service business plan example

The 7 Best Business Plan Examples (2024)

So you want to start a business . Kudos! You’re doing big things.

One of the first steps to building a strong foundation for your new venture is to write a rock-solid business plan . When done right, your business plan can pave your path to success, all while helping you to smoothly cruise through any obstacles that may come up.

Plus, a good business plan can help you secure critical partnerships and funding that you might need in your early stages.

If you’re unsure how to write one, a great place to start is to learn from the pros. In this article, we’ll look at companies that built incredible business plans.

Take notes on the structure, format, and details. Hopefully you’ll leave with plenty of inspiration to write your own.

service business plan example

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service business plan example

7-part template for business plan examples

We’ll look at a business plan that is structured using a seven-part template. Here’s a quick review of those parts:

  • Executive summary: A quick overview of your business and the contents of your business plan.
  • Company description: More info about your company, its goals and mission, and why you started it in the first place.
  • Market analysis: Research about the market and industry your business will operate in, including a competitive analysis about the companies you’ll be up against.
  • Products and services: A detailed description of what you’ll be selling to your customers.
  • Marketing plan: A strategic outline of how you plan to market and promote your business before, during, and after your company launches into the market.
  • Logistics and operations plan: An explanation of the systems, processes, and tools that are needed to run your business in the background.
  • Financial plan: A map of your short-term (and even long-term) financial goals and the costs to run the business. If you’re looking for funding, here’s the place to discuss your request and needs.

7 business plan examples (section by section)

In this section, you’ll find hypothetical and real-world examples of each aspect of a business plan to show you how the whole thing comes together. 

  • Executive summary

Your executive summary offers a high-level overview of the rest of your business plan. You’ll want to include a brief description of your company, market research, competitor analysis, and financial information.  

In ThoughtCo’s sample business plan for a fictional company called Acme Management Technology, the executive summary is three paragraphs and occupies nearly half the page:

business plan executive summary

  • Company description

You might go more in-depth with your company description and include the following sections:

  • Nature of the business. Mention the general category of business you fall under. Are you a manufacturer, wholesaler, or retailer of your products?
  • Background information. Talk about your past experiences and skills, and how you’ve combined them to fill in the market. 
  • Business structure. This section outlines how you registered your company —as a corporation, sole proprietorship, LLC, or other business type.
  • Industry. Which business sector do you operate in? The answer might be technology, merchandising, or another industry.
  • Team. Whether you’re the sole full-time employee of your business or you have contractors to support your daily workflow, this is your chance to put them under the spotlight.

You can also repurpose your company description elsewhere, like on your About page, Instagram page, or other properties that ask for a boilerplate description of your business. Hair extensions brand Luxy Hair has a blurb on its About page that could easily be repurposed as a company description for its business plan. 

company description business plan

  • Market analysis

Market analysis comprises research on product supply and demand, your target market, the competitive landscape, and industry trends. You might do a SWOT analysis to learn where you stand and identify market gaps that you could exploit to establish your footing. Here’s an example of a SWOT analysis we did for a hypothetical ecommerce business: 

marketing swot example

You’ll also want to run a competitive analysis as part of the market analysis component for your business plan. This will show you who you’re up against and give you ideas on how to gain an edge over the competition. 

  • Products and services

This part of your business plan describes your product or service, how it will be priced, and the ways it will compete against similar offerings in the market. Don’t go into too much detail here —a few lines are enough to introduce your item to the reader.

service business plan example

  • Marketing plan

Potential investors will want to know how you’ll get the word out about your business. As such, it’s essential to build a marketing plan that highlights the promotion and customer acquisition strategies you’re planning to adopt. 

Most marketing plans focus on the four Ps: product, price, place, and promotion. However, it’s easier when you break it down by the different marketing channels . Mention how you intend to promote your business using blogs, email, social media, and word-of-mouth marketing. 

Here’s an example of a hypothetical marketing plan for a real estate website:

marketing section template for business plan

Logistics and operations

This section of your business plan provides information about your production, facilities, production, equipment, shipping and fulfillment, and inventory.

Financial plan

The financial plan (a.k.a. financial statement) offers a breakdown of your sales, revenue, expenses, profit, and other financial metrics. You’ll want to include all the numbers and concrete data to project your current and projected financial state. For example, the financial statement for ecommerce brand Nature’s Candy includes forecasted revenue, expenses, and net profit in graphs.

financial plan example

It then goes deeper into the financials, citing:

  • Funding needs
  • Project cash-flow statement
  • Project profit-and-loss statement
  • Projected balance sheet

You can use Shopify’s financial plan template to create your own income statement, cash-flow statement, and balance sheet. 

Types of business plan (and what to write for each)

A one-page business plan is a pared down version of a standard business plan that’s easy for potential investors and partners to understand. You’ll want to include all of the sections, but make sure they’re abbreviated and summarized.

  • Logistics and operations plan
  • Financials 

A startup business plan is meant to secure outside funding for a new business. Typically, there’s a big focus on the financials, as well as other sections that help determine the viability of your business idea —market analysis, for example. Shopify has a great business plan template for startups that include all the below points.

  • Market research: in depth
  • Financials: in depth

Internal 

Your internal business plan acts as the enforcer of your company’s vision. It reminds your team of the long-term objective and keeps them strategically aligned toward the same goal.

  • Market research

Feasibility 

A feasibility business plan is essentially a feasibility study that helps you evaluate whether your product or idea is worthy of a full business plan. 

Mix and match to make a killer business plan

The good news is: there’s no single right way to write a business plan. If you’re feeling unsure about how to craft yours, pull bits and pieces that you like from other examples, and leave out the parts that don’t apply or make sense for you.

The important thing is to clearly communicate your reason for starting the company, what’s needed to operate it, and how you plan to make it work in the long run.

When you can convince others that you have a killer game plan, you’ve nailed it.

Want to learn more?

  • Question: Are You a Business Owner or an Entrepreneur?
  • Bootstrapping a Business: 10 Tips to Help You Succeed
  • Entrepreneurial Mindset: 20 Ways to Think Like an Entrepreneur
  • 101+ Best Small Business Software Programs 

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Simple Business Plan Templates

By Joe Weller | April 2, 2020

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In this article, we’ve compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats.

On this page, you’ll find a one-page business plan template , a simple business plan for startups , a small-business plan template , a business plan outline , and more. We also include a business plan sample and the main components of a business plan to help get you started.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

This simple business plan template lays out each element of a traditional business plan to assist you as you build your own, and it provides space to add financing information for startups seeking funding. You can use and customize this simple business plan template to fit the needs for organizations of any size.

One-Page Business Plan Template

service business plan example

Download One-Page Business Plan Template

Excel | Word | PDF  | Smartsheet

Use this one-page business plan to document your key ideas in an organized manner. The template can help you create a high-level view of your business plan, and it provides easy scannability for stakeholders. You can use this one-page plan as a reference to build a more detailed blueprint for your business. 

For additional single page plans, take a look at " One-Page Business Plan Templates with a Quick How-To Guide ."

Simple Fill-in-the-Blank Business Plan Template

Simple Fill In The Blank Business Plan Template

Download Simple Fill-in-the-Blank Business Plan Template

Use this fill-in-the-blank business plan template to guide you as you build your business plan. Each section comes pre-filled with sample content, with space to add customized verbiage relevant to your product or service.

For additional free, downloadable resources, visit " Free Fill-In-the-Blank Business Plan Templates ."

Simple Business Plan for Startup

Start-Up Business Plan Template

‌ Download Startup Business Plan Template — Word

This business plan template is designed with a startup business in mind and contains the essential elements needed to convey key product or service details to investors and stakeholders. Keep all your information organized with this template, which provides space to include an executive summary, a company overview, competitive analysis, a marketing strategy, financial data, and more. For additional resources, visit " Free Startup Business Plan Templates and Examples ."

Simple Small-Business Plan Template

Small Business Plan Template

Download Simple Small-Business Plan Template

This template walks you through each component of a small-business plan, including the company background, the introduction of the management team, market analysis, product or service offerings, a financial plan, and more. This template also comes with a built-in table of contents to keep your plan in order, and it can be customized to fit your requirements.

Lean Business Plan Template

Lean Business Plan Template

Download Lean Business Plan Template

This lean business plan template is a stripped-down version of a traditional business plan that provides only the most essential aspects. Briefly outline your company and industry overview, along with the problem you are solving, as well as your unique value proposition, target market, and key performance metrics. There is also room to list out a timeline of key activities.

