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How to Write a Cleaning Company Business Plan + Free Template

Ever dreamed of starting your own cleaning services business?

If yes, you’ve come to the right place. It’s time for you to venture into an exciting world of clean and nicely organized spaces.

However, you need to think about resources and funding for navigating the ins and outs of the cleaning business.

Also, you need to identify if there’s a market opportunity to be successful, how many competitors you’ll face, and what potential clients expect from companies like yours.

Surprisingly, a professional business plan will help you answer all these questions. Here’s our sample Cleaning Company Business Plan to give you enough motivation.

We have created this sample business plan for you to get a good idea about how a comprehensive business plan should look alike and what elements you need to include in your business plan.

But before you start writing a business plan for your new cleaning company, consider a few tips and business planning hacks compiled for you.

Industry Overview

The commercial cleaning services industry stood at an impressive value of $89.7 billion , and its growth shows that it’s not going to slow down.

Especially after the pandemic, the significance of cleaning has grown. The household cleaners or residential cleaning market is projected to be $40.38 billion by 2025.

And if you have a knack for cleaning and organizing spaces, there’s a golden opportunity to build a thriving business.

Before you go, we have some important things that you have to keep in mind.

Things to Consider Before Writing Your Cleaning Business Plan

Choose what you’ll clean.

Decide what kind of spaces you want to clean. You can go for anything from cleaning outdoor areas, hotels, schools, or office space.

This will help you hire employees who are the best at specific jobs. After all, cleaning different spaces requires a different set of skills and precision.

So, having a niche would help you become a specialist at your work and make your customers avail of your service more often.

Decide what additional services you can provide

Sometimes business is all about going that extra mile. Decide what additional services you can provide apart from the primary ones.

This would also largely depend upon your potential clients and the industry sector you are in.

For example, if you clean office spaces, you can specialize in the organizational services that can set you apart from competitors. Also, this will open opportunities for additional revenue.

Know your competitors

Knowing your competitors is crucial. Identify their strengths, weaknesses, and position in the market. It helps you stay ahead of them and have a foresight of what might happen next in the industry.

Hence, maintaining a competitive advantage in this dynamic and rapidly evolving sector is a must.

Adapt to technology

The cleaning industry is a lot about putting technology to maximum use. So, embrace technological advancements, such as online booking systems and machines for better cleaning.

This will ensure that your business remains competitive and aligns with the evolving needs of your customers. And to keep up you’ll have to change too.

How to Write a Cleaning Company Business Plan?

1. write an executive summary.

An executive summary is the first and most significant section of any business plan, usually written in the last when the entire plan is ready.

It provides a high-level overview of your cleaning company business plan, offering a quick understanding of your business. So, keep your executive summary clear, concise, and engaging to grab readers’ attention.

This section includes the business name, concept, core values, objectives, marketing plan, management team, and financial projections.

You may start your executive summary with a compelling introduction to the cleaning business, including what is your idea behind this business and what type of business you are running.

Briefly outline your cleaning services and clarify how your services will be different. Describe your target customers, and don’t forget to explain how your cleaning business satisfies their needs.

Name all the key members of your team and provide a summary of your cleaning company’s financial projections for 3-5 years.

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2. Provide a Company Overview

As the name suggests, the company overview section provides a detailed description of your small business.

It includes the business name, owners, legal structure, location, history, and other such information, providing an in-depth understanding of your company.

You may start this section by providing all the basic information about your cleaning business, such as the name of your company, type of business, legal structure, location, and the reason for choosing that place.

Highlight the owners of your cleaning company, along with their percentage shares and responsibilities. Include vision-mission statements that summarize your business objectives and core principles.

After that, mention your cleaning service business’s history and explain how it came into its recent position. Also, describe your future business goals.

Here is an example of PristineClean’s business goals written using Upmetrics AI-writing assistant :

Next, you may outline some personality and intriguing details like business achievements or recognition, if any.

3. Conduct an Industry and Market Analysis

Starting a cleaning services business requires a strategic roadmap, and the key to developing it lies in a complete industry and market analysis.

This chapter provides valuable insights into your external business environment, including the cleaning industry in which your business operates and its dynamics.

It helps your readers or potential investors to better understand the broader cleaning industry, local market, target customers, emerging market trends, potential challenges, and opportunities.

Here are a few key components your industry and market analysis section must include:

Market Size and Growth Potential

Give a detailed overview of the cleaning industry and determine its market size, growth potential, and target market. Use industry publications, market reports, and statistical data for thorough research.

Also, Identify and describe a few market influencing factors, such as increased hygiene awareness, growing urbanization, eco-friendliness, and changing lifestyles.

Target Market

Specify your target market and define the attributes of your ideal clients. Try to break down the market into segments based on residential or commercial focus, demographics, and specific cleaning service needs.

Learn more about your customers and define the geographic regions you wish to serve. Recognize the local cleaning services demand and identify whether your cleaning business will focus on certain services.

You may also display your cleaning business’s market distribution as follow s:

Competitive Analysis

Explore all the commercial cleaning businesses in the local market and identify key competitors, including direct and indirect competitors.

To know more about the competitive landscape, analyze their strengths & weaknesses and evaluate their market positioning. From that, pinpoint untapped areas in the market and understand the scope of competitive advantage.

Try to explain how you can offer qualitative cleaning services and develop unique selling propositions(USPs) that set your cleaning business apart.

Conduct a SWOT analysis to evaluate internal & external factors and get better insights.

Market trends

Stay updated on emerging market trends and recent industry practices to write this section. Observe current innovations in cleaning technology and eco-friendly practices. Also, explore ways to implement online booking systems, automated scheduling, or smart cleaning equipment.

Regulatory Environment

Highlight regulatory considerations for your cleaning services business. It includes local regulations, business licenses or permits, health & safety compliance, and insurance requirements.

Have a look at the PristineClean’s regulatory environment:

Regulatory environment

In [Westminster] and its adjacent areas, the commercial cleaning industry is bound by several regulations to ensure quality, safety, and environmental responsibility:

• Safety Codes: Adherence to [specific state/city safety codes] is mandatory for all cleaning operations.
• Licensing: Obtaining a [specific janitorial license] is crucial for operating within the city limits.
• Eco-regulations: Guidelines to limit the use of harmful chemicals, ensuring the safety of both clients and the environment.

“[PristineClean Commercial Solutions]” is committed to full compliance with all regulatory requirements, ensuring our clients receive services that are not only superior but also responsible.

4. List Your Service Offerings

This section provides details of your service offerings and elaborates on your service range, description, pricing strategies, and more.

You may start by describing specific cleaning services that you will be going to offer your customers. Also, highlight the overarching benefits and solutions your cleaning service business will serve.

Your cleaning services might be any of the following:

• Commercial cleaning services
• Residential cleaning services
• Window and Glass Cleaning
• Carpet cleaning services
• Furniture and general disinfecting
• Janitorial Services
• Green cleaning services

Effectively communicate your cleaning services to the customers by sharing clear pricing plans and service descriptions with project timelines.

Here, you may refer to the below example to draft your own cleaning business’s service offerings:

Next, mention any additional services or customized cleaning service packages based on specific client needs.

5. Outline a Sales and Marketing Plan

The sales and marketing strategy section involves a list of strategies you will use to attract new customers and retain existing ones.

It will help you streamline your marketing tactics and develop effective marketing campaigns to reach your target audience while keeping track of the projected budget and maximizing return on investment.

Here are some of the sales and marketing strategies for your cleaning services business:

Unique Selling Points (USPs)

Specify the USPs for your business that set you apart from the other cleaning services. Emphasize a few aspects, such as specialty services, environmentally friendly cleaning services, or customizable options.

Pricing strategy

Create a pricing strategy that is affordable and competitive, yet profitable. Consider proposing discounts, promotions, or cleaning service packages to entice new customers.

Refer to the below example written for a commercial cleaning business:

Pricing Strategy for PristineClean Commercial Solutions

Our pricing structure is meticulously crafted, reflecting the quality we offer while remaining competitive:

Base Pricing: Competitive hourly rate per [sq. ft./service] to ensure accessibility for various businesses. Our gross margin objectives are outlined based on the nature and scale of the cleaning projects:

• 70% for specialty cleaning services(carpet, tile, furniture, VCT)
• 60% for small cleaning jobs (less than $10k per year)
• 50% for medium job ($10k – $30k per year)
• 40% for large project work (more than $30k)

Promotions: Seasonal discounts or offers for first-time clients to encourage trial.

Packages: Bundled cleaning solutions tailored for businesses of varying scales, providing savings on combined services.

Professional Branding

Implement a strong online presence through a user-friendly website and spreads a wider reach. Show your project work with virtual tours and 3D imaging to build trust among potential clients.

Social media advertising

Use engaging social media channels to enhance online visibility. Share industry trends, news, and other events on social media to attract potential customers searching for cleaning services.

Partnerships

Always try to build strong relationships with local businesses and real estate agencies. Also, offer special promotions for collaboration. This will expand your reach and generate referrals.

Customer retention strategy

Explain how your commercial cleaning business will build loyalty and retain clients. Try to mention loyalty programs, personalized cleaning services, or various packages.

6. Introduce Your Team

A management team is crucial to demonstrate your business’s ultimate success in the cleaning industry.

This section introduces the business owners and key managers, along with their roles & responsibilities, qualifications, work experience, and compensation plan.

A dynamic and experienced leadership team can be important to weigh authority and help investors to be confident about your cleaning services business’s idea and vision.

You may start by introducing the cleaning business’s owners/founders and key employees, such as the operations manager, marketing director, cleaners, etc. Highlight their education, professional background, and relevant experience in the industry.

Try to include an organizational chart for the management team that depicts the reporting lines and the decision-making flow.

For your reference, you may have a look at the PristineClean’s organizational structure:

Don’t forget to describe your compensation plan in this section. Include salaries, incentives, or benefits for the management team and cleaning staff.

If your team is lacking, consider mentioning the board of advisors for your business. Also, define their roles and experience in handling cleaning services or small businesses.

7. Outline Business Operations

Now, it’s time to highlight an impactful description of daily business operations and activities. This section includes key aspects such as staffing, operational processes, and quality control measures.

Operational excellence can be critical to achieving your business goals and optimal results committed to clients.

So, briefly outline operational planning, emphasize how it directly impacts the quality of services, and pique the reader’s interest. Here are a few key factors that your operations plan section must include:

Convey the staffing needs for your cleaning services business, including the number of cleaning professionals required, experience, and responsibilities. Also, mention the employee perks and training programs you will provide.

Here is an illustration of a staffing requirement with the help of Upmetrics:

Cleaning operations

Summarize the processes and methods you will use to run your cleaning business. It includes the scheduling of appointments, strict cleaning protocols, responsive customer service, communication channels, etc.

Quality control measures

Discuss the regular cleaning service inspections, compliance verifications, and ongoing improvement initiatives through client feedback surveys. This will help you maintain customer service excellence.

Equipment and cleaning supplies

Describe equipment and cleaning supplies to guarantee that all your cleaners have the resources and tools required for high-quality cleaning services. Include inventory, replenishing supplies, latest cleaning techniques, and technology.

8. Prepare Financial Projections

A well-structured and in-depth financial plan is the most crucial and demanding section of any business plan.

In fact, it’s one of the deciding factors for potential investors, banks, or partners to invest or lend money in your cleaning services business.

This section is a detailed blueprint of your company’s financial information and the strategies you will use to reach its long-term goal. It may include all the cash flow & revenue streams, initial startup costs, and earned profits.

This financial forecast is significant in terms of whether you secure funding or not. So, highlight all the below key components in your cleaning business plan:

• Profit and loss statement(Income statement)
• Sales forecast
• Cash flow statement
• Balance sheet
• Break-even analysis
• Tax considerations
• Business ratios

From the above financial statements, you can identify the funding needs and evaluate the funding resources for your cleaning company, including bank loans, SBA-guaranteed loans, investors, or personal savings.

Download Cleaning Company Business Plan Template

Need help writing your business plan from scratch? Here you go; download our free cleaning company business plan pdf to start.

It’s a modern business plan template specifically designed for your cleaning company business. Use the example business plan as a guide for writing your own.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

Start preparing your business plan with AI

With Upmetrics, you will receive easy-to-follow steps, 400+ business plan examples, AI support , and a financial forecasting tool to simplify your entire business planning process.

Whether you’re venturing into a new business or expanding an existing one, Upmetrics provides valuable insights and resources you need to create a successful business plan that perfectly aligns with your goals.

So, don’t wait; start planning now!

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Frequently asked questions, what sections are included in the cleaning company business plan.

A professional cleaning company business plan should include the following sections:

• Executive summary
• Company overview
• Industry & market analysis
• Service offerings
• Sales and marketing plan
• Management team
• Business operations plan
• Financial plan

What financial information should I include in the business plan?

You should include below financial information in your business plan:

• Income statement
• Use of funds

How often should I update my cleaning company business plan?

It is advisable to review and update your cleaning company business plan at least once annually or more often to reflect specific changes in the business environment, service offerings, or market trends.

Can a business plan template help me secure funding?

Indeed, a well-prepared business plan helps you secure funding or bring on new business partners. It offers a clear overview of your business model, strategies, target market, and financial projections. So, this will significantly enhance your chances of securing funding.

