How to write a business plan for cleaning services

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:

• A cover page
• Executive summary
• Business overview
• List of cleaning services
• Market and competitor analysis
• Business strategy
• Financial plan

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 grants 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:

• Logo
• 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.