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Cleaning Service Business Plan Template

Written by Dave Lavinsky

Growthink.com Cleaning Service Business Plan Template

Over the past 20+ years, we have helped over 5,000 entrepreneurs create business plans to start and grow their cleaning services businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a cleaning services business plan template step-by-step so you can create your plan today.

Download our Cleaning Service Business Plan Template here

What Is a Business Plan?

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

Why You Need a Business Plan

If you’re looking to start a cleaning services business or grow your existing cleaning services business you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your cleaning services business in order to improve your chances of success. Your cleaning services business plan is a living document that should be updated annually as your company grows and changes.

Source of Funding for Cleaning Services Businesses

With regards to funding, the main sources of funding for a cleaning services business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan.

Cleaning Services Business Plan Template

Your business plan should include 10 sections as follows:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of cleaning services business you are operating and the status; for example, are you a startup, do you have a cleaning services business that you would like to grow, or are you operating a chain of cleaning services businesses.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the cleaning services business industry. Discuss the type of cleaning services business you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.

Company Analysis

In your company analysis, you will detail the type of cleaning services business you are operating.

For example, you might operate one of the following types:

In addition to explaining the type of cleaning services business you operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

Industry Analysis

In your industry analysis, you need to provide an overview of the cleaning services business.

While this may seem unnecessary, it serves multiple purposes.

First, researching the cleaning services business industry educates you. It helps you understand the market in which you are operating. 

Secondly, market research can improve your strategy particularly if your research identifies market trends. For example, if there was a trend towards “green” cleaning services, it would be helpful to ensure your plan calls for eco-friendly product and service options.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your cleaning services business plan:

Customer Analysis

The customer analysis section of your cleaning services business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: families, schools, apartment complexes, etc.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of cleaning services business you operate. Clearly residential customers would want different pricing and product options, and would respond to different marketing promotions than hospitals.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most cleaning services businesses primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other cleaning services businesses.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes businesses hiring internal janitorial staff, and people doing their own cleaning at home. You need to mention such competition to show you understand that not everyone who needs cleaning services will engage a cleaning business.

With regards to direct competition, you want to detail the other cleaning services businesses with which you compete. Most likely, your direct competitors will be cleaning services businesses located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to stand outside your competitors’ locations and ask customers as they leave what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a cleaning services business plan, your marketing plan should include the following:

Product : in the product section you should reiterate the type of cleaning services business that you documented in your Company Analysis. Then, detail the specific services you will be offering. For example, in addition to standard residential cleaning services, will you offer damage restoration services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your cleaning services business. Document your location and mention how the location will impact your success. Discuss how your location might provide a steady stream of customers. 

Promotions : the final part of your cleaning services business marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

Client Retention

Your cleaning service business plan should discuss not just how you will find customers in the first place, but how you’ll hold on to them and discourage them from switching to another firm. After all, it should be much less expensive to keep a customer than to market and sell to a new one. Some methods of retaining customers involve creating the perception of switching costs; that is, that they will lose money and time when switching to a new cleaning service. Others involve fine-tuning your customer service skills into a customer service system around retention.

Loyalty Program

Creating a loyalty program is a positive way of creating switching costs for your customers. For example, by offering a free cleaning after every 10 cleanings, or some specialty service when certain milestones are missed, your customers will worry about losing the value they have saved up that is only of use if they stay with your company.

Premium Customer Levels

Another related retention strategy is to reward the frequency of customer cleanings. For example, customers who order cleanings once a week and keep that up, can be offered entry into your “premium customer group”, marketed with a branded name to build interest. You can offer members of this group more leeway to schedule last minute cleanings, reschedule or cancel, additional perks, or priority customer service of some other kind. Clients who are almost at the point of qualifying may push themselves to reach that point in order to get these valuable perks.

Tracking Retention

Simply by tracking the numbers and percentages involved in your customer retention can yield valuable information about what you’re doing right or wrong and how successful new initiatives are over time. Statistics to track may include customer complaints, the average speed of complaint resolution, the percentage of customers in a given month who were using your services last month, 3 months ago, 6 months ago, a year ago, etc, and so on. When your staff is aware of these statistics and is given targets to work towards, the message that customer service and retention is a priority is heard loud and clear.