Can the template be customized to fit various types of cleaning businesses?

Absolutely! A modern business plan template can be easily customized to fit various cleaning businesses, such as commercial cleaning, residential cleaning, or other specialized services. Upmetrics provides customizable templates for your specific business needs and cleaning services.

About the Author

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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Cleaning Business Plan Template (+Free PDF Download)

Read Time 8 minutes

Author Joanne Bratton

Published March 29, 2024

Download the Guide

Table of Contents

Executive summary: Setting the foundation

Industry analysis: understanding the market landscape, marketing plan: promoting your cleaning services, financial plan: estimating costs and projections, operations plan: running a thriving cleaning company, set up your commercial cleaning business for success.

A commercial cleaning business plan can kickstart a new endeavor or clear the way for growth for an existing enterprise.

Crafting a comprehensive commercial cleaning business plan is pivotal to starting a new venture or fostering significant growth in an existing service. A well-structured business plan becomes a cornerstone for:

Making informed decisions

Setting objectives

Navigating the competitive commercial cleaning market

A cleaning company business plan isn’t a one-and-done task. You should regularly review and revise your business plan to evolve as your company grows to reflect your current vision, market, and financial targets.

This template provides a sample to help create a business plan.

An executive summary is an overview of your entire business plan.

While the executive summary is the first section of a business plan, most business owners find it makes sense to write it last. The executive summary often is one to two pages, but you should keep it as short as possible.

Essential components of an executive summary include:

Mission statement: Defines your company's mission, vision, and core values.

Company overview: Write a company description of services, locations, and number of cleaning staff. Include a short history of how the business started, names of owners, and business growth milestones.

Market synopsis: Provide an overview of your market, mentioning your commercial cleaning business's size and competitive advantages.

Financial elements: Summarize your business financials, including sales, profits, and projections for one to two years.

Future objectives: Outline your company’s plans for growth, such as offering new services, adding verticals, or expanding your service area.

Your executive summary must be clear and concise. If you’re seeking funding for your small business, the executive summary should demonstrate your cleaning company’s value to potential investors.

An industry analysis identifies the potential market for your commercial cleaning or janitorial services. This involves defining and comprehending key elements such as:

Target customers

Competition

Cleaning industry trends 

Customer’s changing demands

Customer analysis

Commercial cleaning companies perform a customer analysis to understand and meet customer needs. This research-based process identifies your potential client base's demographics, values, and behaviors.

To perform a customer analysis:

Gather information about your target market through your existing customer data, industry research, online tools such as Google Analytics, and social media surveys.

Segment your customers based on similar demographics, traits, preferences, and pain points.

Create customer personas, or fictional profiles, of your target customers and their specific needs.

Leverage your customer analysis to inform business services, products, and prices.

Customer relationship management (CRM) software assists market analysis by providing invaluable information about your customers and their buying journeys.

→ Aspire commercial cleaning business software helps businesses connect the dots with real-time customer data, feedback, and analysis. 

CRM data empowers companies to retain existing customers and expand their customer base by cultivating strong relationships with prospects and customers through:

Efficient communication

Personalized offers

Proactive support to address potential issues before they escalate

Competitor analysis

A competitive analysis identifies the competitors in your market. It helps you understand market demand and gives your business a competitive edge.

For instance, if you plan to specialize in carpet cleaning or window cleaning, you’ll want to know if competitors offer these services and what they charge.

Steps to perform a competitor analysis include:

Identify and gather information about your competitors.

Evaluate competitors’ services, service areas, prices, promotions, reputation, sales tactics, marketing strategies, target audience, and online presence.

Analyze the strengths and weaknesses of your business.

Develop sales, marketing, and pricing strategies to gain a competitive advantage.

Once you know your customers and competitors, these assessments will help you develop effective marketing campaigns.

While a service business plan template provides a guideline for developing a marketing plan , it’s crucial to identify your company’s marketing goals and include methods to measure outcomes.

An effective marketing plan includes the following components:

Market research: Know your audience, their preferences, and their preferred online channels.

Marketing objectives: What do you want to accomplish? Increase cleaning contracts? Generate leads? The more specific your objectives, the better.

Marketing strategies: The marketing channels you use depend on your target audience. The most effective marketing campaigns use an omnichannel approach to share a consistent message online and offline.

Pricing strategy : A cleaning service pricing strategy should cover costs and include an appropriate profit margin. Your target market preferences and competitor pricing should also be factored into your pricing strategy.

Marketing budget: Determine the percentage of revenue for your marketing budget. Focus on the channels that deliver the best return on investment (ROI). You can adjust your budget depending on objectives, channels, and results.

Key performance indicators (KPIs): Measure marketing effectiveness with KPIs. These could include conversion rate, customer acquisition cost, cost per lead, customer lifetime value, and overall ROI. Track KPIs to make better marketing decisions and improve your ROI.

Review your marketing plan annually. Some businesses review their marketing strategy and budget quarterly to adjust as needed.

A solid financial plan ensures your commercial cleaning business doesn’t just stay afloat but thrives.

To get funding for business operations, you’ll need a realistic estimate of: 

Initial startup costs

Ongoing operational expenses

Financial projections 

A comprehensive, realistic financial plan shows potential partners and investors the value of your company and outlines business growth.

→ Include graphs and visuals in your financial plan to break down the numbers and easily communicate business information.

If you struggle with financial planning or creating budgets and forecasts, consider hiring a professional financial advisor.

The right business management software makes collecting accurate data in your initial months much easier to ensure your initial estimate and projections are sound. 

→ The earlier you can adjust operations and pricing to maintain profitability, the quicker you can set and achieve new goals.

The following sections provide more detail about key areas of a financial plan.

Calculating initial startup costs

Initial startup costs cover one-time expenses for a new cleaning or janitorial business.

While startup expenses vary based on several factors, the average cleaning service spends $3,500 on startup costs .

Startup costs may include:

Legal fees: If you seek the advice of legal professionals, you’ll need to budget for legal expenses.

Business licenses and permits: Check on local regulations because you may need to register in additional states if your business performs work or hires employees from another state.

Cleaning equipment: Equipment such as floor buffers, vacuums, brooms, mops, cleaning supplies , cleaning products, and other specialty equipment.

Office space and equipment: Property purchase or rental deposit for an office space and technology costs.

Company vehicles: Depending on the size of your company, you may use a fleet of branded company vehicles.

Operational software : Instead of implementing siloed solutions for different aspects of your business, look at comprehensive software capable of scaling with you as you build. 

You’ll also want to consider additional marketing and advertising dollars to spread the word about your business.

A clear understanding of operational expenses ensures you correctly price cleaning jobs and target realistic revenue goals.

Recurring expenses are costs you pay regularly to keep your business running. Ongoing expenditures include:

Employee payroll and benefits

Mortgage or rental payments

Office utilities

Business insurance

Vehicle insurance

Cleaning products and supplies

Equipment maintenance

Technology subscriptions

Some expenses may be fixed, such as the mortgage payment, while others may be variable, such as the cost of cleaning products. 

Follow a budget, use best-practice accounting procedures, and track expenses to make needed financial adjustments.

Aspire’s comprehensive business management software collects financials above the gross margin line and pushes them in a one-way data sync to your accounting platform so you have clean, accurate data to inform your business plan updates. 

Financial projections and realism

Financial projections predict business revenue over a certain period. Data-backed financial plans drive better business decisions and help you plan for the future.

A startup cleaning business uses projected financial statements to determine future revenue and expenses. Industry and market analysis data can provide a starting point. In the case of an established cleaning business, use your historical data to project a percentage of financial growth.

To create a financial projection, you’ll need the following financial statements:

Income statement: An income statement, or profit and loss statement (P&L), shows your income and expenses. Your income statement should cover one year.

Cash flow statement: This statement projects all incoming and outgoing expenses for one year. A break-even analysis shows you how much revenue you need to break even with your expenses.

Balance sheet: This document lists business assets and liabilities and shows a summary of a business at present. 

In financial projections, accuracy is key. You don’t want to inflate your numbers, fail to reach your goals, or underestimate and miss out on growth opportunities.

As your business continues to operate, it’s important to use the right software to capture accurate financial data to achieve financial objectives and increase the accuracy of future projections. 

Aspire commercial cleaning business software integrates purchasing, invoicing, accounting, and payroll for full financial visibility. Robust reporting allows you to drill into sales, financials, job costs, and KPIs.

With real-time data , you gain deeper insight into business performance and can develop more effective business growth strategies.

A business operations plan outlines how your company will deliver high-quality service and achieve operational goals.

As you create an operations plan, involve your management team for ideas and input. After all, your managers are the ones who provide on-the-job oversight and remain accountable for operational goals.

An operations plan includes these elements:

Determine operational goals: Set business and departmental  goals. For instance, you could set a goal to increase annual revenue by 20% or a sales goal of 10 new cleaning contracts monthly.

Create roles and job descriptions: Clearly define the roles and responsibilities of each position. This ensures accountability and the ability to measure performance.

Plan the how-tos: Detail business processes and workflows in every department so your team delivers consistent, efficient results. This includes investing in commercial cleaning business software to centralize data and streamline operations.

Track performance: Set KPIs to measure short-term goals and identify areas for improvement. Operational KPIs measure the performance of your operations, such as average contract amount, contract renewal conversion rate, closing percentage, and gross profit percentage by department. 

Aspire provides user-based dashboards so every role can see the KPIs relevant to their short- and long-term goals. Having accurate, real-time information fuels responsive management, building ongoing growth momentum.

Commercial cleaning business owners who optimize operations experience the greatest profitability and growth. Aspire commercial cleaning business software provides seamless workflows in every area of business, including:

Crew management

Job costing

Equipment and supply management

Streamlined processes reduce waste, increase efficiency, and improve performance in your operations.

Creating a thorough commercial cleaning business plan sets the stage for business growth. But successful results rely on how well you execute your plan.

Aspire commercial cleaning business software provides industry-specific management tools to empower business owners to take control of operations. From simplified scheduling to accepting customer credit card payments online, Aspire’s advanced features give cleaning contractors full visibility into business operations and finances.

To get your business plan off the ground, implement the right tools to improve business and boost year-over-year growth.

Ready to see what Aspire can do for you? Request a demo to see Aspire features in action.

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Cleaning Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Cleaning Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Cleaning Business Plan

You’ve come to the right place to create your Cleaning business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Cleaning businesses.

Below are links to each section of your Cleaning service business plan template:

Next Section: Executive Summary >

Cleaning Business Plan FAQs

What is a cleaning business plan.

A cleaning company business plan is a plan to start and/or grow your cleaning business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can  easily complete your cleaning company business plan using our Cleaning Business Plan Template here .

What Are the Main Types of Cleaning Businesses?

The most common cleaning service businesses are residential and commercial cleaning businesses. There are also cleaning service businesses that offer more specific services like windows cleaning, washing, carpet cleaning, swimming pool cleaning, and car washing.

What Are the Main Sources of Revenues and Expenses for a Cleaning Business?

The primary source of revenue for a cleaning business is its cleaning fees. Most companies charge an hourly rate for their services.

The key expenses for a cleaning business are labor expenses and supplies.

How Do You Get Funding for Your Cleaning Service Business Plan?

Cleaning company business plans are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding. This is true for a cleaning service business plan and a commercial cleaning business plan.

What are the Steps To Start a Cleaning Business?

Starting a cleaning business and becoming a business owner can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals, get started faster and lead to a thriving business.

1. Develop A Cleaning Business Plan - The first step in starting a business is to create a detailed cleaning business plan that outlines all aspects of the venture. This should include potential market size and target customers, the cleaning services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your cleaning business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your cleaning business is in compliance with local laws.

3. Register Your Cleaning Business - Once you have chosen a legal structure, the next step is to register your cleaning business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your cleaning business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Cleaning Equipment & Supplies - In order to start your cleaning business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your cleaning business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful cleaning business and cleaning business planning:

• How to Start a Cleaning Business

Where Can I Get a Cleaning Business Plan PDF?

You can download our free cleaning business plan template PDF here . This is a sample cleaning business plan template you can use in PDF format.

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Business Plan for a Cleaning Business: Complete Guide

• January 30, 2023

👇 Check all our resources on cleaning businesses 👇

Whether you’re looking to raise funding from private investors or to get a loan from a bank (like a SBA loan) for your cleaning business, you will need to prepare a solid business plan.

In this article we go through, step-by-step, all the different sections you need in the business plan of your cleaning business. Use this template to create a complete, clear and solid business plan that get you funded.

1. Executive Summary

The executive summary of a business plan gives a sneak peek of the information about your business plan to lenders and/or investors.

If the information you provide here is not concise, informative, and scannable, potential lenders and investors may lose interest.

Why do you need a business plan for a cleaning business?

The purpose of a business plan is to secure funding through one of the following channels:

• Obtain bank financing or secure a loan from other lenders (such as a SBA loan )
• Obtain private investments from investment funds, angel investors, etc.
• Obtain a public or private grant

How to write an executive summary for a cleaning business?

Provide a precise and high-level summary of every section that you have included in the business plan for your cleaning business. The information and the data you include in this segment should grab the attention of potential investors and lenders immediately. Ensure that the executive summary doesn’t exceed 2 pages in total.

