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How to Create a Customer Service Plan

Digital library > defining and serving a market > customer service, “how to create a customer service plan”.

The fight for market share grows ever fiercer. How can you win and keep customers when the price wars never end? Provide better service! To do it most effectively, you’ll need a plan.

What is Customer Service?

"As the Interactive Age arrives, every enterprise will have to learn how to treat different customers differently." — Enterprise One To One , by Don Peppers and Martha Rogers (Currency Doubleday, 1997).

How does your company meet a customer’s needs?

If you started a business 10 years ago, you’d probably give an indirect answer. You might say that by gaining market share and managing sales and distribution, you could satisfy your customers. If buyers’ needs were met, your business would presumably grow and prosper.

Today, however, meeting the needs and expectations of customers requires that you know your customers — as individuals. That means consistently collecting their input, removing barriers to communicate with them, and taking steps to foster a long-term relationship with them rather than just a limited, transactional one. If potential customers grow overwhelmed, confused, or simply can’t find what they want, your high level of service is the "ace in the hole" that’ll keep them from fleeing.

In creating and evaluating your customer service plan, avoid too much internal analysis. Instead, defer to customers’ perceptions of efficiency, responsiveness, and courtesy. Your own hunches, biases, or interpretations shouldn’t interfere with the unfiltered knowledge that your customers can provide. They are your ultimate judges.

Customer Service as a Competitive Advantage

With even small businesses investing heavily in technology — from database software to Web site development — traditional feature and cost advantages no longer provide a sustainable competitive advantage. More fast-growth companies are focusing on quality of service to distinguish themselves from the rest. They are talking to their customers to determine what’s important to them and how they can further add value. Smart companies now strive to be an extension of their customers, thereby fostering more loyal buyers who’re less apt to change vendors.

Benefits of an Effective Customer Service Initiative

Here’s how you and your business can benefit from a customer service plan:

5 STEPS TO CREATE YOUR CUSTOMER SERVICE PLAN [ top ]

While there’s no single blueprint for an effective customer service program, here are fivesteps that you can take:

Step 1: Assess Your Customer Service Quotient

In order to establish an effective customer service plan, you need a starting point. Use this self-assessment to map out your strategy. For each statement, rate your business based on the following scale:

        1—Are you kidding?         2—Hardly ever         3—Sometimes         4—Usually         5—It’s our way of life!

Source: Adapted from Forum Corporation’s Self-Test for a Customer-Driven Company

Now evaluate how well your organization focuses on customer satisfaction. Low scores suggest opportunities for improvement.

Step 2: Understand Your Customers’ Requirements

Sources of Customer Information

Once you launch a business, you might assume you know your customers’ requirements. You figure that your company’s small size lets you stay close to your buyers. But as you grow, you may need to conduct a more thorough analysis. Here’s how to tell:

If you answered no to any of these questions, that shows you may want to gathercustomer information more aggressively. Here’s where to look:

Surveys and focus groups are popular methods for gathering information oncustomer needs. Surveys are written questions given to individuals; focus groupsare oral questions posed to groups. A broad questionnaire or focus group maygive you lots of information, but you need to devise clear objectives from theoutset so that you’re ready to act on what you learn.

As you review your internal data, your employees’ input, and the feedback you collect from vendors, identify the top three customer service issues that arise and compare them with the top three questions, comments, or complaints you’ve heard directly from your buyers. Do you find any overlap? Any surprises?

The Best Kind of Data

More is not necessarily better when it comes to customer data, but getting the right information is critical. Seek these elements in the data you measure:

Step 3: Create Your Customer Vision and Service Policies

When a Washington Post reporter returned from the 1999 PhoCusWright conference on the Internet travel business, he wrote about his experience watching a panel of 12 executives who run big online travel sites. When these CEOs were asked to declare his or her company’s "key distinguishing asset," only two of the 12 mentioned something they deliver to customers.

That’s a stark reminder of how few Internet executives understand and appreciate the role of the customer. An effective customer service plan must be built on a customer-centered vision for your company.

A vision consists of a vivid picture of an ambitious, desirable future state that’s linked to the customer and improves on the status quo in some important way, according to Richard Whiteley, an author and management consultant.

Your vision is what you want your company to become, what you want it "to grow up to be." A client-centered vision takes its direction from the customer and performs two critical functions:

When you craft a vision that spells out what the company seeks to become, you guide all your employees to make better decisions. After all, an employee who knows where the business is headed will probably make more effective decisions that reinforce that goal.

How do you create a vision? It’s easy. Vision statements need not be elaborate. Two examples:

Keep your vision concise. The shorter, the better. That helps you reduce the odds of misunderstanding. In their startup excitement, many entrepreneurs mistakenly write wordy paragraphs that run so long, no one really knows what the vision really means.

When creating a vision, you must decide how you want your company to evolve overtime. Use this exercise to "see" the future:

  Customer-friendly Policies

Clear, straightforward customer-friendly policies should accompany your vision. While some bigger, bureaucratic companies use their policies as a weapon ("I’m sorry, Mr. Customer, but that’s our rule"), entrepreneurial firms can and should show more flexibility to please buyers.

Some well-intentioned entrepreneurs fall into the trap of adopting policies that clash with customer needs and expectations. If you left a job at a large organization, for example, you may enact certain rules or safeguards in your new business because "that’s the way I’ve done it before."

Take an inventory of your company’s policies. Do they facilitate customer satisfaction or do they only erect barriers and cause customer frustration? If you’re having difficulty identifying these "unfriendly" policies, review your customers’ comments and complaints.

A quick scan of the feedback will direct you to some of the most troublesome policies. Reassess whether such rules are necessary. What would happen if you eliminated such policies? As long as such a move wouldn’t jeopardize legal compliance or cause some other severe problem, then toss it out!

In some cases, you’ll discover some necessary policies that your customers may not like, but that you’re legally bound to keep in force. You can’t do much about these except make them as "friendly" as possible. For instance, if you’re cleaning health-care facilities, and your insurance company restricts you from disposing of certain medical wastes, let your customers know.

At the same time, investigate if there’s a compromise you can make, such as disposing of the waste once it has been properly contained.

Meanwhile, keep your "friendly" necessary policies and strengthen them, if possible. Use customer-friendly policies as a competitive edge to retain your current customers and attract new ones.

Step 4: Deal Effectively With Your Customers

Once you’ve established your customer-centered vision and created customer-friendly policies, you’re ready to sharpen your skills in dealing with your customers. These skills can be segregated into two areas: communication skills and problem-solving skills.

Communication Skills

How you communicate to your customers is just as important as what you say. Follow these guidelines:

Every time a customer interacts with your company, the message should beconsistent: you want to provide top service. If a customer calls and gets lostresponding to dozens of touch-tone commands (think of the I.R.S. help line), youmust simplify the system. Testing a customer’s patience gives them a reason toleave and never return.

It all begins with the proper mind-set: A customer-focused organization is not in business to deliver a product or service, but to enable people to enjoy the benefits of its product or service. A temporary employment agency is in business not to fill job vacancies with temporary personnel, but to help their customers enjoy the benefits that their service provides — immediate placement of highly-skilled individuals. It’s a subtle but vital difference.

Here are some questions you can ask customers to show your eagerness to help:

To ensure you communicate effectively with customers, list three specific stepsyou and your employees can take to improve in each of these areas:

Build rapport with customers:

Show appreciation:

Seek ways to help customers:

Listen attentively:

Establish a long-term relationship:

Problem-solving Skills

Your customer service plan should include guidelines for your employees to problem-solve. When you take responsibility for a snafu, you can turn a negative customer into a raving fan. Studies show that if a problem is resolved quickly, 98 percent of your customers will buy again and even tell others of their positive experience.