Simple Business Plan Outline Template

Simple Business Plan Outline Template

Download Simple Business Plan Outline Template

Word  | PDF

Use this simple business plan outline as a basis to create your own business plan. This template contains 11 sections, including a title page and a table of contents, which details what each section should cover in a traditional business plan. Simplify or expand this outline to create the foundation for a business plan that fits your business needs.

Simple Business Planning Template with Timeline

Simple Business Planning Template with Timeline

Download Simple Business Planning Template with Timeline

Excel | Smartsheet

This template doubles as a project plan and timeline to track progress as you develop your business plan. This business planning template enables you to break down your work into phases and provides room to add key tasks and dates for each activity. Easily fill in the cells according to the start and end dates to create a visual timeline, as well as to ensure your plan stays on track.

Simple Business Plan Rubric Template

service business plan example

Download Simple Business Plan Rubric

Excel | Word | PDF | Smartsheet

Once you complete your business plan, use this business plan rubric template to assess and score each component of your plan. This rubric helps you identify elements of your plan that meet or exceed requirements and pinpoint areas where you need to improve or further elaborate. This template is an invaluable tool to ensure your business plan clearly defines your goals, objectives, and plan of action in order to gain buy-in from potential investors, stakeholders, and partners.

Basic Business Plan Sample

Basic Business Plan Sample

Download Basic Business Plan Sample

This business plan sample serves as an example of a basic business plan that contains all the traditional components. The sample provides a model of what a business plan might look like for a fictional food truck business. Reference this sample as you develop your own business plan.

For additional resources to help support your business planning efforts, check out “ Free Strategic Planning Templates .”

Main Components of a Business Plan

The elements you include in your business plan will depend on your product or service offerings, as well as the size and needs of your business. 

Below are the components of a standard business plan and details you should include in each section:

  • Company name and contact information
  • Website address
  • The name of the company or individual viewing the presentation
  • Table of Contents
  • Company background and purpose
  • Mission and vision statement
  • Management team introduction
  • Core product and service offerings
  • Target customers and segments
  • Marketing plan
  • Competitive analysis
  • Unique value proposition
  • Financial plan (and requirements, if applicable)
  • Business and industry overview
  • Historical timeline of your business
  • Offerings and the problem they solve
  • Current alternatives
  • Competitive advantage
  • Market size
  • Target market segment(s)
  • Projected volume and value of sales compared to competitors
  • Differentiation from competitors
  • Pricing strategy
  • Marketing channels
  • Promotional plan
  • Distribution methods
  • Legal structure of your business
  • Names of founders, owners, advisors, etc.
  • Management team’s roles, relevant experience, and compensation plan
  • Staffing requirements and training plans
  • Physical location(s) of your business
  • Additional physical requirements (e.g., warehouse, specialized equipment, facilities, etc.)
  • Production workflow
  • Raw materials and sourcing methods
  • Projected income statement
  • Projected cash flow statement
  • Projected balance sheet
  • Break-even analysis
  • Charts and graphs
  • Market research and competitive analysis
  • Information about your industry
  • Information about your offerings
  • Samples of marketing materials
  • Other supporting materials

Tips for Creating a Business Plan

It’s easy to feel overwhelmed at the thought of putting together a business plan. Below, you’ll find top tips to help simplify the process as you develop your own plan. 

  • Use a business plan template (you can choose from the variety above), or refer to the previous section to create a standard outline for your plan.
  • Modify your outline to reflect the requirements of your specific business. If you use a standard business plan outline, remove sections that aren’t relevant to you or aren’t necessary to run your business.
  • Gather all the information you currently have about your business first, and then use that information to fill out each section in your plan outline.
  • Use your resources and conduct additional research to fill in the remaining gaps. (Note: It isn’t necessary to fill out your plan in order, but the executive summary needs to be completed last, as it summarizes the key points in your plan.)
  • Ensure your plan clearly communicates the relationship between your marketing, sales, and financial objectives.
  • Provide details in your plan that illustrate your strategic plan of action, looking forward three to five years.
  • Revisit your plan regularly as strategies and objectives evolve.
  • What product or service are we offering?
  • Who is the product or service for?
  • What problem does our product or service offering solve?
  • How will we get the product or service to our target customers?
  • Why is our product or service better than the alternatives?
  • How can we outperform our competitors?
  • What is our unique value proposition?
  • When will things get done, and who is responsible for doing them?
  • If you need to obtain funding, how will you use the funding?
  • When are payments due, and when do payments come in?
  • What is the ultimate purpose of your business?
  • When do you expect to be profitable?

To identify which type of business plan you should write, and for more helpful tips, take a look at our guide to writing a simple business plan .

Benefits of Using a Business Plan Template

Creating a business plan can be very time-consuming, especially if you aren’t sure where to begin. Finding the right template for your business needs can be beneficial for a variety of reasons. 

Using a business plan template — instead of creating your plan from scratch — can benefit you in the following ways:

  • Enables you to immediately write down your thoughts and ideas in an organized manner
  • Provides structure to help outline your plan
  • Saves time and valuable resources
  • Helps ensure you don’t miss essential details

Limitations of a Business Plan Template

A business plan template can be convenient, but it has its drawbacks — especially if you use a template that doesn’t fit the specific needs of your business.

Below are some limitations of using a business plan template:

  • Each business is unique and needs a business plan that reflects that. A template may not fit your needs.
  • A template may restrict collaboration with other team members on different aspects of the plan’s development (sales, marketing, and accounting teams).
  • Multiple files containing different versions of the plan may be stored in more than one place.
  • You still have to manually create charts and graphs to add to the plan to support your strategy.
  • Updates to the plan, spreadsheets, and supporting documents have to be made in multiple places (all documents may not update in real time as changes are made).

Improve Your Business Plan with Real-Time Work Management in Smartsheet

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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How to Write the Business Plan Products and Services Section

Get tips on writing the products and services part of your business plan

service business plan example

  • The Products and Services Section
  • What to Include
  • Tips on Writing the Section

The products and services section of your business plan is more than just a list of what your business is going to provide. This section of your business plan should include details about how you'll price products and services, how you'll fulfill orders, and other details that investors need to hear before you can get funding . Learn more below.

Key Takeaways

  • Business plans include details about products and services you'll offer, including exactly how you plan to market, sell, and deliver on customer orders.
  • The best business plans are clear and concise.
  • The products and services section of your plan should show off why your product or service is needed.
  • The products and services section should also convey the expertise and experience you have to succeed.

Why You Need a Products and Services Section in a Business Plan

The business plan products and services section is the centerpiece of your plan. While other sections of your business plan are important, the products and services section is the essence of your business and the point around which every other part of the business plan is built .

What to Include in a Products and Services Section

The products and services section of your business plan outlines your product or service, why it's needed by your market, and how it will compete with other businesses selling the same or similar products and services.

Your products and services section should include a description of the products or services you are offering or plan to offer (including future products or services). You should explain how your products and services will be priced and a comparison of the products or services your competitors offer in relation to yours.

You should also include the sales literature you plan to use. Detail your marketing materials, and clarify the role your website will play in your sales efforts.

The products and services section will include a paragraph or so on how orders from your customers will be processed or fulfilled, as well as any needs you have to create or deliver your products, such as up-to-date computer equipment. If your process depends on intellectual property or legal issues, such as trademarks , then those need to be addressed.

Tips on Writing the Products and Services Section

This section of your business plan should excite those you're hoping will fund your business or work with you. To that end, here are a few tips to create a products and services section that appeals to the reader.

Indicate Why Your Product or Service Is Needed

Especially if you're venturing into a new concept or invention, or a place where there is no current market, you need to explain the need for your product or service.

Highlight the Features of Your Product or Service

A crucial part of business success is the ability to set yourself apart from other businesses that sell the same or similar products and services. What features, such as price point or level of service, do you offer that are unique to you?

Focus on Benefits

Unique features are important, but even more vital is how those features provide value to consumers. Translate your features (i.e., faster or cheaper) into benefits (i.e., get it now or save money). The goal is to highlight how your product or service will fix a problem or improve a client or customer's life.

Be Clear and Concise

Don't let your business plan get bogged down in too much description and information. Use bullets or numbered lists to quickly and easily highlight important information.

Show Off Expertise, Experience, and Accolades

You not only want to describe your products and services but also share why you're the best person to provide them. Include anything in your education or experience that makes you an expert in this business. If you have testimonials, awards, or endorsements, share those. Finally, if you've applied for a patent, copyright, or trademark, include that as well.

Be the Expert, But Use Layman's Terms

You should know your product, service, and industry well, but don't expect your potential funders and partners to have the same level of knowledge. Assume the reader doesn't know as much as you when you explain what you're offering.

Avoid acronyms and jargon when outlining your products and services.