The executive summary usually consists of the five major sub-sections that include:

• Business overview : introduce what services your cleaning business offers (commercial vs. residential cleaning), what type of customers you focus on (individuals, businesses, factories, etc.), any specific cleaning service you focus on (e.g. carpet cleaning), your company structure and, more importantly, how and why you want to start such a business today
• Market overview : the market overview section will contain an overview of the expected market size and growth of the cleaning industry in your area as well as your target customers. Another important part of any market overview is a clear and thorough analysis of your competitors
• People : introduce your company’s management and employee structure. Provide a brief (no more than a couple of sentences each) of the experience of the team. Also, speak about your hiring plans: who will you hire and who will report to whom?
• Financial plan : how much profit and revenue do you expect in the next 5 years? When will you reach break-even point and start making profits? Include here your key financials such as revenue, gross profits, and net profit
• Funding ask : what loan/investment/grant are you seeking? How much do you need? How long will this last?

Cleaning Financial Model

Download an expert-built 5-year Excel financial model for your business plan

2. Business Overview

The business overview section is sometimes called the company description and is one of the most important parts of the cleaning business plan.

Here, you will want to provide crucial information about your cleaning business, including your services, pricing structure , customers, and company structure.

a) History of the Project

This is a brief description of your business, outlining its origin and your reasons for venturing into this field. As one would put it, it answers a major question about business; why a cleaning company? 

When starting a cleaning business, you want to use all your best tools to show the lenders and investors that your passion is deeply built around the need to fill an existing market gap. For example, you would argue that many customers in your area need eco-friendly cleaning, tile and grout cleaning, or commercial kitchen cleaning services.

b) Business Model

You should be clear if you are opening an independent cleaning company or partnering. Also, make it clear if you are buying an existing franchise.

Franchising has an added advantage of simplicity, given an already established market base. However, every model has its risks and benefits. So, choose what’s best for your target market and long-term goals. 

c) Services

Don’t get it twisted. Cleaning companies offer a range of services to their consumers depending on the business location and demand. So, an important aspect of laying a solid foundation is to explain to your customers what they should expect from your business. In other words, what type of cleaning services do you intend to offer? 

The 2 main categories of cleaning services are: residential and commercial cleaning.

Residential cleaning targets private residences and homes. If you choose this option, you can specialize in home maintenance, move-in and move-out cleaning, deep cleaning, green cleaning, and residential event cleanups. 

On the other hand, commercial cleaning suits businesses and requires significant manpower, more space, and sophisticated equipment. You can’t run this business in some regions without enough vehicles to transport your equipment. 

If you plan to specialize in commercial cleaning, you can focus on general office cleaning tasks, large-scale specialized cleaning, construction cleanups, commercial kitchen cleaning, and hazardous waste cleaning.

d) Pricing Strategy

Another important part of the business overview section is your pricing structure. It should be as clear as possible because investors will rely on it when assessing your financial need.

Most cleaning companies in the US set their rates per square foot, per room, per hour, or as a flat fee. And the standard national hourly cost of house cleaning services in the US ranges from $50 to $90 per hour per cleaner.  

e) Target Customers

Who is your ideal customer? And which cleaning services do they need? You might have already identified your target market if you can answer these questions correctly. 

For instance, if private residences and apartments dominate the region, many individuals will probably need residential cleaning services. Make sure you offer that.

Similarly, a busy city center with many offices and commercial properties will probably benefit from commercial cleaning services as mentioned above. Identifying your target market is one of the fastest ways to increase revenue potential after assessing the competition. 

f) Legal Structure

Finally, your business overview section should specify what type of business structure you want. Is this a corporation or a partnership (LLC)? Who are the investors? How much equity percentage do they own? Is there a Board of Directors? If so, whom? Do they have experience in the industry?

3. Market Overview

To run a successful business, you need all the facts that back your decision to start a cleaning company in the region at that time. Market analysis will help you identify the level of competition in the region and whether the investment is worth it. 

For example, offering commercial cleaning services in a residential setup would make little sense. Similarly, overpricing your services when the dominant population is low to middle-income earners won’t fast-track business growth. 

a) Cleaning Business Industry Status Quo

This section should answer two obvious questions about your cleaning business;

• What is the market size of the cleaning industry in your area? 
• How fast is the cleaning industry growing? 

Both questions will help you set realistic expectations when getting into this field, having analyzed the market trends and size. 

How big is the cleaning industry in the US?

It’s always good to start any market overview by assessing the market size at a national level.

Of course, the figures may not represent the actual status of the cleaning business in your region, but they offer a solid foundation for building a thriving business. According to the latest statistics, the cleaning service industry in the US had a value of $97.6 billion in 2022 . 

The staggering need for cleaning services means that the commercial cleaning sector will likely grow at a steady rate of 5.4% up to 2025 . Although this may be a good sign for setting up your cleaning business, you should also assess market growth in your area (see below).

How big is the cleaning industry in your area?

Getting the market data at the city level gives you a clearer picture of what to expect from the market. It may complicated, but you only need the total number of cleaning companies in your region and their services to assess your area’s market size.

For example, let’s assume you want to get into the carpet cleaning business. With close to 32,000 carpet cleaning businesses in the US, and a total market value of $4 billion (carpet cleaning US market), we can safely assume each carpet cleaning business generates $125,000 in sales per year on average.

Now, assuming there are 25 competitors in your area, the estimated market size of the carpet cleaning industry in your area is $3.1 million.

How fast is the cleaning industry growing in your area?

You may need to analyze multiple factors to determine the growth rate of the cleaning industry in your region. Sometimes, this involves a few calculations to get an actual figure when drawing your conclusion. 

For example, if the region had 120 cleaning companies in 2020, which increased to 150 in 2022, you can assume that the industry is growing at a steady rate of 12% per year. 

Pay attention to all factors that may directly impact the growth rate, including a population influx, increased demand, and increased income potential. 

However, don’t be shocked if you notice a successive drop in the demand for cleaning services in the region. This is possible even when the national statistics show otherwise. Its part and parcel of the business and could indicate that this isn’t the right time to launch a cleaning company. 

b) Cleaning Business Competitor Analysis

Another crucial step in the business plan of your cleaning company is to assess the existing competition. There are a couple of questions to guide you here, including;

• How many cleaning companies are there in your region?
• What services do they offer (residential, commercial cleaning, or both)?
• What’s the average price of hiring a cleaning company in the region?
• What’s the total number of individuals employed by a typical cleaning company in the region? 
• How many customers do they serve per week/month? 

Why do you need a competitive analysis in the business plan of your cleaning business?

Assessing the competition in the area where you plan to start your cleaning business will allow to better understand whether there is sufficient demand, and whether you are well positioned to take market share from competitors.

For example, starting a new business would make perfect sense under the following circumstances;

• There’s a clear market gap that you can fill in the region (For example, offering a service that other companies might have missed, like eco-friendly/green cleaning) 
• There are no or inadequate cleaning companies in the region. This would present the perfect opportunity to tap into the market potential and grow a thriving business. 

c) Cleaning Business Customer Analysis

The customer analysis section is almost similar to your target audience. However, this is your chance to prove to the lenders that your target market is real and available. You can use the following questions to analyze your client base; 

• Which individuals need cleaning services in the region? 
• What’s the average income of the individuals in the region? (This is also important when determining your pricing structure)
• Which cleaning services are they interested in?
• How often do they need cleaning services? (daily, weekly, monthly)
• Are they more likely to benefit from commercial or residential cleaning services?

Usually, the level of competition in the region also influences your customer analysis. So, that should be clear to help you determine the market demand or predict the success of your cleaning business.

4. Sales & Marketing

The sales and marketing strategy sums up your plans for acquiring new clients. Here are a few helpful questions to guide you:

• Which marketing channels are best suited to your business (online vs. offline marketing)?
• Do you have a unique selling point? If so, what is it?
• What is your marketing budget for the first months / year?
• How can you track the success of your marketing strategy?
• Do you plan to offer any promotions to attract new customers? 

Cleaning Business Marketing Channels

You can use the following channels for marketing your cleaning business locally;

• Pay-per-click campaigns (e.g. Google ads)
• Email, SMS marketing
• Social media content & ads 
• Word-of-mouth advertising
• TV and radio advertisement

What are your Unique Selling Points (USPs)?

A unique selling point is what puts you ahead of the rest. It’s no secret that you will face stiff competition from established cleaning companies in the field. So, how you set yourself apart matters. Some factors to consider include;

• Price : Cheaper services than your competitors
• Location : Your proximity to the target market gives you a slight edge over the rest
• Quality : Stellar cleaning services with modern equipment will attract more clients

5. Management & People

You must address 2 things here:

• The management team and their experience/track record
• The organizational structure: different team members and who reports to whom?

a) Management

Small businesses often fail because of managerial weaknesses . Thus, having a strong management team is vital. Highlight the experience and education of senior managers that you intend to hire to oversee your commercial cleaning business.

Describe their duties, responsibilities, and roles. Also, highlight their previous experience and explain how they succeeded in their previous roles.

It is also important that you explain how their experiences and qualifications help you in offering the services you are proposing. If they have specialized training and education (such as carpet cleaning, industrial cleaning, etc.), add that information too.

b) Organizational Structure

Even if you haven’t already hired a senior manager and any other relevant staff members, you must provide a flowchart of the organizational structure defining the hierarchy of reporting as shown below.

6. Financial Plan

The financial plan is perhaps, with the executive summary, the most important section of any business plan for a cleaning company.

Indeed, a solid financial plan tells lenders that your business is viable and can repay the loan you need from them. If you’re looking to raise equity from private investors, a solid financial plan will prove them your cleaning business is an attractive investment.

There should be 3 sections to your financial plan section:

• Your historical financials (only if you already operate the business and have financial accounts to show)
• The startup costs of your project (if you plan to start a new cleaning business, purchase new equipment, etc.)
• The 5-year financial projections

a) Historical Financials (if any)

In the scenario where you already have some historical financials (a few quarters or a few years), include them. A summary of your financial statements in the form of charts e.g. revenue, gross profit and net profit is enough, save the rest for the appendix.

If you don’t have any, don’t worry, most new businesses don’t have any historical financials and that’s ok. If so, jump to Startup Costs instead.

b) Startup Costs

Before we expand on 5-year financial projections in the following section, it’s always best practice to start with listing the startup costs of your project.

For a cleaning business, startup costs are all the expenses you incur before you start making sales. Luckily, these expenses are rather low for cleaning companies and mostly include the cost to purchase equipment and the vehicle you will use to transport them.

As an example, it costs on average $73,500 – $167,500 to start a small commercial cleaning business with 2 vans and 4 employees. We have laid out below estimates for the key startup costs you can expect for a cleaning business.

Note that these costs are for illustrative purposes and may not be fully relevant for your business. For more information on how much it costs to start and run a cleaning business, read our article here .

c) Financial Projections

In addition to startup costs, you will now need to build a solid 5-year financial model for your cleaning business.

Your financial projections should be built using a spreadsheet (e.g. Excel or Google Sheets) and presented in the form of tables and charts in the business plan of your cleaning business.

As usual, keep it concise here and save details (for example detailed financial statements, financial metrics, key assumptions used for the projections) for the appendix instead.

Your financial projections should answer at least the following questions:

• How much revenue do you expect to generate over the next 5 years?
• When do you expect to break even?
• How much cash will you burn until you get there?
• What’s the impact of a change in pricing (say 20%) on your margins?
• What is your average customer acquisition cost?

You should include here your 3 financial statements (income statement, balance sheet and cash flow statement). This means you must forecast:

• The number of customers over time ;
• Your expected revenue ;
• Operating costs to run the business ;
• Any other cash flow items (e.g. capex, debt repayment, etc.).

When projecting your revenue, make sure to sensitize pricing and the number of customers as a small change in these assumptions will have a big impact on your revenues.

7. Funding Ask

This is the last section of the business plan of your cleaning business. Now that we have explained what your company is about, the services you offer and to whom, what’s your strategy, where you go and how you get there, this section must answer the following questions:

• How much funding do you need?
• What financial instrument(s) do you need: is this equity or debt, or even a free-money public grant?
• How long will this funding last?
• Where else does the money come from? If you apply for a SBA loan for example, where does the other part of the investment come from (your own capital, private investors?)

If you raise debt:

• What percentage of the total funding the loan represents?
• What is the corresponding Debt Service Coverage Ratio ?

If you raise equity

• What percentage ownership are you selling as part of this funding round?
• What is the corresponding valuation of your business?

Use of Funds

Any business plan should include a clear use of funds section. This is where you explain how the money will be spent.

Will you spend most of the loan / investment in paying your employees’ salaries? Or will it cover mostly the cost for the lease deposit and the renovation?

Those are very important questions you should be able to answer in the blink of an eye. Don’t worry, this should come straight from your financial projections. If you’ve built solid projections like in our Cleaning financial model template , you won’t have any issues answering these questions.

For the use of funds, we also recommend using a pie chart like the one we have in our financial model template where we outline the main expenses categories as shown below.

Privacy Overview

How To Write a Cleaning Services Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for cleaning services businesses that want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every cleaning services business owner should include in their business plan.

Download the Ultimate Cleaning Business Plan Template

What is a Cleaning Services Business Plan?

A cleaning services business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Cleaning Services Business Plan?