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your cleaning services business such as serving customers, procuring supplies, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 100th customer, or when you hope to reach $X in sales. It could also be when you expect to hire your Xth employee or launch in a new city.

Management Team

To demonstrate your cleaning services business’s ability to succeed as a business, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company. 

Ideally you and/or your team members have direct experience in the cleaning services business. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in cleaning services businesses and/or successfully running small businesses.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you serve 20 customers per week or 50? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : While balance sheets include much information, to simplify them to the key items you need to know about, balance sheets show your assets and liabilities. For instance, if you spend $50,000 on building out your cleaning services business, that will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50.000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. For example, let’s say a company approached you with a massive $100,000 damage restoration contract, that would cost you $50,000 to fulfill. Well, in most cases, you would have to pay that $50,000 now for supplies, equipment rentals, employee salaries, etc. But let’s say the company didn’t pay you for 180 days. During that 180 day period, you could run out of money.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a cleaning services business:

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include any insurance company affiliations or remediation licenses.

Cleaning Services Business Plan Summary

Putting together a business plan for your cleaning services business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the cleaning services business, your competition and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful cleaning services business.

Download Our Cleaning Services Business Plan PDF

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

Finish Your Cleaning Services Business Plan in 1 Day!

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

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to see how our business plan consulting for small businesses can create your business plan for you.

Cleaning Business Plan FAQs

What is the easiest way to complete my cleaning service business plan.

Growthink's Ultimate Cleaning Service Business Plan Template allows you to quickly and easily complete your Cleaning Service Business Plan.

Where Can I Download a Free Cleaning Service Business Plan PDF?

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

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Cleaning Company Business Plan

Are you thinking of starting a cleaning service business We have prepared a solid sample Cleanex Cleaning Company Business Plan that guides you on every stage of your business plan writing

business plan sample for cleaning company

Cleaning might be a chore for someone but to some people, it is no less than passion.

And why not, who doesn’t like a nicely organized and spick and span place? Although all of us can accept that some of us are better at it than others.

If you are planning to start a new cleaning services business, the first thing you will need is a business plan . Use our sample Cleanex – Cleaning Company Business Plan created using Upmetrics – Business Plan Software to start writing your business plan in no time.

Before you start writing your business plan for your new cleaning company, spend as much time as you can reading through some samples of cleaning and maintenance-related business plans.

Industry Overview

The cleaning industry stood at a whopping value of 61 billion dollars and isn’t going to slow down any time soon.

Also, with the recent pandemic, the importance of cleaning has grown. And if you know how to organize spaces too there’s no stopping you from building a thriving business.

So, while a bunch of us satisfy ourselves by watching the oddly satisfying cleaning videos on YouTube you could be out there building a profitable business out of it.

But before you go we have a few tips and business planning hacks compiled for you.

Things to Consider Before Writing your Cleaning Company Business Plan

Pick a specialisation.

Pick what kind of spaces you want to clean. It helps you hire people who are the best at a certain job. After all, cleaning different spaces requires a different set of skills and precision.

You can go for anything from cleaning outdoor spaces, hotels, offices, or schools, etc.

Above all, 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 the sector of the cleaning industry you are in.

For example, if you clean office spaces, you can specialize in the organization to make your service stand apart. Also, you not only get to charge an additional amount it makes you stand apart from your competitors as well.

Know your target audience like the back of your hand

Knowing your target audience helps you provide better services and change as their preferences change.

The cleaning industry is a lot about putting technology to maximum use.

From machines for better cleaning to booking online cleaning services the way people clean and avail services has changed drastically. And to keep up you’ll have to change too.

Know your competitors

Knowing your competitors is crucial. It helps you stay ahead of them and have a foresight of what’s going to happen in the industry.

The cleaning industry has minimal entry conditions and is changing rapidly. Hence, knowing your competitors is a must.

Chalking Out your Business Plan

If you have been mocked for cleaning a little too much, don’t take it to heart. Make a business out of it. And here’s a little bit of data to give you the required motivation.

Reading sample business plans will give you a good idea of what you’re aiming for. It will also show you the different sections that different entrepreneurs include and the language they use to write about themselves and their business plans.