But the longer the problem drags on, the more frustrated a customer becomes. So how do you address problems quickly? Use this four-step process:

Gather the facts. Let the customer speak without interrupting. Listen withoutgetting defensive. Repeat your understanding of the problem to ensure you’ve gotit right. Examples:

After you understand the problem, you’re ready to identify what triggered it. First, find out what actions the customer took. Then review with the customer what should have happened had everything run smoothly. Conclude by isolating what went wrong.

Before you suggest possible solutions, ask your customer for ideas. You maylearn exactly what you need to do to fix everything. Agree on a course of actionby hashing out options and working together to finalize the best one.

Step 5: Educate Your Staff

Now that you’ve learned to assess your customer service quotient, understand your customers’ requirements, create a customer-centered vision, and communicate well with customers, you need to educate your staff on how to carry out your customer service plan.

This involves two steps: communicate and train.

Don’t make this the only time that you talk to your staff about the importance of customers. Work it into your everyday management of the business.

THE FINAL PIECE OF YOUR CUSTOMER SERVICE PLAN [ top ]

When finalizing your plan, step into your customer’s shoes. Imagine what it’s like for a buyer who does business with your company.

Like an airline pilot preparing for take off, create a checklist so that you can confirm you’re ready to "fly right" and provide the kind of positive experience that will please your customers.

Here’s an example:

RESOURCES [ top ]

Sprint’s Customer Service Plan Pro software walks you through the steps to create a customer service plan.

Market-Based Management: Strategies for Growing Customer Value and Profitability , 3rd edition, by Roger J. Best. (Prentice Hall, 2002).

What Customers Value Most: How to Achieve Business Transformation by Focusing on Processes That Touch Your Customers by Stanley A. Brown. (John Wiley & Sons, 1996).

Enterprise One to One: Tools for Competing in the Interactive Age by Don Peppers and Martha Rogers, Ph.D. (Doubleday, 1999).

Customers.Com: How to Create a Profitable Business Strategy for the Internet & Beyond by Patricia B. Seybold. (Times Books, 1998).

The Customer Driven Company: Moving from Talk to Action by Richard C. Whiteley. (Perseus, 2000).

Best Practices in Customer Service by Ron Zemke and John A. Woods. (AMACOM, 1999).

--> Web sites

" Developing Effective Customer Access Strategy ," by Brad Cleveland. Customer Interface 15:10 (November-December, 2002), 16+.

" Make No Mistake? " by Michael Schrage. Fortune 144:13 (December 24, 2001), 184.

" Cleaning Up the Customer Experience with Online Knowledge Bases ," by Ramesh Jayaraman and Rohit Kumar. Customer Inter@ction Solutions 20:4 (October 2001), 28.

" Tough Customers ," by Chris Penttila. Entrepreneur 29:5 (May 2001), 94-97.

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How to Write a Good Service Plan in Case Management

by Kenya Lucas

Published on 1 Jan 2021

Many small businesses offer case management in their everyday work -- such as community-based health clinics and private senior facilities. No matter your company’s focus, case management involves several key activities, including assessing clients’ needs and strengths, creating a service plan and monitoring individuals as they make progress toward goals. Good service plans are clear, concise, individualized and coordinated with clients, other staff members and external partners. Review and update all plans on a regular basis.

Listing Client Information

A service plan begins with identifying information for a client. List her first, middle and last name -- confirming all spellings. Contact data, such as her address and telephone number, may be separately filed. Add additional information to the service plan that allows you to uniquely track each case. In this way, for example, you avoid duplicate plans for people who have the same name. One option is to enter the client’s Social Security number -- which might also be needed for administrative purposes. Another is to use an arbitrary identification number.

Outlining Goals and Objectives

This section addresses all of the issues a client presents to you. Translate these needs and challenges into goals he can achieve with the support of your services. Draw from the client’s language whenever possible. For instance, he presents the issue, “I get anxious all of the time.” You go on to ask him what he would like to accomplish by addressing his anxiety. His response is, “I’ll be able to finish the things I start -- I won’t use fear as an excuse to give up on commitments so easily.” You therefore list the goal: “Decrease anxiety to allow me to complete more commitments.” Go on to list measurable objectives such as: “Volunteer for one agency activity, devoting at least two hours per week over a three-month period.”

Specifying Actions

Add a section to your service plan that specifies actions to pursue all goals. This information commonly appears in a table or grid format. Each activity is associated with a goal – though a goal may have more than one activity. Briefly and simply state the activity. Note a target date, responsible party and progress or outcomes. A sample activity is: “Enroll in a smoking-cessation program.” A deadline of “Feb.15, 2014” is set. The responsible party is “Jim Taylor.” Progress is noted as “Jim came to our Jan. 15 meeting with a printout of possible programs from his online research. We identified the most convenient options. I will also investigate referrals.”

Signing and Dating

It’s important to have all relevant parties sign and date a service plan. This not only creates client buy-in but executes the plan from an administrative standpoint. In some cases, a person who has legal authority on behalf of your client will sign the document. Your signature, as case manager, is required. A supervisor’s signature is also standard to ensure oversight. Add a note to the plan if a client, or her legal guardian, refuses to sign.

How to Write a Good Service Plan in Case Management

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The Purpose of Contingency Planning

Starting a career counseling business, goals & objectives of senior care management care plans.

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Children and adults in crises rely on social workers to help them solve problems and cope with everyday living situations. Social workers create a case for each new client and develop a plan of services needed by the client. Case management duties fall to social workers in a variety of settings ranging from healthcare facilities and schools to government agencies. An effective service plan is a critical component of case management and can make a significant difference in the lives of your clients.

Start With a Thorough Interview

The more information you can get from your clients, the more in-depth your service plan can be. You’ll understand the needs of your client best when you uncover your clients' strengths and weaknesses, get a complete history and learn the details of the current situation. Your clients should participate in the service plan creation, and being open and forthcoming in the initial interviews plays a significant role in that involvement.

Develop Intermediate and Long-Term Goals

An effective service plan works backward in that you first write the goals of the plan and then fill in the services that will allow your client to reach those goals. For example, if permanent housing is one of your goals, you’ll first need to identify income sources and arrange for temporary shelter, which could serve as an intermediate goal. As you strive to fulfill the final goal, you’ll fill in the plan with other steps such as attaining job training and employment or setting up your client on a waiting list for public housing.

Build Concurrent Plans

Along with solving the immediate problem and building steps to achieve the goals you’ve created, you should be aware of concurrent themes that must be addressed in the service plan. For example, if addiction is an underlying cause of the homelessness you’re addressing, then substance abuse treatment may be in order. If mental health issues arise in your evaluations, you may need to build in counseling or medical interventions as part of the complete service plan to prevent future problems.

Create Definitive Steps for Implementation

A thorough service plan is built of many steps that you and your client have identified as vital to success. Write each step in the plan and engage the client in the implementation of each step with timelines and results recorded for each step. For example, forms and applications for aid may be required to apply for various services you’ve identified as vital. Your service plan may provide a week for the client to obtain and turn in those forms. Appointments must be made and kept, all duly noted in the service plan. Include instructions for the client in the plan as well as which steps you will assist in completing.