A cleaning services business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Cleaning Services Business Plan

The following are the key components of a successful cleaning services business plan:

Executive Summary

The executive summary of a cleaning services business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your cleaning services company
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your cleaning services business, you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your cleaning services firm, mention this.

Industry Analysis

The industry or market analysis is an important component of a cleaning services business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the cleaning services industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, the customers of a cleaning services business may include:

• Small businesses
• Commercial businesses
• Industrial businesses

List the needs and wants of each customer segment, as they relate to your cleaning services. For example, a small business owner may need their office cleaned on a regular basis, but may not have the time or resources to do it themselves. Conversely, a homeowner may want their home cleaned but may not be willing to pay for professional services.

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or cleaning services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service : Detail your service offerings here. Document their features and benefits.
• Price : Document your pricing strategy here. In addition to stating the prices for your services, mention how your pricing compares to your competition.
• Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or, you may promote your cleaning services business via word-of-mouth.

Operations Plan

This part of your cleaning services business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a cleaning services business include reaching $X in sales. Other examples include expanding to a new city or adding additional services.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific cleaning services industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue : how much revenue you generate.
• Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss.

Sample Income Statement for a Startup Cleaning Services Business

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Cleaning Services Business

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Cash Flow From Operations
• Cash Flow From Investments
• Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup cleaning services business.

Sample Cash Flow Statement for a Startup Cleaning Services Business

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your cleaning services company. It not only outlines your business vision, but also provides a step-by-step process of how you are going to accomplish it.

Now that you know what should be included in a cleaning services business plan, it’s time to get started on writing your own. The template we’ve provided can help you get started, but don’t forget to personalize it to reflect your unique company and its goals.   

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With our Ultimate Cleaning Business Plan Template you can finish your plan in just 8 hours or less!

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How to write an effective cleaning services business plan

Key takeaways

• Write your executive summary last to create the most compelling start
• Include an actionable business strategy and clear financial plan to prove your growth potential
• Frame your cleaning business in a positive light—especially for lenders and others outside your team—but always be realistic

Cleaning your house—sweeping, mopping, vacuuming—are chores everyone has to do but few people love. It’s no wonder thousands of homeowners and business owners across the country outsource their cleaning every year. With a strategic cleaning services business plan , you can start a profitable new business that makes the most of this demand.

Here are six key sections you need to include in your business plan template to help you successfully start your cleaning company .

1. Executive summary

Every cleaning services business plan starts with a compelling executive summary that offers a concise overview of its contents.

First impressions are important, and the executive summary is your first chance to introduce your business and explain your purpose. If you’re sharing your business plan outside of your team—perhaps to lenders or potential business partners—it’s crucial to make your summary as enticing as possible. If not, they may not even read the rest of your plan. 

Even if you’re only sharing your business plan within your management team, a strong start gives busy managers the key facts about your business. This allows them to understand and implement your purpose and values until they have time to sift through the more detailed parts of your business plan. An executive summary also helps excite your team about the business they’re helping to build.

A solid executive summary should include:

• A brief intro to your business
• Your mission statement , which is a short, powerful phrase that defines what you do (for example, “to provide healthier, safer workspaces for professionals”)
• What makes you stand out, as compared to other cleaning services
• An overview of your business strategy and financial plan

Keep your summary brief and put the most impressive facts forward. This section should be no more than one page long, so make sure to leave out unnecessary minor details or flowery language. You can go into much greater detail with the rest of your business plan , which should be at least 30 pages long .

Some business owners find it better to write the executive summary last, which allows you to easily narrow down the best points to highlight and saves time on later revisions.

2. Business description

Your business description section is the place to talk about the details of your company and what it does best. Start off with a paragraph or two that provides details about:

• Your company’s purpose: Are you a commercial cleaning company or a residential cleaning business ?
• Your company history: Are you a startup ? If not, how long have you been in business? What experience do you bring to the table? 
• Your location: Where do you operate? What area do you serve? Do you have office space?
• Your team: How many employees do you have? How many people work in the front office? How many are on your janitorial team?
• Your objectives: What specific, measurable goals do you have? You can update your cleaning business plan over time, but choose 1–3 goals you’ll focus on for the next three years, such as “increasing net profits by 110% and reaching 75% growth within our first year .”

Target market

No cleaning business can be the perfect fit for everyone. Be specific about the clientele you want to serve, including your ideal client’s demographics and interests. Explain the problems they’re facing that may lead them to search for a cleaning company .

As an example, a house cleaning service may specifically target upper-middle-class families with children and busy work lives. They need a cleaning company so they can have more time to relax and be with their kids.

If you’re not sure what types of clients you want to focus on yet, do some research on other cleaning businesses in your area. Who are their typical clients? Are there any noticeable gaps you could fill? Are there less saturated parts of your local cleaning industry you could enter?

Value proposition

Your value proposition explains why you’re uniquely suited to serve your target market . You can use this part of your cleaning services business plan to highlight your greatest strengths—for example, if your team members are cleaning industry veterans or if you use particularly high-quality or eco-friendly products.

Cleaning services

It’s crucial for you to describe each type of cleaning service you offer. If you offer carpet cleaning , you may give some brief insight into what carpet materials you can clean and what carpet cleaning plans you offer. If you offer window cleaning services , specify whether you work with high-rises or only single-story buildings.

3. Market analysis

As the owner of a cleaning business , you need to keep an eye on trends in your industry and immediate market. The market analysis section of your cleaning services business plan shows your investors and partners both your knowledge and ability to succeed by answering questions like:

• What is the current state of the cleaning industry ? Is demand or spending projected to grow? Who is seeking services right now?
• Who are your competitors? Who are their potential customers ?
• What opportunities and challenges will you face entering the market?
• Despite the challenges, what gives you a competitive advantage? For example, you may be entering a saturated market, but you could still be the only office cleaning service in your area focused on serving small businesses .

Answer these questions as accurately as possible and back them up with thorough research and data. While you should always aim to put your cleaning business in a positive light to impress potential lenders, partners, and others, your business plan also serves as a guiding document for your company so it should be realistic. Your management team will benefit from understanding the actual challenges they’re facing and how you plan to overcome them.

4. Business strategy

Growth is essential for every company. In this portion of your cleaning services business plan , you’ll flesh out exactly the actions you’ll take to achieve that growth.

A great business strategy includes two components:

Pricing strategy

How you price your cleaning services can have a significant impact on your sales and your ability to reach your target audience. If you’re a new business , it can also affect your ability to attract new customers.

If you’re trying to attract money-conscious clients, it makes sense to offer coupons and deals on your services when you’re first launching your business. Coupons and deals can get their attention quickly, allowing you to make them loyal to your brand before you charge full price—which may still be at or below typical prices in your market. 

On the other hand, if you want to position yourself as a luxury cleaning business, your potential customers might not be seeking competitive pricing and be willing to pay more for higher-quality janitorial services .

Learn about nine pricing strategies you can implement in your business.

Sales and marketing strategy

The other essential component of your cleaning business strategy is your sales and marketing strategy , which explains how you intend to grow your cleaning company through driving business and making sales. This is where you can explain:

• How you’ll generate leads
• How you’ll engage those leads and drive them toward a purchase
• How you’ll keep engaging and retaining customers over time

This section should include all of the strategies you’ll use to promote and market your cleaning business (with details), such as running social media ads, claiming your Yelp Business Page , sending emails, or using traditional marketing like direct mail or print ads.

Most business plans will also include a sales forecast here that explains the results you expect to see based on your marketing efforts.

Learn how to reach new customers, cultivate customer loyalty, and elevate your brand with this guide on online marketing for small business .

Get a free Yelp Page

Promote your business to local customers.

5. Management summary

The management summary of your cleaning services business plan details how your company will operate on a day-to-day basis. A strong management summary will prove your team’s competence as a whole. Below are some subsections to consider including in this part of your plan.

Business structure

This section is relatively simple—just explain who owns your company and what business structure you have ( sole proprietorship , LLC, S corporation, etc.). If you have any other stakeholders, such as employees with equity in your business, make sure to provide this information too.

Management structure

The people behind the wheel of your business are the ones who shape its direction the most. That’s why your business plan should provide a brief biography of each member of your leadership team, as well as their relevant experience. Highlight all of their education and credentials, along with any relevant career accomplishments. For example, if you have 10 years of experience as the operations manager of a national cleaning company, highlight that.

Operations plan

Create a visual organizational chart for readers ( these free templates can help), so potential investors can easily see the hierarchy structure within your company. How do your cleaning technicians receive assignments? Do you have a customer service representative taking calls? Expand on how your cleaning service functions in individual departments and as a complete unit.

6. Financial plan

Writing a business plan doesn’t have to cost any money unless you hire a business consultant to write it for you, which usually costs at least $1,500. However, as you’re writing your plan, you do need to be aware of the costs of running your business.

Use this section to describe what expenses you’ll face as a business. Separate any startup costs (like LLC formation costs ) from ongoing operational costs (like rent, payroll, and cleaning equipment expenses) to present a clear picture of your potential.

It’s critical to be highly accurate with your financial figures in your cleaning services business plan. Overestimating expenses is better than underestimating them so that you or your team aren’t surprised by any additional expenses later on. Do your research on average prices and expenses or even chat with other cleaning business owners if you’re not sure.

Using your sales forecast as reference, present your expected financials for the next three to five years. What will your profit and loss statements, cash flow statements, and other financial documents look like? Use charts and graphs with specific numbers whenever possible. You may want to work with an accountant on this step, as they can advise on what’s realistic.

Put your cleaning services business plan into action

Once your cleaning services business plan is complete, it’s time to start putting it into action. After launching your business, enact your business strategies. Your business plan should provide guidance for at least the next three years, though it’s perfectly normal to need to make adjustments to your objectives and strategies at any time. Get more tips on how to market your cleaning business to take your cleaning services to the next level.

The information above is provided for educational and informational purposes only. It is not intended to be a substitute for professional advice and may not be suitable for your circumstances. Unless stated otherwise, references to third-party links, services, or products do not constitute endorsement by Yelp.

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BUSINESS STRATEGIES

How to create a cleaning business plan

• Jeremy Greenbaum

A business plan for your cleaning business is a structured and detailed document that outlines the goals, strategies and operational details of a venture focused on providing cleaning services to residential, commercial or industrial clients. This comprehensive plan serves as a roadmap for individuals starting a business in the cleaning industry, providing a clear outline of the company's objectives, target market, marketing strategies, service offerings, financial projections and growth plans.

This strategic blueprint assists you in pinpointing the unique features of your cleaning services and gaining a solid grasp of the competitive landscape. Learn how to create an effective business plan when starting a cleaning business by following the steps below. Also make sure to check out these service business examples to help you get started:

Not sure what type of cleaning business to start? Our guides to starting a pressure washing business, or starting a pool cleaning business are great for inspiration.

Creating a thorough cleaning business plan is essential for the success of your cleaning business ideas . It serves as a guide for your business, helps in attracting investors and funding, and informs your decision-making process. Here are the six main parts of a cleaning business plan:

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

The executive summary of a cleaning business plan provides a concise overview of the entire plan. It highlights the key components of the plan, including the business's objectives, target market, competitive advantage and financial projections. The purpose of the executive summary is to give readers a snapshot of the business plan's main points without delving into every detail. It serves as a tool to captivate the reader's interest and provide a quick understanding of the business's potential.

Example of an executive summary for a cleaning company: “SparkleClean Services is a professional cleaning company committed to delivering exceptional cleaning solutions to residential and commercial clients in the local area. Our mission is to create clean and comfortable environments that enhance the quality of life for our customers. With a team of trained professionals, eco-friendly cleaning products and a dedication to excellence, we are poised to become a trusted name in the cleaning industry.”

02. Business and domain names

Choosing a suitable business name and domain name is crucial for a cleaning business. A compelling name helps create a strong brand identity and builds trust with clients. Utilizing a business name generator (or specifically a small business name generator ) can inspire creative ideas. Note that your domain name should mirror your company name and be easily memorable. Before finalizing your name, ensure the domain is available and aligns with your brand image.

Learn more about registering your business , which you’ll want to do once you’ve landed on a business name and a legal structure.

03. Market analysis and research

Market analysis and research are essential in understanding the cleaning industry's competitive landscape. Research should delve into market trends, customer preferences and competitors' strengths and weaknesses. This analysis aids in forming a targeted cleaning marketing strategy and identifying opportunities for differentiation. By understanding the market dynamics, the business can tailor its services and approach to effectively meet customer needs.

04. Operations plan

An operations plan outlines the operational aspects of the cleaning business. It includes details about location, premises, equipment and staffing needs. Determining the optimal location based on target clientele, securing suitable premises, acquiring necessary cleaning equipment and establishing a staffing plan are crucial components. This plan ensures efficient day-to-day operations and the ability to deliver consistent and high-quality services.

05. Marketing and advertising plan

The marketing and advertising plan outlines strategies for promoting the cleaning business. This includes defining the target audience, determining pricing structures and selecting effective advertising channels. For a cleaning business, local advertising, word-of-mouth referrals and digital marketing techniques can be effective. Leveraging social media, creating informative content and offering promotional deals can help attract and retain customers.

Need some help making a cleaning logo ? Check out these cleaning logo ideas and Wix’s free logo maker .