We have created this sample Cleanex – Cleaning Company Business Plan for you to get a good idea about how a perfect cleaning company business plan should look like and what details you will need to include in your stunning business plan.

Cleaning Company Business Plan Outline

This is the standard cleaning company business plan outline which will cover all important sections that you should include in your business plan.

After getting started with upmetrics , you can copy this Cleaning Company Business Plan into your business plan and modify the required information and download your cleaning company business plan pdf or doc file .

It’s the fastest and easiest way to start writing your business plan.

business plan sample for cleaning company

Business Planning Resources

We have plenty of  free business planning resources  available to help you with your planning. You can download our resources to learn all about business planning.

FREE TEMPLATES

Not found what you are looking for? Explore our 200+ sample business plans to find match for your business.

business plan sample for cleaning company

DISCLAIMER: The business plans, templates, and articles contained on upmetrics.co are not to be considered as legal advice. All content is for informational purposes, and upmetrics makes no claim as to accuracy, legality or suitability. The site owner shall not be held liable for any errors, omissions or for damages of any kind.

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Table of Contents

What is a Cleaning Business Plan?

Document Info

Cleaning Business Plan

Cleaning business plan form.

A cleaning business plan is a document used by individuals who want to launch their own cleaning business. It should be used by individuals regardless of whether they want to start a house cleaning or a business cleaning business. A cleaning business plan provides pertinent information including how the business will operate, the amount of capital required to get the business off the ground, and marketing information.

Cleaning Business Plan: What Is It?

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business plan sample for cleaning company

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Free Cleaning Service Business Plan (Download PDF Sample)

Download Our Free Template to Get Started

business plan sample for cleaning company

A cleaning company business plan is a comprehensive document outlining your cleaning company’s objectives and explaining your marketing plan , cleaning services, and funding information. It serves as the blueprint for your cleaning business. 

If you’re aiming to gain the trust of potential investors, a business plan is a must-have tool that will show them if your business is worth taking the risk.

We’ve created a downloadable cleaning services business plan PDF that you can easily edit to fit your needs. Get my sample template below:

example of a cleaning service business plan

Components of a Cleaning Services Business Plan 

Now that you understand the importance of a cleaning company business plan, the next step is to start creating your own. But there’s no need to worry! We’ve done much of the legwork to ease the process of creating a business plan for you. 

Our free downloadable cleaning services business plan PDF contains essential components to help you define your goals and make better business decisions. 

However, keep in mind that every business plan is unique. You can remove or add any section as you deem necessary to create the best business plan for your cleaning company. 

Include the following elements to get started in the right direction: 

components of a cleaning business plan

1. Executive Summary 

The first part of a comprehensive business plan is an executive summary, which provides an overview of your company and summarizes your entire business plan.

Highlight what makes your cleaning business stand out from competitors in the cleaning industry. You can also describe the weaknesses and shortcomings of other cleaning firms and how your company aims to solve these problems. 

You can include the following information in your executive summary: 

2. Company Description 

Your company description is where you emphasize the strengths and competitive advantages of your cleaning business. 

3. Objectives

Set the best objectives that will help keep your cleaning business on the right track.

4. Market Analysis

Market analysis gives you an insight into your target market share, the needs and demands of your customers, and your competitors.

5. Organizational Structure 

6. Cleaning Services

An essential part of a cleaning company business plan is identifying the type of cleaning services you intend to provide: 

7. Marketing and Sales 

To survive in a competitive industry, your cleaning business needs to employ tailored marketing strategies to help you stand out and beat competitors.

Outline your marketing and sales strategies to promote your cleaning services, gain leads, and ultimately boost sales. You should determine the number of clients you must win to achieve your cleaning company’s profit goals. 

The most effective marketing strategies for cleaning businesses include: 

8. Funding Requests 

9. Financial Projections 

Your cleaning company business plan should have a realistic financial forecast based on your extensive market analysis and company goals.

Pro-Top : include a cash flow estimate, capital expenditures, and approximate payrolls for the next few years. You can create an annual or quarterly target profit that your team can work to accomplish. 

10. Appendix

Your business plan ends with an appendix where you add all relevant documents, definitions, legal notes, and other critical information.