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Linda Ray is an award-winning journalist with more than 20 years reporting experience. She's covered business for newspapers and magazines, including the "Greenville News," "Success Magazine" and "American City Business Journals." Ray holds a journalism degree and teaches writing, career development and an FDIC course called "Money Smart."

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Service Plan

Other plans, such as home simple business plan and project plan , can be found in the site. Feel free to go to the home page and search for a specific plan example . All samples are available for download by clicking on the individual download link buttons below the sample. Scroll down the page to see more service plan examples.

Service Plan Template

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In purchasing new product or equipment, one does intend to question whether an additional cost of a service plan is worth the money. Service plans offer unique advantages to the consumer and often is a form of added security in purchasing a product.

Customer Service Action Plan Template

Delivery Service Business Plan Template

Health Service Plan

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Customer Service Plan

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Individual Service Plan

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Food Service Plan

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What Is a Service Plan?

A service plan is a contract or policy that comes in addition to purchasing a product for an added fee.

How to Write a Service Plan

In writing a service plan, it is important to consider the following points:

• As with any customer or consumer related process, it is important to get a good idea of what the clients think or need from the business. Conducting interviews that provide information from the get go of things greatly help in shaping up your service plan.
• From the interviews, you should be able to get enough information to develop intermediate and long term service plans. Intermediate service plans answer immediate client servicing needs but long term needs should be addressed to help avoid further issues.
• Create and define clear steps in executing the service plan. It is important to get the client’s participation in terms of timeliness for servicing. Engaging the client assures you of timely scheduling of service plans.

Business plan examples in pdf and doc are also found in our site. Be sure to search for an individual example in our home page. Every sample can be downloaded via the download link button below each sample.

Transportation Service Plan

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National Service Plan

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Appliance Service Plan

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How Does a Service Plan Work?

Service plans vary depending on the product or item that needs to be serviced. Some items may be sent out for repair, repaired on site, or just make a replacement for the particular item or product.

Free business plan examples can be found in other pages of this site. Just go to the home page and search for the particular example. All samples provided can be downloaded through their individual download links seen below the samples.

Why Is a Customer Service Plan Important?

A customer service plan is important in assessing a customer’s perception and expectation of your business. It can act as a road map in fulfilling the needs of the customers and bringing your state of customer service to a higher level.

An effective customer service plan creates a big, loyal and happy customer base. Through the customer service plan, customers are guaranteed a comfortable and very satisfactory experience.

Action plan examples are also found in the site. Just search for a particular example on the home page. All samples provided for are made to be referenced in the making of your own plan. Be sure to click on the samples to get full access to the files.

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How to Start a Profitable Freelance Writing Business [11 Steps]

By Nick Cotter Updated Feb 02, 2024

Business Steps:

1. perform market analysis., 2. draft a freelance writing business plan., 3. develop a freelance writing brand., 4. formalize your business registration., 5. acquire necessary licenses and permits for freelance writing., 6. open a business bank account and secure funding as needed., 7. set pricing for freelance writing services., 8. acquire freelance writing equipment and supplies., 9. obtain business insurance for freelance writing, if required., 10. begin marketing your freelance writing services., 11. expand your freelance writing business..

Embarking on a freelance writing business begins with a thorough market analysis. This foundational step helps you understand your competition, identify demand, and tailor your services to meet market needs. Follow these guidelines to ensure a comprehensive understanding of the writing landscape:

• Research your target niche by evaluating what types of writing are in demand, such as technical writing, SEO content, or creative work.
• Analyze your competition by looking at other freelance writers or agencies, noting their strengths, weaknesses, and pricing strategies.
• Identify your potential clients and understand their needs and content consumption preferences.
• Explore various freelancing platforms and online communities to gauge where your services might be most needed.
• Stay updated with industry trends, including popular topics and emerging writing styles or platforms, to offer cutting-edge services.
• Consider the global market, but also focus on local opportunities that might offer less competition and a more personalized approach.
• Conduct surveys or interviews with potential clients to receive direct feedback about what they look for in a freelance writer.

Are freelance writing businesses profitable?

Freelance writing businesses can be very profitable, depending on the type of services offered and the writer's ability to market themselves and build a client base. The potential for profit is determined by factors such as how much time and effort the writer is willing to put into it and how marketable their services are. Additionally, setting competitive rates that are commensurate with the type of work being done will also impact profitability.

Starting a freelance writing business requires careful planning and strategic thinking. A solid business plan will serve as a roadmap for your freelance journey, outlining your goals, strategies, and how you intend to operate your business. Here's a guide to help you draft a comprehensive freelance writing business plan:

• Define your writing niche and services, considering your strengths and market demand.
• Identify your target market, including potential clients and industries that require your writing expertise.
• Research your competitors to understand their offerings and how to differentiate yourself.
• Set clear business goals and objectives, both short-term and long-term, for growth and success.
• Develop a marketing strategy that details how you will promote your services, including social media, content marketing, and networking.
• Outline your pricing structure, taking into account your experience, the type of work, and industry rates.
• Establish a financial plan, including anticipated income, expenses, and how you'll manage cash flow.
• Create an operational plan that includes your business structure, administrative processes, and any tools or software needed for your writing business.

How does a freelance writing business make money?

Freelance writing businesses make money by providing written content for businesses or individuals who need text-based services. For example, a freelance writer could provide a step-by-step guide to help entrepreneurs start their own spice business. This could include information such as the steps to forming a legal entity, the tools and ingredients needed to get started, and best marketing practices for the business. Target audiences for this type of content would include aspiring spice business owners and entrepreneurs who are looking for resources on how to start their own business.

Developing a freelance writing brand is crucial because it sets you apart from the competition and communicates your unique value proposition to potential clients. A strong brand resonates with your target audience and can help you build a loyal client base. Follow these steps to create a memorable and effective writing brand:

• Identify Your Niche: Focus on a specific genre or industry that aligns with your expertise and interests. Specialization can make you more attractive to certain clients.
• Define Your Brand Voice: Determine how you want to present yourself in your writing and interactions. Whether it's professional, conversational, or quirky, your voice should be consistent across all channels.
• Create a Professional Online Presence: Design a website and social media profiles that reflect your brand, showcase your portfolio, and provide an easy way for clients to contact you.
• Develop a Unique Value Proposition: Clearly articulate what makes your services better or different from other writers. Highlight your strengths and the benefits clients will receive.
• Consistency is Key: Ensure all your marketing materials, from business cards to social media posts, reflect your brand identity and message consistently.

How to come up with a name for your freelance writing business?

Coming up with a name for your freelance writing business is an important step in the process of becoming an independent writer. When searching for a name, it helps to reflect on what you want your brand to represent. Consider what kind of work you specialize in, and think about how that might fit into a clever name. Once you have some ideas, try out different combinations with words and phrases to create something unique. Finally, consider searching online for similar names or phrases to make sure you are not infringing on an existing business.

Once you've laid the groundwork for your freelance writing business, it's time to make it official. Registering your business is a critical step, ensuring that you're recognized by the government and can operate legally. Below are the key steps to formalize your business registration:

• Choose your business structure: Decide whether you'll operate as a sole proprietorship, limited liability company (LLC), corporation, or partnership.
• Register your business name: If your business will have a name other than your own, file a 'Doing Business As' (DBA) or similar registration with the appropriate state agency.
• Obtain an Employer Identification Number (EIN): Even if you don't plan to hire employees, an EIN is important for tax purposes and may be required to open a business bank account. Apply for free on the IRS website.
• Register for state and local taxes: Depending on your location, you may need to register for a sales tax permit, income tax withholding, or other state-specific taxes.
• Secure necessary permits and licenses: Check with your city or county government to find out if there are any required permits or licenses for your type of business.

