Winery Marketing
Plan
Winery Marketing Plan Gantt Chart
You're running a boutique winery planning seasonal launches, tasting events, and a wine club and need a single plan that saves time. This Excel Gantt template maps vine-to-glass marketing across tasting room, DTC e-commerce, wine club, and B2B outreach. Result: faster execution, fewer missed dates, and clearer team alignment.
What is included in the product
Written Marketing Plan Template in Excel Gantt Chart
The Excel package includes an editable Gantt chart, 30+ pre-built marketing actions, progress tracking, and built-in formulas for dates and dependencies.
Professionally Pre-Written & Fully Customizable Plan
This is a pre-written, fully editable marketing plan in Excel with sections for campaign briefs, channels, KPIs, and budgets. It saves hours of setup and lets you tailor every line to your vineyard and audience. Use it for launches, harvest festivals, and wine club cycles.
Gantt Chart Format for Visual Planning
The template uses an Excel Gantt chart to show start/end dates, overlaps, and dependencies so timelines are visible at a glance. Sequence bottling, promotions, and events without guesswork. One view shows the whole year.
30+ Pre-Built Marketing Actions
Includes 30+ ready-to-use marketing actions covering email, social, events, PR, tasting-room promos, and B2B outreach. Tasks are written for quick adoption so teams don't miss steps during launches. You can enable or remove actions to match your calendar.
Editable Timelines and Task Durations
All start dates and durations are editable without breaking the plan's logic because built-in formulas update linked tasks. Shift a harvest date or move a dinner and downstream tasks adjust automatically. Good for seasonal variability and last-minute changes.
Built-In Progress Tracking
The template shows task completion percentages and color-coded progress so you see execution at a glance. Overdue and pending items are flagged to focus weekly work. Use the progress view for quick reporting to owners and partners.
Simplifies Team Coordination
Assign tasks, clarify dependencies, and reduce overlap so your tasting room, marketing, and winemaking teams act in sync. The plan makes roles and deadlines explicit and cuts back-and-forth on priorities. One page keeps everyone aligned before events.
Zero Excel Expertise Required
The sheet is beginner-friendly with color-coded editable cells and built-in logic so no Excel skills are needed. Dropdowns and clear instructions guide edits and prevent accidental formula breaks. You'll be able to update timelines on day one.
Printable and Shareable
This template exports cleanly to PDF and is easy to share with Google Sheets or as an Excel file for collaborators and clients. Print one-page plans for meetings or handouts for winery events. Client-ready layout saves prep time.
Weekly Highlight & Completion Guide
The weekly highlight view shows current-week tasks, completion rates, and next actions so teams know priorities each Monday. It visually calls out what's due and what's done. Use it for staff meetings and owner updates.
How to Use the Template
Download
After your purchase, simply download the files and open them with your preferred software, such as Microsoft Office or Google Sheets. No special setup or technical expertise required-just get started right away.
Customize
Update any details, text, or numbers to reflect your specific business idea or scenario. The templates are fully editable, allowing you to personalize content, add or remove sections, and adjust formatting as needed.
Save & Organize
Once your templates are customized, save your final versions in your preferred folders or cloud storage. Organize your files for quick access and future updates, making it easy to keep your business documents up to date.
Share or Present
Export, print, or email your finalized files to showcase your document. Present your professional documents in meetings or submissions, supporting your business goals and decision-making process.
Related Blogs
- Analyzing Startup Costs and Revenue for a New Winery Business
- How to Launch a Winery: Financial Planning and 7 Actionable Steps
- Winery Startup Plan: Financial Modeling and Operational Strategy
- 7 Key KPIs to Track for Winery Profitability and Growth
- Analyzing Winery Running Costs: How Much Does It Take To Operate Monthly?
- How Much Do Winery Owners Typically Make?
- 7 Strategies to Boost Winery Profit Margins by 5 Percentage Points
Frequently Asked Questions
Yes, it includes strategies for organic growth like local SEO and paid efforts such as Google Ads.