How to Create a Winning Cleaning Business Plan [Free Template]
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Starting a cleaning business offers both flexibility and the potential for financial success. But before you grab your broom and start sweeping your way to success, you need a solid plan.
Whether you want to run a one-person operation or dream of building a cleaning empire, a business plan is your map to make it happen.
In this guide, we’ll break down exactly how to create a winning cleaning business plan—one that’s as spotless as the homes and offices you’ll be cleaning.
What to include in a cleaning company business plan:
1. Cover page and table of contents
Your cover page creates a first impression and sets the tone for the rest of your cleaning business plan. Think of it like the handshake of your business plan, giving potential customers or investors an immediate sense of your brand and business goals.
A clean, well-designed cover page should include your business name, logo, and contact details.
To show that you’re organized, include a table of contents for your reader to easily reference while flipping through your cleaning services business plan.
2. Executive summary
An executive summary provides a quick, clear overview of your cleaning business.
It’s the first section potential investors will read, so it needs to capture their attention and explain the key elements of your business—like your services, goals, and what makes your business unique.
Here’s what your executive summary should include:
- Cleaning company background and history
- Mission statement and/or values
- Business goals
- Competitive advantage
Executive summary example
Squeaky Clean Pros was founded in 2024 by Jenna, after she noticed an opportunity to fill a gap in her local cleaning market. It all started when a neighbor asked Jenna to help clean their home before a family gathering, as their regular cleaning service had become unreliable. Jenna agreed, and her neighbor was thrilled with the results.
Encouraged by the positive feedback, Jenna invested in professional cleaning supplies and offered her services to others in the community. Within just a few weeks, her schedule was booked with customers looking for a reliable, detail-oriented cleaner. Jenna chose the name Squeaky Clean Pros, printed business cards, and quickly established herself as a trusted name in the cleaning industry.
Today, Squeaky Clean Pros offers a range of residential and commercial cleaning services. With a dedicated team and satisfied clients, the company continues to uphold its commitment to delivering spotless, reliable cleaning solutions that customers can depend on.
3. Company overview
A business overview provides a clear snapshot of your entire business to quickly bring the reader up to speed. It helps set the stage for the rest of your plan, making it easier for the reader to grasp your vision and the value your cleaning services bring to the market.
At a minimum, your overview should briefly highlight your cleaning business’:
- Location: Customers and investors need to know where your business is located and the areas you service.
- Business structure: Is your business a sole proprietorship, partnership, LLC, or corporation? Each of these structures have different tax implications, so it’s important to make it clear which one your business falls under.
- Services offered: Do you offer commercial cleaning services, house cleaning services, or both? This is something investors want to know from the beginning.
You can go into more detail explaining these elements in other sections of your cleaning business plan.
Company overview example
Squeaky Clean Pros is a sole proprietorship that provides professional cleaning services to residential and commercial clients in Rochester, New York.
Operating from owner Jenna’s home office, the company is equipped with:
- Professional-grade cleaning supplies and eco-friendly products
- 2 vacuum cleaners
- 1 carpet cleaner
- 3 sets of microfiber cloths, mops, and dusters
- 1 company vehicle for service transportation
- 3 sets of PPE
- 1 laptop, 1 tablet, and 1 printer
4. Management team
The management team section of your cleaning business plan showcases the people behind your business.
Potential investors want to know that your cleaning business is run by a strong, capable team with the skills to deliver excellent service and manage operations smoothly.
Use this section to introduce each member of your management team. Highlight their roles, experience, and expertise to show how each person contributes to your cleaning company’s success.
The management section should also include:
- Salaries
- Labor costs and employee pay
- Number of employees needed to reach your business goals
You may not yet have a management team if you are just starting off your cleaning business. If you’re flying solo, you should still include this section and the relevant information about yourself that investors want to know.
Management team example
Jenna Young – Founder & CEO
Salary: $55,000
Jenna founded Squeaky Clean Pros in 2024 after identifying a demand for reliable, high-quality cleaning services in her community. With a background in customer service and operations management, Jenna brings a strong focus on customer satisfaction and efficient business processes. She is responsible for the company’s overall direction, strategy, and day-to-day operations.
Sara James – Marketing & Client Relations Manager:
Salary: $30,000
Sara leads Squeaky Clean Pros’ marketing efforts and is responsible for client acquisition, retention, and satisfaction. With a background in digital marketing and a passion for customer service, she ensures that the company’s branding reflects its commitment to excellence.
To meet current business demand, Squeaky Clean Pros hopes to grow the team in the next 3 years by adding:
- 5 cleaners
- 1 team supervisor
- 1 operations manager
- 1 administrative assistant
5. Services offered
The cleaning industry is big, and there are a range of services that you can choose to provide customers as a cleaning company business owner.
