Excel Templates to Make Marketing Easier

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If you are like many marketers, it is likely that you don’t find the idea of using Excel spreadsheets inviting. However, the power of Excel templates to streamline tasks and organize information remains unequalled. The good news? There is no shortage of Excel and project management templates you can use to simplify marketing tasks.

Below are some of the Excel templates designed to make marketing seamless and straightforward:

Blog Editorial Calendar Template

Blogging plays a pivotal role if you want to attract leads and visitors to your site. However, managing a blog is easier said than done. Regardless if you are struggling with consistency, ideation, or organization, using a blog editorial calendar can make a world of difference.

Use the blog editorial calendar to organize and schedule blog posts you want to publish in a given week or month. This will make it easy for you to track ideas, plan strategic distribution, and identify overarching themes.

A blog editorial calendar template can also be used as a starting point to keep track of all the content for the business. The tool can also make it very easy to manage selecting topics, creating buyer personas, CTA alignment, and keyword inclusions.

On-Page SEO Template

When it comes to search engine optimization (SEO), countless factors need to be considered to achieve the results you want. With algorithms and search engines constantly evolving, it can be easy to get overwhelmed and put SEO on the back burner. However, it would be a huge mistake to treat SEO as an afterthought.

Your on-page SEO template can make managing your SEO efforts a breeze. For starters, the on-page SEO template can be used as an easy guide to your SEO strategy. It can also be passed to webmasters to serve as a guide. The one-page SEO can also help identify nuances that can hinder productivity.

Market Potential Analysis Template

The primary purpose of a market potential analysis is to identify the demographics and attractiveness of particular markets within industries. This kind of analysis is considered beneficial for marketers that want to launch a new product.

Using the market potential analysis template can take the hassle out of marketing analysis. The template also allows users to centralize important data like competitor market share, new customer numbers, and projected revenue per customer.

Marketing Tactical Plan Template

This handy Excel template is a game-changer for marketers who are managing multiple marketing projects. The marketing tactical plan template allows marketers to determine the status of a marketing project at a glance.

The template is colour-coded and task-focused for easy reference and includes months, actual expenses, and project owner. The marketing tactical plan template can also be a convenient tool for marketing teams with many members.

Lead Scoring and Tracking Template

It’s no secret that marketing and sales have a rocky relationship history. Sales might assume marketing is not generating enough leads, while marketing might think the sales reps are not capitalizing on their provided leads.

The lead scoring and tracking template can help better align the sales and marketing teams if used to create a service-level agreement (SLA). Essentially, an SLA is a contract defining the expectations sales has for marketing leads. It also contains the expectations marketing has for how the qualified leads are handled.

With a customizable SLA template, you have a powerful tool that can help you keep tabs on the current sales close rates, measure and track a lead generation channel’s success, and identify a concrete lead generation goal monthly.

Leads and Traffic Goal Calculator Template

Do you want to set lead goals but don’t know where to start? Or do you have the lead goals all figured out but don’t know how to determine the traffic needed to achieve said goals? This is where a leads and traffic goal calculator template can help.

Rather than sort the figures on your own, the leads and traffic goal calculator template takes care of the math so you will have a clear picture of what you need to accomplish to achieve your leads and traffic goals and ensure you have a robust inbound marketing strategy.

Monthly Marketing Report Template

While creating reports can be stressful and time-consuming, they are essential. As a marketer, it can clearly highlight your contribution to the company’s bottom line. Fortunately, you can create monthly marketing reports easily by using the monthly marketing report template.

The handy template enables users to track website visitors and the best performing channels and lead growth. It can also be used to measure visit-to-lead conversions. In addition, using a monthly marketing report template can ensure consistency in the monthly reports.

Essential KPI Tracker Template

The essential KPI (key performance indicators) tracker is designed to take the KPIs the marketing team has decided to track and describe them in more detail. Your key performance indicators are your most important metrics. Each of the KPIs you have identified should serve a crucial role in your overall marketing strategy.

With the essential KPI tracker template, you can assign KPIs to specific employees, define the frequency you will monitor the KPIs’ performance, and even assign a KPI colour that represents the quality of the KPIs performance.

For instance, if one of the KPIs you are tracking is organic traffic, you can set up your template such that 500 page views monthly is red (poor performance), 1000 views monthly is green (stable performance), and 1500 views monthly is yellow (outstanding performance).


As a marketer, data is one of your most powerful allies. While Excel templates have been around for a long time, not many are fully aware of their potential. Excel templates can be a comprehensive resource for organizing, analyzing, displaying, and parsing data. With your Excel templates, gathering, organizing, and analyzing critical data has never been easier!

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