Resources to help get you started:

Explore vital resources dedicated to assisting freelance writing entrepreneurs with market trends, operational best practices, and strategies for business expansion:

• The Writer's Market: A comprehensive guide offering access to potential markets for writers, including magazines, publishers, and more. Visit site .
• Copyblogger: Provides articles, ebooks, and seminars on content marketing, writing, and SEO for freelance writers and entrepreneurs. Visit site .
• Content Marketing Institute: This site offers resources, research, and advice on content strategy and marketing, valuable for writers looking to enhance their services. Visit site .
• The Creative Penn: Hosted by Joanna Penn, offering podcasts, articles, and courses on writing, publishing, and marketing books. Visit site .
• Freelancers Union Blog: Provides a wealth of articles on freelance life, including legal advice, health insurance information, and ways to run your freelance business more effectively. Visit site .

Beginning a freelance writing business involves understanding and complying with the legal requirements. Acquiring the necessary licenses and permits is crucial to operate legitimately and avoid any legal complications. Below is a guide to help you navigate this step:

• Business License : Check with your local city or county government to determine if a general business license is required to legally operate as a freelancer in your area.
• DBA (Doing Business As) : If you're operating under a name different from your legal name, you may need to file a DBA with the appropriate state or local agency.
• Home Occupation Permit : If you plan to work from home, this permit ensures that your business activities comply with local zoning laws.
• Professional Licenses : While typically not required for freelance writers, verify if your niche or type of writing service requires any special professional licenses.
• Tax Registration : Depending on your location, you may need to register for a state sales tax license or a federal Employer Identification Number (EIN), especially if you plan to hire subcontractors.
• Other Permits : Research any additional permits that may pertain to your specific writing services, such as permissions for public signage if your freelance business has a physical location.

What licenses and permits are needed to run a freelance writing business?

In order to run a freelance writing business, you will need permits and licenses specific to the state you are operating in. Depending on your location, these may include a general business license, a seller’s permit, and a Tax Identification Number (TIN). Additionally, you may need a professional license if you are providing certain types of services that require specialized training, such as legal or medical writing.

Opening a business bank account is a crucial step in establishing your freelance writing business and helps to separate your personal and business finances. Additionally, securing the right type of funding can empower you to invest in essential resources and grow your business. Here are some steps to guide you through this process:

• Research banks and credit unions that offer business banking services. Look for accounts with low fees, easy access, and good customer support.
• Prepare the necessary documentation, which typically includes your business registration, EIN (Employer Identification Number), and personal identification.
• Apply for a business bank account either online or in person, and deposit the minimum amount required to open the account.
• Explore funding options, such as personal savings, loans from friends or family, small business loans, or lines of credit if you need additional capital to start or expand your business.
• Consider alternative funding sources like grants for writers, crowdfunding platforms, or freelance marketplaces that offer advances on projects.
• Maintain a clear budget for your business expenses and revenue to manage your finances effectively and plan for future growth.

Setting the right prices for your freelance writing services is crucial to attracting clients while valuing your expertise and time. Consider the following factors to determine a pricing structure that works for you and your clients.

• Understand Your Value: Assess your experience, niche expertise, and the quality of your work. Consider how these factors differentiate you and allow you to command higher rates.
• Research Market Rates: Look into what other freelancers with similar skills and experience are charging. This will give you a competitive benchmark for your own pricing.
• Choose a Pricing Model: Decide whether you'll charge by the hour, by the word, or a flat rate per project. Each has its own advantages, so select the one that aligns with your work style and industry standards.
• Factor in Business Costs: Your rates should cover not just the time you spend writing, but also the time and resources spent on research, revisions, communication, and marketing, as well as business expenses like software and taxes.
• Be Flexible: Be prepared to negotiate and adjust your rates for larger projects, long-term clients, or higher volume work. Offering different packages or tiered pricing can also accommodate various client budgets.
• Communicate Value Clearly: When proposing rates to clients, always highlight the value and return on investment your writing provides. This can justify your rates and demonstrate your professionalism.

What does it cost to start a freelance writing business?

Initiating a freelance writing business can involve substantial financial commitment, the scale of which is significantly influenced by factors such as geographical location, market dynamics, and operational expenses, among others. Nonetheless, our extensive research and hands-on experience have revealed an estimated starting cost of approximately $2150 for launching such an business. Please note, not all of these costs may be necessary to start up your freelance writing business.

As you embark on your freelance writing journey, having the right equipment and supplies is crucial for maintaining productivity and delivering quality work. You don't need a lot of fancy gadgets, but a few essentials can make a significant difference. Here are some must-have items to get you started:

• Laptop or Desktop Computer: Invest in a reliable computer with sufficient processing power and memory to handle various writing and research tasks.
• High-Speed Internet Connection: A fast and stable internet connection is essential for research, communication with clients, and submitting work.
• Word Processing Software: Choose a software like Microsoft Word, Google Docs, or Scrivener for writing and editing your documents.
• Ergonomic Chair and Desk: Maintain your health with an ergonomic setup to prevent strain during long writing sessions.
• External Hard Drive or Cloud Storage Service: Backup your work regularly to protect against data loss.
• Notebooks and Writing Utensils: For jotting down ideas and brainstorming when you're away from your computer.
• Planner or Digital Calendar: Keep track of deadlines, client meetings, and your writing schedule.
• Noise-Canceling Headphones: Block out distractions and focus on your writing, especially if you work in a noisy environment.

List of software, tools and supplies needed to start a freelance writing business:

• Computer: $300-$1500
• Internet Access: $30-$1000/month
• Word Processing Software: Free programs like Google Docs, but Microsoft Office is $99
• Accounting Software: QuickBooks Self-Employed starts from $5 per month
• Project Management Software: Asana, JIRA, Trello and Monday.com are free for basic options and range from $9-$30/month for advanced versions
• Marketing Tools: Hootsuite starts from free, Salesforce from $25/month
• Storage Space: DropBox starts from free, iCloud from $0.99/month
• Website/Blog Platform: Wix offers plans as low as $4.50/month
• Image Editing Software: Adobe Photoshop is up to $20.99/month
• Business Cards: Around $19.99 for 500 cards

As a freelance writer, obtaining business insurance can protect you from various risks, including liability and property damage. It's essential to assess the types of insurance required for your specific business needs. Here are some key steps to consider when seeking insurance:

• Evaluate your risks: Think about the potential legal issues you could face, such as copyright infringement claims or client disputes over contracts.
• Research insurance types: Common insurance types for freelancers include Professional Liability Insurance (also known as Errors & Omissions Insurance) and General Liability Insurance.
• Compare quotes: Contact multiple insurance providers to compare coverage options and premiums. Look for policies tailored to freelance professionals.
• Read the fine print: Carefully review the terms and conditions of each policy to understand what is covered and any exclusions or deductibles.
• Consider bundling policies: Sometimes, insurers offer discounts if you purchase multiple types of insurance from them.
• Review annually: Your insurance needs may change over time, so it's important to review and adjust your coverage as your business grows and evolves.