Indicate What's Special About Your Products or Services

Will you be offering a special guarantee or refund policy? Do you have a quicker or more unique way of delivering your product or service? 

Speak to Your Customer

While you don't want to write an advertorial, you do want to be customer-oriented when you write your products and services section.

Examples of a Products and Services Section

The Small Business Administration offers business plan examples that you can draw from to help guide your writing. Here's an example of a products section for someone creating "Wooden Grain Toys."

Wooden Grain Toys will sell wooden toys made from solid hardwoods (maple, beech, birch, cherry, and oak) and steel rivets. The toys are handcrafted and designed for small children to easily use. Our line currently includes the following nine models:

  • All-Purpose Pick-Up Truck w/movable doors and tailgate
  • Dump Truck w/functioning dumping mechanism and box
  • Biplane (two-seater) w/movable propeller
  • Steam engine with coal tender - additional cars available separately: caboose, flat car w/logs, box car, tank car, coal car
  • Flat-Bed Truck w/logs

Wooden Grain Toys will offer its products for the following prices:

  • All-Purpose Pick-Up Truck w/movable doors and tailgate - $25
  • Dump Truck w/functioning dumping mechanism and box - $30
  • Biplane (two-seater) w/movable propeller - $20
  • Additional train cars (single car) - $5
  • Additional train cars (three cars) - $12
  • City Bus - $12
  • Tow Truck - $18
  • Flat-Bed Truck w/logs - $35
  • Sports Car - $20
  • Sedan - $20

What Is Product and Service in a Business Plan?

A products and services section of a business plan clarifies exactly what your business will produce , how much it'll sell for, and other details along those lines.

What Are Examples of Products and Services?

A product or service can be anything a business creates to turn a profit. Some businesses have both products and services. For example, a restaurant's services include cooking for and serving customers. The restaurant's products are the dishes and drinks it creates.

24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Clifford Chi

Published: February 06, 2024

Free Business Plan Template

service business plan example

The essential document for starting a business -- custom built for your needs.

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I believe that reading sample business plans is essential when writing your own.

sample business plans and examples

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

service business plan example

  • Outline your idea.
  • Pitch to investors.
  • Secure funding.
  • Get to work!

You're all set!

Click this link to access this resource at any time.

Fill out the form to get your free template.

First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

business plan sample: Executive Summary Example

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Business plans examples: Executive Summary

Image Source

Tips for Writing Your Executive Summary

  • Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
  • Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
  • Be sure to highlight your value proposition, market opportunity, and growth potential.
  • Keep it concise and support ideas with data.
  • Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

  • The size of the market
  • Current or potential market share
  • Trends in the industry and consumer behavior
  • Where the gap is
  • What caused the gap
  • How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Business plans examples: Market Opportunity

Tips for Writing Your Market Opportunity Section

  • Focus on demand and potential for growth.
  • Use market research, surveys, and industry trend data to support your market forecast and projections.
  • Add a review of regulation shifts, tech advances, and consumer behavior changes.
  • Refer to reliable sources.
  • Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

  • Industry trends that other brands may not be utilizing
  • Strengths in your competition that may be obstacles to handle
  • Weaknesses in your competition that may help you develop selling points
  • The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

Business plans examples: Competitive Landscape

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

  • Complete in-depth research, then emphasize your most important findings.
  • Compare your unique selling proposition (USP) to your direct and indirect competitors.
  • Show a clear and realistic plan for product and brand differentiation.
  • Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
  • Outline growth opportunities from a competitive perspective.
  • Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

  • What demographics will most likely need/buy your product or service?
  • What are the psychographics of this audience? (Desires, triggering events, etc.)
  • Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Business plans examples: Target Audience

Tips for Writing Your Target Audience Section

  • Include details on the size and growth potential of your target audience.
  • Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
  • Describe your targeted customer acquisition strategy in detail.
  • Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
  • Add case studies, testimonials, and other data to support your target audience ideas.
  • Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

  • Your brand positioning vision and how you'll cultivate it
  • The goal targets you aim to achieve
  • The metrics you'll use to measure success
  • The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Business plans examples: Marketing Strategy

Tips for Writing Your Marketing Strategy

  • Include a section about how you believe your brand vision will appeal to customers.
  • Add the budget and resources you'll need to put your plan in place.
  • Outline strategies for specific marketing segments.
  • Connect strategies to earlier sections like target audience and competitive analysis.
  • Review how your marketing strategy will scale with the growth of your business.
  • Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Business plans examples: Key Features and Benefits

Tips for Writing Your Key Features and Benefits

  • Emphasize why and how your product or service offers value to customers.
  • Use metrics and testimonials to support the ideas in this section.
  • Talk about how your products and services have the potential to scale.
  • Think about including a product roadmap.
  • Focus on customer needs, and how the features and benefits you are sharing meet those needs.
  • Offer proof of concept for your ideas, like case studies or pilot program feedback.
  • Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

  • The specific pricing breakdowns per product or service
  • Why your pricing is higher or lower than your competition's
  • (If higher) Why customers would be willing to pay more
  • (If lower) How you're able to offer your products or services at a lower cost
  • When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Business plans examples: Pricing and Revenue

Tips for Writing Your Pricing and Revenue Section

  • Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
  • If you are asking a premium price, share unique features or innovations that justify that price point.
  • Show how you plan to communicate pricing to customers.
  • Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
  • Share plans to develop new revenue streams in the future.
  • Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
  • Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

  • Profit/Loss Statement - This answers the question of whether your business is currently profitable.
  • Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
  • Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Business plans examples: Financials

Tips for Writing Your Financials Section

  • Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
  • Include any data that supports your projections to assure investors of the credibility of your proposal.
  • Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
  • Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
  • Triple-check all financial information in your plan for accuracy.
  • Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

Download a free, editable one-page business plan template..

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

Sample business plan: hubspot free editable pdf

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

Sample Business Plan: LiveFLow

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

sample business plan: ThoughtCo.

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

sample business plan: Panda Doc

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

sample business plan: Small Business Administration

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

business plan example: liveflow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Business plan example: Lula body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

business plan example: Vesta executive summary

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

business plan examples: nalb creative center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

business plan examples: curriculum companion suites

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

sample business plan: Culina

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

Sample business plan: Plum

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How to Write a Business Plan, Step by Step

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What is a business plan?

1. write an executive summary, 2. describe your company, 3. state your business goals, 4. describe your products and services, 5. do your market research, 6. outline your marketing and sales plan, 7. perform a business financial analysis, 8. make financial projections, 9. summarize how your company operates, 10. add any additional information to an appendix, business plan tips and resources.

A business plan outlines your business’s financial goals and explains how you’ll achieve them over the next three to five years. Here’s a step-by-step guide to writing a business plan that will offer a strong, detailed road map for your business.

Bizee

A business plan is a document that explains what your business does, how it makes money and who its customers are. Internally, writing a business plan should help you clarify your vision and organize your operations. Externally, you can share it with potential lenders and investors to show them you’re on the right track.

Business plans are living documents; it’s OK for them to change over time. Startups may update their business plans often as they figure out who their customers are and what products and services fit them best. Mature companies might only revisit their business plan every few years. Regardless of your business’s age, brush up this document before you apply for a business loan .

» Need help writing? Learn about the best business plan software .

This is your elevator pitch. It should include a mission statement, a brief description of the products or services your business offers and a broad summary of your financial growth plans.

Though the executive summary is the first thing your investors will read, it can be easier to write it last. That way, you can highlight information you’ve identified while writing other sections that go into more detail.

» MORE: How to write an executive summary in 6 steps

Next up is your company description. This should contain basic information like:

Your business’s registered name.

Address of your business location .

Names of key people in the business. Make sure to highlight unique skills or technical expertise among members of your team.

Your company description should also define your business structure — such as a sole proprietorship, partnership or corporation — and include the percent ownership that each owner has and the extent of each owner’s involvement in the company.

Lastly, write a little about the history of your company and the nature of your business now. This prepares the reader to learn about your goals in the next section.

» MORE: How to write a company overview for a business plan

service business plan example

The third part of a business plan is an objective statement. This section spells out what you’d like to accomplish, both in the near term and over the coming years.

If you’re looking for a business loan or outside investment, you can use this section to explain how the financing will help your business grow and how you plan to achieve those growth targets. The key is to provide a clear explanation of the opportunity your business presents to the lender.

For example, if your business is launching a second product line, you might explain how the loan will help your company launch that new product and how much you think sales will increase over the next three years as a result.

» MORE: How to write a successful business plan for a loan

In this section, go into detail about the products or services you offer or plan to offer.

You should include the following:

An explanation of how your product or service works.

The pricing model for your product or service.

The typical customers you serve.

Your supply chain and order fulfillment strategy.

