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How to Create a Residential Cleaning Business Plan in 8 Steps [Free Template]

profile picture of Shana Cesaire, freelance writer for Jobber Academy
Shana Cesaire
Beginner Nov 21, 2024 8 min read
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Managing a successful residential cleaning business takes more than some elbow grease—you need a solid plan to keep you organized and help you grow.

A cleaning service business plan is your roadmap to getting more customers, managing your finances, and getting funding from investors to grow your business.

Keep reading to learn how to create a residential cleaning business plan to jumpstart your success. Plus, use our sample residential cleaning business plan sections as a blueprint to start your winning business plan.

Create a cover page and table of contents

Start your residential cleaning business plan off with a cover page and table of contents. You don’t know whose desk your business plan might end up on, so the goal is to show the reader who you are and encourage them to open it.

Your business plan cover page should include your:

Pro Tip: While you should stick to a standard font, make sure that the lettering on your cover page is bold and large enough to capture the reader’s eye.

To guide your reader and show that you’re running an organized business, add a table of contents for easy reference.

Introduce your company to the reader

Your residential cleaning business plan should include two sections to introduce your cleaning business: an executive summary and a company description.

Executive summary

An executive summary explains your business’s goals, core values, and competitive advantage—think of it as the first chapter of your company’s story. 

Your executive summary is the first thing your readers will look at, so it’s important to make sure it makes them want to learn more about your business.

Company overview

Your company overview is a brief introduction to your company, so it should be short and sweet. Here’s what to include in your company overview:

  • Company description: This should be a simple paragraph explaining what your business is and what you do. You can go into more detail on your services later in your business plan.
  • Location: Describe where your business is located, and the areas you offer cleaning services to.
  • Business structure: Investors will want to know if you are a sole proprietorship, LLC, corporation, or partnership.

Name the leaders behind your business

As a residential cleaning business owner, your customers trust you to enter their homes and access their space—so they want to know who you are. That’s why it’s important to introduce your management team in your cleaning business plan.

Whether you’re just starting out your business solo or already have a dedicated team, include a short biography for each key member of management that showcases who they are and why they are qualified for their role.

List your cleaning services and pricing strategy

The types of residential cleaning services you offer may depend on factors such as your current cleaning supplies list and the services that are in demand in your area.

Types of cleaning services you may offer include:

  • Full house cleaning
  • Kitchen cleaning
  • Deep cleaning
  • Carpet cleaning
  • Gutter cleaning

After you list your services, you should explain your pricing strategy, such as whether you charge per service or by the hour. You should also explain any packages you might offer. 

READ MORE: How much to charge for house cleaning

Position your business in the market

Show potential investors how valuable your residential cleaning business can be with a market analysis that shows the current state of the industry and how your business fits in.

When conducting your market analysis, make sure you answer the following questions:

  • How do residential cleaning services differ from commercial cleaning services?
  • What are current cleaning business trends?
  • Who is the target customer demographic in your area?
  • What services and pricing are your competitors offering?

From there, you’ll want to explain what makes your business unique enough to succeed in the market. For example, maybe you plan on operating the only eco-friendly cleaning business in your area to fill a current gap in the market. 

Form a winning marketing and sales strategy

Having a marketing plan and sales strategy is the key to a successful cleaning business. Your residential cleaning business plan should show how you’ll attract potential clients and turn them into repeat customers.

The marketing sections of your business plan should include your current marketing strategies and the strategies you plan to implement as you grow.

If you’re just starting out and don’t have any marketing underway, start small with 3-4 strategies to see what works best for your business. These strategies don’t have to cost a lot—simply handing out flyers or starting an Instagram page can go a long way toward building a loyal client base. 

Here are some ideas on what to include in your marketing and sales strategy:

  • Build a cleaning company website
  • Use digital marketing such as paid ads on social media
  • Hand out business cards and distribute flyers
  • Leverage word-of-mouth through a customer referral program
  • Brand your vehicle
  • Ask for reviews after completing cleaning jobs

Include a detailed financial plan

A financial plan provides a sense of how profitable your residential cleaning business is and how profitable it might be in the future—key information for potential investors. 

As a cleaning service business owner, a financial plan also keeps you accountable and helps you track profit. 

Your financial plan should include:

  • Yearly budget
  • Sales forecast
  • Balance sheet
  • Existing funding 
  • Further required funding
  • Cash flow statements

Make sure to list expenses such as:

  • Business insurance
  • Cleaning supplies and equipment costs
  • Employee salaries (if applicable)

Pro Tip: If you’re just starting your cleaning business, it is a good idea to consult a CPA as you work on this section of your business plan.

You don’t need fancy equipment to start a cleaning business. You just have to start small and reinvest in the company.

Christine Hodge Clearview Washing

Put your new business plan to work

Once you’ve gone through these steps to make your business plan, you’re ready to launch your residential cleaning business.

Whether you’re dusting off old cleaning business ideas or forming new strategies, your business plan is the first step toward running a successful cleaning business.

With a residential cleaning services business plan in hand, you’re ready to win new customers, increase profit, and crush your business goals.

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