Now that you're ready to take your freelance writing business to the next level, it's crucial to attract clients and build your brand. Marketing your services effectively will help you stand out in a crowded market. Here are some strategies to get you started:

• Develop a Professional Website: Create a website that showcases your portfolio, writing services, testimonials, and contact information. Ensure it's optimized for search engines (SEO) to increase visibility.
• Utilize Social Media: Engage with potential clients on platforms like LinkedIn, Twitter, and Facebook. Share your content, network with other professionals, and advertise your services.
• Content Marketing: Start a blog or contribute to publications in your niche to demonstrate your writing skills and expertise, driving traffic to your site.
• Networking: Attend industry events, webinars, and workshops to meet potential clients and collaborators.
• Referral Program: Offer incentives for existing clients to refer new clients to you, expanding your client base organically.
• Email Marketing: Build an email list and send out newsletters with updates, promotions, and useful content to keep your audience engaged.
• Paid Advertising: Invest in targeted ads on social media or Google to reach potential clients actively looking for freelance writing services.

Expanding your freelance writing business is essential for building a sustainable career. With a focus on growth, you can increase your income, build a diverse client base, and establish a strong reputation in the industry. Consider the following strategies:

• Network Strategically: Attend industry events, join writing groups, and connect with peers on social media to build relationships that may lead to new opportunities.
• Refine Your Niche: Specialize in specific topics or industries where you can offer expert knowledge and command higher rates.
• Invest in Marketing: Create a professional website, utilize SEO techniques, and engage on platforms like LinkedIn to attract clients.
• Offer Additional Services: Diversify your offerings by including editing, content strategy, or social media management to provide more value to clients.
• Seek Passive Income: Write ebooks, create courses, or start a blog to generate revenue alongside your client work.
• Request Referrals: Encourage satisfied clients to refer others to you and consider offering incentives for successful referrals.
• Outsource Tasks: Delegate administrative tasks to virtual assistants or collaborate with other freelancers to increase your capacity for more writing projects.

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Frequently Asked Questions

Business plan writing help and services for hire, will you review my plan and make changes.

Our review-only service just includes feedback, but if you decide you'd like to engage in our full plan writing service after participating in a review, we'll give you a discount.

What if I already started writing my plan?

If you have a partially completed plan, we can work with that. In fact, it helps the plan writing process go faster because we'll have to ask fewer questions, but you'll want to choose the full business plan writing service.

Do you do market research? What does that include?

Yes, we do market research. We have access to industry reports for most industries and we will use them to lend more credibility to your plan and validate the assumptions we are making in your financials.

What is included with the full plan writing service?

When it's all said and done, you'll have a full, lender or investor ready business plan, a one page pitch, and a free year of LivePlan so you can make changes to your plan as well as use our cash flow and business management tools to stay on track.

Can you guarantee that my business will get funded?

There are a lot of factors that go into the decision making process for lending that are beyond our control, like your personal credit. What we can say is that it is very difficult to get funding without a solid business plan and we make solid business plans.

Will you share my information?

We take your privacy very seriously and will not share your information.

How long will it take to finish my plan? / Do you offer an expedited service?

The average business plan completes in 3-6 weeks, depending on your responsiveness to your writer and our work load. We offer expedited services if you are in a rush.

Yes, we can deliver an expedited plan in as little as two weeks for an additional $1,000.

Does my business plan include financials?

What formats do you deliver in.

We deliver in PDF format, Word and we also give you access to edit your plan in a free LivePlan account.

How many pages is the average business plan?

We subscribe to the lean business planning method so we try to keep your plan short and to the point. Depending on the complexity of your business, your finished plan can end up being anywhere from 25-50 pages.

Pricing and Options

How much does this service cost.

The full plan writing service cost can vary depending on your needs. Book a call with us to request a quote. We also offer a lower cost business plan review service and a forecasting service.

Do you offer a la carte services?

We offer a review service (feedback only, no edits), forecast only service or full business plan writing service. If you have a partially completed plan, we can work with that, but you'll want to choose the full business plan writing service.

Do you offer a review service?

Yes. One of our business planning experts can review your plan and financials line by line and give you critical and constructive feedback to help improve your plan and increase your confidence when it comes time to deliver.

Do you offer an expedited service?

What if i don't like my plan.

You'll have the opportunity to review and leave feedback after each draft. We recommend taking the time to be thorough and thoughtful in your feedback as that is your chance to help mold your plan into something that really resonates with you.

Expert Plan Writers and Consultants

Who writes my business plan.

You will be paired with one dedicated individual from our small team of highly trained and experienced business planning professionals. Each one is a uniquely qualified business planning expert who can translate your ideas into a business plan that will appeal to your audience.

Is my plan writer an expert in my industry?

Our business plan writers are experts specifically in business plan writing. We've worked with every industry imaginable so the likelihood that they have some familiarity with your industry is high, but if you are looking for a business consultant this may not be a good fit.

What kind of background will my writer have? Are they outsourced from other countries? Have they been writing business plans for very long?

We are a small team of well educated business planning experts. Each writer's background varies but they all have financial or business education as well as years, small business management or consulting and business plan writing experience. They are all well vetted and really good at what they do, which is write plans that help you get funded.

Small Business Definitions

What is a business plan.

In its simplest form, a business plan is a guide—a roadmap for your business that outlines goals and details how you plan to achieve those goals. At its heart, a business plan is just a plan for how your business is going to work, and how you're going to make it succeed. Read our full article on "What is a business plan" here.

What is in a business plan?

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. Most people write it last, though.

The opportunity section answers these questions: What are you actually selling and how are you solving a problem (or "need") for your market? Who is your target market and competition?

In the execution chapter of your business plan, you'll answer the question: how are you going to take your opportunity and turn it into a business? This section will cover your marketing and sales plan, operations, and your milestones and metrics for success.

Investors look for great teams in addition to great ideas. Use the company and management chapter to describe your current team and who you need to hire. You will also provide a quick overview of your legal structure, location, and history if you're already up and running.

Your business plan isn't complete without a financial forecast . We'll tell you what to include in your financial plan, but you'll definitely want to start with a sales forecast, cash flow statement, income statement (also called profit and loss), and your balance sheet.

If you need more space for product images or additional information, use the appendix for those details.

Read our full article "How to Write a Business Plan — the Comprehensive Guide" for more information, here.

Why is a business plan important?

There are many reasons why it is important to have a business plan. A business plan is essential if you're seeking a loan or investment, can help you make big spending decisions with confidence and is a solid foundation for ongoing strategic planning and prioritization. Read our full article on "8 Reasons Having a Business Plan is Important" here.

What is a business plan writer/consultant?

A business plan writer/consultant is a business and financial expert who can help guide you through the process of creating a business plan and do much of the labor involved in creating it. They will work with you to understand your business model, do market research, create financial projections and offer guidance as all of those pieces are brought together in a full business plan document.

How to pick a business plan writer/consultant?

Picking a business plan writer or business plan consultant is an important decision — you'll want to find someone dedicated to your success, with experience in your industry or field and that is in it for the long haul. Read our full article on "Things to Look for When Hiring a Business Plan Writer" here.

Why should you pay someone to write your business plan?

You don't have time. Starting a business is time consuming. Oftentimes people have to juggle a regular 9-5 job while working on starting their business. That doesn't leave a lot of time for a big writing project. Hiring a professional to write your business plan can help you give you time to focus on the tasks that are critical to getting your business off the ground.

You want to make sure it is done right, the first time. You only get one chance to make a first impression. Hiring a professional to write your plan for you can give you the peace of mind that your plan is the best it can be when you present it to potential lenders or investors.

More From Forbes

How To Start Writing A Business Plan That Works

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For the entrepreneur, knowing how to start writing a business plan can be as exhilarating as it is overwhelming. The business plan is a foundational document and the blueprint of your business and is critical for securing funding, setting clear goals, and communicating your vision to the world.