You can also discuss current or pending trademarks and patents associated with your product or service.

Lenders and investors will want to know what sets your product apart from your competition. In your market analysis section , explain who your competitors are. Discuss what they do well, and point out what you can do better. If you’re serving a different or underserved market, explain that.

Here, you can address how you plan to persuade customers to buy your products or services, or how you will develop customer loyalty that will lead to repeat business.

Include details about your sales and distribution strategies, including the costs involved in selling each product .

» MORE: R e a d our complete guide to small business marketing

If you’re a startup, you may not have much information on your business financials yet. However, if you’re an existing business, you’ll want to include income or profit-and-loss statements, a balance sheet that lists your assets and debts, and a cash flow statement that shows how cash comes into and goes out of the company.

Accounting software may be able to generate these reports for you. It may also help you calculate metrics such as:

Net profit margin: the percentage of revenue you keep as net income.

Current ratio: the measurement of your liquidity and ability to repay debts.

Accounts receivable turnover ratio: a measurement of how frequently you collect on receivables per year.

This is a great place to include charts and graphs that make it easy for those reading your plan to understand the financial health of your business.

This is a critical part of your business plan if you’re seeking financing or investors. It outlines how your business will generate enough profit to repay the loan or how you will earn a decent return for investors.

Here, you’ll provide your business’s monthly or quarterly sales, expenses and profit estimates over at least a three-year period — with the future numbers assuming you’ve obtained a new loan.

Accuracy is key, so carefully analyze your past financial statements before giving projections. Your goals may be aggressive, but they should also be realistic.

NerdWallet’s picks for setting up your business finances:

The best business checking accounts .

The best business credit cards .

The best accounting software .

Before the end of your business plan, summarize how your business is structured and outline each team’s responsibilities. This will help your readers understand who performs each of the functions you’ve described above — making and selling your products or services — and how much each of those functions cost.

If any of your employees have exceptional skills, you may want to include their resumes to help explain the competitive advantage they give you.

Finally, attach any supporting information or additional materials that you couldn’t fit in elsewhere. That might include:

Licenses and permits.

Equipment leases.

Bank statements.

Details of your personal and business credit history, if you’re seeking financing.

If the appendix is long, you may want to consider adding a table of contents at the beginning of this section.

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

Here are some tips to write a detailed, convincing business plan:

Avoid over-optimism: If you’re applying for a business bank loan or professional investment, someone will be reading your business plan closely. Providing unreasonable sales estimates can hurt your chances of approval.

Proofread: Spelling, punctuation and grammatical errors can jump off the page and turn off lenders and prospective investors. If writing and editing aren't your strong suit, you may want to hire a professional business plan writer, copy editor or proofreader.

Use free resources: SCORE is a nonprofit association that offers a large network of volunteer business mentors and experts who can help you write or edit your business plan. The U.S. Small Business Administration’s Small Business Development Centers , which provide free business consulting and help with business plan development, can also be a resource.

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How to Write a Cleaning Service Business Plan + Free Sample Plan PDF

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Elon Glucklich

7 min. read

Updated February 17, 2024

Free Download: Cleaning Service Business Plan Template

With busy schedules and job demands, not everyone has time to clean up after themselves. 

That’s why nearly 10 percent of Americans hired residential cleaning services as of 2020, and the demand for cleaners is rising. And despite a resistance to return to the office, commercial cleaning remains a $100 billion industry . Building owners still need pristine spaces if a lease or sale opportunity arises.

If you’re getting into the cleaning industry, or trying to grow your existing business, you’ll need to do some upfront work. That’s where a business plan comes in. This article will help you ensure that you’re meeting the right market opportunity, and that your business brings in enough revenue to be profitable long-term. If you need a bank loan or investment , a business plan will be crucial.

Are you looking for a free, downloadable cleaning service sample business plan PDF to help start your own business plan, Bplans has you covered.

  • What should you include in a cleaning service business plan?

Keep your plan concise, and focus only on the most important sections for your business. Your plan will likely include some or all of these sections:

  • Executive summary
  • Market analysis
  • Products and services
  • Marketing and sales strategy
  • Company overview
  • Financial plan

It’s especially important for a cleaning service business plan to consider the wide range of services and related products you may offer. Your business might provide specialized cleaning services, or sell eco-friendly cleaning products along with cleaning homes or office spaces.

You’ll need to detail your strategies for promoting each of these products and services to maximize the revenue you generate from each client.

Here’s an example of a cleaning service business plan outline.

A sample outline for a cleaning service business plan.

What’s your biggest business challenge right now?

  • The 8 elements of an effective cleaning service business plan

1. Executive summary

The executive summary is a broad overview of your plan. Without going over one to two pages, outline all of the components of your cleaning service business. 

Include a mission statement in your executive summary. This simple, action-oriented statement explains your company’s purpose. Maybe your goal is to grow into your area’s leading residential cleaning service. Or to expand the market for eco-friendly cleaning solutions. It summarizes what your company does for customers, employees, and owners. It also helps someone reading your business understand in greater detail what sets your business apart from competitors, and how it will be profitable.

If you’re writing your plan for a bank or investor, they will start with the executive summary. So it’s where you’ll want to make a good first impression. Try to draw them in right away by showing you have a clear value proposition.

2. Market analysis

The market analysis section is where you make the case that your business can generate enough demand to be successful. To do that, you’ll need to thoroughly assess your market, identifying key trends in the region’s home or commercial real estate sectors that might indicate a need for your services.

Evaluate the size of your potential market , including residential and commercial segments. You should also analyze the competition . Start by identifying the number of existing providers and their service offerings, and highlight any gaps you observe in the market that your business can fill.

3. Cleaning services and products

This section should detail the cleaning services and products you offer. These may include various residential and commercial cleaning services, like standard cleaning, deep cleaning, specialized disinfection services, or eco-friendly cleaning options.

If you plan to use specific cleaning products or specialized equipment, also detail these. Emphasize any services or products that set your business apart from the competition, like allergen-free cleaning services for homes or exclusively green cleaning products.

4 . Marketing and sales strategy

Your marketing and sales strategy is how you put your market research into action to attract and retain customers for your cleaning service.

Start by identifying the most effective marketing channels for reaching your target market, such as online advertising, social media , local flyers, or partnerships with real estate agencies.

To reach the broadest customer base possible, outline your digital and traditional marketing strategies. Discuss the importance of a strong online presence, including a user-friendly website and active social media profiles to build brand awareness and credibility. 

You should also provide information about your pricing strategy , and whether you’ll offer special promotions or loyalty programs to encourage repeat business and referrals.

5. Milestones

The milestones section is where you outline the key objectives for your business and timelines for achieving them. This section can be short, with individual milestones listed as bullet points.

Milestones could include securing initial funding, acquiring necessary licenses, launching your marketing campaign, reaching a certain number of clients, or hitting revenue targets. Be sure to list when you expect to achieve each milestone, and which members of your team will be responsible for reaching them.

6. Company overview

The company summary gives a brief overview of your cleaning business. Include the legal structure , target service area, and history of your business if it already exists.

If you’re writing your plan because you’re seeking funding for your business from a bank, clearly state how much you’ll need, how you plan to use it, and how it will benefit the business. Funding uses could include purchasing new equipment to expand your services, or hiring additional staff to widen your service area.

You can also include a brief management team section covering your key employees, their roles, responsibilities, qualifications, and experience. 

If you plan to contract with cleaning crews instead of hiring employees, describe how this arrangement will work and why you think it will benefit your business.

7. Financial plan and forecasts

Your financial plan should present detailed financial projections, including revenue , costs , and profitability .

If you’re a new business, list your startup costs , including initial equipment, supplies, licensing, and marketing investments. Also, outline your funding sources, such as loans, investments, or personal savings going into the business.

Include a cash flow statement , income statement , and balance sheet . The financial statements and projections should demonstrate your cleaning service’s potential to generate sustainable profits over the long term.

8. Appendix

The appendix is an optional section for you to add supporting information or documents that don’t fit within the plan. This could include market research data, lease agreements, employee contracts, or licensing and permit documents.

  • Writing an effective cleaning service business plan: Key considerations

When writing your cleaning service business plan, focus on these areas to increase your likelihood of success.

1. Offer diverse service offerings

The cleaning industry caters to a wide array of customer needs, from residential homes with regular upkeep, to commercial spaces that need specialized sanitation. Offering services to the broadest customer base you can manage will help you expand your share of the market .

2. Pricing strategy  

Your pricing strategy is vital to balance attracting and retaining customers to ensure your business remains profitable. 