06. Financial plan

The financial plan is a critical section that details the business's financial projections, funding sources and timeline for profitability. It includes startup costs, revenue projections, anticipated expenses and potential profits. This section outlines how the business will be funded initially and sets a time frame for achieving profitability. It serves as a roadmap to ensure the financial health and sustainability of the cleaning business.

Thinking of starting another type of business? Check out some of these creative service business ideas  for inspiration.

Cleaning business plan example: FreshStart cleaning services

Below is an example of a business plan template for a fictional cleaning business named FreshStart. Feel free to use this template as a guide and tailor it to your business.

FreshStart Cleaning Services aims to provide top-quality residential and commercial cleaning solutions to clients in the local area. Our commitment to delivering exceptional results, using eco-friendly products and ensuring customer satisfaction sets us apart in the industry. With a dedicated team and a focus on exceeding expectations, we are poised to establish FreshStart as a trusted cleaning service provider.

02. Company and domain names

Company Name: FreshStart Cleaning Services

Domain Name: www.freshstartcleaning.com

The name "FreshStart Cleaning Services" reflects our commitment to revitalizing spaces and creating clean environments. The corresponding domain name, www.freshstartcleaning.com, aligns with our brand identity and provides a user-friendly online platform for clients to learn about our services and make inquiries.

Our market research highlights the increasing demand for professional cleaning services due to busy lifestyles and a heightened focus on cleanliness. We identified key competitors and analyzed their offerings, pricing strategies and customer reviews. This research guides our efforts to provide unique services that cater to specific client needs and preferences.

Location: strategically situated in a central location to access target areas efficiently

Premises: acquiring a small office space for administrative purposes

Equipment: investing in state-of-the-art cleaning equipment and eco-friendly products

Staffing: hiring trained cleaning professionals and conducting regular training for skill enhancement

Our marketing plan includes:

Local advertising: distributing flyers, posters and business cards in target neighborhoods

Digital presence: creating a user-friendly website with service descriptions, customer testimonials and a simple contact form

Social media: regularly posting cleaning tips, before-and-after photos and client testimonials to engage and attract clients

Referral program: encouraging satisfied customers to refer friends and family with incentives

Startup costs and funding

Equipment purchase: $5,000

Office setup: $2,000

Marketing materials: $1,500

Initial marketing: $2,000

Operational expenses (1st quarter): $8,000

Total startup costs: $18,500

Funding sources

Personal savings: $8,500

Small business loan: $10,000

Total funding: $18,500

Revenue projections

Year 1: $100,000

Year 2: $150,000

Year 3: $200,000

Equipment maintenance: $1,000 per year

Staff salaries: $60,000 per year

Marketing and advertising: $5,000 per year

Operational expenses: $20,000 per year

Profit and loss projection

Year 1 net profit: variable based on revenue and expenses

Time frame for profitability

FreshStart Cleaning Services anticipates achieving profitability within the first year of operation by effectively implementing marketing strategies, delivering exceptional services and building a loyal customer base.

Benefits of creating a cleaning business plan

When starting a cleaning business, creating a comprehensive and clear business plan is important for several key reasons:

Strategic guidance: A well-crafted business plan offers a strategic direction for the cleaning business. It defines the short-term and long-term goals, helping the business owner maintain a focused and organized approach to achieving these objectives.

Investor confidence: Investors and lenders often require a detailed business plan before investing or providing loans to a new venture. A comprehensive plan demonstrates the entrepreneur's commitment, professionalism and clear vision, thereby increasing the likelihood of raising money for the business .

Operational clarity: The plan outlines the day-to-day operations of the cleaning business, covering service offerings, scheduling, pricing, staffing and quality control measures. This clarity ensures smooth operations and consistency in service delivery.

Financial projections: A critical component of the business plan is the financial section, which provides projections for revenue, expenses, cash flow and potential profitability. These projections guide financial decisions, budgeting and resource allocation.

Risk management: A comprehensive business plan assesses potential risks in the cleaning industry and outlines strategies to mitigate them. This proactive approach helps the business anticipate challenges and formulate contingency plans to address them effectively.

Business growth and expansion: The plan outlines a roadmap for growth and expansion, including strategies for increasing service offerings, entering new markets and scaling operations. This forward-looking approach ensures the business remains adaptable and prepared for expansion opportunities.

Business website: A clear and comprehensive business plan also often includes plans for a business website. As you’re building your website with a website builder like Wix, your business plan can inform how you use your website for marketing, showcasing your services, receiving inquiries and building a professional brand image.

More business types to consider

Still trying to decide on the best type of business to pursue? Check out the below guides.

How to start an online business

How to start a consulting business

How to start a fitness business

How to start a service business

How to start a fitness clothing line

How to start a makeup line

How to start a candle business

How to start a clothing business

How to start an online boutique

How to start a T-shirt business

How to start a jewelry business

How to start a subscription box business

How to start a beauty business

How to start a frozen food business

How to start a DJ business

How to start a flower business

How to start a plumbing business

How to start a baking business

How to start a babysitting business

How to start a virtual assistant business

How to start a car wash business

How to start a food prep business

How to start a pool cleaning business

Looking to start a business in a specific state?

How to start a business in Arizona

How to start a business in South Carolina

How to start a business in Virginia

How to start a business in Michigan

How to start a business in California

How to start a business in Florida

How to start a business in Texas

How to start a business in Wisconsin

Want to create another type of business plan?

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How to create a flower business plan

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How to create a painting business plan

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• Business plans

Cleaning Business Plan Template

Used 4,872 times

Discover a hassle-free way to document a roadmap for your cleaning business with this free business plan template.

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Created by:

​ [Sender.FirstName] [Sender.LastName] ​

​ [Sender.Company] ​

Business Plan for (Your Business Name Here)

Prepared for:

​ [Recipient.FirstName] [Recipient.LastName]

​ [Recipient.Company] ​

Executive Summary

Our cleaning business, [Sender.Company] , delivers unparalleled cleaning solutions to residential and commercial clients. With a steadfast commitment to excellence, we aim to become our (Target Market) top choice for professional cleaning services.

Our mission is simple yet compelling: to provide top-tier cleaning services that enhance the well-being and productivity of our clients.

We offer comprehensive services, including janitorial, carpet, upholstery, and window cleaning, executed with meticulous attention to detail.

Key Objectives and Goals

Our primary objectives are as follows:

Establish a dominant presence and reputation in the local cleaning industry, becoming synonymous with quality and reliability.

Consistently exceed client expectations, ensuring their spaces are clean but also uplifting and comfortable.

Funding Request

​ [Sender.Company] is seeking funding of approximately (Amount) within the next (Time Period). This capital will be allocated towards (Mention how you will utilize the funds). With this capital injection, we anticipate breaking even and turning a profit with (Insert Timeline).

Types of cleaning services [Sender.Company] provides:

Residential

Specialized cleaning (e.g., deep cleaning, carpet cleaning, window cleaning)

Market Analysis

Cleaning industry landscape.

The cleaning industry is a dynamic and essential sector that provides cleaning and sanitation services to residential and commercial clients. This industry encompasses a wide range of services, including but not limited to janitorial services, carpet cleaning, window cleaning, and specialized cleaning solutions.

Market Size and Growth

As per industry reports and market analysis, the cleaning industry demonstrates sustained growth, primarily driven by increasing awareness of health and hygiene, stricter regulations, and heightened demand for eco-friendly cleaning practices. Market research indicates a consistent upward trajectory, offering substantial business opportunities in this sector.

Primary Target Market

Property Managers

Office Managers

Businesses across various industries in the (Location) area.

We aim to cater to clients who value cleanliness, professionalism, and environmentally responsible cleaning practices.

Competitive Analysis

Key competitors in the local cleaning market include

(Competitor 1)

(Competitor 2)

(Competitor 3)

These competitors offer a range of cleaning services and possess varying levels of market share and recognition.

Strengths and Weaknesses of Competitors

A comprehensive competitive analysis reveals that certain competitors excel in marketing and brand recognition, while others may focus more on traditional cleaning methods. ABC Cleaning Services, LLC aims to leverage its sustainable and eco-friendly approach to distinguish itself in the market.

Marketing and Sales Strategy

Our marketing strategy encompasses a blend of online and offline channels:

Social media marketing

Website optimization

Local advertising

Participation in industry events and trade shows.

Sales Forecast

We anticipate steady growth in sales revenue, driven by client acquisition, retention, and an expanding portfolio of cleaning services. Our sales forecasts are based on historical data, market research, and our aggressive yet realistic growth strategies.

Regulatory and Environmental Factors

Regulatory compliance.

​ [Sender.Company] is committed to full compliance with all federal, state, and local cleaning industry regulations, including licensing, insurance, and safety standards.

Environmental Responsibility

We recognize the importance of environmental sustainability and adhere to eco-friendly cleaning practices. This commitment aligns with the growing demand for green and responsible cleaning solutions.

Financial Breakdown and Operations

Operational overview.

Company Name: [Sender.Company] ​

Principal Place of Business: (Address)

Administrative Office: Located at (Address)

Core Services

Janitorial services

Carpet and upholstery cleaning

Window cleaning

Deep cleaning for residential and commercial clients

(List all services offered)

Highly trained and certified cleaning professionals.

Ongoing training to stay updated on industry best practices and safety protocols.

Financial Projections

Initial Startup Costs: Estimated at (Amount).

Includes equipment acquisition, initial marketing expenses, licenses, permits, and insurance premiums.

(Mention other Startup Needs)

Revenue Projections

First (Time Period) Revenue:

Anticipate steady growth.

Gross revenue estimated at (Amount).

End of Third Year Revenue:

Projected to reach (Amount).

Operating Expenses and Cashflow

First Year Operating Expenses: Forecasted at (Amount).

Expense Growth: Expected to align with revenue growth.

Cashflow Management:

Rigorous system in place to ensure adequate working capital for daily operations.

Prepared to accommodate potential fluctuations in the business environment.

Financial Forecast

Break-Even Point: Anticipate reaching it within (Time Period).

Profitability: Expected to operate profitably after reaching break-even.

Funding Requirements (if applicable)

While initial funding has been secured through equity contributions and personal investments, we anticipate requiring additional capital in the amount of (Amount) to support (mention how you will utilize the funds) as we strive to meet our growth objectives.

We are actively exploring various financing options, including bank loans and potential investor partnerships, to meet our funding needs.

Confidentiality Agreement

This cleaning business plan is the intellectual property of [Sender.Company] . No party, including employees, contractors, third parties, or any other unauthorized individuals or entities, shall use, reproduce, modify, distribute, or disclose any of the company's intellectual property without prior written authorization.

The company reserves the right to enforce its rights and seek appropriate remedies under applicable laws and legal remedies, including injunctive relief and monetary damages, against any party that violates this provision.

​ [Recipient.FirstName] [Recipient.LastName] ​

Care to rate this template?

Your rating will help others.

Thanks for your rate!

Useful resources

• Featured templates
• Sales proposals
• NDA agreements
• Operating agreements
• Service agreements
• Sales documents
• Marketing proposals
• Rental and lease agreement
• Quote templates

Sample Cleaning Service Business Plan

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.

Cleaning Service Business Plan 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.  

How to Finish Your Cleaning Service Business Plan in 1 Day!

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Cleaning Business Plan Template PDF

A successful cleaning business is based on a solid business plan. To help you out, we've designed a business plan template PDF specifically for your cleaning business.

Get your copy today!

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For help completing your cleaning business plan, read our guide .

How can a cleaning business plan template help you?

• A solid cleaning business plan acts as your strategy guide for building a successful cleaning business.
• Whether you're an existing cleaning business or just starting out, a business plan helps you get organised.
• Use a cleaning business plan to help secure funding for your business.

Get your free cleaning business plan PDF!

Created by tradify - the easiest way to manage your cleaning business..

How to write a business plan for cleaning services

Table of Contents

A cover page

Executive summary, business overview, market and competitor analysis, business strategy, financial plan, capture and manage key business data with a simple app.

If you’re starting a cleaning business, you’ll need to create a plan that tells anyone who reads it anything they need to know about the company. This guide will show you how to write a business plan for your cleaning services. 

You’ll need to include the following elements in your cleaning company’s business plan:

• List of cleaning services

The cover page of your business plan serves as a reference point for investors , future new employees, and so on. It essentially serves as a cover letter for your business and is especially important if you need to apply for g r ants or loans.

Since your cover page is the first thing viewers will see, it’s crucial that it looks professional and includes key information, such as:

• Business name
• Contact information
• Business address (if any)
• Your role in the cleaning business

Next, you need to write an executive summary, a brief summary of your entire cleaning business plan. Here, you’ll explain your business’ main concepts, including your strengths and goals. 

Your executive summary should include things like:

• Company history
• Mission statement
• Business goals and objectives
• Competitive advantage (your keys to success)

Even though your executive summary comes at the beginning of the business plan, a tip is to write it after you’ve finished all the other sections to make sure you don’t miss any key points.

