example of plumbing business plan

Plumbing Business Plan Template

Written by Dave Lavinsky

Plumbing Business Plan

You’ve come to the right place to create your Plumbing business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Plumbing businesses.

Below is a template to help you create each section of your Plumbing business plan.

Executive Summary

Business overview.

Perfect Plumbing LLC is a new plumbing company located in Chapel Hill, North Carolina. We are a small company that is committed to helping the residents of Chapel Hill with all of their plumbing needs. We have upfront pricing, years of experience, and promise to arrive on time, every time. With our excellent skills and service, we expect to be the #1 plumbing company in the area within the next five years.

Perfect Plumbing LLC is led by Harry Garcia who has been a plumber for 20 years. While working for competing plumbing companies, he provided a variety of plumbing services for hundreds of customers living in the Chapel Hill area. His work ethic and expertise has gained him a positive reputation in the community and he has already built an initial clientbase. His loyal clientbase and experience will be invaluable to the company.

Product Offering

Perfect Plumbing LLC will provide a long list of residential plumbing services to the residents of Chapel Hill, North Carolina. These services will include fixture installation, repair services, water heater services, and emergency services. We can provide practically any service that ensures our customers’ plumbing is always in good repair.

Customer Focus

Perfect Plumbing LLC will serve the homeowners of Chapel Hill, NC. We will also work with real estate companies and property management companies who need plumbing services for their residential properties.

Management Team

Perfect Plumbing LLC is led by Harry Garcia, an experienced plumber who has worked in the industry for 20 years. He has worked with hundreds of residents in the Chapel Hill area and has gained a great reputation for his friendliness, expertise, and work ethic. He has been planning on creating his own plumbing business for several years and is finally ready to launch. With his good reputation and loyal clientbase, Harry is confident that Perfect Plumbing LLC will be a success in the community.

Success Factors

Perfect Plumbing LLC is primed for success by offering the following competitive advantages:

• Quality plumbing services that are always on time and affordable.
• Management team with extensive plumbing experience and a focus on maintaining long-term relationships with customers.
• Skilled team of plumbing professionals who will get the job done right the first time.

Financial Highlights

Perfect Plumbing LLC is currently seeking $425,000 to launch. The funding will be dedicated to the office build out, purchase of initial supplies, working capital, marketing costs, and startup overhead expenses. The breakout of the funding is below:

• Store design/build: $100,000
• Vehicle purchase and maintenance: $50,000
• Equipment and initial supplies: $150,000
• Three months of overhead expenses (payroll, rent, utilities): $50,000
• Marketing costs: $25,000
• Working capital: $50,000

The following graph below outlines the pro forma financial projections for Perfect Plumbing LLC.

Company Overview

Who is perfect plumbing llc.

Perfect Plumbing LLC is a new plumbing company located in Chapel Hill, North Carolina. We are a small company that is committed to helping the residents of Chapel Hill with all of their plumbing needs. We know that many plumbers disappoint their customers by being late, charging extraordinary fees, and not fixing the job the first time around. At Perfect Plumbing LLC, we are always upfront with our prices, reach our appointments on time, and have the expertise to fix the problem right away. With our excellent skills and service, we expect to be the #1 plumbing company in the area within the next five years.

  Perfect Plumbing LLC is led by Harry Garcia who has been a plumber for 20 years. While working for competing plumbing companies, he provided a variety of plumbing services for hundreds of customers living in the Chapel Hill area. His work ethic and expertise has gained him a positive reputation in the community and he has already built an initial clientbase. His loyal clientbase and experience will be invaluable for the company.

Perfect Plumbing LLC History

After spending several years in the plumbing industry, Harry Garcia has gained the knowledge, skills, and expertise necessary to start his own plumbing business. After years of planning out his business, he finally incorporated Perfect Plumbing LLC on March 1st, 2023.

Since incorporation, Harry has achieved the following milestones for Perfect Plumbing LLC:

• Developed the company’s name, logo and website
• Finished the list of services the company will provide
• Determined equipment and inventory requirements
• Found a potential office location

Perfect Plumbing LLC’s Services

Perfect Plumbing LLC will provide the following residential plumbing services:

• Bathroom and kitchen fixture installation
• Remodeling plumbing services
• Pipe leak repair
• Leaky faucet repair
• Water heater installation and repair
• Garbage disposal repair
• Water line services
• Emergency services

Industry Analysis

The plumbing services industry consists of repair and installation services that plumbers provide to residential and commercial clients. This can include installing bathroom and kitchen fixtures, installing water heaters and sub pumps, repairing leaks and broken fixtures, and providing emergency services. Nearly every building on the planet has some form of plumbing, so professional plumbers are always in high demand.

The plumbing industry is expected to grow over the next several years. This is primarily due to the increase in housing construction, leading to millions of new homes being built and needing new plumbing. Demand is also high due to many older buildings needing updates and repairs to their plumbing systems. According to Global Newswire, the global mechanical, electrical, and plumbing industry was valued at $50.2 billion in 2022 and is expected to grow at a CAGR of 10.7% from now until 2032. This substantial growth ensures the industry will remain profitable, making it a perfect time for new plumbing companies to enter the market.

Customer Analysis

Demographic profile of target market.

Customer Segmentation

Perfect Plumbing LLC will primarily target the following customer profiles:

• Real estate companies
• Property management companies

Competitive Analysis

Direct and indirect competitors.

Perfect Plumbing LLC will face competition from other companies with similar business profiles. A description of each competitor company is below.

Urgent Plumbing Services

Urgent Plumbing Services is the top plumbing company for residents experiencing plumbing emergencies. They are on-call 24/7 and can dispatch a plumber in as little as a few minutes. They can help with practically any emergency, ranging from leaks to sub pump failures. However, they only handle emergencies and do not offer common, non-emergency repair services. As such, they charge high rates for their services, which prevents many residents from hiring their services. Due to their prices and limited services, we expect Urgent Plumbing Services to be a minor competitor.

Chapel Hill Plumbing Co.

Chapel Hill Plumbing Co. has been one of the most popular plumbing services in the Chapel Hill area since 1976. They offer a wide range of services and boast a large crew of 50 plumbers on staff. As such, they can handle most of Chapel Hill’s plumbing demands for both residential and commercial clients. We expect Chapel Hill Plumbing Co. will be our largest competitor.

Johnson’s Plumbing Van

Established in 2012, Johnson’s Plumbing Van is a small operation founded by Bart Johnson. Bart is the sole employee for the company, but has a long and impressively loyal clientbase. He provides a long range of services, but can’t take on any projects that require more than one professional to be involved. As such, he is a minor competitor despite his current success.

Competitive Advantage

Perfect Plumbing LLC will be able to offer the following advantages over their competition:

• Pricing : Perfect Plumbing LLC will provide an array of plumbing services that will be priced competitively and be more affordable than the competition.
• Customer-Focus : Perfect Plumbing LLC’s focus will be on providing customer-focus service that prioritizes customer satisfaction and maintaining long-term relationships.
• Management : Harry has been extremely successful working in the plumbing industry and will be able to use his previous experience to make clients feel comfortable with the process.

Marketing Plan

Brand & value proposition.

Perfect Plumbing LLC will offer the unique value proposition to its clientele:

• Client-focused plumbing services, where the company’s interests are aligned with the customer.
• Service is built on long-term relationships and personal attention.
• Quality services for affordable rates.

Promotions Strategy

The promotions strategy for Perfect Plumbing LLC is as follows:

Social Media Marketing

The company will have several social media accounts and invest in ads on all social media platforms. These accounts will showcase pictures of our crew as well as a list of the services we provide. The company will use targeted marketing to appeal to our target demographics.

SEO Website Marketing

Perfect Plumbing LLC will invest funds into maintaining a strong SEO presence on search engines like Google and Bing. When a person types in “local plumbing services” or “Chapel Hill plumbing services”, Perfect Plumbing LLC will appear in the top three choices.

Advertisement

Advertisements in print publications like newspapers, magazines, etc., are an excellent way for businesses to connect with their audience. Perfect Plumbing LLC will advertise its services in popular magazines and news dailies. Obtaining relevant placements in industry magazines and journals will also help in increasing brand visibility.

Perfect Plumbing LLC understands that the best promotion comes from satisfied customers. The company will encourage its clients to refer other individuals and businesses by providing discounts on future services for every new client produced. This strategy will increase in effectiveness as time goes on.

The pricing of Perfect Plumbing LLC will be moderate and on par with competitors so customers feel they receive value when hiring our plumbing services.

Operations Plan

Perfect Plumbing LLC will utilize the following operations plan. Operation Functions:

• Harry Garcia will be the Owner of Perfect Plumbing LLC. He will run the general operations of the company and provide plumbing services to his initial clientbase. He will be the sole employee for the company in the beginning but will gradually hire the following staff:
• An Administrative Assistant who can answer phones, schedule appointments, and work on general administrative tasks.
• An Accountant who will manage all client invoicing, billing, and payables.
• A Marketing Assistant who will run all the marketing and promotions campaigns.
• Several contractors who will provide quality plumbing services.

