Cleaning Business Plan

Business Plan Cover Page

Business Name:

Business Legal Name (if different):

Owner(s) Name:

Business Phone:

Business Email:

Website / Domain:

Business Address (Home or Office):

Plan Completion Date:

1. Executive Summary

(This section summarizes your entire plan. It's often best to write this last.)

Mission Statement:

(Prompt for user: What is the core purpose of your business? e.g., "To provide reliable, high-quality cleaning services to busy families in [Your City], using eco-friendly products.")

Company Vision (3-5 Year Goal):

(Prompt for user: What is the long-term dream? e.g., "To be the top-rated cleaning service in [Your County], with 10+ employees and a fleet of company vehicles.")

Year 1 Business Goals:

(Prompt for user: Be specific. e.g., "1. Secure 15 recurring weekly clients. 2. Generate $XX,XXX in revenue. 3. Get 20 five-star reviews online.")

Keys to Success:

(Prompt for user: What 2-3 factors will make your business successful? e.g., "1. Unmatched reliability (never miss a clean). 2. Superior customer service and communication. 3. Bonded and insured for client peace of mind.")

2. Company Description

Legal Business Structure: 

State of Registration:

Federal EIN (Employer Identification Number):

Business Niche/Specialization:

Service Area:

(Prompt for user: List the specific cities, counties, or neighborhoods you will service.)

Owner's Background & Expertise:

(Prompt for user: Why are you qualified to run this business? e.g., "5 years of experience in professional cleaning," "Strong background in management and customer service.")

3. Services and Pricing

Core Services Offered:

Add-On Services: 

Pricing Strategy: 

Standard Rate Structure:

(Prompt for user: Define your prices. e.g., "Hourly Rate: $XX/hour per cleaner." or "Flat Rate: 1-Bed/1-Bath = $XX, 2-Bed/2-Bath = $XX, etc.")

Products & Supplies: 

4. Market Analysis

Target Market:

Ideal Customer Profile:

(Prompt for user: Describe your perfect customer. e.g., "Homeowners in the [Target Neighborhood] area with a household income over $XXX,XXX who value time and reliability.")

Local Market Demand:

(Prompt for user: Is your service area growing? Are there many new homes or businesses? Briefly research and explain.)

Competitor Analysis: 

(List your top 3 local competitors.)

Competitor 1 Name:

  • Their Strengths:

  • Their Weaknesses:

  • Their Pricing (if known):

Competitor 2 Name:

  • Their Strengths:

  • Their Weaknesses:

  • Their Pricing (if known):

Competitor 3 Name:

  • Their Strengths:

  • Their Weaknesses:

  • Their Pricing (if known):

Your Competitive Advantage (What makes you better?):

(Prompt for user: How will you beat your competition? e.g., "We offer online booking," "We are bonded AND insured," "We use a 50-point quality checklist," "We have a 24-hour satisfaction guarantee.")

5. Marketing & Sales Strategy

How will you get your first clients? 

Ongoing Marketing Plan: 

Sales Process:

(Prompt for user: Describe the process from first contact to first clean. e.g., "1. Client calls/fills out web form. 2. We provide an instant online estimate or schedule a walk-through. 3. We email the quote and Service Agreement. 4. Client signs and books their first appointment.")

6. Operations Plan

Daily Management: 

Technology / Software:

Equipment List (Initial Purchase):

(Prompt for user: List major items. e.g., "HEPA-filter vacuum, commercial mop & bucket, microfiber cloth set, duster, cleaning caddy...")

Supply List (Initial Purchase):

(Prompt for user: List cleaning solutions. e.g., "All-purpose cleaner, glass cleaner, bathroom disinfectant, degreaser, floor cleaner, sponges...")

Legal & Insurance: 

Insurance Provider & Policy Number (if known):

7. Management & Personnel

Management Team:

(Prompt for user: List owners and their roles. e.g., "Jane Doe, Owner/Operator. John Doe, Partner/Marketing.")

Hiring Plan (Year 1): 

Training Plan:

(Prompt for user: How will you train new cleaners? e.g., "2-day shadow training with owner, review of all cleaning checklists, customer service protocols.")

8. Financial Plan

Startup Costs (Estimated):

  • Business Registration & Licenses:

  • Insurance & Bonding (Initial Deposit):

  • Equipment Purchase:

  • Cleaning Supplies (Initial Stock):

  • Marketing (Website, Business Cards, Flyers):

  • Software Subscriptions:

  • Vehicle Down Payment / Branding:

  • Cash Reserve (3 months of expenses):

  • Total Estimated Startup Costs:

Source of Funding:

Monthly Operating Expenses (Estimated):

  • Cleaning Supplies (Recurring):

  • Insurance (Monthly Premium):

  • Gas / Vehicle Maintenance:

  • Software Subscriptions:

  • Marketing / Advertising:

  • Phone / Internet:

  • Payroll (if applicable):

  • Owner's Draw / Salary:

  • Total Estimated Monthly Expenses:

Break-Even Analysis:

(Prompt for user: How many cleaning jobs per month do you need to complete just to cover your Total Monthly Expenses?)

9. Signature

By signing below, I affirm that the information in this Business Plan is accurate to the best of my knowledge and represents my intended plan of action.

Owner's Name:

Owner's Signature:

*

Date:

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