Let’s explore the significance of a business plan, the essential elements it should include, and strategies to forge a plan that resonates with stakeholders and steers your business toward success.

Whether you are about to launch your first business or need to revitalize an existing business strategy, a business plan provides the foundation that supports your entrepreneurial journey.

Why a Business Plan Is Needed

A business plan is not solely for the benefit of a bank manager or an investor . The business plan is a document that helps bring clarity to your vision and can guide every decision and strategy within your company.

A well written business plan forces you to put your goals and ideas into concrete, manageable steps. It cuts through the noise, ensuring you stay focused on what truly matters for your business’s growth.

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For startups looking to secure that critical initial investment, a business plan is often the first point of reference for potential backers. It’s a chance to sell your vision, show your financial acumen, and demonstrate a roadmap to profit.

Identifying potential pitfalls early is a vital aspect of proactive business ownership. A good business plan helps you prepare for the unexpected and develop strategies to mitigate risk and safeguard the longevity of your business.

Setting clear, measurable goals in your business plan provides a framework for tracking your progress. This will give you the insight needed to pivot or double down on strategies as the market dictates.

Creating Your Story

Before you start drafting sections and compiling data, step back and consider the story of your business. Your plan should be like a good book, with a clear narrative arc that compels the reader from the first sentence to the last.

Any good story is rooted in an understanding of the world it inhabits. Your business's narrative begins with a comprehensive analysis of the industry in which you operate, as well as the consumers you aim to serve.

Think about how you define your unique selling proposition (USP) . What sets your business apart from competitors? All good stories have a unique twist, and your business plan should articulate what makes your venture different from, and better than, the competition.

Introduce your team into the story. Highlight their expertise, experience, and any relevant achievements that lend credibility to the business’s ability to execute on its vision.

Writing Your Business Plan Is Just the Beginning

A business plan can span from a quick roadmap sketched on the back of a napkin to a hefty document carefully crafted to align with industry standards. Regardless of size, it should contain certain fundamental elements .

The act of writing a business plan, while pivotal, is just the first step in an ongoing process of refinement and execution.

Here’s how to make sure your business plan is a living document:

1. Regular reviews and updates

Markets shift, consumer behavior changes, and your business will grow. Your plan must evolve with these factors, which makes regular reviews and updates a must-do.

2. Be realistic

It’s essential to be both ambitious and realistic in your plan. Don’t over-inflate projections or underestimate costs. An unrealistic plan is as unattractive to investors as a lack of vision and ambition.

3. Seek professional input

Don’t be afraid to ask for help. Experienced business advisors, accountants, and mentors can provide invaluable feedback and spot issues you may have missed.

4. Start small

Your first draft doesn’t have to be perfect. Write down your initial thoughts, outline your ideas, and refine them over time. Starting with a large plan can be intimidating but working on it gradually can be a more manageable and effective approach.

The bottom line is that writing a business plan can feel overwhelming, but with the right approach and attention to detail, you can create a document that not only articulates your vision but actively works to make that vision a reality. It’s a living, breathing narrative that outlines your business’s course of action, and should be treated with care and enthusiasm.

Melissa Houston, CPA is the author of Cash Confident: An Entrepreneur’s Guide to Creating a Profitable Business . She is the founder of She Means Profit, which is a podcast and blog . As a Finance Strategist for small business owners, Melissa helps successful business owners increase their profit margins so that they keep more money in their pocket and increase their net worth.

The opinions expressed in this article are not intended to replace any professional or expert accounting and/or tax advice whatsoever.

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How to Write a Cleaning Service Business Plan + Free Sample Plan PDF

Elon Glucklich

7 min. read

Updated February 17, 2024

Free Download: Cleaning Service Business Plan Template

With busy schedules and job demands, not everyone has time to clean up after themselves. 

That’s why nearly 10 percent of Americans hired residential cleaning services as of 2020, and the demand for cleaners is rising. And despite a resistance to return to the office, commercial cleaning remains a $100 billion industry . Building owners still need pristine spaces if a lease or sale opportunity arises.

If you’re getting into the cleaning industry, or trying to grow your existing business, you’ll need to do some upfront work. That’s where a business plan comes in. This article will help you ensure that you’re meeting the right market opportunity, and that your business brings in enough revenue to be profitable long-term. If you need a bank loan or investment , a business plan will be crucial.

Are you looking for a free, downloadable cleaning service sample business plan PDF to help start your own business plan, Bplans has you covered.

• What should you include in a cleaning service business plan?

Keep your plan concise, and focus only on the most important sections for your business. Your plan will likely include some or all of these sections:

• Executive summary
• Market analysis
• Products and services
• Marketing and sales strategy
• Company overview
• Financial plan

It’s especially important for a cleaning service business plan to consider the wide range of services and related products you may offer. Your business might provide specialized cleaning services, or sell eco-friendly cleaning products along with cleaning homes or office spaces.

You’ll need to detail your strategies for promoting each of these products and services to maximize the revenue you generate from each client.

Here’s an example of a cleaning service business plan outline.

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• The 8 elements of an effective cleaning service business plan

1. Executive summary

The executive summary is a broad overview of your plan. Without going over one to two pages, outline all of the components of your cleaning service business. 

Include a mission statement in your executive summary. This simple, action-oriented statement explains your company’s purpose. Maybe your goal is to grow into your area’s leading residential cleaning service. Or to expand the market for eco-friendly cleaning solutions. It summarizes what your company does for customers, employees, and owners. It also helps someone reading your business understand in greater detail what sets your business apart from competitors, and how it will be profitable.

If you’re writing your plan for a bank or investor, they will start with the executive summary. So it’s where you’ll want to make a good first impression. Try to draw them in right away by showing you have a clear value proposition.

2. Market analysis

The market analysis section is where you make the case that your business can generate enough demand to be successful. To do that, you’ll need to thoroughly assess your market, identifying key trends in the region’s home or commercial real estate sectors that might indicate a need for your services.

Evaluate the size of your potential market , including residential and commercial segments. You should also analyze the competition . Start by identifying the number of existing providers and their service offerings, and highlight any gaps you observe in the market that your business can fill.

3. Cleaning services and products

This section should detail the cleaning services and products you offer. These may include various residential and commercial cleaning services, like standard cleaning, deep cleaning, specialized disinfection services, or eco-friendly cleaning options.

If you plan to use specific cleaning products or specialized equipment, also detail these. Emphasize any services or products that set your business apart from the competition, like allergen-free cleaning services for homes or exclusively green cleaning products.

4 . Marketing and sales strategy

Your marketing and sales strategy is how you put your market research into action to attract and retain customers for your cleaning service.

Start by identifying the most effective marketing channels for reaching your target market, such as online advertising, social media , local flyers, or partnerships with real estate agencies.

To reach the broadest customer base possible, outline your digital and traditional marketing strategies. Discuss the importance of a strong online presence, including a user-friendly website and active social media profiles to build brand awareness and credibility. 

You should also provide information about your pricing strategy , and whether you’ll offer special promotions or loyalty programs to encourage repeat business and referrals.

5. Milestones

The milestones section is where you outline the key objectives for your business and timelines for achieving them. This section can be short, with individual milestones listed as bullet points.

Milestones could include securing initial funding, acquiring necessary licenses, launching your marketing campaign, reaching a certain number of clients, or hitting revenue targets. Be sure to list when you expect to achieve each milestone, and which members of your team will be responsible for reaching them.

6. Company overview

The company summary gives a brief overview of your cleaning business. Include the legal structure , target service area, and history of your business if it already exists.

If you’re writing your plan because you’re seeking funding for your business from a bank, clearly state how much you’ll need, how you plan to use it, and how it will benefit the business. Funding uses could include purchasing new equipment to expand your services, or hiring additional staff to widen your service area.

You can also include a brief management team section covering your key employees, their roles, responsibilities, qualifications, and experience. 

If you plan to contract with cleaning crews instead of hiring employees, describe how this arrangement will work and why you think it will benefit your business.

7. Financial plan and forecasts

Your financial plan should present detailed financial projections, including revenue , costs , and profitability .

If you’re a new business, list your startup costs , including initial equipment, supplies, licensing, and marketing investments. Also, outline your funding sources, such as loans, investments, or personal savings going into the business.

Include a cash flow statement , income statement , and balance sheet . The financial statements and projections should demonstrate your cleaning service’s potential to generate sustainable profits over the long term.

8. Appendix

The appendix is an optional section for you to add supporting information or documents that don’t fit within the plan. This could include market research data, lease agreements, employee contracts, or licensing and permit documents.

• Writing an effective cleaning service business plan: Key considerations

When writing your cleaning service business plan, focus on these areas to increase your likelihood of success.

1. Offer diverse service offerings

The cleaning industry caters to a wide array of customer needs, from residential homes with regular upkeep, to commercial spaces that need specialized sanitation. Offering services to the broadest customer base you can manage will help you expand your share of the market .

2. Pricing strategy  

Your pricing strategy is vital to balance attracting and retaining customers to ensure your business remains profitable. 

Extensive market research into competitors should help you understand what represents a competitive pricing structure in your target area. Offering flexible pricing models, like flat rates for certain services or discounts for recurring appointments, can also appeal to a broader customer base. Just make sure your forecasts show that you’ll generate more revenue from repeat business through any discounts you decide to offer.

3. Protect your reputation

Trust and reputation are crucial in the cleaning service industry, where small mistakes can cost you customers. Consider in your marketing plan whether your branding and customer feedback policies emphasize your commitment to quality work and reliable service. And make sure to check how your business is being reviewed online.

4. Professional training and standards

To achieve a reputation as a high-quality cleaning service, your standards as a business owner need to trickle down to your employees. The operations section of your plan should include training your workers on the latest cleaning techniques, customer service best practices, and safety protocols to ensure your team meets those high standards you’ve set.

5. Online marketing and presence

We touched on this in the marketing and sales strategy section, but strong online and social media presences are fairly low-cost tactics for reaching new customers. Consider how much a professionally designed website that’s search engine optimized, active social media engagement, and strategic online advertising might increase your visibility.

• Download your cleaning service sample business plan PDF

Download this cleaning service sample business plan PDF for free right now, or visit Bplans’ gallery of more than 550 sample business plans if you want more options.

Don’t get hung up on finding a sample business plan that exactly matches your cleaning service. Whether you’re setting up a boutique eco-friendly cleaning service or a broad-scale commercial cleaning operation, the core elements of your business plan will largely be consistent.

There are plenty of reasons cleaning service business owners can benefit from writing a business plan — you’ll need one if you’re seeking a loan or investment.

Even if you’re not seeking funding, thinking through every aspect of your business will help you ensure you’re not overlooking anything critical as you grow.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Service Business Plan Template

Over the past 20+ years, we have helped over 10,000 entrepreneurs and business owners create business plans to start and grow their service 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 service business plan template step-by-step so you can create your plan today.

Before we get into how to write a service business plan, here are links to several service business plan templates:

• Beauty Salon Business Plan
• Car Detailing Business Plan
• Car Wash Business Plan
• Catering Business Plan
• Cell Phone Repair Business Plan
• Child Care Business Plan
• Cleaning Services Business Plan
• Computer Repair Business Plan Template
• Construction Business Plan
• Consulting Business Plan
• Day Care Business Plan
• Dog Daycare Business Plan
• Dog Grooming Business Plan
• Financial Advisor Business Plan
• Hair Salon Business Plan
• Indoor Playground Business Plan
• Insurance Business Plan
• Janitorial Business Plan
• Landscaping Business Plan
• Massage Therapy Business Plan
• Nail Salon Business Plan
• Photography Business Plan
• Plumbing Business Plan
• Salon Business Plan
• Spa Business Plan
• Staffing Agency Business Plan
• Tutor Business Plan

Download our Ultimate Business Plan Template here >

What Is a Service Business Plan?

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

Why You Need a Business Plan

If you’re looking to start a service business or grow your existing business you need a good business plan. A business plan helps you attract investors to satisfy your funding requirements, and plan out the growth of your entire business in order to improve your chances of success. Your service business plan is a living document that should be updated annually as your company grows and changes.

How to Secure Funding for a Services Business

With regards to funding, the main source of funding for a services business are personal savings, credit cards, bank loans, and angel investors. 

With regards to bank loans, banks will want to review your service 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 professionally written 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.

Finish Your Business Plan Today!

How to write a business plan for a service business.

The traditional service business plan format includes these 10 key elements:

Executive Summary

Your executive summary provides an introduction to your business plan in 1 – 2 pages, 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 services business you are operating and the status. For example, are you a startup, do you have a services business that you would like to grow, or are you operating a chain of services businesses?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the service industry trends. Discuss the type of service business you are operating. Detail your direct competitors and your competitive advantage. Give an overview of your ideal customers. Provide a snapshot of your marketing plan. Identify the key members of your team, and offer an overview of your financial plan.

Company Overview

In your company description, you will detail the type of service business you are operating.

In addition to explaining the type of service business you operate, the company analysis section of your service business plan needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include sales goals you’ve reached, new store openings, etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

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

While this may seem unnecessary, it serves multiple purposes.

First, researching your specific niche of the service market educates you. It helps you gain insights and 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 more eco-friendly services, your company might want to emphasize its environmentally friendly initiatives.

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 service business plan:

• How big is the service business (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market? What is your market share?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your service business. You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your service business plan must detail the target market you serve and/or expect to serve.

The following are examples of customer segments in the service industry:

• Businesses in need of a specific service, such as computer repair or consulting
• People who have a need for a service that is not currently being met
• People who are price conscious and are looking for the best deal on a service
• People who want to support businesses with social responsibility values

As you can imagine, the customer segment(s) you choose will greatly depend on the type of service business you operate. Some of your clients may want different pricing and product options and would respond to different marketing promotions compared to other target customer segments.

Try to break out your target market in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the customers you seek to serve. Because most service businesses primarily serve customers living in the 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 existing clients.

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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 businesses that provide similar services.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes businesses that provide an alternative solution to the services that you provide, but not the exact service. Think do-it-yourself and public options for similar services. You need to mention such competition to show you understand that not everyone who needs the specific services will engage your service business.

With regards to direct competition, you want to detail the other service businesses with which you compete. Most likely, your direct competitors will be service 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:

• What types of customers do they serve?
• What products and services do they offer?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

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 competitive advantages. For example:

• Will you provide superior services?
• Will you provide services that your competitors don’t offer?
• Will you make it easier or faster for customers to book your services?
• Will you provide better customer service?
• Will you offer better pricing?

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 service business plan, your marketing plan should include the following:

Product : in the product section, you should reiterate the type of service business that you documented in your Company Analysis. Then, detail the specific services you will be offering. For example, in addition to a lawn care business, you may offer to trim trees, bushes, and hedges.