Milestones:

Perfect Plumbing LLC will have the following milestones complete in the next six months:

• 5/1/202X – Finalize lease agreement for office space
• 6/1/202X – Office build out
• 7/1/202X – Hire and train essential staff
• 8/1/202X – Begin marketing campaign
• 9/1/202X – Launch Perfect Plumbing LLC
• 10/1/202X – Reach break even

Though he has never run his own business, Harry Garcia has worked in the industry long enough to gain an in-depth knowledge of the operations (e.g., running day-to-day operations) and the business (e.g., staffing, marketing, etc.) sides of the industry. He also already has a starting customer base that he served while working for other plumbing companies. He will hire several other employees who can help him run the aspects of the business that he is unfamiliar with.

Financial Plan

Key revenue & costs.

The revenue drivers for Perfect Plumbing LLC will come charging our clients for our plumbing services.

The cost drivers for Perfect Plumbing LLC will include the overhead costs, salaries, cost of supplies, vehicle maintenance, and marketing expenses.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and pay off the startup business loan.

• Number Of Clients:
• Annual Lease: $25,000
• Vehicle Maintenance & Upkeep: $20,000

Financial Projections

Income statement.

Balance Sheet

Cash Flow Statement

Plumbing Business Plan FAQs

What is a plumbing business plan.

A plumbing business plan is a plan to start and/or grow your plumbing business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Plumbing business plan using our Plumbing Business Plan Template here .

What are the Main Types of Plumbing Businesses? 

There are a number of different kinds of plumbing businesses , some examples include: Commercial Plumbing, Residential Plumbing, and Service and Repair Plumbing.

How Do You Get Funding for Your Plumbing Business Plan?

Plumbing businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Plumbing Business?

Starting a plumbing business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Plumbing Business Plan - The first step in starting a business is to create a detailed plumbing business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your plumbing business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your plumbing business is in compliance with local laws.

3. Register Your Plumbing Business - Once you have chosen a legal structure, the next step is to register your plumbing business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your plumbing business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Plumbing Equipment & Supplies - In order to start your plumbing business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your plumbing business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful plumbing business:

• How to Start a Plumbing Business

Plumbing Business Plan Template

Written by Dave Lavinsky

Plumbing Business Plan

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their plumbing 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 plumbing business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Plumbing Business Plan?

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

Why You Need a Business Plan for a Plumbing Company

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

Sources of Funding for Plumbing Businesses

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

Finish Your Business Plan Today!

How to write a business plan for a plumbing company.

If you want to start a plumbing company or expand your current one, you need a business plan. Below we detail what should be included in each section of your own plumbing business plan:

Executive Summary

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

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of plumbing company you are operating and the status. For example, are you a startup, do you have a plumbing business that you would like to grow, or are you operating plumbing businesses in multiple markets?

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

Company Analysis

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

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

• Commercial Plumbing : this type of plumber focuses on plumbing services for commercial businesses, complexes, and buildings.
• Residential Plumbing: this type of plumber provides plumbing services for households.
• Service and Repair Plumbing: this type of plumber focuses on servicing and repairing any plumbing issues and/or emergencies for both residential and commercial clients.

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

Include answers to question such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of customers served, number of positive reviews, reaching $X in revenue, 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 plumbing industry.

While this may seem unnecessary, it serves multiple purposes.

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

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

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:

• How big is the plumbing industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• 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 plumbing 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 business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: business complex building owners/managers, apartment complex owners/managers, homeowners, schools, contractors, restaurant owners/managers.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of plumbing business you operate. Clearly, a homeowner would respond to different marketing promotions than an apartment complex, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the potential customers you seek to serve.

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

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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 plumbing businesses.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes local handymen or hardware stores. You need to mention such competition as well.

With regards to direct competition, you want to describe the other plumbing companies with which you compete. Most likely, your direct competitors will be plumbing 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 type of plumbing 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 ask your competitors’ customers what they like most and least about them.

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

• Will you provide lower interest rates?
• Will you provide services that your competitors don’t offer?
• 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 plumbing business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of plumbing company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to plumbing, will you provide repair, replacement, servicing, or 24 hour plumbing emergency services?

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

Place : Place refers to the location of your plumbing company. Document your location and mention how the location will impact your success. For example, is your plumbing business located in a busy retail district, from your own home, a standalone office, etc. Discuss how your location might be the ideal location for your customers.

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

• Advertising in local papers and magazines
• Reaching out to websites
• Social media marketing
• Local radio and television advertising

Operations Plan

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

Everyday short-term processes include all of the tasks involved in running your plumbing business, including marketing your services, completing projects, preparing for new projects, and tracking inventory of your products and materials.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to land your Xth client, or when you hope to reach $X in revenue. It could also be when you expect to expand your plumbing business to a new city.  

Management Team

To demonstrate your plumbing business’ ability to succeed, 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 managing plumbing businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a plumbing team or successfully running their own plumbing company.  

Financial Plan

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

In developing your income statement, you need to devise assumptions. For example, will you be the only plumber or will you have a team of plumbers? 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 : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your plumbing business, this 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.

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

• Advertising and marketing
• Cost of equipment and 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 your office location lease or costs needed to transport to a client location and expenses paid for working on projects.  

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

Plumbing Business Plan FAQs

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

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Plumbing 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 plumbing business you are operating and the status; for example, are you a startup, do you have a plumbing business that you would like to grow, or are you operating a chain of plumbing businesses?

Don’t you wish there was a faster, easier way to finish your Plumbing business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how Growthink’s professional business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

BUSINESS STRATEGIES

How to create a plumbing business plan (with templates)

• Nirit Braun
• 12 min read

A plumbing business plan is a strategic document that outlines the goals, objectives, strategies and operational details of a plumbing company. It serves as a roadmap for starting a service business in the plumbing industry, guiding entrepreneurs through the process of establishing and managing their enterprise.

A comprehensive and clear plumbing business plan is essential for several reasons, particularly when starting a business and building a website .

Ready to launch your plumbing business ? Create a business website today with Wix.

What is a plumbing business plan?

A plumbing business plan is a comprehensive document outlining the goals, strategies and operational details of a plumbing business. It serves as a roadmap for the business owner and potential investors, providing a clear vision of how the business will be structured and operated.

Top benefits of creating a plumbing business plan

First, a well-structured business plan is one of the most important early steps in starting a business . It provides clear direction for the company's growth and development. It helps the entrepreneur define their target market, identify competitors and formulate a unique value proposition that sets the plumbing business apart in a competitive market. This plan outlines the products and services the business will offer, the pricing strategy and the plumbing marketing approaches that will be employed to attract customers.

Second, a plumbing business plan assists in securing capital from banks, investors or other financial institutions. It demonstrates the entrepreneur's dedication and understanding of the market, making it more likely to attract external funding.

Your business plan can also be used to explain what type of business you'll start - whether that's an LLC, Corporation or something else. Learn more about how to start an LLC .

Furthermore, a business plan serves as an operational guide, detailing the organizational structure, roles and responsibilities of team members and the day-to-day processes involved in running the plumbing business. It also outlines the financial projections, budgeting and revenue forecasts, ensuring that the business remains financially viable and sustainable over time.

How to create a plumbing business plan in 6 steps

In this section, we'll walk through six essential steps for crafting a plumbing business plan tailored to your company's unique needs.

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

An executive summary is a concise overview of your plumbing business plan, summarizing its key components and highlighting the most crucial points. It provides readers, including potential investors and partners, with a quick understanding of your business's goals, strategies and potential. When crafting an executive summary for a plumbing business, focus on capturing the essence of your company's mission and how you intend to fulfill it.

Example executive summary for a plumbing business: “PlumbAce Services is a dynamic plumbing company dedicated to delivering top-notch residential and commercial plumbing solutions. With a team of skilled technicians and a commitment to exceptional customer service, PlumbAce aims to become the go-to plumbing provider in the local market. By offering a comprehensive range of services, including repairs, installations and maintenance, we are poised to address the diverse needs of our clients efficiently and effectively. Our business plan outlines a strategic approach to market penetration, emphasizing customer satisfaction, innovation and community engagement. Through a blend of online marketing, strategic partnerships and service excellence, we aim to achieve steady growth and a solid reputation within the first two years of operation.”

02. Business and domain names

Knowing how to name a business is crucial for any new venture and a key step before you register your business . A well-chosen name forms the foundation of your brand, plus builds trust and recognition in your target market. While you’re in the brainstorming phase, consider using a business name generator like one from Wix for inspiration. This tool can offer unique and creative options that align with the services you offer.

Be inspired: Plumbing business name ideas

It's also essential to align your company name with your domain name when making a website for your business. A domain name that matches your company name helps in online branding and makes it easier for potential customers to find you.

When selecting a domain name, follow these best practices:

Choose a domain name that reflects your offerings and is easy to remember

Keep it simple and avoid using complex or lengthy words

Add relevant keywords, like "plumbing" or "pipes," to improve search engine visibility

Ensure your domain name is distinctive and not easily confused with other businesses

Opt for a common extension like ".com," as it's more familiar to users

03. Market analysis and research

Incorporating a market analysis and research section in your business plan is vital for understanding your target market, identifying competitors and developing effective strategies. Conduct thorough research on customer demographics, preferences and pain points related to plumbing services. There is steady demand for plumbers , so you’ll have plenty of competitors to analyze as you identify areas where you can differentiate your business.