Example of a Cleaning Services Business Plan PDF

You can open or download our free cleaning business plan PDF below:

To get an editable version on Google Docs, enter your email below:

Why Does My Cleaning Company Need a Business Plan? 

You might think, “But making a business plan sounds like a lot of work! Do I really need it for my cleaning company?” The quick answer is: Yes, you definitely need that business plan!

As tedious as it sounds, preparing a strategic business plan is crucial to set yourself up for success and not get lost along the way. 

Take a look at the following key reasons why your business will benefit from a cleaning company business plan: 

Find Out If Your Cleaning Services Business Idea Is Viable

Creating a business plan will help you test if your business idea is feasible, saving you time, money, and energy. Many aspiring entrepreneurs believe they have outstanding ideas that could never fail.

However, around 20% of business startups fail during the first year due to a lack of planning, among other things. 

To survive the cleaning business startup phase, you must perform careful and methodical planning and create a well-developed business plan. It’s the key step between visualizing the concept for your cleaning company and turning your vision into a successful business. 

Increase Your Chances of Growth and Success 

The cleaning industry is enormous, and competitive residential and commercial cleaning businesses are everywhere. There’s always demand for cleaning services. Around 80% of households in the US are expected to use home cleaning services by 2024. 

Considering the competition you’ll be facing, it helps to create a business plan that will help you identify how your cleaning company will stand out. 

Secure Financing

Established financial institutions, lenders, and investors typically perform an extensive investigation before committing to an investment. With a solid business plan, you’ll be more likely to secure the funds you need to get your business up and running. 

Common Questions about Cleaning Company Business Plans

A business plan will help you determine if your cleaning business idea is viable, increase your chances of success, and secure financing.

An executive summary includes a mission statement, information about the leadership team, and financial goals.

Final Thoughts: Driving Your Cleaning Company’s Success With a Solid Business Plan 

Equipped with a well-researched business plan, you’ll have much higher chances of succeeding in the cleaning services industry. It’s also a valuable tool that can help you secure funding for your operational expenses as a cleaning startup. 

After downloading our free cleaning services business plan PDF, make sure to edit each section and include all essential information to create a comprehensive document.

Our free sample cleaning company business plan serves as an excellent starting point – a helpful template that you can personalize as necessary.

Written by Nelmie Jane Pardo

Nelmie Jane Pardo

Nelmie Jane Pardo is a senior contributing writer who lends insight into digital marketing methods and business solutions. She regularly writes at BusinessHue to help business owners take their online marketing to the next level.

Free Resources for the

Why is the Average Cleaning Business Success Rate so Low?

Commercial cleaning rates: 2023 price per square foot chart, how to get commercial cleaning contracts (22 ways), free cleaning service proposal template (editable document).

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COMMENTS

  1. Cleaning Service Business Plan Template ...

    Cleaning Services Business Plan Template Your business plan should include 10 sections as follows: Executive Summary Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

  2. Cleaning Company Business Plan [Free Template]

    Cleaning Company Business Plan Outline This is the standard cleaning company business plan outline which will cover all important sections that you should include in your business plan. Executive Summary Market Validation Objectives Short Term (1 -3 Years) Long Term (3-5 years) Mission Statement Keys to Success Financial Highlights

  3. Free Cleaning Business Plan Template

    Cleaning Business Plan Form Create My Document A cleaning business plan is a document used by individuals who want to launch their own cleaning business. It should be used by individuals regardless of whether they want to start a house cleaning or a business cleaning business.

  4. Free Cleaning Service Business Plan (Download PDF Sample)

    Get My Business Plan Template PDF Components of a Cleaning Services Business Plan 1. Executive Summary 2. Company Description 3. Objectives 4. Market Analysis 5. Organizational Structure 6. Cleaning Services 7. Marketing and Sales 8. Funding Requests 9. Financial Projections 10. Appendix

  5. 18+ SAMPLE Cleaning Service Business Plan in PDF

    A cleaning company business plan is a Business Roadmap for your cleaning services company that outlines your organization’s goals, the scope of work, and future growth plans. Cleaning services business strategies are not all the same, and neither are the companies handling said cleaning services.