Excel in Excel – The Spreadsheet of the Week #6

The Lifecycle Marketing Plan Template
Here is one place to keep a record of your annual time-activated marketing workflow and a cash flow forecast for your marketing budget.
The objective of this spreadsheet is to solve three problems that we see on a daily basis:

  1. not enough time is allocated to planning a co-ordinated marketing plan for the full year;
  2. not all of the necessary marketing “jigsaw pieces” are considered;
  3. the financial resources required are not accurately determined and planned for.

So what we see is a hotch-potch of activity that simply isn’t joined up and heavily biased towards throwing money at the problem without mature monitoring systems.
This spreadsheet, when used properly and in conjunction with good advice from a coach and/or marketing agency, can bring all the loose ends together in one place.
Please download and enjoy with our compliments.
p.s. The Algebra Worksheet is a bit of fun designed by me in a mad moment.


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Chris Barrow

Chris Barrow has been active as a consultant, trainer and coach to the UK dental profession for over 20 years. As a writer, his blog enjoys a strong following and he is a regular contributor to the dental press. Naturally direct, assertive and determined, he has the ability to reach conclusions quickly, as well as the sharp reflexes and lightness of touch to innovate, change tack and push boundaries. In 2014 he appeared as a “castaway” in the first season of the popular reality TV show “The Island with Bear Grylls”. His main professional focus is as Coach Barrow, providing coaching and mentorship to independent dentistry.