Your business overview allows anyone who reads your business plan to quickly understand how you operate. This is the part where you share all important information about your cleaning business, including:

• Company summary: Here, you share information about your mission, target market , unique selling point , and anything else that sets your cleaning business apart from others. 
• Company ownership: You need to include information about how your company is set up. Will you work as a sole trader or set up a limited company or partnership? Learn more about the difference here .
• Startup costs: This is where you share details about any startup costs you might incur while setting up your cleaning business. Common costs for cleaning startups include uniforms, cleaning chemicals and equipment, office supplies, business software, mileage costs, and marketing expenses.
• List of assets: List any assets that bring value to your business, both short term and long term. Your assets play a huge role in determining your business’ likely success. The more assets you have, the fewer overhead costs you’ll have, meaning you’ll have more revenue going towards your profits.
• Cleaning services: You’ll want to include an extra section that details what cleaning services you plan to offer. Explain which services you can afford to start out with based on your likely startup costs, and include a plan for how you’ll eventually expand your service offering (if you want to do so).

Once you’ve given a clear view of your cleaning business, it’s time to look closer at how your cleaning business will fit into the market.

Market and competitor research will give you information on what the current market looks like, including what competitors already offer and what people might look for. This information will help you decide what cleaning services your business should offer. 

Conducting market analysis also helps you build a profile for your target customers, including their needs, occupation, budget, online activity, age, interests, and so on. This customer profile will help you tailor your marketing strategies to capture your ideal client’s attention and interest.

It’s best to conduct your market and competitor analysis before you even begin writing a business plan for your cleaning startup. The reason is that you might need to adapt your plan depending on the information your research uncovers. 

This is where you share details about how you plan to make your cleaning business a success. All of the previous sections of your cleaning business plan have had a hand in helping you develop your business strategy. Here you need to include:

• Pricing strategy: how will you package your cleaning services, and how much will you charge for them?
• Marketing strategy: how will you spread the word about your new cleaning service and attract new customers to your business?
• Logistics plan: how will you get to your different appointments? Can you manage with public transport or do you need a car for transport?
• Goals and objectives: what do you want to achieve in the first few months or years, and how do you plan to get there?

You’ll also need to share details about your finances, which we’ll explain in the next section.

The final section is perhaps the most important part of a cleaning company business plan as it contains details about the financial aspects of your business. Your financial plan is where you detail your growth strategy, meaning how you will grow your business into a profitable cleaning brand. The financial plan is also key for attracting investors to your business since it describes why it’s a viable investment opportunity. 

Take a look at a few things your financial plan includes:

• Sales forecast: how many sales are you likely to make within a specific time frame?
• Startup funding: if you’re starting a cleaning business , will you need financial backing to get it off the ground?
• Expense budget: how much money will you need to pay for supplies, equipment, and other costs relating to your cleaning services?
• Break-even analysis: when do you expect your business to break even, meaning when your expenses match your sales or service volume?
• Projected cash flow: how much money are you likely to bring in and spend in a specific time frame?

Since this section can be complicated, it’s a good idea to hire a bookkeeper or accountant to help you with it. 

Once your cleaning business gets going, you need a reliable and efficient system to keep on top of your financial transactions. 

Countingup is the business current account with built-in accounting software that allows you to manage all your financial data in one place. With features like automatic expense categorisation, invoicing on the go, receipt capture tools, tax estimates, and cash flow insights, you can confidently keep on top of your business finances wherever you are. 

You can also share your bookkeeping with your accountant instantly without worrying about duplication errors, data lags or inaccuracies. Seamless, simple, and straightforward! 

Find out more here .

• Counting Up on Facebook
• Counting Up on Twitter
• Counting Up on LinkedIn

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How to write a business plan for a cleaning company?

Creating a business plan for a cleaning company is an essential process for any entrepreneur. It serves as a roadmap that outlines the necessary steps to be taken to start or grow the business, the resources required, and the anticipated financial outcomes. It should be crafted with method and confidence.

This guide is designed to provide you with the tools and knowledge necessary for creating a cleaning company business plan, covering why it is so important both when starting up and running an established business, what should be included in your plan, how it should be structured, what tools should be used to save time and avoid errors, and other helpful tips.

We have a lot to cover, so let's get to it!

In this guide:

Why write a business plan for a cleaning company?

• What information is needed to create a business plan for a cleaning company?
• What goes in the financial forecast for a cleaning company?
• What goes in the written part of a cleaning company business plan?
• What tool can I use to write my cleaning company business plan?

Having a clear understanding of why you want to write a business plan for your cleaning company will make it simpler for you to grasp the rationale behind its structure and content. So before delving into the plan's actual details, let's take a moment to remind ourselves of the primary reasons why you'd want to create a cleaning company business plan.

To have a clear roadmap to grow the business

Small businesses rarely experience a constant and predictable environment. Economic cycles go up and down, while the business landscape is mutating constantly with new regulations, technologies, competitors, and consumer behaviours emerging when we least expect it.

In this dynamic context, it's essential to have a clear roadmap for your cleaning company. Otherwise, you are navigating in the dark which is dangerous given that - as a business owner - your capital is at risk.

That's why crafting a well-thought-out business plan is crucial to ensure the long-term success and sustainability of your venture.

To create an effective business plan, you'll need to take a step-by-step approach. First, you'll have to assess your current position (if you're already in business), and then identify where you'd like your cleaning company to be in the next three to five years.

Once you have a clear destination for your cleaning company, you'll focus on three key areas:

• Resources: you'll determine the human, equipment, and capital resources needed to reach your goals successfully.
• Speed: you'll establish the optimal pace at which your business needs to grow if it is to meet its objectives within the desired timeframe.
• Risks: you'll identify and address potential risks you might encounter along the way.

By going through this process regularly, you'll be able to make informed decisions about resource allocation, paving the way for the long-term success of your business.

To get visibility on future cash flows

If your small cleaning company runs out of cash: it's game over. That's why we often say "cash is king", and it's crucial to have a clear view of your cleaning company's future cash flows.

So, how can you achieve this? It's simple - you need to have an up-to-date financial forecast.

The good news is that your cleaning company business plan already includes a financial forecast (which we'll discuss further in this guide). Your task is to ensure it stays current.

To accomplish this, it's essential to regularly compare your actual financial performance with what was planned in your financial forecast. Based on your business's current trajectory, you can make adjustments to the forecast.

By diligently monitoring your cleaning company's financial health, you'll be able to spot potential financial issues, like unexpected cash shortfalls, early on and take corrective actions. Moreover, this practice will enable you to recognize and capitalize on growth opportunities, such as excess cash flow enabling you to expand to new locations.

To secure financing

Crafting a comprehensive business plan for your cleaning company, whether you're starting up or already established, is paramount when you're seeking financing from banks or investors.

Given how fragile small businesses are, financiers will want to ensure that you have a clear roadmap in place as well as command and control of your future cash flows before entertaining the idea of funding you.

For banks, the information in your business plan will be used to assess your borrowing capacity - which is defined as the maximum amount of debt your business can afford alongside your ability to repay the loan. This evaluation helps them decide whether to extend credit to your business and under what terms (interest rate, duration, repayment options, collateral, etc.).

Similarly, investors will thoroughly review your plan to determine if their investment can yield an attractive return. They'll be looking for evidence that your cleaning company has the potential for healthy growth, profitability, and consistent cash flow generation over time.

Now that you understand the importance of creating a business plan for your cleaning company, let's delve into the necessary information needed to craft an effective plan.

Need a convincing business plan?

The Business Plan Shop makes it easy to create a financial forecast to assess the potential profitability of your projects, and write a business plan that’ll wow investors.

Information needed to create a business plan for a cleaning company

Drafting a cleaning company business plan requires research so that you can project sales, investments and cost accurately in your financial forecast, and convince the reader that there is a viable commercial opportunity to be seized.

Below, we'll focus on three critical pieces of information you should gather before starting to write your plan.

Carrying out market research for a cleaning company

As you consider writing your business plan for a cleaning company, conducting market research becomes a vital step to ensure accurate and realistic financial projections.

Market research provides valuable insights into your target customer base, competitors, pricing strategies, and other key factors that can significantly impact the commercial success of your business.

Through this research, you may uncover trends that could influence your cleaning company.

Your market research may reveal that customers may be looking for more eco-friendly cleaning solutions, as well as products that are safe to use around children and pets. It could also indicate that customers may be more willing to pay for convenience, such as subscription services or on-demand cleaning services.

Such market trends play a significant role in forecasting revenue, as they offer valuable data about potential customers' spending habits and preferences.

By incorporating these findings into your financial projections, you can present investors with more accurate information, helping them make informed decisions about investing in your cleaning company.

Developing the marketing plan for a cleaning company

Before delving into your cleaning company business plan, it's imperative to budget for sales and marketing expenses.

To achieve this, a comprehensive sales and marketing plan is essential. This plan should provide an accurate projection of the necessary actions to acquire and retain customers.

Additionally, it will outline the required workforce to carry out these initiatives and the corresponding budget for promotions, advertising, and other marketing endeavours.

By budgeting accordingly, you can ensure that the right resources are allocated to these vital activities, aligning them with the sales and growth objectives outlined in your business plan.

The staffing and equipment needs of a cleaning company

Whether you are at the beginning stages of your cleaning company or expanding its horizons, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is vital to ensure your business's success.

To achieve this, both the recruitment and investment plans must align coherently with the projected timing and level of growth in your forecast. It is essential to secure appropriate funding for these plans.

A cleaning company might incur staffing costs such as salaries for employees, wages for subcontractors, and benefits for employees. They may also need to purchase or rent cleaning equipment such as vacuums, mops, buckets, and cleaning supplies. Additionally, they may need to purchase safety equipment for their employees, such as gloves, masks, and eyewear.

To create a financial forecast that accurately represents your business's outlook, remember to factor in other day-to-day operating expenses.

Now that you have all the necessary information, it's time to dive in and start creating your business plan and developing the financial forecast for your cleaning company.

What goes into your cleaning company's financial forecast?

The financial forecast of your cleaning company's business plan will enable you to assess the growth, profitability, funding requirements, and cash generation potential of your business in the coming years.

The four key outputs of a financial forecast for a cleaning company are:

• The profit and loss (P&L) statement ,
• The projected balance sheet ,
• The cash flow forecast ,
• And the sources and uses table .

Let's look at each of these in a bit more detail.

The projected P&L statement

The projected P&L statement for a cleaning company shows how much revenue and profit your business is expected to make in the future.

A healthy cleaning company's P&L statement should show:

• Sales growing at (minimum) or above (better) inflation
• Stable (minimum) or expanding (better) profit margins
• A healthy level of net profitability

This will of course depend on the stage of your business: numbers for a startup will look different than for an established cleaning company.

The projected balance sheet of your cleaning company

The balance sheet for a cleaning company is a financial document that provides a snapshot of your business’s financial health at a given point in time.

It shows three main components: assets, liabilities and equity:

• Assets: are resources owned by the business, such as cash, equipment, and accounts receivable (money owed by clients).
• Liabilities: are debts owed to creditors and other entities, such as accounts payable (money owed to suppliers) and loans.
• Equity: includes the sums invested by the shareholders or business owners and the cumulative profits and losses of the business to date (called retained earnings). It is a proxy for the value of the owner's stake in the business.

Examining the balance sheet is important for lenders, investors, or other stakeholders who are interested in assessing your cleaning company's liquidity and solvency:

• Liquidity: assesses whether or not your business has sufficient cash and short-term assets to honour its liabilities due over the next 12 months. It is a short-term focus.
• Solvency: assesses whether or not your business has the capacity to repay its debt over the medium-term.

Looking at the balance sheet can also provide insights into your cleaning company's investment and financing policies.

In particular, stakeholders can compare the value of equity to the value of the outstanding financial debt to assess how the business is funded and what level of financial risk has been taken by the owners (financial debt is riskier because it has to be repaid, while equity doesn't need to be repaid).

The cash flow forecast

As we've seen earlier in this guide, monitoring future cash flows is the key to success and the only way of ensuring that your cleaning company has enough cash to operate.

As you can expect showing future cash flows is the main role of the cash flow forecast in your cleaning company business plan.

It is best practice to organise the cash flow statement by nature in order to show the cash impact of the following areas:

• Cash flow generated from operations: the operating cash flow shows how much cash is generated or consumed by the business's commercial activities
• Cash flow from investing activities: the investing cash flow shows how much cash is being invested in capital expenditure (equipment, real estate, etc.) either to maintain the business's equipment or to expand its capabilities
• Cash flow from financing activities: the financing cash flow shows how much cash is raised or distributed to financiers

Looking at the cash flow forecast helps you to make sure that your business has enough cash to keep running, and can help you anticipate potential cash shortfalls.

Your cleaning company business plan will normally include both yearly and monthly cash flow forecasts so that the readers can view the impact of seasonality on your business cash position and generation.

The initial financing plan

The sources and uses table or initial financing plan is a key component of your business plan when starting a cleaning company.

It shows where the capital needed to set up the business will come from (sources) and how it will be spent (uses).

This table helps size the investment required to set up the cleaning company, and understand how risks will be distributed between the business owners, and the financiers.

The sources and uses table also highlights what the starting cash position will be. This is key for startups as the business needs to have sufficient funding to sustain operations until the break-even point is reached.

Now that you have a clear understanding of what will go into the financial forecast of your cleaning company business plan, let's have a look at the written part of the plan.

Need inspiration for your business plan?

The Business Plan Shop has dozens of business plan templates that you can use to get a clear idea of what a complete business plan looks like.