Your cleaning service business plan should give a detailed breakdown of the exact services your business provides, such as:
- Residential cleaning
- Commercial cleaning
- Carpet cleaning
- Window cleaning
- Exterior cleaning
- Deep cleaning
The type of services you provide will also affect whether you write a house cleaning business plan or a commercial cleaning business plan.
By clearly defining your services, you show potential customers how your business meets their specific needs and investors how your business fills a gap in the market.
READ MORE: Cleaning services ideas: 24 unique ways to kickstart your company
Services offered example
As of fall 2024, Squeaky Clean Pros provides the following residential and commercial cleaning services:
- General cleaning (dusting, vacuuming, mopping)
- Deep cleaning
- Window cleaning
- Carpet and upholstery cleaning
- Floor care (sweeping, mopping, buffing)
- Move-in/move-out cleaning
These services are available on a weekly, biweekly, or customized schedule based on the client’s needs.
6. Operations plan
By now, your business plan has provided a general overview of how your cleaning business will run, but it’s important to detail the day-to-day operations of your business through an operational plan.
An operational plan covers everything from your cleaning processes, staff management, scheduling, and equipment to how you deliver consistent, high-quality service.
This shows potential investors that you have a clear, organized approach to running your business smoothly and efficiently.
Operation plan example
Daily operations:
Squeaky Clean Pros provides residential and commercial cleaning services across Rochester, New York. Our cleaning teams are scheduled based on client needs, offering weekly, biweekly, and customized services.
Each day, teams are dispatched to multiple client locations with all necessary cleaning supplies and equipment, ensuring timely and efficient service delivery.
Staffing:
Squeaky Clean Pros currently only has one cleaner, owner and CEO Jenna Young.
However, our goal in the next year is to operate with a dedicated team of cleaning professionals trained in proper cleaning techniques, safety protocols, and customer service.
Scheduling and client management:
All appointments are managed through our online scheduling system, which allows customers to book, reschedule, or modify their services.
7. Marketing plan and sales strategy
The marketing and sales strategy section of your cleaning business plan explains how you’re going to attract, convert, and retain customers.
Use this section to identify your target customer and detail the methods you plan on using to get the word out about your cleaning services—whether through digital marketing, local advertising, or referrals.
Take advantage of social media like Instagram, Nextdoor, and Facebook Marketplace to get your cleaning business out there.
If you have a sales team, include information such as the number of sales representatives you need and sales tactics they use.
Pro Tip: Include a market analysis to show a detailed assessment of your target market and the competitive landscape of the cleaning business. This allows investors to better understand how your cleaning business fits within the industry and your chances of success.
Marketing and sales strategy example
Squeaky Clean Pros targets homeowners and small businesses looking for reliable cleaning services.
Squeaky Clean Pros currently uses the following marketing tactics:
- Facebook advertising
- A robust social media presence on Instagram
- Word of mouth
- Google Search and Local Services ads
- Branded signs placed at customer locations while cleaning services are being performed
In 2025, the company will expand its marketing efforts to include email marketing to keep clients informed about new services, contract renewal dates, and special promotions. Subscribers will receive tips on maintaining a clean home, seasonal cleaning checklists, and exclusive offers.
Squeaky Clean Pros does not have a dedicated sales team as we provide information and service details to potential customers who express interest while we’re on the job.
READ MORE: How to get cleaning contracts
8. Financial plan
What potential investors care the most about is whether your business is financially feasible, which is why it’s important to include a concise, well-researched financial plan within your cleaning business plan.
A clear financial plan also helps you manage your money effectively, ensuring you can cover expenses, pay your team, and invest in growth.
Your financial plan should include:
- Startup costs
- Pricing strategy
- Revenue goals
- Profits
- Cleaning supplies list, equipment, and estimated cost
- Business insurance
Financial plan example
2024 Financial Overview:
- Monthly Recurring Revenue (MRR): $8,000
- Annual Revenue: $96,000
Projected Financials for 2025:
- Projected MRR: $ 13,000
- Projected Annual Revenue: $156,000
2025 Budget:
- Payroll: $90,000
- Vehicles and equipment: $11,000
- Cleaning supplies: $2,500
- Insurance: $1,800
- Marketing: $4,000
- Hiring and training: $3,000
- Software Subscriptions (Jobber, QuickBooks Online): $850
- Miscellaneous (e.g., phone plan, office supplies, incidentals): $5,000
TOTAL 2025 BUDGET: $118,150
Projected Profit 2025: $40,850
Why you need a cleaning business plan
A business plan for cleaning services has two main purposes:
- Attracts potential investors and partners to your business
- Acts as a roadmap for building and growing your business
A cleaning business plan helps you clearly define your goals, services, target market, and how you’ll stand out from the competition. It also guides your financial decisions, ensuring you manage expenses wisely to turn a profit.
Creating a winning cleaning business plan is like putting together the perfect cleaning kit—once you’ve got all the right tools in place, you’re ready to tackle anything that comes your way.
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