Price : Document your business’s pricing strategy including 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 service 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 service business marketing strategy is the promotions section. Here you will document how you will drive new customers to your location(s). The following are some promotional methods and marketing materials you might consider:

• Advertising in local papers and magazines
• Reaching out to local bloggers and websites 
• Social media advertising
• Local radio advertising
• Pay per click advertising
• Banner ads at local venues

Client Retention

Your service business plan should discuss not just how you will find clients, but how you’ll hold on to them and discourage them from switching to one of your competitors. After all, it should be much less expensive to keep a client than to market and sell services 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 service company. Others involve fine-tuning your customer service skills into a system designed around retention.

Loyalty Program

Creating a loyalty program is a positive way to retain customers. This could involve a punch card system where customers receive a free service after a certain number of visits, or it could involve a points system where customers accumulate points that can be redeemed for discounts or free services. Other loyalty programs offer exclusive deals and privileges to members, such as special access to new services before they are made available to the general public.

Premium Customer Levels

Another related retention strategy is to reward the frequency and/or the amount of money that customers spend with your service business. This is often done by creating different customer levels and providing perks to customers who reach a certain level. The higher the customer level, the more exclusive the perks. Common perks include discounts on services, express service, access to unique services or products, and early notice of promotional deals.

Referral Program

A referral program is a great way to keep customers happy and encourage them to refer their friends and family members. This could involve rewarding customers with a discount or free service for every new customer they refer, or it could involve giving customers a set amount of credit for each referral. Either way, the referral program should be designed to be as simple as possible for customers to participate in.

Customer Testimonials

Finally, customer testimonials can be a powerful retention tool. As potential customers research your service business, they will likely come across your website and online profiles. Seeing positive customer testimonials on your website and across the internet will help convince them that you provide outstanding customer service. You can create a separate page on your website that is dedicated to client testimonials, or you could set up a separate social media profile that features client testimonials and allows customers to provide feedback through a special email address.

Tracking Retention

Simply 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 client 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 service business plan explained your goals, your operations plan describes how you will meet them. Your plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your service 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 client, 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 service 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 service 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 as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in a service business and/or successfully running small businesses.

Financial Plan

Your 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 service 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 service business:

• Cost of equipment to perform the service
• Cost of maintaining an adequate amount of supplies
• Payroll or salaries paid to staff
• Business insurance
• Taxes and permits
• Legal expenses

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.

Service Business Plan Summary

Writing a business plan for your service 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 service business, your competition, and your potential customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful cleaning services business.  

Service Business Plan FAQs

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

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

What is the Goal of a Business Plan's Executive Summary?

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

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What is Palm Sunday and how is it celebrated worldwide?

FILE - Nuns wait for the start of the Palm Sunday’s mass celebrate by pope Francis in St. Peter’s Square at The Vatican Sunday, April 2, 2023. Palm Sunday will be celebrated by Christians worldwide Sunday, March 24, 2024. It commemorates the Christian belief in the triumphant entry of Jesus into Jerusalem, when palm branches were strewn before him. It marks the start of Holy Week. (AP Photo/Andrew Medichini)

FILE - Pierbattista Pizzaballa, the Latin Patriarch of Jerusalem, center, walks in a procession during the Palm Sunday Mass in the Church of the Holy Sepulchre, where many Christians believe Jesus was crucified, buried and rose from the dead, in the Old City of Jerusalem, Sunday, April 2, 2023. TPalm Sunday will be celebrated by Christians worldwide Sunday, March 24, 2024. It commemorates the Christian belief in the triumphant entry of Jesus into Jerusalem, when palm branches were strewn before him. It marks the start of Holy Week. (AP Photo/Maya Alleruzzo, File)

FILE - Christian faithful march carrying green Palm branches to commemorate Palm Sunday, which marks the entry of Jesus Christ into Jerusalem, in the streets of Nairobi, Kenya, Sunday, April 2, 2023. Palm Sunday will be celebrated by Christians worldwide Sunday, March 24, 2024. It commemorates the Christian belief in the triumphant entry of Jesus into Jerusalem, when palm branches were strewn before him. It marks the start of Holy Week. (AP Photo, File)

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Palm Sunday commemorates the Christian belief in the triumphal entry of Jesus into Jerusalem, when he was greeted by cheering crowds waving palm branches that they set out on the ground along his path, according to the Bible.

This year, Palm Sunday falls on March 24. Also known as Passion Sunday, it marks the start of Holy Week. The most sacred week of the Christian year includes the Good Friday re-enactment of Jesus’ crucifixion story and death, and their belief in his resurrection on Easter.

Here is a quick look at Palm Sunday’s significance.

IS THERE A DONKEY IN THIS STORY?

The procession of Jesus into Jerusalem is described by the four Gospel writers in the Bible.

The Gospels differ, but based on one expert they agree on this: Jesus rode into Jerusalem on a donkey — or a colt. So, which one is it?

Colt is defined as “a young male horse that is usually not castrated.” But in the Bible, the word meaning “colt” is used almost exclusively for young donkeys, not horses, writes Joanne M. Pierce , professor emerita of religious studies at the College of the Holy Cross.

Pierce writes that this brings to mind a reference from the Book of Zechariah in Jewish scriptures, where the prophet describes a victorious king who enters Jerusalem riding on a donkey.

In Judaism, she says, the passage from Zechariah refers to the Messiah , a spiritual king who would peacefully redeem Israel, and the donkey is interpreted as a sign of humility .

“In Christianity, this animal becomes almost a symbol of Christ himself, given how it patiently suffers and bears others’ burdens,” Pierce writes in a piece published by The Conversation . “Horses, on the other hand, tend to be associated with royalty, power and war.”

WHAT ABOUT THE PALMS?

In the biblical Palm Sunday story, a cheering crowd greeted Jesus along the road. Some spread their garments on the ground; others threw down leafy branches they had cut from the fields. In the Gospel of John, they are branches from palms, a tree that symbolized victory and triumph.

In the Gospel of Matthew, people began to shout: “Hosanna to the son of David! Blessed is the one who comes in the name of the Lord! Hosanna in the highest heaven!” The word “Hosanna” was a plea for salvation and an exclamation of adoration.

After the procession, the Bible says Jesus entered Jerusalem and went into the temple.

HOW IS PALM SUNDAY CELEBRATED?

The ritual or liturgy typically starts with a blessing of the palms by clergy. It’s followed by a reading of the Passion of Christ, meaning an account of the final events of Jesus’ life.

Some ceremonies in German-speaking countries used to include a figure of Jesus riding a donkey, Encyclopedia Britannica says . The figure is called a “ Palmesel ,” or German for “palm donkey,” according to New York’s Metropolitan Museum of Art, which on its site recounts how worshippers would lay palms on the ground before the Palmesel during lively processions.

Christian pilgrims in the Holy Land mark Palm Sunday by holding Masses and processions retracing Jesus’ triumphal entry. Worshippers carry palm fronds and olive branches and march from the top of the neighboring Mount of Olives to Jerusalem’s historic Old City, home to holy sites of the three Abrahamic monotheistic faiths.

In churches around the world, the palms are often taken home by congregants, and some will become ashes.

HOW DO THE PALMS TURN INTO ASHES?

Ashes can be purchased, but some churches make their own by burning the palms from prior years.

They’re used to make the ashes for Ash Wednesday , the solemn day of fasting and reflection that signals the start of Christianity’s most penitent season.

Associated Press religion coverage receives support through the AP’s collaboration with The Conversation US, with funding from Lilly Endowment Inc. The AP is solely responsible for this content.

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