The written part of a cleaning company business plan

The written part of a cleaning company business plan plays a key role: it lays out the plan of action you intend to execute to seize the commercial opportunity you've identified on the market and provides the context needed for the reader to decide if they believe your plan to be achievable and your financial forecast to be realistic.

The written part of a cleaning company business plan is composed of 7 main sections:

• The executive summary
• The presentation of the company
• The products and services
• The market analysis
• The strategy
• The operations
• The financial plan

Let's go through the content of each section in more detail!

1. The executive summary

In your cleaning company's business plan, the first section is the executive summary — a captivating overview of your plan that aims to pique the reader's interest and leave them eager to learn more about your business.

When crafting the executive summary, start with an introduction to your business, including its name, concept, location, how long it has been running, and what sets it apart. Briefly mention the products and services you plan to offer and your target customer profile.

Following that, provide an overview of the addressable market for your cleaning company, current trends, and potential growth opportunities.

Next, include a summary of key financial figures like projected revenues, profits, and cash flows.

Finally, in the "ask" section, detail any funding requirements you may have.

2. The presentation of the company

The second section in your cleaning company's business plan should focus on the structure and ownership, location, and management team of the company.

The structure and ownership part provides an overview of the legal structure of the business, who the owners are and how much each has invested and owns. If you are seeking financing it is important that the reader gets a clear picture of which legal entity is receiving the funds, and who controls the business.

The location part should give an overview of the premises from which the company is operating, and why that location is of particular interest (catchment area, accessibility, amenities nearby, etc.).

When describing the location of your cleaning company, you could emphasize its potential for growth. The location may be ideal for expanding the customer base, due to its access to public transportation, proximity to potential clients, and easy access to a diverse customer base. It may also have a low cost of living, making it attractive to potential employees looking to relocate. You could also emphasize the local infrastructure, such as highways, airports, and other transportation options, which could contribute to the company's success. In addition, the location could offer access to a wide range of resources and services that could support the growth of your cleaning company.

Finally, you should introduce the management team. Explain each member's role, background, and experience.

It is also important to emphasize any past successes that the members of the management team have achieved, and how long they've been working together, as this will help potential lenders or investors understand why they should trust in their leadership.

3. The products and services section

The products and services section of your business plan should include a detailed description of what your company offers, who are the target customers, and what distribution channels are part of your go-to-market. 

For example, your cleaning company might offer services such as residential cleaning, commercial cleaning and post-construction cleaning. Residential services could include deep cleaning, window washing and general upkeep of the home. Commercial services might include carpets, floors, bathrooms and kitchens, as well as dusting and vacuuming. Post-construction cleaning could include the removal of debris, power washing, and dusting. These services offer customers a comprehensive cleaning solution for all their needs, ensuring that their homes and businesses look and feel fresh and clean.

4. The market analysis

When presenting your market analysis in your cleaning company business plan, you should detail the customers' demographics and segmentation, target market, competition, barriers to entry, and any regulations that may apply.

The goal of this section is to help the reader understand how big and attractive your market is, and demonstrate that you have a solid understanding of the industry.

You should start with the demographics and segmentation subsection, which gives an overview of the addressable market for your cleaning company, the main trends in the marketplace, and introduces the different customer segments and their preferences in terms of purchasing habits and budgets.

The target market section should follow and zoom on the customer segments your cleaning company is targeting, and explain how your products and services meet the specific needs of these customers.

For example, your target market might include busy working professionals who live in urban areas. These professionals are likely to be time-poor and have the disposable income to outsource their cleaning requirements. They may be looking for a reliable and efficient service that can be tailored to their individual needs.

Then comes the competition subsection, where you should introduce your main competitors and explain what differentiates you from them.

Finally, you should finish your market analysis by giving an overview of the main regulations applicable to your cleaning company.

5. The strategy section

When you write the strategy section of your cleaning company business plan, remember to cover key elements such as your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

In the competitive edge subsection, elaborate on what makes your company stand out from competitors. This becomes especially important if you're a startup, aiming to carve a place for yourself amidst established players in the marketplace.

The pricing strategy subsection should demonstrate how you plan to maintain profitability while offering competitive prices to attract customers.

Outline your sales & marketing plan, detailing how you'll reach out to new customers and retain existing ones through loyalty programs or special offers.

For the milestones subsection, outline your company's achievements to date and your main objectives for the future, complete with specific dates to set clear expectations for progress.

Lastly, the risks and mitigants subsection should address the main risks that could affect your plan's execution. Explain the measures you've put in place to minimize these risks, assuring potential investors or lenders.

Your cleaning company may face a variety of risks. For example, you could be exposed to the risk of financial loss due to unexpected costs arising from the use of faulty equipment or materials. Additionally, you might be exposed to the risk of legal action if a customer were to experience an injury or property damage while using your services. It is important to consider these risks and develop strategies to mitigate them.

6. The operations section

The operations of your cleaning company must be presented in detail in your business plan.

The first thing you should cover in this section is your staffing team, the main roles, and the overall recruitment plan to support the growth expected in your business plan. You should also outline the qualifications and experience necessary to fulfil each role, and how you intend to recruit (using job boards, referrals, or headhunters).

You should then state the operating hours of your cleaning company - so that the reader can check the adequacy of your staffing levels - and any plans for varying opening times during peak season. Additionally, the plan should include details on how you will handle customer queries outside of normal operating hours.

The next part of this section should focus on the key assets and IP required to operate your business. If you depend on any licenses or trademarks, physical structures (equipment or property) or lease agreements, these should all go in there.

You may have key assets such as cleaning equipment and supplies, as well as intellectual property such as proprietary cleaning techniques or formulas. These could be valuable to the company, allowing them to maintain a competitive edge in the market. Additionally, the company might have exclusive contracts with certain clients or suppliers, which could be a key asset and valuable intellectual property.

Finally, you should include a list of suppliers that you plan to work with and a breakdown of their services and main commercial terms (price, payment terms, contract duration, etc.). Investors are always keen to know if there is a particular reason why you have chosen to work with a specific supplier (higher-quality products or past relationships for example).

7. The presentation of the financial plan

The financial plan section is where we will present the financial forecast we talked about earlier in this guide.

Now that you have a clear idea of what goes in your cleaning company business plan, let's look at the solutions you can use to draft yours.

What tool should I use to write my cleaning company's business plan?

In this section, we will be reviewing the two main solutions for creating a cleaning company business plan:

• Using specialized online business plan software,
• Outsourcing the plan to the business plan writer.

Using an online business plan software for your cleaning company's business plan

The modern and most efficient way to write a cleaning company business plan is to use business plan software .

There are several advantages to using specialized software:

• You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
• You are guided through the writing process by detailed instructions and examples for each part of the plan
• You can access a library of dozens of complete business plan samples and templates for inspiration
• You get a professional business plan, formatted and ready to be sent to your bank or investors
• You can easily track your actual financial performance against your financial forecast
• You can create scenarios to stress test your forecast's main assumptions
• You can easily update your forecast as time goes by to maintain visibility on future cash flows
• You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

Need a solid financial forecast?

The Business Plan Shop does the maths for you. Simply enter your revenues, costs and investments. Click save and our online tool builds a three-way forecast for you instantly.

Hiring a business plan writer to write your cleaning company's business plan

Outsourcing your cleaning company business plan to a business plan writer can also be a viable option.

Business plan writers are skilled in creating error-free business plans and accurate financial forecasts. Moreover, hiring a consultant can save you valuable time, allowing you to focus on day-to-day business operations.

However, it's essential to be aware that hiring business plan writers will be expensive, as you're not only paying for their time but also the software they use and their profit margin.

Based on experience, you should budget at least £1.5k ($2.0k) excluding tax for a comprehensive business plan, and more if you require changes after initial discussions with lenders or investors.

Also, exercise caution when seeking investment. Investors prefer their funds to be directed towards business growth rather than spent on consulting fees. Therefore, the amount you spend on business plan writing services and other consulting services should be insignificant compared to the amount raised.

Keep in mind that one drawback is that you usually don't own the business plan itself; you only receive the output, while the actual document is saved in the consultant's business planning software. This can make it challenging to update the document without retaining the consultant's services.

For these reasons, carefully consider outsourcing your cleaning company business plan to a business plan writer, weighing the advantages and disadvantages of seeking outside assistance.

Why not create your cleaning company's business plan using Word or Excel?

Using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write a cleaning company business plan is a terrible idea.

For starters, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is very technical and requires both a strong grasp of accounting principles and solid skills in financial modelling.

As a result, it is unlikely anyone will trust your numbers unless - like us at The Business Plan Shop - you hold a degree in finance and accounting and have significant financial modelling experience in your past.

The second reason is that it is inefficient. Building forecasts on spreadsheets was the only option in the 1990s and early 2000s, nowadays technology has advanced and software can do it much faster and much more accurately.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Also, using software makes it easy to compare actuals vs. forecasts and maintain our forecasts up to date to maintain visibility on future cash flows - as we discussed earlier in this guide - whereas this is a pain to do with a spreadsheet.

That's for the forecast, but what about the written part of my cleaning company business plan?

This part is less error-prone, but here also software brings tremendous gains in productivity:

• Word processors don't include instructions and examples for each part of your business plan
• Word processors don't update your numbers automatically when they change in your forecast
• Word processors don't handle the formatting for you

Overall, while Word or Excel may be viable options for creating a cleaning company business plan for some entrepreneurs, it is by far not the best or most efficient solution.

• A business plan has 2 complementary parts: a financial forecast showcasing the expected growth, profits and cash flows of the business; and a written part which provides the context needed to judge if the forecast is realistic and relevant.
• Having an up-to-date business plan is the only way to keep visibility on your cleaning company's future cash flows.
• Using business plan software is the modern way of writing and maintaining business plans.

We hope that this practical guide gave you insights on how to write the business plan for your cleaning company. Do not hesitate to get in touch with our team if you still have questions.

Also on The Business Plan Shop

• In-depth business plan structure
• Key steps to write a business plan?
• Free business plan template

Know someone who owns or wants to start a cleaning company? Share this article with them!

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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How to write a cleaning business plan

• Contractor , Small Business Tips , Trades
• Aug 08, 2022
• By deependra

All successful businesses owe their success, at least in some part, to a well-developed and precisely followed business plan. And that includes successful cleaning businesses of all shapes and sizes.

While it’s called a business ‘plan’, that may be selling it a little short. When strategically crafted and finely honed to include all the juicy, nitty gritty details, this document is more than a mere roughly outlined plan.

When carefully considered and developed leaving no leaf unturned, a business plan becomes a meticulous, closely examined, and finely polished roadmap that provides the path to follow to take your business to the promised land of sustained, long-term business success. A business plan provides reassurance that the future for your business isn’t just left to chance.

Sure, there are no guarantees in business, but when your long-term strategy is defined and documented in a business plan, the path to sustained business success becomes that much clearer. You know where you want to go, you know how to get there, and you know what getting there will mean for your business and your future. Underestimate the power of a great business plan at your peril.

As a business owner, a business plan simply gives you peace of mind by:

• Clearing your thought process, enabling you to make better decisions.
• Providing structure and helping to define your management goals.
• Guiding your marketing strategy, including the creation of critical marketing elements such as unique value proposition (UVP), key messages, and tone of voice.

It’s also important to note that your business plan is not a static, set and forget document. It is a live document that you should review and adjust as needed. It also needs to include the important things that all active businesses require, such as details about your cleaners insurance policy .

Where to start with writing your cleaning company business plan

So, you’ve committed to creating a rock solid business plan for your cleaning business. By now you’ve probably done some online research around creating a business plan; you may have also reached out to your business mentor or fellow business owners for their advice.

But if you’re still searching for a sure-fire way to craft a strategic, carefully considered business plan for your cleaning business, read on for all you need to know. Following these steps will help you create a strategic plan for your cleaning business.

What to include in your cleaning business plan?

There are various business plan templates freely available online. Whichever template or format use choose for your cleaning company business plan, it needs to include five key elements:

• An executive summary.
• A company description.
• Market analysis.
• Financial details.

Let’s take a closer look at each element and explain what they are and what details should and should not be included in each.

1. The cover page

The cover page of your business plan is where you make your first impression. So make a good one by presenting a clean, well-designed cover page that includes all of these details, and nothing more:

• Business name.
• Company logo.
• Date (month/year).
• Contact information.
• Company’s address (head office only).
• Your position in the business.

2. The executive summary

The executive summary section of your cleaning business plan is where you place the mission statement for your business. This is arguably the most critical part of your business plan – it’s the ‘why’ behind everything your business does. Sitting at the top of your business plan, make your executive summary short, sharp, and to the point. Use it to make a great first impression to clients, potential employees, and future investors in your business.

If you’ve only just recently launched your business, also include some key financial information and your plans for winning new clients and growing the business. Likewise, if your cleaning business has been around for a number of years, include information about your market share, your largest clients, company milestones, and recent financial performance.

4. Your company profile

A company profile is simply a detailed description of your cleaning business; think of it as a detailed view of your business. Here is where you include important details such as what types of cleaning services your business provides, what types of clients your business works with, and how your cleaning services and flavour of customer service sets your cleaning business apart from your competition.

This section of your cleaning business plan also should include the following key details:

• Company legal structure.
• Ownership and management information.
• All services provided.
• Marketing plan and strategies.