Use data from industry reports, online surveys and local market research to shape your marketing strategies . Understanding customer needs and market trends for this type of business will allow you to tailor your services, pricing and marketing efforts more effectively.

04. Operations plan

Your operations plan needs to detail the logistical aspects of your plumbing business, encompassing location, premises, equipment and staffing requirements. Highlight your choice of location and premises, detailing factors such as proximity to your target market and accessibility.

Outline the essential equipment needed for plumbing services, including tools, vehicles and technology. Discuss your staffing needs, including the number of technicians and support staff required. Emphasize the qualifications, skills and training your team will possess to ensure top-quality service delivery.

05. Marketing and advertising plans

Your marketing and advertising plan should outline the strategies and campaigns you'll employ to promote your plumbing business. Consider a combination of online and offline marketing methods to target various customer groups.

Start by making a website that effectively showcases your services, testimonials and contact information. Then, optimize your website for relevant keywords to rank higher in search engine results. You can also register your business on online directories and platforms like Google Business Profile.

Learn more: How to make a plumbing website

You’ll also need to develop a suite of brand assets to use in your marketing, starting with a company logo and catchy plumbing slogan . You can use a free logo maker to get a professional design in minutes.

06. Financial plan

The financial plan outlines your plumbing business' financial projections, initial funding and profitability timeline. It should outline your projected initial expenses, including equipment, licenses, permits, marketing, staffing and plumbing website cost . The cost to start a plumbing business can range from around $7,500 to over $22,000 , so detailing the cost estimate of each expense can help you gain a clearer picture of how much initial capital you will need.

Then, estimate your expected revenue based on market research and sales forecasts. List ongoing costs like rent, utilities, insurance and marketing. It’s important to define when you expect to start generating a profit, considering factors like growth rate and market demand. Detail where your initial funding will come from, whether through personal savings, loans or investors.

Plumbing business plan examples

Here are two draft business plan templates for a hypothetical plumbing business.

Plumbing business plan template 1: Plumbing Excellence Services

Plumbing Excellence Services is committed to delivering exceptional plumbing solutions for residential and commercial clients. With a team of highly skilled technicians and a dedication to customer satisfaction, we aim to establish ourselves as a reputable and reliable plumbing service provider in the local market. Our strategic approach focuses on quality workmanship, competitive pricing and modern technology to streamline our services and enhance customer experience. We project steady growth within the first three years by targeting both residential and commercial sectors.

Company and domain name

Company name: Plumbing Excellence Services

Domain name: www.plumbingexcellenceservices.com

Our market analysis indicates a growing demand for plumbing services due to urban expansion and renovation projects in the local area. Research highlights that customers value prompt response times, transparent pricing and knowledgeable technicians. Competitor analysis reveals opportunities to provide specialized services such as eco-friendly plumbing solutions.

Location: Prime location near residential and commercial hubs

Premises: Leasing a well-equipped facility for administrative tasks and equipment storage.

Equipment: State-of-the-art tools, inspection cameras and service vehicles

Staffing: A team of certified plumbers, customer service representatives and administrative staff

Online presence: Professional website showcasing services, testimonials and blog posts about plumbing maintenance tips

SEO strategy: Targeting keywords like "emergency plumber," "residential plumbing," and "commercial plumbing" to improve online visibility

Local networking: Partnering with local contractors and property managers for referrals

Social media engagement: Active presence on social platforms to engage with the community and provide plumbing advice

Startup costs: $100,000 for equipment, licenses, marketing and initial staffing

Revenue projections (first year): $250,000

Revenue projections (second year): $400,000

Revenue projections (third year): $600,000

Operating expenses: Monthly expenses include rent, utilities, marketing and salaries

Profitability timeline : Expected to achieve profitability by the end of Year 2

Funding sources: $70,000 personal savings, $30,000 small business loan

Plumbing business plan template 2: Streamline Plumbing Solutions

Streamline Plumbing Solutions is poised to redefine the plumbing service industry through innovative techniques and exceptional customer care. Our team of certified technicians is dedicated to delivering efficient and effective solutions to residential and commercial plumbing needs. We are committed to building lasting relationships with clients and becoming their trusted plumbing partner. Our strategic plan emphasizes leveraging technology, nurturing customer relationships and expanding our service offerings to achieve sustainable growth.

Company name: Streamline Plumbing Solutions

Domain name: www.streamlineplumbingsolutions.com

Market research: Growing demand for modern plumbing solutions, driven by urban redevelopment projects

Customer preferences: Customers seek technologically advanced solutions, eco-friendly options and transparent pricing

Competition analysis: Identifying opportunities in underserved niches, such as water-efficient plumbing installations

Location: Easily accessible location near major residential and commercial areas

Premises: Leasing a modern facility to accommodate administrative tasks and inventory

Equipment: Cutting-edge plumbing tools, water-efficient fixtures and advanced diagnostic equipment

Staffing: A team of experienced plumbers, customer service specialists and apprentices for skill development

Website development: User-friendly business website highlighting our services, case studies and expert plumbing advice

Content strategy: Regular blog posts and videos on plumbing tips, maintenance and industry trends

Local partnerships: Collaborating with architects, interior designers and construction companies to tap into referral networks

Online advertising: Targeted Google Ads and social media campaigns to reach potential customers

Startup costs: $120,000 for equipment, permits, marketing and initial staffing

Revenue projections (first year): $300,000

Revenue projections (second year): $500,000

Revenue projections (third year): $700,000

Operating expenses: Including rent, utilities, marketing and salaries

Profitability timeline: Anticipate reaching profitability by the end of Year 2

Funding sources: $80,000 personal savings, $40,000 angel investor funding

What does a plumbing business plan include?

Here are key components typically included in a plumbing business plan:

Executive summary: Briefly introduces the business, its mission and the key highlights of the plan. It should provide a snapshot of the business concept and its unique selling proposition.

Business description: Provides an in-depth overview of the plumbing business, including its history, mission statement, values and legal structure (e.g., sole proprietorship, LLC, corporation).

Market analysis: Conducts a thorough analysis of the local market, identifying target customers, competitors and market trends. This section should demonstrate a clear understanding of the demand for plumbing services in the chosen area.

Services and products: Details the plumbing services offered, such as residential plumbing, commercial plumbing, emergency repairs, installations and any specialized services. It may also include information on products sold, if applicable.

Organization and management: Outlines the organizational structure of the business, including key personnel, their roles and responsibilities. This section may also include information on the owner's background and qualifications.

Marketing and sales strategy: Describes how the business will attract and retain customers. This includes marketing channels, advertising strategies, pricing models and sales tactics. It may also cover customer acquisition and retention plans.

Funding request (if applicable): Outlines the funding requirements of the business, including startup costs, operational expenses and working capital. If seeking financing, this section provides details on how the funds will be used.

Financial projections: Presents financial forecasts, including income statements, balance sheets and cash flow statements. This section helps investors and business owners understand the expected financial performance of the plumbing business over time.

SWOT analysis: Identifies the strengths, weaknesses, opportunities and threats facing the plumbing business. This analysis helps in developing strategies to capitalize on strengths and opportunities while addressing weaknesses and mitigating threats.

Risk management: Discusses potential risks and how the business plans to manage or mitigate them. This can include factors such as economic downturns, regulatory changes or unexpected competition.

Appendix: Includes any additional information, documents or supporting materials that provide more context or details about specific aspects of the business plan.

A well-crafted plumbing business plan not only helps guide the business owner but also serves as a valuable tool when seeking financing or partnerships. It should be regularly reviewed and updated to reflect changes in the business environment and strategic goals.

Is it a good idea to start a plumbing business?

Starting a plumbing business can be a good idea, but like any business venture, it comes with both opportunities and challenges. Here are some factors to consider before starting your plumbing business plan.

Plumbing services are consistently in demand and people require plumbing services for new construction, renovations, repairs and maintenance. This can make it a good recession-proof business idea . If you already have plumbing skills and experience, you can leverage your expertise to build a successful business. Then as you establish your reputation and client base, there is potential for growth and expansion into additional services or areas as your business scales. You can target both residential and commercial markets, providing a diverse range of services.

However despite the opportunities, there are several challenges to consider when drafting your plumbing business plan. The plumbing industry can be competitive, so differentiating your business ideas and offering exceptional service is crucial.

Plumbing businesses are subject to regulations and licensing requirements. Ensure compliance with local, state and national regulations. Alongside this starting a plumbing business may require a significant initial investment in tools, equipment, insurance and marketing - all of these costs must be factored in your business plan.

How profitable is a plumbing business?

The profitability of a plumbing business can vary based on several factors, including location, market demand and the efficiency of operations. Here are key considerations that can impact the profitability of a plumbing business:

Market demand: The demand for plumbing services is influenced by factors such as population density, construction activity and the overall economic health of the area. Areas with a growing population and increased construction projects may offer more opportunities for plumbing businesses.

Competition: The level of competition in a particular market can affect pricing and profit margins. In areas with numerous plumbing businesses, competition may lead to more competitive pricing, potentially impacting profitability.

Specialization: Specializing in niche areas within the plumbing industry, such as high-end installations, green plumbing or emergency services, can contribute to higher profit margins. Specialized services often command premium pricing.

