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Last Updated on September 25, 2025
Tired of struggling with spreadsheets? These free Microsoft Excel templates can help.
Streamline your marketing efforts and boost effectiveness
Each template is crafted to enhance your workflow, optimize your strategies, and drive marketing success. Simplify budget allocation, effortlessly manage your content strategy, and set achievable goals with the SMART Marketing Goals Template. Propel growth using the Leads and Traffic Goal Calculator, track your strategy, and create impactful campaigns.
Don’t let Excel intimidate you.
As a marketer, the prospect of having to create Excel spreadsheets — complete with functions and formulas — can seem intimidating. You don’t have the time to spend watching hours of Excel tutorials.
The reality of the situation is that marketers need to continually measure and analyze performance. And the advantages of leveraging Excel’s functionality to organize info and streamline tasks are unparalleled.
To help you keep tabs on all of the different areas of your marketing (without having to do the Excel heavy lifting), we’ve bundled together ten of our most popular Microsoft Excel templates.
Thousands of marketers are already using this pack of Excel templates to organize their work and report on their impact.
11 Free Excel Templates Every Marketer Needs (No Excel Skills Required)
1. MASTER MARKETING BUDGET TEMPLATE
Free download Master Marketing Budget Template here
How to Use This Template?
This template will A) help you plan your marketing program’s budget
and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Paid Advertising, Content, Events, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Expense Summary chart, as well as the two graphs. Use the Marketing Budget vs. Actual Spend bar graph to compare your total spend on a month-by-month basis. Use the Cumulative Marketing Budget vs. Actual Spend line graph to see if you are on track with your annual budget.
Wondering where all the line items come from? This is a “MASTER” template, which takes a high-level view of your marketing budget. To drill down into specific line items, check out the other budget templates that were included in this bundle:
- MASTER Marketing Budget
- Product Marketing Budget
- Content Budget
- Paid Advertising Budget
- Public Relations Budget
- Branding & Creative Budget
- Website Redesign Budget
- Event Budget
(Note: Because website redesigns don’t happen on a regular basis, Website Redesign is not reflected in this MASTER template. Use the “Other” category if you want to factor it into your budget)
Happy budgeting!
2. PRODUCT MARKETING BUDGET TEMPLATE
Free Download Product Marketing Budget Template Here
How to Use This Template?
This template will A) help you plan your product marketing budget and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Product/Market Fit, Product Testing, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Year-to-Date Summary chart, as well as the Product Marketing Year-to-Date Summary bar graph. Use this graph to compare your budget to your actual spend, while monitoring the category breakdown. As you add your budget for each quarter, the Y axis will automatically adjust.
P.S. Wondering how product marketing affects your overall marketing budget? Take your totals from this template and plug them into the MASTER marketing budget template.
3. CONTENT BUDGET TEMPLATE
Free Download Content Budget Template Here
How to Use This Template?
This template will A) help you plan your content budget and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Software, Publishing Tools, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Year-to-Date Summary chart, as well as the Content Year-to-Date Summary bar graph. Use this graph to compare your budget to your actual spend, while monitoring the category breakdown. As you add your budget for each quarter, the Y axis will automatically adjust.
P.S. Wondering how content affects your overall marketing budget? Take your totals from this template and plug them into the MASTER marketing budget template.
4. PAID ADVERTISING BUDGET TEMPLATE
Free Download Paid Advertising Budget Template Here
How to Use This Template?
This template will A) help you plan your paid advertising budget and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Search, Display & Retargeting, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Year-to-Date Summary chart, as well as the Paid Advertising Year-to-Date Summary bar graph. Use this graph to compare your budget to your actual spend, while monitoring the category breakdown. As you add your budget for each quarter, the Y axis will automatically adjust.
Wondering how paid advertising affects your overall marketing budget? Take your totals from this template and plug them into the MASTER marketing budget template.
5. PUBLIC RELATIONS BUDGET TEMPLATE
Free Download Public Relations Budget Template Here
How to Use This Template?