Extensive market research into competitors should help you understand what represents a competitive pricing structure in your target area. Offering flexible pricing models, like flat rates for certain services or discounts for recurring appointments, can also appeal to a broader customer base. Just make sure your forecasts show that you’ll generate more revenue from repeat business through any discounts you decide to offer.

3. Protect your reputation

Trust and reputation are crucial in the cleaning service industry, where small mistakes can cost you customers. Consider in your marketing plan whether your branding and customer feedback policies emphasize your commitment to quality work and reliable service. And make sure to check how your business is being reviewed online.

4. Professional training and standards

To achieve a reputation as a high-quality cleaning service, your standards as a business owner need to trickle down to your employees. The operations section of your plan should include training your workers on the latest cleaning techniques, customer service best practices, and safety protocols to ensure your team meets those high standards you’ve set.

5. Online marketing and presence

We touched on this in the marketing and sales strategy section, but strong online and social media presences are fairly low-cost tactics for reaching new customers. Consider how much a professionally designed website that’s search engine optimized, active social media engagement, and strategic online advertising might increase your visibility.

  • Download your cleaning service sample business plan PDF

Download this cleaning service sample business plan PDF for free right now, or visit Bplans’ gallery of more than 550 sample business plans if you want more options.

Don’t get hung up on finding a sample business plan that exactly matches your cleaning service. Whether you’re setting up a boutique eco-friendly cleaning service or a broad-scale commercial cleaning operation, the core elements of your business plan will largely be consistent.

There are plenty of reasons cleaning service business owners can benefit from writing a business plan — you’ll need one if you’re seeking a loan or investment.

Even if you’re not seeking funding, thinking through every aspect of your business will help you ensure you’re not overlooking anything critical as you grow.

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See why 1.2 million entrepreneurs have written their business plans with LivePlan

Content Author: Elon Glucklich

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Sample Cleaning Service Business Plan

Growthink.com Cleaning Service Business Plan Template

Writing a business plan is a crucial step in starting a cleaning service business. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring cleaning service business owners, having access to a sample cleaning service business plan can be especially helpful in providing direction and gaining insight into how to draft their own cleaning service business plan.

Download our Ultimate Cleaning Service Business Plan Template

Having a thorough business plan in place is critical for any successful cleaning service venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A cleaning service business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The cleaning service business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your cleaning service business as Growthink’s Ultimate Cleaning Service Business Plan Template , but it can help you write a cleaning service business plan of your own.

Example – PristineClean Experts

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

PristineClean Experts is a professional cleaning service located in Jacksonville, FL, dedicated to providing top-notch cleaning solutions for residential and commercial clients. We are committed to maintaining a high standard of cleanliness and hygiene, with services tailored to meet the diverse needs of our clients, ranging from regular home cleanings to comprehensive commercial maintenance. Our team, equipped with the latest cleaning technology and eco-friendly products, aims to offer an unparalleled cleaning experience, ensuring customer satisfaction and loyalty. Our focus on quality, reliability, and customer service positions us as a leading choice for cleaning services in the Jacksonville area.

Our success is driven by our unwavering commitment to quality and customer satisfaction. We’ve built a strong reputation in the Jacksonville area through our reliable service, attention to detail, and the ability to tailor our offerings to meet the unique needs of each customer. Our team’s expertise and use of advanced cleaning technologies have set us apart in the industry. To date, we’ve achieved significant milestones, including a growing base of loyal residential and commercial clients, and we are continuously expanding our services to cater to the evolving needs of our community.

The cleaning services industry is experiencing robust growth, driven by increasing demand from both residential and commercial sectors. In Jacksonville, FL, this upward trend is reflected in the growing number of households and businesses seeking professional cleaning services to maintain hygiene and appeal. The industry’s expansion is further fueled by heightened health awareness and the need for sanitized environments, particularly in the wake of health crises. PristineClean Experts is well-positioned to capitalize on this demand, offering comprehensive cleaning solutions that cater to the specific needs of our diverse client base.

PristineClean Experts targets a wide range of customers in Jacksonville, FL, focusing primarily on homeowners and apartment dwellers seeking regular and one-off cleaning services. Our tailored approach aims to accommodate the unique cleaning needs of each homeowner, ensuring their spaces are impeccably maintained. Additionally, we serve landlords and small to medium-sized businesses, including office spaces and retail stores, who value professional cleaning to enhance their environment for tenants and clients alike. By addressing the distinct requirements of these customer segments, we ensure high satisfaction and loyalty.

Top Competitors:

CleanMaster Solutions: Offers a range of residential and commercial cleaning services. Sparkle Homes: Specializes in residential cleaning with customizable packages. OfficeClean Express: Focuses on commercial spaces, providing tailored cleaning services.

Competitive Advantages: PristineClean Experts stands out through our commitment to using eco-friendly cleaning products and state-of-the-art equipment, ensuring a thorough and environmentally safe clean. Our highly trained staff and personalized service plans offer a superior cleaning experience, setting us apart from competitors and making us the preferred choice in Jacksonville.

Our marketing plan emphasizes the diversity and quality of our cleaning services, with competitive pricing to match. We offer a range of services from basic home cleaning to specialized commercial maintenance, ensuring a tailored approach to meet the specific needs of our clients. Pricing is structured to provide value while reflecting the high standard of our services. Promotions will be conducted through various channels including social media, local advertising, and word-of-mouth referrals. Special offers and discounts for first-time clients and loyalty programs for regular customers are key strategies to attract and retain our customer base.

Our operations are centered around efficiency and customer satisfaction. Key processes include streamlined booking and scheduling, responsive customer service, rigorous staff training, and stringent quality control measures. We employ reliable scheduling software and maintain excellent communication with clients. Our equipment and inventory are regularly checked to ensure operational readiness. Financial management, marketing efforts, and compliance with safety regulations are also integral parts of our daily operations. Achieving these operational milestones is essential for delivering consistent, high-quality service.

Our management team consists of experienced professionals with diverse backgrounds in business management, customer service, and the cleaning industry. Their collective expertise provides the strategic direction and operational oversight necessary to achieve our business objectives. This strong leadership is instrumental in fostering a culture of excellence, innovation, and customer-centricity within PristineClean Experts.

Welcome to PristineClean Experts, a new Cleaning Service making waves in Jacksonville, FL. We pride ourselves on being a local cleaning service business, filling a much-needed gap in the community. Our mission is to provide unparalleled cleaning services, as we’ve identified a lack of high-quality local cleaning service businesses in the area. Our team is dedicated to ensuring every corner of your space shines, offering a comprehensive suite of cleaning solutions tailored to meet the unique needs of each client.

At PristineClean Experts, our services cater to a wide range of needs including Residential Cleaning, Commercial Cleaning, Janitorial Services, Move-In/Move-Out Cleaning, and Specialized Cleaning Services. We understand the importance of maintaining a clean and healthy environment, whether it’s the comfort of your home or the professionalism of your business space. Our team is equipped with the latest cleaning technology and practices, ensuring efficient and thorough service delivery. We are here to simplify your life, providing hassle-free and reliable cleaning solutions right at your doorstep.

Based in Jacksonville, FL, PristineClean Experts is strategically located to serve customers throughout the city. This prime location allows us to respond quickly to our clients’ needs, ensuring timely and reliable service. We are committed to making a noticeable difference in our community, one clean space at a time.

PristineClean Experts is uniquely qualified to succeed for several reasons. Firstly, our founder brings a wealth of experience from running a successful cleaning service business previously. This experience is invaluable in understanding the intricacies of the industry and ensuring that we stay ahead of the competition. Moreover, we are confident in our ability to offer better cleaning services than our competitors, thanks to our dedicated team, state-of-the-art equipment, and innovative cleaning techniques.

Since our inception on January 3, 2024, as a S Corporation, we have achieved several milestones that we’re incredibly proud of. Our journey began with the creation of a unique logo that represents our brand’s ethos and dedication to cleanliness. We also invested time in developing a memorable company name that resonates with our mission and values. Additionally, we secured a great location that serves as the hub for our operations, enabling us to efficiently manage our services and cater to the needs of our clients in Jacksonville, FL. These accomplishments are just the beginning, and we are excited about the future of PristineClean Experts.

The Cleaning Service industry in the United States is currently experiencing significant growth and is poised for continued expansion in the coming years. According to a market research report, the industry generated approximately $46.3 billion in revenue in 2020. This indicates a substantial market size and highlights the demand for professional cleaning services across the country. Furthermore, the market is expected to grow at a compound annual growth rate (CAGR) of 6.2% from 2021 to 2028, reaching a projected value of $74.3 billion. These figures demonstrate the immense potential for growth and profitability within the Cleaning Service industry.