Efficient operations: Operational efficiency, including effective scheduling, inventory management and cost control, plays a crucial role in profitability. Efficient business processes can reduce overhead costs and increase overall profitability.

Reputation and customer service: Building a positive reputation and providing excellent customer service can lead to repeat business, referrals and positive online reviews. Satisfied customers are more likely to choose your services, contributing to long-term profitability.

Licensing and compliance: Ensuring that the business and its plumbers are properly licensed and compliant with local regulations is essential. Non-compliance can result in fines and legal issues that impact profitability.

Insurance costs: The cost of insurance, including liability and workers' compensation insurance, can impact overall expenses. Managing insurance costs effectively is crucial for maintaining profitability.

Scaling the business: As a plumbing business grows, economies of scale can be achieved, potentially increasing profitability. However, expansion should be carefully planned to avoid overextending resources.

According to data from the U.S. Bureau of Labor Statistics (BLS), the median annual wage for plumbers, pipefitters and steamfitters was around $60,090 in the United States. It's important to note that these figures are averages, and actual earnings can vary.

Plumbing business plan FAQ

What is the best business structure for a plumbing business.

The best business structure for a plumbing business depends on factors such as liability, taxation and management preferences. Common structures include:

Sole proprietorship:  Simple and easy, but the owner is personally liable.

Limited liability company (LLC):  Offers liability protection and flexibility in management and taxation.

S corporation:  Provides liability protection and potential tax advantages but has specific eligibility criteria.

C corporation:  Offers liability protection and potential for growth, but may involve double taxation. Consulting with a legal professional can help determine the most suitable structure based on individual circumstances.

Can a plumber be a millionaire?

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Plumbing & HVAC Business Plan PDF Example

• February 28, 2024
• Business Plan

Creating a comprehensive business plan is crucial for launching and running a successful plumbing & HVAC business. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your plumbing & HVAC business’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of a plumbing & HVAC business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the service industry, this guide, complete with a business plan example, lays the groundwork for turning your plumbing & HVAC business concept into reality. Let’s dive in!

Our plumbing & HVAC business plan is structured to cover all essential aspects needed for a comprehensive strategy. It outlines our company’s operations, marketing strategy , market environment, competitors, management team, and financial forecasts.

• Executive Summary : Offers an overview of your plumbing & HVAC service’s concept, market analysis , management, and financial strategy.
• Services & Prices: Lists the range of plumbing and HVAC services offered, including installation, maintenance, repairs, emergency response, and eco-friendly solutions, with a clear pricing structure.
• Key Stats: Shares industry size , growth trends, and relevant statistics for the plumbing and HVAC market.
• Key Trends: Highlights recent trends in the industry, such as the demand for smart, automated solutions, and the rise in energy-efficient systems.
• Key Competitors : Analyzes main competitors in your area and differentiates your service in terms of responsiveness, expertise, and sustainable solutions.
• SWOT: Strengths, weaknesses, opportunities, and threats analysis tailored to your plumbing & HVAC service.
• Marketing Plan : Specifies marketing strategies to promote your services, including digital advertising, local trade shows, and customer referral programs.
• Timeline : Key milestones and objectives from the initial setup to the first year of operations, detailing steps such as market analysis, legal setup, facility preparation, and launch marketing activities.
• Management: Information on the management team, highlighting their expertise in plumbing and HVAC services, business operations, and development.
• Financial Plan: Projects the 5-year financial performance of the plumbing & HVAC service, including revenue targets, profit and loss statements, fundraising needs, cash flow projections, and balance sheet forecasts.

Plumbing & HVAC Business Plan

Fully editable 30+ slides Powerpoint presentation business plan template.

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Executive Summary

The Executive Summary serves as an introduction to your plumbing & HVAC service business plan, offering a succinct overview of your company and its offerings. It should highlight your market positioning, the comprehensive range of plumbing and HVAC services provided, its location, capacity, and a brief on daily operations. 

This section should also delve into how your plumbing & HVAC services will assimilate into the local market, including an analysis of the number of direct competitors in the vicinity, identifying who they are, alongside your company’s unique selling points that set it apart from these competitors. 

Moreover, it should include details about the management and founding team, outlining their roles and contributions to the company’s success. Additionally, a summary of your financial projections, including anticipated revenue and profits over the next five years, should be included here to give a clear view of your company’s financial strategy.

Make sure to cover here _ Business Overview _ Market Overview _ Management Team _ Financial Plan

Dive deeper into Executive Summary

Business Overview

Detail the range of services offered, from routine maintenance and repairs to installations of new systems, including specialized services like energy-efficient upgrades, smart home integrations, or custom solutions for complex systems.

Outline your pricing model , ensuring it reflects the value and quality of services provided and aligns with the market you’re targeting. Highlight any service packages, annual maintenance contracts, or loyalty discounts that offer added value to your clients, encouraging long-term relationships and customer loyalty.

Market Overview

Industry size & growth.

In the Market Overview of your Plumbing & HVAC service business plan, begin by analyzing the size of the Plumbing & HVAC industry and its growth potential. This analysis is vital for grasping the market’s breadth and pinpointing expansion opportunities.

Key Market Trends

Move on to discuss recent trends in the market, such as the growing consumer demand for energy-efficient systems, smart home integration, and high-quality indoor air services.

For instance, highlight the need for services that offer customized solutions for energy conservation and the increasing popularity of eco-friendly and sustainable HVAC systems.

Key Competitors

Next, evaluate the competitive landscape, which encompasses a variety of providers, from high-end, specialized service providers to more budget-conscious options, as well as DIY home improvement trends.

For instance, underline what sets your service apart, be it superior customer support, a broad spectrum of services, or expertise in advanced technologies like geothermal heating systems or smart HVAC controls.

Make sure to cover here _ Industry size & growth _ Key competitors _ Key market trends

Dive deeper into Key competitors

SWOT Analysis

First, conduct a SWOT analysis for your Plumbing & HVAC service, identifying Strengths (such as certified technicians and comprehensive service offerings), Weaknesses (including potential scheduling challenges or market saturation), Opportunities (for instance, the growing demand for eco-friendly and smart home solutions), and Threats (like regulatory changes or economic shifts that may impact household spending on home maintenance).

Marketing Plan

Next, formulate a marketing strategy that outlines methods to attract and retain customers through targeted advertising campaigns, promotional service packages, a robust online presence with helpful DIY tips, and participation in local community events or home shows.

Finally, draft a detailed timeline that sets out key milestones for your Plumbing & HVAC service’s launch, marketing initiatives, customer base expansion, and goals for service diversification or geographic growth, ensuring the business progresses with clear objectives and measurable targets.

Make sure to cover here _ SWOT _ Marketing Plan _ Timeline

Dive deeper into SWOT

Dive deeper into Marketing Plan

The Management section focuses on the plumbing & HVAC business’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the plumbing & HVAC business toward its financial and operational goals.

For your plumbing & HVAC business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.

Financial Plan

The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your plumbing & HVAC business’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your plumbing & HVAC business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

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Plumbing Business Plan: Complete Guide & Template 

• Author | Becky Forbes
• February 15, 2023

Starting a plumbing business is an exciting opportunity, but it can quickly become overwhelming without a proper plan and strategy. That’s why having a comprehensive plumbing business plan is imperative for the success of your business. 

In this post, we will discuss the importance of creating a business plan for business owners. We will also provide guidance on what to include in a plan for a plumbing company. Additionally, we will offer a free plumbing business plan template.

Why a Plumbing Business Plan is Essential

A business plan is an essential and comprehensive guide for starting a successful plumbing business. This plan will act as a roadmap, guiding you through the ups and downs of running a successful plumbing business.

It outlines goals, strategies, operations, and financial plans to keep the business organized and on track. Writing a business plan helps you stay focused on your objectives and anticipate challenges so you can prepare for them proactively. It will also make it easier to secure funding, as investors and lenders will want to see a well-thought-out plan. 

Structure of a Plumbing Business Plan 

Executive summary.

This summary is an overview of the plumbing company’s goals, objectives, and mission statement. It should highlight the business’s unique selling points, including its experience and expertise in plumbing services and its commitment to customer satisfaction. The executive summary should also  provide an overview of the plumbing industry, including trends and market conditions, to help position the business as a leader in its field. 

Company Summary

The company summary should be clear, concise, and well-written to convey the business’s vision and growth plans. 

Industry Analysis 

This analysis provides an in-depth examination of the plumbing industry. The analysis includes market trends, a competitive analysis, and current regulations and standards. It helps to identify opportunities and challenges for the business and informs strategic competitive advantage planning.

Market Analysis 

This involves a thorough analysis of the target market for the plumbing business, diving into demographic information and consumer behavior to gain insights into the buying habits and preferences of the target audience. It also provides a comprehensive overview of the plumbing industry, including market trends, competitive landscape, and market size, which can be used to inform business strategies and decisions. 

This analysis can help your plumbing business effectively reach and engage with its target market, leading to increased customer acquisition and revenue growth.

Marketing and Sales Strategy 

This outlines a comprehensive plan for attracting and retaining customers in the plumbing business. It includes various marketing and sales tactics, such as advertising, promotions, leveraging word of mouth, and providing excellent customer service. The marketing plan component of this strategy outlines a more focused and intentional approach to promoting the plumbing business, taking into account key factors such as the target market. 

With a well-executed marketing and sales strategy, your plumbing business can effectively reach its target audience, differentiate itself from the competition, drive customer loyalty, and establish long-term customers. 

Service Offerings 

This section outlines the comprehensive range of services offered by your business, including both residential plumbing and commercial plumbing solutions. It provides a clear and detailed description of each service, including the scope of work and plumbing service pricing . By offering a wide range of high-quality plumbing services, your business can cater to the diverse needs of its customers and stand out in a competitive market. 

The clear and transparent presentation of service offerings can also foster trust and build credibility with potential customers, leading to increased customer acquisition and revenue growth.

If you’re looking for more ways to improve your plumbing customer service and increase revenue, partner with Payzer. Payzer is a plumbing management software that helps you simplify operations, sell more, and improve collections.

Schedule a Demo Today

Operations Plan 

This operations plan is a critical component of the overall business strategy, as it ensures that your plumbing business operates smoothly and efficiently and can provide top-notch service to your customers. 

This comprehensive plan outlines how the plumbing business will be run and managed daily. It covers critical operational areas such as employee management, staffing, equipment usage, appointment scheduling, and customer service processes. Additionally, it highlights the importance of offering credit card payment options, which can provide added convenience and flexibility for customers and help your business increase sales and revenue.  

By having a well-defined and executed operations plan, you can achieve your short-term and long-term goals, grow your customer base, and build a strong reputation in the plumbing industry.

Financial Plan 

This component of the business plan provides a comprehensive overview of the financial projections for your plumbing business. It includes detailed revenue projections, cash flow analysis, and growth projections. The financial plan also contains a balance sheet to demonstrate financial stability and potential for business success. 

This financial plan is a crucial component of the overall business strategy.It provides a realistic and data-driven view of your business’s financial future and helps to inform decision-making and secure funding. By having a well-structured and realistic financial plan, your plumbing business can attract investors and lenders, establish a strong financial foundation, and secure long-term success.

The conclusion is a crucial component of your business plan, as it ties together all of the key elements and provides a final demonstration of your plumbing business’s potential for success. 

The conclusion provides a concise and compelling summary of the key points. It reiterates the business’s mission, vision, and commitment to success and highlights the strengths and unique selling points of the business. 

The conclusion serves as a final opportunity to make a strong impression on potential investors, lenders, and stakeholders. It should leave the reader with a clear and optimistic view of the business’s future and convey a sense of confidence and determination to succeed. 

We hope that you have a good understanding of the key elements that should be included in a plumbing business plan. These elements provide a roadmap for starting and running a successful plumbing business, as well as strategies for marketing, customer service, finances, and business operations. With the right plan and determination, you can build a successful plumbing business. 

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What to Include in a Plumbing Business Plan [& Free Template]

Plumbers who want to start their own plumbing company need a plumbing business plan. It’s a crucial tool that helps plumbers make informed decisions, set clear goals, secure funding if needed, and navigate the complexities of running a successful plumbing business. It’s essentially a roadmap for startups or existing plumbing companies to achieve long-term success and growth.

To help you design or improve your own plumbing business plan, get started with our free plumbing business plan template. We show you what to include in your business plan and how to write one using a company business plan template specifically designed for the plumbing industry.

Table of Contents

What is a business plan for a plumbing business, why should a plumbing business have a business plan, how to write a plumbing business plan [with template].

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A business plan for a plumbing business is a comprehensive document that outlines all aspects of the company’s operations, goals, strategies, and financial projections. It serves as a roadmap for the business owner and potential stakeholders by detailing step by step how the business will be structured, managed, and grown. Both startups and established plumbers use business plans to grow their plumbing companies , apply for funding, or seek financial investors.

A plumbing business plan is also a fluid document that needs adjusting on a regular basis along with your business goals and strategies. It can show you how many leads to generate, how many calls to answer, and what your techs’ average ticket needs to be to generate a certain level of revenue each month.

Developing a business plan is especially helpful for new plumbing companies, especially if they’re seeking funding from investors to get their small business off the ground. A plumbing company business plan also serves great purpose for an established plumbing business, as the company reflects on goals and updates its business plan throughout the year.

Plumbers, like any other business owners, benefit from a well-thought-out business management plan for two important reasons.

Reason #1: Fundraising purposes

If plumbers seek financing to start their own business or investors to expand into new businesses, a solid business plan is essential. Lenders and investors want to see a detailed financial report, monthly financial statements, balance sheets, a daily operational plan, and sales forecast — just to name a few of the most important documents to include in a business plan.

In short, lenders and investors want to see a detailed plan that demonstrates the business's potential for success and how it intends to use the funds. The main sources of funding for a plumbing business include personal funds, credit cards, bank loans, and investors. Personal savings and bank loans are the most common funding paths for plumbing companies.

Reason #2: Identify business goals and minimize risks

A business plan serves as your company’s blueprint, as it outlines the roadmap for where you want your plumbing business to go and how you plan to get there. By defining your company’s mission, vision, and long-term goals, and identifying ways to measure success, you and your management team can make informed decisions on the best path forward.

Risk management is also a critical component to your business plan. Include details about your competitors, the market, your target audience, and any future obstacles on the horizon, then develop a contingency plan to handle any potential risks or challenges.

A plumbing business plan should be tailored to the specific goals of your plumbing business and provide a realistic and achievable roadmap for its success. To help plumbing contractors know exactly what information to include in a business plan, ServiceTitan created a plumbing company business plan template for you to download and fill in.

>>Download our free plumbing company business plan template.

Here are the key components typically included in a plumbing business plan:

1. Industry analysis  

Begin by assessing the current market trends for the plumbing industry in your area. Who are your customers? What demographics define your target audience? Who are your biggest competitors? What is the market size or market share in your area, and how can you set your plumbing company apart from the rest? Then use your answers to help inform your overall plumbing business strategy.

2. Executive summary

Write your executive summary last, but include it near the top of your business plan as a constant reminder of your overall vision and goals for your plumbing company. Keep it concise with an overview of the entire business plan, including a mission statement, the business goals, target market, competitive advantage, and financial projections for future growth.

3. Company overview

Your business overview provides details about your specific plumbing business. Tell your company’s story, including how it got started and where it plans to go. Explain how your vision, core values, and business philosophy sets you apart from others in the plumbing industry. 

Outline your goals and objectives for the business, and identify specific key performance indicators (KPIs) you plan to monitor as your company grows. Elaborate on your target audience and how you plan to market your services to generate new leads. Identify the strengths and core competencies that make your plumbing company stand out, and demonstrate how your training processes help plumbing techs excel.

4. Products and services

Clearly describe your plumbing company’s pricing structure and what’s included for each plumbing service you offer, including repairs, installations, maintenance, emergency services, and specialized work.

Define the scope of your residential and/or commercial plumbing services and repairs, including clog-clearing, leak inspections, toilet plumbing, faucets, sewer lines, water heaters, sump pumps, new installations, and more. Then, develop creative guarantees for service, repair, and replacement that inspire customers to take notice and highlight any specialized work your plumbers do, such as gasfitting appliances or large drain clearing.

Do you price plumbing jobs by the hour, or offer flat-rate pricing? Include the service rate, add in the travel fee if you charge one, then total the billable amount for every job or service you offer.

ServiceTitan’s integrated pricebook helps plumbing businesses set accurate and profitable pricing every time. Also, Price Insights, available to users of Pricebook Pro , works to calculate the average price for each plumbing service, then shows you how your prices compare to others in your region. You can easily see if your prices are too low or too high, then adjust to keep your profit margins in line.

5. Market analysis

Take a thorough assessment of market trends in your area and analyze key competitors. Where do they shine, and where do they fizzle? How much market share do they control? How do they price their plumbing services? What gaps need to be filled in terms of the type of plumbing services offered or in areas where customers struggle to find a reliable plumber?

Collect and analyze the market data, then strategize ways to outrank your competition on every key metric, from providing online booking capabilities and delivering excellent customer service to quicker response times and fewer callbacks.

6. Customer analysis

Fully research your target audience to gain a complete picture of who your customers are and who you want them to be. Define their demographics, such as age, gender, income level, location, and buying behaviors. If you plan to service residential customers, learn as much as you can about the age of their homes, total assessed value, date last sold, and even the type of plumbing system in use.

Leverage customer experience software to gain even more insight into your customers’ plumbing history, needs, and possible pain points, then train your CSRs and plumbing techs to use our automated customer relationship management (CRM) features to improve their overall performance.

Notable ServiceTitan CRM features include:

Scheduling : Automated scheduling options allow plumbing customers to book jobs at their own convenience, whether by booking directly online or through calls, text, or web chats. 

Detailed customer history : A robust CRM allows CSRs to personalize the customer experience from the start, then collect the necessary information to adequately inform service techs so they arrive fully prepared to do the job.

Text messaging communication : Text appointment reminders and technician bios to communicate with customers the way they prefer. With two-way SMS communication, customers can easily confirm or reschedule appointments, ask questions, or even pay their bill.

Live tracking : No more waiting around for the plumber to arrive! With live tracking features, customers can see the tech’s exact location on a map and know when they’ll arrive.

On-site estimates : With ServiceTitan Mobile , techs can build and display branded, digital estimates with good, better, and best options in just a few taps.  

Financing options: Ease customers’ minds about cost by providing easy financing options on high-dollar plumbing jobs. ServiceTitan offers several options, and customers can apply right from the tech’s mobile device, choose the plan that fits best, and receive instant approval.

7. Marketing and sales plan

Create a detailed plumbing marketing plan for how the business will attract potential customers and retain current ones through branding, pricing strategy, advertising methods, online presence, reputation management, and customer experience.

ServiceTitan’s home services marketing software analyzes your own customer data to come up with solutions to attract, convert, and retain customers. With ServiceTitan’s Marketing Scorecard, you can rank your campaigns by revenue so you know what’s working and what isn’t, and even drill down to see what kind of jobs your ads are producing.

8. Organization and management

Develop a chart that outlines the company’s organizational structure, roles and responsibilities of key team members, resumes of key team members, and the owner's qualifications, licenses, and permits. Include job descriptions and job interview questions so everyone knows your expectations for how the company will be organized and managed.

9. Operational plan

Include information about the day-to-day operations of your plumbing business. Detail your workflow processes, equipment and inventory used, go-to suppliers, and any plumbing partnerships that help you deliver premium service.

The more details you provide here will help to inform the company roadmap for your team, ultimately resulting in improved efficiency, higher productivity, and increased profits.

10. Financial plan

Your plumbing business’s financial plan typically includes startup costs, a 12-month profit-and-loss projection, a cash-flow projection, a projected balance sheet, and a break-even calculation. 

With customized reporting capabilities, ServiceTitan field reporting software helps you stay on top of every aspect of your financial plan, giving you data-driven visibility into the areas where you’re finding success and where you’re not.

Over to You

ServiceTitan’s cloud-based, all-in-one plumbing software gives plumbing business owners the technology they need to do the work efficiently, the data and reporting they need to do it smartly, and a wide array of resources to guide them as they grow toward achieving long-term success.

>> Want to start your own plumbing business or revitalize and grow an established business? Download this plumbing business plan template to get started.

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Plumbing Business Plan Template & Guidebook

How to write a plumbing business plan in 7 steps:, 1. describe the purpose of your plumbing business..

It also helps to include a vision statement so that readers can understand what type of company you want to build.

2. Products & Services Offered by Your Plumbing Business.

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your plumbing business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

Target market

Customer base , product or service description, competitive analysis, marketing channels, form an llc in your state, 4. write your operational plan., what equipment, supplies, or permits are needed to run a plumbing business.

In addition to supplies and equipment, you may need certain permits depending on where you are located. Check with your local municipality for more information.

5. Management & Organization of Your Plumbing Business.

6. plumbing business startup expenses & captial needed..

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a plumbing business varies based on many different variables, but below are a few different types of startup costs for a plumbing business.

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your plumbing business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

Here are some steps you can follow to devise a financial plan for your plumbing business plan:

Frequently Asked Questions About Plumbing Business Plans:

Why do you need a business plan for a plumbing business, who should you ask for help with your plumbing business plan, can you write a plumbing business plan yourself.

Yes, it is possible to write a plumbing business plan yourself. A number of online resources can be found that can help guide you on how to go about writing a business plan. Additionally, you may want to consult with a professional who specializes in helping individuals create and develop business plans.

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I'm Nick, co-founder of newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

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Plumbing TEMPLATES

Plumbing business plan template.

A plumbing business plan template is a single document of your business goals. It helps you lay out a plan for how you will finance and build your plumbing business.

Download Template

What is a plumbing business plan template used for?

A plumbing business plan template is a single document of your business goals. It helps you lay out a plan for how you will finance and build your plumbing business. Business plans can be used for seeking loans, investments, or other financing help for the business. It’s a guide for starting your plumbing business and help you take a look at your business’s growth over the years. 

Plumbing business plan template example

Basic information for your business plan could include:

• Cover with business name, logo, and contact information
• Mission statement
• Your business structure, what you do, your management team
• Payroll and accounting
• Marketing plan
• Business license(s)

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How to Start a Plumbing Business in 9 Steps

Free Plumbing Business Plan Template

11 Min Read

A plumbing business company is a blend of the pleasure of working with the satisfaction of providing essential services. If you are keen on solving practical problems and have a background in mechanical design, then the plumbing industry aligns with your goals.

Starting a successful plumbing business is not easy. This requires not only technical expertise but also involvement in financial forecasting, business planning, complying with regulatory frameworks and tools, and developing lasting client relationships, however, it doesn’t have to be a trip from the pipeline dreaming up to pipe success is awesome.

We are here to guide you through all the possible challenges of installing your plumbing business, ensuring you have all the tools and knowledge at hand.

Let’s turn the valve so that opportunities flow!

Benefits of Starting a Plumbing Business

Starting a plumbing company project offers a unique and promising opportunity for aspiring entrepreneurs to start their new plumbing business. The plumbing industry is experiencing massive growth through urban development and technological advancement.

Let us explore what makes plumbing services a proper fit in the current market environment.

• Rapid Industry Expansion
• Flexibility
• Demand for Smart Plumbing
• Work Availability

It’s fascinating to see how the plumbing industry combines practical services with innovative trends like smart bathrooms!

How to Start a Plumbing Business: 9 Steps to Get Started

• Create a plumbing business plan
• Training and certifications
• Business registration and legal paperwork
• Financing your plumbing business
• Determine your service offerings
• Get business insurance
• Purchase necessary equipment and tools
• Build a team
• Promote your business

Starting a plumbing business doesn’t need to have a brand-new idea. It is just a need to see people’s faces in your locality and offer them a solution.

To make a good plumbing business, first, look around you. Listen to what people complain about when it comes to their pipes and water. Think about any plumbing troubles you had. Is there something missing in the plumbing services out there?

Here’s how you can figure out what plumbing service to offer:

• See what’s missing in the plumbing services available and think of how you can do it better.
• Talk to people who might need plumbing to learn what bothers them the most.
• Use what you know about plumbing to come up with a good solution.

Try to address the plumbing issue at once. Choose one specific area, like fixing leaks or installing eco-friendly toilets, and become the best at it.

1. Create a plumbing business plan

A Well-prepared plumbing business plan is not a formality but a roadmap that guides your journey and helps you secure funding.

It can be of several sections, including:

• Executive Summary
• Market Analysis
• Plumbing services
• Marketing Strategies
• Financial Projections

Having a plumbing business plan not only allows you to understand the business structure but also acts as a living document of your plumbing business. Update it regularly as your business grows and evolves.

Not very good at writing? Need help with your plan?

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Plans starting from $7/month

2. Training and certifications

Having the proper certifications shows your expertise and builds trust with potential customers. So, be the master plumber by leveling up your plumbing skills.

Here are simple steps on how to do this.

• Start with the basics: Enroll in a plumbing job at a local trade school or community college.
• Learning: These programs combine classroom instruction with on-the-job training under the supervision of experienced plumbers.
• Obtain a License: Obtaining a business license usually involves testing your knowledge of plumbing laws and passing a proficiency test.
• Keep learning: Attend meetings and make further progress in other subjects.

Focusing on your education and getting the right licenses and certifications shows that you are serious about becoming a great plumber. This commitment not only demonstrates your skills but also increases client trust and scope.

It is well-proven that the more you learn and develop skills, the more successful you will be in your career.

3. Business registration and legal paperwork

The first step to starting a successful plumbing business is registering your business so that your business has a strong legal footing in the market.

Decide if you want to operate as a sole proprietorship, a limited liability company (LLC), or another legal entity. Each option comes with business taxes and personal liability. Don’t forget to include obtaining a plumbing contractor license in your plan.

Once you have chosen your business structure, you must register your plumbing business with the appropriate state and local government agencies.

Remember that legal documentation such as obtaining a plumbing license and insurance requirements can vary depending on where you are operating your services.

4. Financing your plumbing business

Now let’s focus on the financial side of becoming a plumbing business owner. You will need capital to purchase plumbing tools, hire labor, and pay the initial operating costs. This question may come to mind:

How much money do I need and where do I get it?

If you already have this thought, it is time to plan your finances. Detail your expected sales, revenue, start-up costs, cash flow, and running costs to understand your business expenses.

Many plumbing businesses start by self-financing, or “bootstrapping” for their new plumbing company This can be favorable because it allows you to have full control of your business but if your savings are not enough, here are some options for business loans to consider funding from:

• Small Business Loans
• Angel Investors
• Venture Capital Firms
• Government loan schemes

Another option would be to borrow money from friends and family. Yet, it’s essential to approach such arrangements with clear terms to avoid personal conflicts.

Careful planning and consideration will form a solid foundation for your plumbing business and help to attract the right investors to fund your plumbing business.

5. Determine your service offerings

Not all plumbing business owners offer outstanding customer service. Deciding on your expertise helps you attract new customers and build a reputation for your plumbing business. Here are some things to consider:

• Residential Plumbing Services: This includes a wide range of services from repairing leak fittings, and toilets in homes to installing new fixtures and water heaters.
• Commercial Plumbing Services: Focus on major professional projects such as maintaining complex plumbing systems, repairing underground pipes, and installing backflow prevention devices
• Specialty Plumber: Go into the niche by providing unique services such as trenchless sewer repairs, green plumbing solutions using environmentally friendly technology, or medical gas installations.

If you want to go with special services, there is a board category that needs to be addressed again. Some common types are:

• Gas Service: Deals with gas leaks and related problems.
• Pipefitting: Specialize in system and pipe installation

Remember, you can always expand your service offerings later, but starting with a defined plumbing service helps you stand out in the market.

6. Get business insurance

Plumbing mishaps happen, and being prepared is key.  Take the necessary insurance policies to protect your business:

• General Liability Insurance: Covers bodily injury and property damage claims resulting from accidents or negligence in the course of your business.
• Workers’ Compensation Insurance: Protects your employees if they are injured on the job, covering medical expenses and lost wages.
• Commercial Vehicle Insurance: Covers your business vehicle in the event of an accident, including injuries to other vehicles, property, and others.
• Commercial Auto Insurance: It covers the driver’s liability if they cause an accident

Depending on your specific industry, consider other coverage options such as equipment or pollution liability insurance.

7. Purchase necessary equipment and tools

Having the right plumbing equipment is important. Invest in high-quality plumbing equipment and consider logistics like a reliable work vehicle to transport your supplies.

Here are some common tools and safety equipment one should consider purchasing for their business operations:

• Plungers and Drain Snakes
• Pipe Cutters
• Soldering Equipment
• Teflon Tape and Sealants:
• Safety Gear

Proper plumbing makes any plumbing job easier and faster. With the right tools, you can perform a variety of tasks such as tightening or loosening pipes, cleaning blockages, cutting or joining pipes, covering leaks, etc.

Damages can occur with bad quality tools which further affect the performance of plumbers. Therefore, high-quality plumbing equipment is a smart investment for any plumbing job.

8. Build a team

As your plumbing business begins to grow, it’s a good idea to expand your workforce. It is very important to hire experienced and licensed plumbers who are dedicated to providing the same high level of service as you.

By building a strong team, you’re not just adding human resources, you are building a team of professionals who can help grow your business to new heights.

A strong team is the backbone of any successful business, boosting you to consistently deliver exceptional service, thus strengthening your reputation in the marketplace.

9. Promote your business

Now that you’re all set to launch a new plumbing company, it’s important to know how to potential customers. Even the most effective plumbing service needs to be focused on the target market when starting with their plumbing service.

At this point, you need to develop your go-to-market plan to promote your plumbing business. If you are planning for immediate services for homes or looking to secure contracts for larger projects, a strong marketing strategy is essential to getting your new plumbing to greater heights.

Consider these questions to answer for an effective promotional strategy.

• What will be your sales strategy and what channels will you use to engage with potential customers?
• How much budget do you want to set aside for marketing?
• What marketing tools will you need to reach the audience?
• Do you handle marketing in-house, or are you planning to hire an outside agency?
• Which marketing channels are most likely to reach your target customers best?

Considering all these marketing channels is understandably overwhelming and confusing. But don’t worry, we’re here to help you understand them easily and create a successful development strategy

Some marketing strategies you can use for your plumbing business include:

• Use Google Ads or Local Services Ads to advertise your services to attract customers looking for immediate plumbing solutions.
• Creating a business page to showcase your business on social media, share tips and advice, and communicate with your followers and potential customers.
• Reaching out to homeowners associations, local builders, or real estate agents to collaborate and secure contracts for larger projects.

Initially, it is important to experiment with a mix of marketing strategies to determine what works best for your plumbing business. Don’t worry too much about the initial cost of marketing, view it as an investment to expand your reach and establish your brand in the competitive plumbing marketing market.

Tips for Starting a Plumbing Business

Plumbing services can be a promising industry in today’s market, but it requires ways to differentiate your business and make a profit. You can think of some tips to grow your new plumbing business.

Service Specialization

Consider specializing in a specific field of plumbing:

• Residential Plumbing: Focus on home plumbing needs, from installation to maintenance.
• Commercial Plumbing: Addresses businesses and commercial properties that require large-scale plumbing solutions.
• Emergency Plumbing: Provide emergency services 24/7 for immediate plumbing issues, allowing you to isolate and attract needy customers immediately.

Quality and Equipment

Invest in high-quality tools and equipment to ensure the efficiency and reliability of your services. With the best tools, quality workflow can do wonders for customer expectations which ultimately results in repeat business.

Branding and Marketing

Create a powerful and unforgettable brand for your plumbing business. Make sure your brand accurately reflects your skills, beliefs, and high standards.

Integrate search engine marketing with traditional channels to better reach your target audience.

Plumbing Services

Provide excellent customer service to build trust and encourage referrals. Being responsive, timely, and transparent about price and service can have a huge impact on your business reputation.

With the basics in mind, you can build a solid foundation for your plumbing business, differentiate your business in the marketplace, and create a strategy for success.

The demand for plumbing services is constant, but the growth of such projects goes beyond just providing basic services. Success requires a comprehensive business plan, dedication, and the ability to adapt to new technologies and changing market trends.

Maintaining your core principles, paying close attention to business developments, and using Business Planner Software to effectively plan your business.

With the right approach and strategy, your plumbing business can not only meet current needs but also set new standards of efficiency and innovation for other plumbing companies.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

What qualifications do i need.

Starting a plumbing business doesn’t necessarily require a degree. With practical experience and by hiring a team of skilled plumbers, you can successfully launch and run your plumbing service 

How much capital do I need to start a Plumbing Business?

Starting a plumbing project can range from $10,000 to $50,000 . The main cost is usually the purchase of needed plumbing and equipment, which can vary greatly depending on quality and specification

How do I find customers?

• Network: Attend industry events, join trade associations, and network with other professionals. Word of mouth is powerful in the plumbing industry.
• Online presence: Create a business website, list your business in local newsletters, and engage on social media.
• Local Advertising: Use flyers, business flyers, and local flyers to promote your business.
• Offer referral discounts: Encourage satisfied customers to refer others to your business.

Can I run it from home?

Yes, you can do plumbing from home, especially if you provide services such as Pipefitting, Residential Plumbing, and Administrative Services.

However, for on-site work, you will need a workspace and storage space for tools and equipment.

About the Author

Shyam Dua is a seasoned tax professional with 40+ years of experience & a mentor at SCORE. He stands out due to his exceptional business planning skills. With a keen eye for detail and a strong financial acumen, Shyam crafts compelling business plans that pave the way to success. A CPA with a philanthropic heart, Shyam's strategic expertise, and dedication make him an invaluable asset in shaping thriving business ventures. Read more

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Plumbing Business Plan Sample

Published Jul.25, 2018

Updated Apr.23, 2024

By: Cynthia Turner

Average rating 3.8 / 5. Vote count: 5

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Table of Content

Do you want to start plumbing business

Are you planning to start plumbing business ? The plumbing industry in the U.S. has been on an upward trend for the last decade. In 2009, plumbing revenue in the U.S was approximately 100 billion dollars. Professional plumbing is a key subcontracting industry that is important for both residential and non-residential buildings. Plumbers install systems both for new constructions as well as do repairs and maintenance of existing structures. As a critical service sector, venturing into this business is a great idea so long as you have a good business plan in place to guide implementation.

Executive Summary

2.1 the business.

The plumbing business will be registered as Greenhouse Plumbing and shall be located in Lower Manhattan, New York. The business is owned by Graham Johns who is an experienced professional plumber.

2.2 Management Team

Graham Johns, Owner of Greenhouse Plumbing is an experienced plumber with more than 15 years of experience in the plumbing industry. Before starting a plumbing business , Graham dedicated his expertise to the corporate industry by working for numerous companies in the United States.

2.3 Customer Focus

Given his deep industry experience, Graham has vast knowledge of plumbing that is a great asset to help him set up Greenhouse Plumbing and target the right customers.

2.4 Business Target

Graham knows the plumbing industry well and how to go about getting the right customers to bring in the anticipated business revenue. With the right set of strategies, he hopes to penetrate the market and get good business.

Company Summary

3.1 company owner.

Graham Johns is an experienced plumber whose successful career in the plumbing industry has lasted almost two decades. As a leading expert, Graham has worked on large-scale plumbing projects which has equipped him with knowledge on how to run a successful plumbing business .

3.2 Aim of Starting the Business

With the growth of both residential and commercial real estate industry, a lot of opportunities have been created as plumbers play a key role in constructing, repairing and maintaining plumbing systems. Having been in the industry for long, Graham knows too well the future of plumbing is bright and this informed his decision to start Greenhouse Plumbing.

3.3 How the Business will be Started

Armed with extensive plumbing experience, Graham is a successful plumbing professional with vast technical experience of how to run the business. He clearly understands what needs to be done to setup but has also engaged financial business experts to come up with a comprehensive financial analysis.

Services for Customers

Greenhouse Plumbing offers a wide variety of services for clients in the greater New York area. In order to effectively know how to start your own plumbing business , it’s a great idea to identify services to be offered. To penetrate an established industry which already has other plumbing companies, Graham John plans to focus on excellent service delivery and professionalism to grow plumbing business . With diversified services targeting all types of clients, customers will be able to enjoy a vast number of benefits all under one roof. Greenhouse Plumbing intends to offer the following types of services to both residential and commercial clients in New York.

• General plumbing services that include repair, maintenance and setting up of new plumbing systems
• Streamfitting and piping services
• Gas plumbing and appliance repair
• Installation of septic tanks, lawn sprinkler and hot water systems

Marketing Analysis of Plumbing Business

Plumbing is a key service sector that plays a vital role in both the residential and commercial real estate industry. Builders who come up with numerous projects are often in need of professional, experienced, reliable and well-priced professional plumbers who can offer excellent plumbing services. With the rapid expansion of New York’s real industry, Greenhouse Plumbing has an incredible opportunity considering Graham has vast knowledge of how to run a plumbing business .

5.1 Market Segment

For Greenhouse Plumbing to meet its financial objectives, this plumbing company business plan explains in detail the customer target and which marketing strategies shall be used to woo prospective customers. Identification of the target market is vital to ensure customized marketing strategies are adopted in order to yield the desired results.

5.1.1 Individuals and Households

With a population of over 8 million people, New York is the largest city in the United States meaning it has the highest number of households than any other city in the U.S. Because of this, the largest source of customers for Greenhouse Plumbing is expected to be individual households that are in need of professional plumbing services. This plumbing business plan lays out emphasis on what needs to be done to effectively reach out to this market projected to be a key revenue source for Greenhouse plumbing. From the onset, Graham and his team must find ways of connecting with local households in various New York residential neighbors.

5.1.2 Corporates

New York is a corporate hub with thousands of commercial buildings that host corporate companies. Whether it is fixing plumbing systems for new buildings or doing maintenance and repairs for existing structures, the corporate industry is a lucrative market for Greenhouse Plumbing. Corporates award large long-term plumbing maintenance and repair contracts which are lucrative and a great revenue source for the company. The corporate industry is keen on getting the best professional plumbing services and therefore, Greenhouse plumbing needs to implement strategic marketing policies that attract corporate clientele.

5.1.3 Real Estate Owners and Developers

New York is among top U.S. cities with a vibrant real estate sector which is one of the biggest customers for the plumbing industry. New York is home to some of the largest and most popular real estate companies in the United States. Due to the large number of real estate firms, Greenhouse Plumbing has to know how to market a plumbing business to various New York real estate owners and developers. Among the priority target markets should be focus on how to penetrate the real estate industry.

5.1.4 Government Agencies

Government is a major customer segment with a good capability to provide Greenhouse Plumbing with a good source of revenue. Even though government jobs aren’t easy to secure, the business stands a good chance to secure business from various federal agencies.

5.2 Business Target

Greenhouse Plumbing has plans to offer a superior plumbing service that will cut out the business from the rest of its competitors. New York being a large city with diverse types of customers is an advantage for the business. Despite the presence of established plumbing companies, the company has formulated a clear business operational plan that will help realize an annual sales increase of 20%-25%.

5.3 Product Pricing

When thinking about plumbing business start up costs , Greenhouse Plumbing has come up with a pricing structure which takes into account market rates and what competitors are charging. Ultimately, the plan is to ensure the correct pricing mechanism is put in place for the business attains its revenue targets.

With the right strategies put in place, there is a lot of revenue potential for Greenhouse Plumbing to tap. A host of creative marketing strategies will be helpful in aggressively marketing the plumbing business. To start a plumbing business that will be successful, it is imperative to have the right strategies in place.

6.1 Competitive Analysis

Greenhouse Plumbing has extensively studied the market and identified areas it can capitalize on to generate revenue to outsmart its competitors. New York is a large city with plenty of opportunities that can only be identified through consistent market analysis and research efforts.

6.2 Sales Strategy

For Greenhouse Plumbing to penetrate the market and win loyal customers as well as keep attracting new clients, the sales strategies below will be used to advertise the business.

• Distribute introduction letters, company materials and brochures to targeted customer segments in an effort to market and create awareness about the new plumbing company
• Organize an opening party and invite stakeholders as well as prospective customers from key industries such as real estate professionals and managers. This forum is a great networking opportunity to create rapport with customers.
• Attend exhibitions and events that bring together plumbing companies.
• Advertise the business in local print and broadcast media such as television, radio and newspapers
• Adopt digital marketing strategies such as Google Ads, Facebook and Twitter as many clients now seek plumbing services through the internet
• Market the business in listings such as the Yellow Pages
• Word of mouth marketing

6.3 Sales Forecast

For Greenhouse Plumbing to achieve its goals, below is a detailed sales forecast which has been formulated to guide the business on a path towards success.

Personnel Plan

Greenhouse Plumbing understands too well the importance of having skilled, experienced and reliable employees. Hiring personnel is a key component of how to start a plumbing business . Plumbing is highly technical and the success of this business depends on the caliber of staff hired to work on various systems.

7.1 Personnel Plan

For Greenhouse plumbing to operate effectively, the following staff will be hired to work in various areas of the business. For starters, Graham Johns who is the owner of the business will also be the Chief Executive Officer. In addition, the following staff will hired to offer a helping hand.

• Technical Manager
• 2 Sales and Marketing Executives
• 1 Accountant
• 1 Customer Service Assistant
• 5 Plumbers and Handymen

Successful applicants will be taken through intensive training to familiarize themselves with plumbing company operations.

7.2 Average Salaries

Greenhouse Plumbing intends to compensate staff the following salaries within the first three years of operation.

Financial Plan

Green Plumbing has come up with a detailed financial plan that will help steer the business to development. One of the key things to think about when starting plumbing business is to have a sound financial strategy. A bulk of the capital will be raised from Graham’s personal savings and two investors who are his close friends. Additional funding will be sought through a bank loan for business plan to finance the remaining budget deficit. Using this detailed breakdown of financial parameters, the business will be best positioned to fully harness plumbing business opportunities for the sake of growth. The following is a detailed financial breakdown for Greenhouse Plumbing.

8.1 Important Assumptions

The financial forecast for Greenhouse Plumbing is based on the assumptions below.

8.2 Brake-even Analysis

Greenhouse Plumbing brake-even analysis is shown in the graph below.

8.3 Projected Profit and Loss

Profit and loss information for Greenhouse Plumbing as calculated on a monthly and annual basis is indicated below.

8.3.1 Monthly Profit

8.3.2 Yearly Profit

8.3.3 Monthly Gross Margin

8.3.4 Yearly Gross Margin

Profit and Loss Analysis for Greenhouse Plumbing is illustrated below.

8.4 Projected Cash Flow

Below is a summary of Pro forma cash flow, subtotal cash received, subtotal cash spent, subtotal cash from operations and subtotal cash spent on operations.

8.5 Projected Balance Sheet

Below is a Projected Balance Sheet for Greenhouse Plumbing that indicates assets, liabilities, capital, long term assets and current liabilities.

8.6 Business Ratios

The following is the Ratio Analysis, Business Ratios and Business Net Worth for Greenhouse Plumbing.

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Plumbing Business Plan Template

A successful plumbing business is based on a solid business plan. To help you out, we've designed a business plan template PDF specifically for your plumbing business.

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For help completing your plumbing business plan, read our guide .

How can a plumbing business plan template help you?

• A solid plumbing business plan acts as your strategy guide for building a successful business.
• Whether you're an existing plumbing business or just starting out, a business plan helps you get organised.
• Use a plumbing business plan to help secure funding for your business.

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Created by tradify - the easiest way to manage your plumbing business..

How to write a business plan for a plumbing company?

Writing a business plan for a plumbing company can be an intimidating task, especially for those just starting.

This in-depth guide is designed to help entrepreneurs like you understand how to create a comprehensive business plan so that you can approach the exercise with method and confidence.

We'll cover: why writing a plumbing company business plan is so important - both when starting up, and when running and growing the business - what information you need to include in your plan, how it should be structured, and what tools you can use to get the job done efficiently.

Let's get started!

In this guide:

Why write a business plan for a plumbing company?

What information is needed to create a business plan for a plumbing company.

• What goes in the financial forecast for a plumbing company?
• What goes in the written part of a plumbing company business plan?
• What tool can I use to write my plumbing company business plan?

Having a clear understanding of why you want to write a business plan for your plumbing company will make it simpler for you to grasp the rationale behind its structure and content. So before delving into the plan's actual details, let's take a moment to remind ourselves of the primary reasons why you'd want to create a plumbing company business plan.

To have a clear roadmap to grow the business

Small businesses rarely experience a constant and predictable environment. Economic cycles go up and down, while the business landscape is mutating constantly with new regulations, technologies, competitors, and consumer behaviours emerging when we least expect it.

In this dynamic context, it's essential to have a clear roadmap for your plumbing company. Otherwise, you are navigating in the dark which is dangerous given that - as a business owner - your capital is at risk.

That's why crafting a well-thought-out business plan is crucial to ensure the long-term success and sustainability of your venture.

To create an effective business plan, you'll need to take a step-by-step approach. First, you'll have to assess your current position (if you're already in business), and then identify where you'd like your plumbing company to be in the next three to five years.

Once you have a clear destination for your plumbing company, you'll focus on three key areas:

• Resources: you'll determine the human, equipment, and capital resources needed to reach your goals successfully.
• Speed: you'll establish the optimal pace at which your business needs to grow if it is to meet its objectives within the desired timeframe.
• