear starting point. Tailor messaging, channels, and budgets to match your shop and events.

Editable copy for emails and posts

Sections: goals, channels, budget

Adjustable for events and promotions

Save-as reusable campaign template

Visual Gantt layout shows task timing, overlaps, and sequence across weeks in a single view. Bars and dates make it easy to see who's doing what and when. Use it to avoid conflicts and plan tasting events or launches.

Color-coded task bars

Week-by-week timeline view

Shows task overlaps clearly

Highlights critical dependencies

Includes 30+ ready actions tailored to wine retail: email sequences, social posts, tasting events, local partnerships, and in-store promos. Each action has suggested timing and owners so you don't start from scratch. Pick, edit, and schedule the actions you need.

Email sequences for new customers

Social calendar for 12 weeks

In-store tasting and event ideas

Local partnership outreach steps

All start dates and task durations are editable so you can shift campaigns without breaking the plan logic. Change a launch date, extend prep time, or compress promotions and the chart stays consistent. This fits seasonal stock changes and event pacing.

Shift campaigns by simple date edits

Adjust task lengths per resource

Timelines stay linked to chart

Supports one-off and recurring tasks

Built-in progress tracking (percent complete) and color flags show task status at a glance. The sheet highlights overdue and pending items so nothing slips. Use the dashboard row for a quick campaign health check.

Percent-complete column auto-calculated

Color flags for overdue tasks

Summary progress by campaign

Exportable status snapshot

Assign owners, set dependencies, and reduce overlap with clear task rows and due dates. The plan makes roles and timelines visible so staff know priorities before shifts. It's practical for small teams and event coordination.

Assign tasks to team members

Clear owner and due-date columns

Visible dependencies reduce overlap

Use during weekly standups

Designed for non-Excel users with color-coded cells, on-sheet instructions, and locked formula areas. You don't need to edit formulas-just change dates, names, and statuses. Basic Excel comfort is enough to run the plan.

Color-coded editable cells

Instructions embedded in-sheet

Pre-filled examples included

No formulas to edit required

Format-ready pages export to PDF and copy cleanly into Google Sheets for sharing with partners or managers. Print one-page campaign summaries for staff or include the Gantt snapshot in presentations. It's set up for client and team distribution.

Print-ready PDF export

Copy to Google Sheets easily

Client-ready one-page printouts

Share via email or drive

Weekly highlight shows the current week and visually marks due tasks, plus a completion guide lists weekly must-dos. Use the guide in standups to confirm progress and next steps. It keeps team focus on the week's priorities.

Current-week highlight bar

Weekly completion checklist

Auto-count of completed tasks

One-line status summary per week