This template will A) help you plan your public relations budget and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Subscriptions, Content, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Year-to-Date Summary chart, as well as the Public Relations Year-to-Date Summary bar graph. Use this graph to compare your budget to your actual spend, while monitoring the category breakdown. As you add your budget for each quarter, the Y axis will automatically adjust.
Wondering how public relations affects your overall marketing budget? Take your totals from this template and plug them into the MASTER marketing budget template.
6. BRANDING & CREATIVE BUDGET TEMPLATE
Free Download Branding & Creative Budget Template Here
How to Use This Template?
This template will A) help you plan your branding & creative budget and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Software, Hardware, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Year-to-Date Summary chart, as well as the Branding & Creative Year-to-Date Summary bar graph. Use this graph to compare your budget to your actual spend, while monitoring the category breakdown. As you add your budget for each quarter, the Y axis will automatically adjust.
P.S. Wondering how branding & creative affects your overall marketing budget? Take your totals from this template and plug them into the MASTER marketing budget template.
7. WEBSITE REDESIGN BUDGET TEMPLATE
Free Download Website Redesign Budget Template Here
How to Use This Template?
This template will A) help you plan your website redesign budget and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Basics, Software, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Expense Summary chart, as well as the two graphs. Use the Website Redesign Actual Cost by Category pie chart to visualize how each category adds up. Use the Website Redesign Budget vs. Actual Comparison bar graph to compare your budget to your actual spend, while monitoring the category breakdown. As you add your budget for each quarter, the Y axis will automatically adjust.
P.S. Wondering how a website redesign affects your overall marketing budget? Take your totals from this template and plug them into the ‘Other’ category of the MASTER marketing budget template.
8. EVENT BUDGET TEMPLATE
Free Download Event Budget Template Here
How to Use This Template?
This template will A) help you plan your event budget and B) let you compare that projected budget to what you actually end up spending.
Just fill in your projected expenses for the corresponding time periods and categories (e.g. Venue, Refreshments, etc.) and totals will be calculated automatically. You can then update the actual expenses to see how well you’re sticking to your budget and easily identify how much you have left to spend each quarter.
Your projected and actual totals will automatically populate into the Expense Summary chart, as well as the two graphs. Use the Event Actual Cost by Category pie chart to visualize how each category adds up. Use the Event Budget vs. Actual Comparison bar graph to compare your budget to your actual spend, while monitoring the category breakdown. As you add your budget for each quarter, the Y axis will automatically adjust.
P.S. Wondering how an event affects your overall marketing budget? Take your totals from this template and plug them into the MASTER marketing budget template.
9. BLOG EDITORIAL CALENDAR TEMPLATE
Free Download Blog Editorial Calendar Here
How to Use This Template?
This template is designed to help you A) strategically plan your blog content and B) track its progress from draft to publish across months, categories, and formats.
Simply begin by filling out your blog titles, target keywords, publishing dates, content goals (e.g. lead generation, awareness, SEO), and assigned writers. As you build your calendar, status columns will automatically help you visualize which posts are in planning, in draft, in review, or already published.
Use the Content Type and Target Persona fields to align content with your campaign strategy and audience segmentation. The Status Tracker Bar Chart gives you a quick overview of how many blog posts are in each production stage. This makes it easier to spot bottlenecks and adjust timelines proactively.
✅ Looking to connect this with your broader marketing strategy? Plug your scheduled blog pieces into your MASTER Content Calendar Template to unify all campaigns, social content, and launches in one place.
10. SMART MARKETING GOALS TEMPLATE
Free Download SMART Marketing Goals Template Here
How to Use This Template?
This template will A) guide your team in defining clear, focused marketing goals and B) help align those goals with measurable KPIs and timelines.
Start by defining your goals using the SMART criteria — Specific, Measurable, Attainable, Relevant, and Time-Bound. For each marketing initiative, enter the objective, relevant metrics, target values, deadlines, and responsible owner. This structure keeps your goals realistic and actionable while reinforcing accountability.
Use the dropdowns to categorize each goal by type (e.g., lead generation, brand awareness, conversion optimization), and track whether they are short-term, mid-term, or long-term. Color-coded fields and progress indicators help you quickly identify goals at risk or those already met.
Want to see how your SMART goals ladder up to quarterly performance? Export them into your Marketing KPI Dashboard Template and measure progress across campaigns, channels, and funnel stages.
11. On Page SEO Template
Free Download On Page SEO Template Here
Using This SEO Template
This SEO Template will let you organize your website’s on-page SEO (search engine optimization). It will help you formulate a plan, make it easier to coordinate pages and keywords, and allow you to track both changes and results all in one place. To make this template easy to use, this cover sheet will break down how to use each section within the template, highlighting the nuances of the layout and while providing tips for to help you maximize your productivity using this template.
Column A: Content Type
The content type denotes the type of page you are working on. Is it your home page or an internal page? Is it a landing page or a blog post? A product page or a thank-you page? It’s important to note which page you are editing to keep track of how the edits relate to the overall mission of that page.
Column B: Current URL
The current URL is something that can be entered manually or exported from a site crawler report. HubSpot’s Website Analytics tool (under Reports > Analytics Tools) allows you to export all indexed pages on your site. From that exported document, you can simply copy and paste the URLs. If you are not using HubSpot, you can try using a free tool like Xenu’s link crawler (http://xenus-link-sleuth.en.softonic.com).
NOTE: You will inevitably have to do some sort of file clean up on this file import. In addition to the pages you want to review, most tools will export pages from your webiste that you may not want to optimize. Organize your template/spreadsheet by order of importance and focus on optimizing 5-10 pages a week based on the URL. This will allow you to pace yourself and use your time wisely on the road to optimization.
Column C: Current Page Title
The current page title is as simple as it sounds – the current title of the page you have selected to optimize. Page titles can be exported with either tool mentioned above (in the “current URL” section).
Column E: Current Page Description
The current page description is a simple the description of your page. It is also commonly referred to as the page’s meta description. Page descriptions can be exported with either tool mentioned above (in the “current URL” section).
Column G: What’s the purpose of the page?
Define the overall goal of this page. This is something you will want to manually define (perhaps for each page or for a group of pages). Is it to provide product information, define a solution, serve as FAQ, promote an event? What’s the end goal? Has the content on this page delivered that purpose?
Column H: Who is the target audience?
On-page SEO starts with this key concept. Your target audience, or buyer persona, is the market for whom you are writing your content. If you don’t know who you are writing for, or who you are trying to attract through your SEO tactics, your content will be aimless. Clearly define which persona type each page targets.
Column J: Edit Date
Make a manual note of the date each time you edit a particular page. In the end you cannot edit all pages at once, so it is important to note when changes occurred — especially if you have to report progress back to someone else, such as a boss or a client.
Column K: New Page Title
This is where the planning for your new SEO strategy begins. Manually note/plan new page titles for a particular page. The goal here is to lay out the purpose of the page without being redundant. Best practice for page titles is “Keyword | Keyword Variation.” See an example on the optimization template.
Column L: Page Title Length
The length columns will make sure that you adhere to certain character limits. The recommended length for page titles is 70 characters. This template automatically calculates page length for you.
TIP: A quick and easy way to kick off your optimization project is to update all page titles longer than 70 characters.
Column M: New Page Description
Enter your new page description. Descriptions should be one short, declarative sentence that incorporates your keyword – which you laid out in your page title – in some form. The page content should not just repeat verbatim the content you have it on the page itself.
Column N: Page Description Length
The length columns will make sure that you adhere to certain character limits. This will automatically be calculated for you. The recommended length for page titles is 150 characters.
Column O: Target Keyword
Think of your target keyword as the designated topic for a particular page. Define only one topic per page. This allows you to go more in depth and provide detailed information. This means that you are also only optimizing for one keyword per page.
NOTE: There are a few exceptions to this rule. For instance, your home page would be a potential candidate for multiple target keywords. The goal of your home page is to explain what your entire website/business is, and you may need a few keywords (four typically) to do that.
Column P: Content
Aim to have at least 500 words per page. Your content needs to be thorough and clear and provide solutions. Again, write for your target audience. How can you help them? Compelling content is also error free – check spelling and grammar. Format content to make it easier to read and digest.
Column Q: Header
Define what you will use as a header to introduce your content. Formatting your headers helps make content easier to read and digest. It also provides visual cues to your readers and search engines. Typically the very first header is an H1, or header one, on a page. However, if you have clearly defined the purpose of the page somewhere at the top, you may not need to strictly follow this design rule.
Column R: Subheaders
Subheaders serve the same purpose as headers, but to introduce sub-sections of your content. Use sub-headers to visually break up your content into smaller bite size chunks.
Columns S-T: Images
Another great visual cue to offer your readers is an image. An image on your page is a great anchor and draw to your content, particularly for blog posts. Ensure the image is relevant, related to your content, and large enough to draw interest. Aditionally, name the image file appropriately. Include a keyword and context with your image name. For instance, opt for a descriptive “keyword_and_how_it_relates.jpg” rather than “image123.jpg”. Provide an alt text description whenever possible.
Columns U-V: Internal links
Anytime you include references to other sources or pages in your content, you need to provide a link to that referring source – whether it is your own content or an external source. When you link to outside sources you have the option of passing SEO credit or not. If you decide not to pass credit, that link becomes “no-follow” link. A “no-follow” link means a search engine crawler will not follow that URL/link. However, as long as the site is reputable, the best practice is to provide SEO credit to that source as you link to it. Linking to other pages is used to cite sources and to provide more in-depth information. For instance, if you have an overview page where the goal is just to highlight and briefly touch upon a subject, and you have a deeper internal page that goes into more detail, it makes sense to link to that internal page from your overview. The text you use to create the hyperlink is called the anchor text. Often, you’ll see the words “click here” or “read more” as anchor text. That works when appropriate, however, whenever possible naturally incorporate a few words (ideally including a keyword) to the referring page.
Column W: Social Media Sharing
How people use your content is a critical factor of a page’s performance, and social media sharing is a big component of your site SEO. Make it easy for people to share your content by including share links in a visible place.
Column AA: Calls-to-action
Every page of your website is a conversion opportunity. To make this possible, include at least one call-to-action on every page. Many pages may have multiple calls-to-action. When possible include a call-to-action at each stage of the buying funnel – top of the funnel (TOFU), middle of the funnel (MOFU), and bottom of the funnel (BOFU). As you add or edit/update calls-to-action (perhaps making them more relevant), be sure to also note conversion rate changes.
Column AG: Notes
Make notes if needed. You may want to note if a page needs to be updated entirely because the content is out of date. Or perhaps a topic needs to be explained further and thus you want to blog more about it. Note if a page needs to be movedm if the URL changes, or if a 301 redirect needs to be set up. It’s a good place to track to-dos.
Additional Tips
Plan each SEO element in columns B through AG on the next tab.
Use a variation of the “Target Keyword” in each element.
Optimize each page for one term only.
Once you finalize your SEO plans, implement these changes on your website, or pass the work along to someone (IT or a third party) to implement for you. Note: This will take time to complete. Aim to work on 5-10 pages a week.
🚀 Ready to Go Beyond Templates?
Templates are powerful—but they’re just the start. If you’re serious about scaling traffic, increasing visibility, and turning strategy into results, it’s time to take the next step.
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💡 Whether you’re refining your content strategy or launching an all-new campaign, RedBlink can help you transform insights into action—and traffic into growth.
👉 Talk to Our SEO Experts Today
and start outperforming competitors with intelligent, search-first strategies.