5. Market analysis

Your business plan should include some information about the general economic conditions of the geographical area you plan on servicing. It should also include key details such as the pricing of your cleaning services and how your pricing has taken into consideration your target industries and clients.

It should also include some well-researched competitor analysis. When presenting data in your business plan, be sure to make it easier to digest by making it visual. Use charts and infographics liberally to visually represent the data and figures you include.

6. Financial details

Sooner or later you’ll be presenting your cleaning business plan to investors, banks, and business insurance providers. When explaining your business to these key external stakeholders, they will appreciate transparency into the financial standing of your business.

In this section of your cleaning company’s business plan, include both financial projections as well as the financial history of the business. The more clarity you can give here, the better. Critical financial details such as balance sheets, cash flow estimates, projections, financial history, and capital expenditure plans should all sit in this section of your cleaning company’s business plan.

Recommended reading:

• How to write a winning business plan?
• How to create business continuity plan?

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Cleaning Products Business Plan

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Executive Summary executive summary is a brief introduction to your business plan. It describes your business, the problem that it solves, your target market, and financial highlights.">

The marketplace for janitorial products and services is changing, both in nature and scope. The consumer is becoming more conscious of the environmental impact of cleaners as the market expands.

ChemSafe offers a innovative line of biodegradable, environmentally safe, citrus cleaners to janitorial services, retail outlets and consumers.

The product line includes:

• Automotive cleaners;
• Industrial cleaners;
• Degreasers;
• Hand cleaners;
• Odor control;
• Tar remover;
• Concrete cleaners;
• Vehicle wash and wax products.

ChemSafe products will be used by car washes, churches, food service outlets, hospitals, manufacturing companies, and schools. A number of ChemSafe products will be available from retail outlets and any product can be purchased from the company’s secure website.

The safety of cleaning products are of more concern today than ever before. Consumers want to know if the product they are using damages the environment. ChemSafe is committed to providing safe products that protect the environment.

1.1 Objectives

• Establish ChemSafe products as the regional leader in selling biodegradable, environmentally safe, cleaners.
• Increase the number of retail outlets carrying ChemSafe products by 20% over the next two years.
• Build a solid working relationship with all the region’s janitorial companies.

1.2 Mission

ChemSafe’s mission is to introduce innovative cleanser products to its target customer base.  Charles Marshall, owner of ChemSafe, will utilize his janitorial background, his experience in the cleanser products industry, and his contacts with the region’s wholesale distributors and janitorial companies to create products that target consumers want.

1.3 Keys to Success

The keys to success in ChemSafe’s business are:

• Offering innovative janitorial products. This is essential for maintaining the niche market sectors mentioned in the mission statement.
• Reliable and timely deliveries. ChemSafe must make good on its delivery promises.
• A reliable administration that is ready to serve customers, prepare accurate billing, follow-up on orders and other documentation, and maintain a close watch on expenses and collection of accounts receivable.

Company Summary company overview ) is an overview of the most important points about your company—your history, management team, location, mission statement and legal structure.">

ChemSafe makes an innovative line of biodegradable, environmentally safe, citrus cleaners.

2.1 Company Ownership

ChemSafe is owned by Charles Marshall.  Charles has ten years of janitorial experience and seven years of experience in manufacturing cleaners.

2.2 Start-up Summary

The start-up cost of ChemSafe will consist primarily of equipment and inventory. Charles Marshall will invest $81,500. A silent partner will also invest $81,500. Charles will also secure a $100,000 loan.

The ChemSafe product line includes:

ChemSafe products will be used by car washes, churches, food service outlets, hospitals, manufacturing companies, and schools.  A number of ChemSafe products will be available from retail outlets and any product can be purchased from the company’s secure website.

Market Analysis Summary how to do a market analysis for your business plan.">

Consumers are demanding environmental safe cleaners in public spaces. Additionally, janitorial firms are finding that biodegradable, environmentally safe are cleaners are a strong selling point when competing for contracts.

Last year, 1.5 billion dollars was spent on commercial cleaners. Of those sales, biodegradable, environmentally safe cleaners represented 15% of total sales. This is a 20% increase over sales the previous year.

4.1 Market Segmentation

ChemSafe will focus on three customer groups:

• Wholesale Distributors : This group is the critical supplier to retail outlets and pivotal to the success of ChemSafe cleanser products.
• Janitorial Professionals : An important key to the janitorial market is the ability to add value to cleaners through innovative products or techniques.  We believe that ChemSafe products are an invaluable tool to janitorial professionals.
• Consumers : Concern for the environment has created a group of consumers who will only use biodegradable, environmentally safe cleaners in their homes.

Strategy and Implementation Summary

ChemSafe products will focus on becoming the leading provider of biodegradable, environmentally safe, citrus cleaners.

5.1 Competitive Edge

Charles Marshall is the competitive edge of ChemSafe. Charles has worked for both Acme Janitorial Products and Wilson Cleaning Services over the past fourteen years.  In his last position with Acme Janitorial Products, Charles sold cleaning products to numerous markets on the West Coast. He generated sales in excess of $4 million annually. His strength is his customer relation skills and he has been successful in expanding the range of products purchased by wholesale distributors in his sales region.

Before joining Acme Janitorial Products, Charles was a supervisor for Wilson Cleaning Services for six years.  Wilson Cleaning Services is the largest janitorial firm in the greater Lane County area with sales in excess of $4 million dollars annually.

During his years with both Acme Janitorial Products and Wilson Cleaning Services, Charles has made invaluable contacts with wholesale distributors, janitorial professionals, and commercial retail outlets. This gives ChemSafe products the competitive edge in introducing its new products to its target customers.

5.2 Sales Strategy

ChemSafe products are safe but strong cleaning products. Our target customers know that consumers want to use products that do not damage the environment. More importantly, there are no health risk in using ChemSafe products.  

ChemSafe products will have three distinct sales approaches:

• For Wholesale Distributors : We will offer the distributors a 20% discount on wholesale purchases for the first three months of operation. Charles Marshall  will market ChemSafe products to the distributors. Charles believes that distributors will see the advantage of ChemSafe products for institutions like schools and hospitals.
• For Janitorial Professionals : We will offer janitorial professionals the wholesale price for ChemSafe products for the first six months of operation. Charles Marshall will market ChemSafe products to the janitorial firms. Charles believes that these firms will see the advantage of ChemSafe products as a cheaper and safer alternative to their current cleaning materials.
• For Consumers : We will offer the consumers prices that are only 5% over wholesale for ChemSafe products.   ChemSafe will be marketed to consumers through ads in natural living magazines, like Natural Life magazine and Conscious Living magazine.

5.2.1 Sales Forecast

For the first month there will be no sales, as the company will be establishing its operations.  We anticipate that sales will grow quickly during the second and third month of operation.

The following is the sales forecast for three years.

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Management Summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">

Charles Marshall will be responsible for sales and marketing. ChemSafe will have a Production Manager who will be responsible for the daily manufacturing operation.

6.1 Personnel Plan

The personnel of ChemSafe are as follows:

• Owner/sales and marketing manager;
• Production manager;
• Production staff (4);
• Office manager/Web administrator;

Financial Plan investor-ready personnel plan .">

The following is the financial plan for ChemSafe.

7.1 Break-even Analysis

The monthly break-even point is approximately $26,200.

7.2 Projected Profit and Loss

The following table and charts will highlight projected profit and loss for the next three years.

7.3 Projected Cash Flow

The following table and chart highlight the projected cash flow for three years.

7.4 Projected Balance Sheet

The following table highlights the projected balance sheet for three years.

7.5 Business Ratios

Business ratios for the years of this plan are shown below.  Industry profile ratios based on the Standard Industrial Classification (SIC) code 2842, Polishes and Sanitation Goods, are shown for comparison.

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America's facing a retirement disaster. There's a better way.

• Australia's superannuation system mandates employer-funded retirement contributions.
• US retirement plans, by contrast, depend on employee contributions to accounts like 401(k)s. 
• If the US adopted Australia's retirement model, it could impact wage levels.

For many around the world, retirement can be a mixed bag .

Australian retirees rate their retirement happiness at 70 out of 100, according to a survey of 1,000 Australians over 60 in February by the independent researcher YouGov and investment management company Challenger Limited. Money was ranked behind good physical health as the key to a happy retirement.

Meanwhile, the US retirement system has become anxiety-inducing for many, as older adults struggle to make ends meet . More than half of Americans over the age of 65 are earning under $30,000 a year, according to a report from Sen. Bernie Sanders published in March and based on National Retirement Risk Index data.

What's more, Pew Research Center data shows that Americans over 75 are the fastest-growing age group in the workforce, a demographic that could double in the next decade. That's because many can't afford to stop working.

In the US, retirement accounts are a company benefit that employees can choose to contribute some of their paychecks to throughout their careers. Companies are not federally required to offer any kind of retirement savings account for employees or provide any monetary support for retirees. And many Americans living paycheck to paycheck aren't able to save enough to stop working.

Australia , however, requires that employers make regular contributions to a retirement fund for each employee — a system called superannuation.

Catherine Reilly, a fellow at the financial research firm TIAA Institute and a non-resident scholar at Georgetown University's Center for Retirement Initiatives, said Australia's system makes sure all adults have a retirement fund.

"Everybody is put into a plan," she said. "Whereas in the US, you only get put into a plan if you'd work for an employer that offers it."

Seventy-one percent of nonretired Americans said they are at least moderately worried about being able to fund their retirement , according to a Gallup poll of 1,013 US adults in April 2023.

Reilly said there are structural differences in how America and Australia handle savings for older adults. And while it may be tough to implement Australia's system halfway around the world — but the US could get close, she said.

Australian retirement system puts saving responsibility on employers, not employees

America's current retirement infrastructure includes two major categories: defined contribution plans and Social Security .

Defined contribution plans , which include 401(k) and IRA accounts allow employees to save and invest money that they make throughout their career, usually by depositing a percentage of their regular paycheck directly into the accounts.

Companies might also contribute to an employee's 401(k), but they are under no federal requirement to do so. The retirement accounts an employee has access to and what benefits they retain after they stop work all depend on what retirement package an individual company offers.

In a 2024 letter to investors , BlackRock CEO Larry Fink said the US retirement system puts undue pressure on employees to decide how much money to save and invest. With the rising cost of living in many US cities, it can be difficult for Americans to predict how much money they are going to need, an issue Fink called an "impossible math problem."

Fink encouraged American policymakers to study Australian superannuation , saying the "benefits could be enormous for individual retirees." 

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Social Security also comes into play when Americans retire, providing monthly government income benefits based on an individual's reported earnings. The federal insurance program is funded by taxes and provides income to retirees and workers with disabilities. Many retirees collect Social Security checks in addition to living off their 401(k) savings.

However, the Social Security trust is expected to be depleted by the mid-2030s unless there's an invention.

Traditional fixed-income pensions are no longer a common company benefit in the US, but are still offered by select government and public service jobs .

In Australia, however, companies are legally required to contribute 11% of an employee's monthly paycheck into their retirement account. This money can go into stocks, property, cash, or bonds — the employee has a choice. Employees can also contribute money, but much of the savings responsibility falls on their employer.

The employer contribution amount is set to increase to 12% next year.

Once they reach retirement age, which is between 55 and 60, depending on birth year, Australians can access the fund with their savings and investment earnings.

"It does level the playing field because everybody is put into a plan," Reilly said, adding that Australians have more choice in where and how their retirement money is saved.

As Reilly explained, superannuation also allows retirees to access their money all in one place.

This differs from the American system, where retirees' money is often held between a 401(k), other accounts, and outside investments. If an American employee works at multiple different companies during their career, Reilly said it can also complicate their retirement funds.

Additionally, Australian government age pensions aren't the same as Social Security. Retirees must meet a low enough asset criteria to access the age pension. Reilly said the more limited pension might be a disadvantage of the Australian system because many people's retirement is almost entirely dependent on their superannuation funds.

If the US adopted superannuation, it could impact employee salaries

Although the Australian government sets the terms for superannuation, it is managed by the private sector. Employers manage the retirement funds for their employees without much political oversight.

If America adopted superannuation, Reilly expects the system would work similarly — the federal government could establish what percentage of an employee's income employers need to contribute, but then companies could organize the retirement funds on their own.

She pointed to pooled-employer plans , a retirement fund strategy that is already being tried in the US, allowing multiple companies to contribute to a single retirement fund for an employee if that person chooses to work at different companies throughout their career. Some individual states, such as California and Colorado, also require that employees are automatically enrolled in some kind of retirement plan.

"In the US, the infrastructure for having the private sector manage these funds — that all exists already," Reilly said. "And I think that would be a sensible way to do things."

Still, Reilly cautioned that applying Australia's retirement system to the US could negatively affect employee wages . Because, for companies, it would be "very unpopular," she said.

When a company hires someone new, she said they consider the total cost of employing that person. This includes salary, bonuses, and benefits . If US employers become legally required to contribute to retirement funds, Reilly said companies may lower their employees' salaries to offset this new cost.

Still, a system like superannuation could help ensure a retirement fund for the 56 million private sector employees who don't have retirement benefits through their employer, The Pew Charitable Trust reported in January.

Did you retire and later choose to return to work? Do you feel like you can't retire because of your financial situation? Reach out to this reporter at [email protected] .

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