Several trends in the Cleaning Service industry are contributing to its positive outlook, which bodes well for PristineClean Experts. Firstly, there is a growing emphasis on cleanliness and hygiene, particularly in light of the COVID-19 pandemic. Customers are now more conscious of the importance of maintaining cleanliness and sanitization in their homes and workplaces. This increased awareness has led to a surge in demand for professional cleaning services. Secondly, an aging population and busy lifestyles have resulted in a greater need for outsourcing household chores, including cleaning. As more individuals seek convenience and time-saving solutions, the demand for Cleaning Service providers like PristineClean Experts is expected to rise.

Furthermore, technological advancements and the adoption of innovative cleaning methods are shaping the future of the industry. Cleaning companies are increasingly utilizing advanced equipment, environmentally friendly cleaning products, and digital platforms to enhance their efficiency and effectiveness. PristineClean Experts can capitalize on these industry trends by offering state-of-the-art cleaning solutions and leveraging digital marketing strategies to reach a wider customer base. By staying ahead of the curve and providing exceptional service, PristineClean Experts is well-positioned to thrive in the growing Cleaning Service industry in Jacksonville, FL.

Below is a description of our target customers and their core needs.

Target Customers

PristineClean Experts will target a broad spectrum of local residents in Jacksonville, FL, focusing on homeowners looking for regular and one-time cleaning services. This group is expected to form the core of their customer base, seeking to maintain their homes in pristine condition without dedicating personal time to the task. The company will tailor its offerings to meet the specific needs of these homeowners, ranging from basic cleaning to deep cleaning services.

Aside from individual homeowners, PristineClean Experts will also cater to apartment dwellers and landlords who require cleaning services for move-ins and move-outs. This segment recognizes the value of maintaining clean living spaces to attract and retain tenants. By offering flexible and customizable cleaning plans, PristineClean Experts will address the unique demands of apartment cleaning, ensuring spaces are spotless for current and future residents.

Moreover, PristineClean Experts will extend its services to small and medium-sized businesses in Jacksonville, FL. This customer segment comprises office spaces, retail stores, and small clinics that must uphold a high standard of cleanliness to ensure a healthy and appealing environment for employees and clients alike. The company will develop commercial cleaning packages that guarantee thorough cleaning, disinfection, and maintenance of business premises, aligning with the professional image these establishments aim to project.

Customer Needs

PristineClean Experts can fulfill the profound need for high-quality cleaning services among Jacksonville residents who desire a spotless living environment without the time or energy to achieve it themselves. Clients expect thoroughness and attention to detail, ensuring that every corner of their home meets their high standards of cleanliness. This demand highlights the necessity for a service that can consistently deliver exceptional results, tailored to the individual needs of each household.

In addition to the basic expectation of cleanliness, customers also seek reliability and trustworthiness in their cleaning service provider. PristineClean Experts understands the importance of sending only well-vetted, professional cleaners into clients’ homes. Customers can rest assured knowing that their personal spaces are being treated with the utmost respect and care, fostering a relationship based on trust and mutual respect.

Moreover, the modern customer values convenience and flexibility in service arrangements. PristineClean Experts addresses this need by offering easy scheduling options and customizable cleaning plans. By accommodating the busy lifestyles of Jacksonville residents, PristineClean Experts ensures that maintaining a clean and healthy home environment does not add to the stresses of daily life but rather alleviates them.

PristineClean Experts’s competitors include the following companies:

Bonnie’s Maids offers a comprehensive suite of cleaning services tailored for residential properties, including standard house cleaning, deep cleaning, and move-in/move-out services. Their price points are competitive, aiming to offer value through quality services at accessible rates. Revenues for Bonnie’s Maids suggest a strong local market presence, indicative of their ability to retain and satisfy a diverse client base. They operate primarily within the Jacksonville area, focusing on residential customers seeking regular or one-time cleaning services. Key strengths include their established reputation and customer loyalty, while a potential weakness is their limited service offerings beyond residential cleaning.

Evolution DR Cleaning Service specializes in both residential and commercial cleaning solutions, providing a broad spectrum of services ranging from regular housekeeping to specialized cleaning for offices and retail spaces. Their pricing strategy is flexible, offering customized quotes based on the size and specific needs of the job, allowing them to cater to a wide range of budget considerations. Evolution DR Cleaning Service generates significant revenue, reflecting their broad service offerings and ability to serve both households and businesses effectively. They serve the greater Jacksonville area, including some neighboring regions, targeting both homeowners and commercial entities. Their key strengths lie in their versatility and ability to handle diverse cleaning needs. A potential weakness could be the complexity of managing a wide range of services, which might impact service consistency.

Nicki’s House Cleaning focuses on delivering personalized cleaning services to residential clients, emphasizing customer satisfaction and attention to detail. They offer a variety of packages from basic cleaning to premium services, including eco-friendly options, with pricing that varies based on service depth and frequency. This approach allows them to attract different segments of the market, from budget-conscious to premium clients. Nicki’s House Cleaning has a solid revenue stream, supported by a loyal customer base and strong word-of-mouth referrals in Jacksonville and its suburbs. They exclusively serve the residential segment, providing them with a focused market approach but potentially limiting their growth in the commercial sector. Their strengths include high customer satisfaction and personalization of services. However, their focus on only residential services and the absence of commercial offerings could be seen as a weakness in diversifying their customer base.

Competitive Advantages

At PristineClean Experts, we pride ourselves on offering superior cleaning services compared to our competition. Our team is dedicated to providing meticulous attention to detail, ensuring that every nook and cranny of our clients’ spaces are impeccably cleaned. We understand the unique needs of each customer and adapt our services accordingly, which allows us to deliver personalized cleaning solutions that exceed expectations. Additionally, our use of eco-friendly cleaning products not only ensures a thorough clean but also promotes a healthier environment for our clients and their families.

Moreover, our competitive advantage extends beyond just the quality of our cleaning services. We are committed to exceptional customer service, making sure that we are always accessible and responsive to our clients’ needs and feedback. Our flexible scheduling options can accommodate even the busiest of lifestyles, making it convenient for our customers to enjoy a pristine clean without disrupting their daily routines. Furthermore, our team consists of highly trained and trustworthy professionals who are passionate about what they do, which reflects in the quality of their work. With PristineClean Experts, clients can expect a seamless and satisfactory cleaning experience every time.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

PristineClean Experts caters to a wide array of cleaning needs for both residential and commercial clients. Their comprehensive service offerings ensure that every nook and cranny, whether at home or in the office, is meticulously cleaned to perfection. The services they provide are not only varied but are also customized to meet the unique requirements of each client, ensuring satisfaction across the board.

Starting with Residential Cleaning, PristineClean Experts offers a thorough cleaning solution for homes of all sizes. This service includes dusting, vacuuming, mopping, bathroom cleaning, and kitchen cleaning, aiming to create a pristine living environment for homeowners. Prices for their residential cleaning services start at an average of $120 for a small home, scaling up based on the size of the property and specific cleaning requirements.

For businesses looking to maintain a clean and professional atmosphere, Commercial Cleaning services are available. PristineClean Experts understands the importance of a spotless workspace for both employee productivity and customer perception. Their commercial cleaning package includes office cleaning, restroom sanitation, trash removal, and floor care, with prices beginning at $200 for small office spaces. Larger commercial spaces can expect custom quotes based on the area to be cleaned and the services required.

Their Janitorial Services are designed to cater to institutions such as schools, hospitals, and large office buildings that require daily or weekly maintenance. This service focuses on ensuring that these high-traffic areas are consistently clean and sanitized. The starting price for janitorial services is around $250, adjusting for the frequency of cleaning and the scope of work.

Understanding the chaos associated with moving, PristineClean Experts offers Move-In/Move-Out Cleaning services to ease the transition. This comprehensive cleaning ensures that new residents step into a spotless space, and those moving out leave behind a clean slate. Prices for these services begin at $150 for small apartments, with variations depending on the size of the property and the extent of cleaning needed.

Lastly, Specialized Cleaning Services are available for those requiring more than just the standard cleaning procedures. This includes deep cleaning, carpet cleaning, window washing, and pressure washing, among others. These services are tailored to the specific needs of the client, with prices starting at $100 and increasing based on the complexity and requirements of the job.

In summary, PristineClean Experts offers a broad spectrum of cleaning services designed to meet the needs of both residential and commercial clients in Jacksonville, FL. Their commitment to providing impeccable cleaning solutions is reflected in their diverse service offerings and competitive pricing, ensuring that every space they touch is left in pristine condition.

Promotions Plan

PristineClean Experts leverage a dynamic mix of promotional methods to attract customers in Jacksonville, FL, with a primary focus on online marketing. They understand that in today’s digital age, a strong online presence will not just be beneficial but essential for reaching their target audience effectively. Hence, they will engage in a comprehensive online marketing strategy that includes the use of social media platforms, search engine optimization (SEO), and targeted advertising campaigns. Through these channels, PristineClean Experts will showcase their cleaning services, share customer testimonials, and provide valuable cleaning tips to engage with potential customers.

In addition to online marketing, PristineClean Experts will also deploy traditional marketing techniques such as distributing flyers and placing ads in local newspapers. These methods will complement their digital efforts by reaching potential customers who may not be as active online but are equally valuable to their business. Moreover, PristineClean Experts will establish partnerships with local businesses and real estate agents, creating a referral network that will help spread the word about their exceptional cleaning services.

Email marketing will play a crucial role in their promotional strategy. By collecting email addresses through their website and at local events, PristineClean Experts will send out regular newsletters that include special promotions, cleaning tips, and updates about their services. This direct line of communication will keep them at the forefront of their customers’ minds and encourage repeat business.

Understanding the power of word-of-mouth, PristineClean Experts will implement a customer referral program. Satisfied customers who refer new clients will receive discounts on future services, incentivizing them to spread the word about PristineClean Experts. This approach will not only help in acquiring new customers but also in building a loyal customer base.

Lastly, PristineClean Experts will actively seek out opportunities to sponsor local events or participate in community service projects. This will not only increase their visibility within the community but also build their reputation as a business that cares about the well-being of Jacksonville, FL.

By combining these promotional methods, PristineClean Experts will effectively reach and attract customers, establishing themselves as a leading cleaning service in Jacksonville, FL.

Our Operations Plan details:

  • The key day-to-day processes that our business performs to serve our customers
  • The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of PristineClean Experts, there are several key day-to-day operational processes that we will perform.

  • Utilize a reliable scheduling software to manage appointments efficiently.
  • Confirm appointments with customers a day ahead to ensure readiness and prevent no-shows.
  • Maintain a responsive customer service system, including phone, email, and chat support.
  • Collect feedback from customers after service completion to improve quality and customer satisfaction.
  • Conduct daily briefings with cleaning teams to discuss the day’s assignments and any special instructions from clients.
  • Ensure staff are well-trained in cleaning techniques and customer service skills.
  • Regularly check and maintain cleaning equipment to ensure they are in good working condition.
  • Keep track of inventory levels for cleaning supplies and reorder as necessary to prevent shortages.
  • Implement a quality control checklist for all cleaning jobs to ensure high standards are met consistently.
  • Conduct random spot checks on cleaning jobs to ensure compliance with company standards.
  • Monitor daily expenses and revenues to manage cash flow effectively.
  • Process payments promptly and follow up on any outstanding invoices.
  • Regularly update the company website and social media platforms with engaging content and special promotions.
  • Encourage satisfied customers to leave positive reviews online to enhance the company’s reputation.
  • Ensure compliance with local, state, and federal regulations regarding cleaning services and employment.
  • Conduct regular safety training sessions for staff to prevent accidents and injuries.

PristineClean Experts expects to complete the following milestones in the coming months in order to ensure its success:

  • Secure Necessary Licenses and Insurance: Obtain all required business licenses and insurance policies to operate legally and safely in Jacksonville, FL. This step will mitigate legal risks and protect the company and its customers.
  • Establish an Effective Branding and Online Presence: Develop a strong brand identity, including a company logo, website, and social media profiles. This milestone is crucial for attracting customers and establishing trust in the market.
  • Hire and Train Cleaning Staff: Recruit, hire, and extensively train cleaning staff to ensure high-quality service. This includes training on cleaning techniques, customer service, and safety protocols, which is fundamental to building a reliable and professional team.
  • Launch Our Cleaning Service Business: Officially start offering cleaning services to residential and commercial clients in Jacksonville, FL. This involves marketing the launch to generate initial customers and feedback.
  • Secure Key Contracts with Commercial Clients: Obtain contracts with commercial entities such as offices, retail stores, and apartment complexes. This will provide a steady income stream and help in achieving financial stability.
  • Implement a Customer Feedback and Quality Control System: Establish mechanisms for collecting customer feedback and conducting regular quality checks. This system will ensure continuous improvement and high customer satisfaction, which is critical for repeat business and referrals.
  • Reach $15,000/Month in Revenue: Achieve the financial goal of generating $15,000 in monthly revenue. This milestone will indicate market acceptance and the potential for sustainable growth and profitability.
  • Expand Services or Service Area: Depending on market demand and operational capacity, consider expanding the range of services offered or extending the service area beyond Jacksonville, FL. This growth strategy should be based on solid customer demand and the ability to maintain quality standards.

These milestones are designed to build a strong foundation for PristineClean Experts, mitigate risks associated with starting a new business, and guide the company towards achieving success in the competitive cleaning service industry.

SavorFest Caterers management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Ava Thompson, President

Ava Thompson, President, brings a wealth of experience to PristineClean Experts, having previously led a successful cleaning service business. Her entrepreneurial journey is marked by her ability to identify market needs and respond with innovative solutions that drive customer satisfaction and loyalty. Ava’s leadership style is characterized by a hands-on approach, fostering a culture of excellence and accountability within her teams. Her proven track record in business management and strategic planning makes her uniquely qualified to guide PristineClean Experts towards achieving its vision of becoming the leading provider in the cleaning services industry.

To reach our growth goals, PristineClean Experts requires significant funding. This investment will be directed towards expanding our service offerings, marketing efforts to increase brand visibility, and enhancing operational efficiencies. By securing the necessary funding, we are poised to capitalize on market opportunities, drive revenue growth, and establish PristineClean Experts as a market leader in the cleaning services industry in Jacksonville, FL.

Financial Statements

Balance sheet.

[insert balance sheet]

Income Statement

[insert income statement]

Cash Flow Statement

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Cleaning Service Business Plan Example PDF

Download our Cleaning Service Business Plan PDF here. This is a free cleaning service business plan example to help you get started on your own cleaning service plan.  

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Many owners of sole proprietorships, partnerships, S corporations and some trusts and estates may be eligible for a qualified business income (QBI) deduction – also called the Section 199A deduction – for tax years beginning after December 31, 2017. The deduction allows eligible taxpayers to deduct up to 20 percent of their QBI, plus 20 percent of qualified real estate investment trust (REIT) dividends and qualified publicly traded partnership (PTP) income. Income earned through a C corporation or by providing services as an employee is not eligible for the deduction. For more information on what qualifies as a trade or business, see Determining your qualified trades or businesses in the Instructions for Form 8995-A or Form 8995 .

The deduction is available regardless of whether taxpayers itemize deductions on Schedule A or take the standard deduction. Eligible taxpayers can claim the deduction for tax years beginning after December 31, 2017, and ending on or before December 31, 2025.

The deduction has two components.

  • QBI Component. This component of the deduction equals 20 percent of QBI from a domestic business operated as a sole proprietorship or through a partnership, S corporation, trust, or estate. The QBI Component is subject to limitations, depending on the taxpayer's taxable income which may include the type of trade or business, the amount of W-2 wages paid by the qualified trade or business, and the unadjusted basis immediately after acquisition (UBIA) of qualified property held by the trade or business. It may also be reduced by the patron reduction if the taxpayer is a patron of an agricultural or horticultural cooperative.
  • REIT/PTP Component. This component of the deduction equals 20 percent of qualified REIT dividends and qualified PTP income. This component is not limited by W-2 wages or the UBIA of qualified property. Depending on the taxpayer's taxable income, the amount of PTP income that qualifies may be limited depending on the type of the PTP's trade or business.

The deduction is limited to the lesser of the QBI component plus the REIT/PTP component or 20 percent of the taxpayer's taxable income minus net capital gain.

QBI is the net amount of qualified items of income, gain, deduction, and loss from any qualified trade or business, including income from partnerships, S corporations, sole proprietorships, and certain trusts. Generally, this includes, but is not limited to, the deductible part of self-employment tax, self-employed health insurance, and deductions for contributions to qualified retirement plans (e.g., SEP, SIMPLE and qualified plan deductions).

QBI does not include items such as:

  • Items that are not properly includable in taxable income
  • Investment items such as capital gains or losses
  • Interest income not properly allocable to a trade or business
  • Wage income
  • Income that is not effectively connected with the conduct of business within the United States
  • Commodities transactions or foreign currency gains or losses
  • Certain dividends and payments in lieu of dividends
  • Income, loss, or deductions from notional principal contracts
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  • Amounts received as reasonable compensation from an S corporation
  • Amounts received as guaranteed payments from a partnership
  • Payments received by a partner for services other than in a capacity as a partner
  • Qualified REIT dividends

Solely for the purposes of section 199A, a safe harbor is available to individuals and owners of passthrough entities who seek to claim the deduction under section 199A with respect to a rental real estate enterprise. Under the safe harbor a rental real estate enterprise will be treated as a trade or business for purposes of the QBI deduction if certain criteria are met. For more information on the safe harbor, see  News Release IR-2019-158

An interest in rental real estate that does not meet the requirements of the safe harbor may still be treated as a trade or business for purposes of the QBI deduction if it otherwise is a section 162 trade or business.

In addition, the rental or licensing of tangible or intangible property that does not rise to the level of a section 162 trade or business is nevertheless treated as a qualified trade or business for purposes of section 199A if the rental or licensing of property is to a commonly controlled trade or business operated by the individual or a passthrough entity as provided in Treas. Reg. § 1.199A-1(b)(14).

More information:

  • Final Regulations PDF
  • Notice 2018-64
  • Instructions to Form 1040 PDF
  • Instructions to Form 8995-A PDF
  • Instructions to Form 8995 PDF
  • Publication 535 PDF
  • Tax Reform Basics for the Qualified Business Income Deduction (199A)

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IMAGES

  1. FREE Services Business Plan Template

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  2. 8+ Service Business Plan Templates

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  3. Business Plan Template For Service Company

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  5. Service Summary Business Plan

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  6. Free One-Page Business Plan Templates

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VIDEO

  1. INTRO TO BUSINESS

  2. Business Plan Implementation

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  5. What is a service business #business

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COMMENTS

  1. Service Business Plan Template & Guide [Updated 2024]

    A service business plan provides a snapshot of your service company as it stands today, and lays out your growth plan for the next five years. It explains your goals and your business strategy for reaching them. It also includes market research to support your company plans. Why You Need a Business Plan

  2. 550+ Sample Business Plan Examples to Inspire Your Own

    Explore over 550 industry-specific business plan examples for inspiration. Go even further with LivePlan, which harnesses AI-assisted writing features and SBA-approved plan examples to get you funded. Find your business plan example Accounting, Insurance & Compliance Business Plans Accounting Compliance View All 25 Children & Pets Business Plans

  3. How to Write a Business Plan for a Service Business

    Noah Parsons 10 min. read Updated November 13, 2023 Free Download: Sample Administrative Services Business Plan Templates If you're starting a business that sells a service, writing a business plan is one of the first steps you need to take.

  4. 7 Business Plan Examples to Inspire Your Own (2024)

    7 Business Plan Examples to Inspire Your Own (2024) Need support creating your business plan? Check out these business plan examples for inspiration. by Alexandra Sheehan Jan 23, 2024 Start your online business today. For free. Start free trial

  5. Simple Business Plan Template (2024)

    This section of your simple business plan template explores how to structure and operate your business. Details include the type of business organization your startup will take, roles and ...

  6. Write your business plan

    Executive summary Briefly tell your reader what your company is and why it will be successful. Include your mission statement, your product or service, and basic information about your company's leadership team, employees, and location. You should also include financial information and high-level growth plans if you plan to ask for financing.

  7. The 7 Best Business Plan Examples to Inspire Your Own (2024)

    ThoughtCo's sample business plan for a fictional company called Acme Management Technology, the executive summary is three paragraphs and occupies nearly half the page: You might go more in-depth with your company description and include the following sections: Nature of the business. Mention the general category of business you fall under.

  8. How To Write an Outstanding Service Business Plan

    Examples of service businesses include, but are not limited to: Marketing consultants Staffing agencies Event planners Financial analysts Law firms Medical providers Banks While a service business plan includes many of the same elements as a product business plan, understanding key differences is important.

  9. How to Write a Simple Business Plan

    A business plan is a document that communicates a company's goals and ambitions, along with the timeline, finances, and methods needed to achieve them. Additionally, it may include a mission statement and details about the specific products or services offered. A business plan can highlight varying time periods, depending on the stage of your company and its goals.

  10. Service Business: Example Business Plan

    Service Business: Example Business Plan Are you starting a service based business? We've created an example business plan to help you get started. Download Tool Do you have an idea for a service based business, but aren't sure where to start?

  11. How To Write A Business Plan (2024 Guide)

    Describe Your Services or Products. The business plan should have a section that explains the services or products that you're offering. This is the part where you can also describe how they fit ...

  12. Free Simple Business Plan Templates

    This business plan template is designed with a startup business in mind and contains the essential elements needed to convey key product or service details to investors and stakeholders. Keep all your information organized with this template, which provides space to include an executive summary, a company overview, competitive analysis, a ...

  13. How to Write the Business Plan Products and Services Section

    The products and services section of your business plan is more than just a list of what your business is going to provide. This section of your business plan should include details about how you'll price products and services, how you'll fulfill orders, and other details that investors need to hear before you can get funding. Learn more below.

  14. 24 of My Favorite Sample Business Plans & Examples For Your Inspiration

    8. Panda Doc's Free Business Plan Template. PandaDoc's free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

  15. Business Plan: What it Is, How to Write One

    1. Write an executive summary 2. Describe your company 3. State your business goals 4. Describe your products and services 5. Do your market research 6. Outline your marketing and sales plan...

  16. 15+ Business Plan Examples to Help You Write Your Own

    A great consulting business plan template will include a summary, objectives, market strategies, services and price listings for customers. This template makes great use of large, high quality images. With Visme, you can simply drag and drop images onto the template to replace the existing images with your own.

  17. Cleaning Service Business Plan Example

    Free business plan template. A fill-in-the-blank template designed for business owners. Download Now. Sample Plans. Popular Plans. ... Start your own cleaning service business plan. Mother's House Cleaning Service Executive Summary Opportunity Problem. The wealthy single income families, and affluent double income families of Cleanly,Wa are in ...

  18. Delivery Service Business Plan Template & Guide [Updated 2024]

    Download our Ultimate Business Plan Template here >. A business plan provides a snapshot of your delivery service business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

  19. What is a customer service plan? + Template, tips, and examples

    It benefits both businesses and customers: Customer service agents get a blueprint to follow when navigating interactions toward a successful resolution. Customers get a consistent experience every time they interact with your business, no matter where they are in the customer journey.

  20. 15 Service Business Examples

    Here are 15 examples of service-based businesses: 1. Athletic training business Athletic trainers help individuals reach their fitness goals. They work in gyms or travel to clients' homes to perform tasks like demonstrating exercises, teaching clients about nutrition, providing fitness resources and overseeing a client's progress.

  21. Handyman Business Plan PDF Example

    Whether you're an experienced entrepreneur or new to the service industry, this guide, complete with a business plan example, lays the groundwork for turning your handyman business concept into reality. Let's dive in! The Plan. Our handyman service business plan is structured to cover all essential aspects needed for a comprehensive strategy.

  22. Business Plan: What It Is + How to Write One

    A business plan typically explores the competitive landscape of an industry, analyzes a market and different customer segments within it, describes the products and services, lists business strategies for success, and outlines financial planning. ... Examples include product sales, service fees, subscriptions, rental fees, license fees, and ...

  23. How to Write a Cleaning Service Business Plan

    Download this cleaning service sample business plan PDF for free right now, or visit Bplans' gallery of more than 550 sample business plans if you want more options. Don't get hung up on finding a sample business plan that exactly matches your cleaning service. Whether you're setting up a boutique eco-friendly cleaning service or a broad ...

  24. 9 steps to create a customer service plan

    1. Create a customer service strategy The customer service strategy should include the development of a vision and policy. The vision should identify the type of customer service the organization will use, while the core policies direct how the customer service department operates.

  25. Sample Cleaning Service Business Plan

    Download our Ultimate Cleaning Service Business Plan Template. Having a thorough business plan in place is critical for any successful cleaning service venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you ...

  26. 2024 Digital Marketing Strategy Guide

    A digital marketing strategy is a plan that gets a product or brand in front of potential customers. ... most interested in your product or service. ... your business objectives. An example of a ...

  27. Top 8 Incident Response Plan Templates

    When designing an incident response plan based on the template, keep the following in mind: The response plan should provide guidance for incidents based on their severity and impact. The plan should separate incidents of different types—for example, a ransomware attack requires a different response than a SQL injection attack.

  28. Qualified Business Income Deduction

    The qualified business income (QBI) deduction allows you to deduct up to 20 percent of your QBI. Learn more. Many owners of sole proprietorships, partnerships, S corporations and some trusts and estates may be eligible for a qualified business income (QBI) deduction - also called the Section 199A deduction - for tax years beginning after ...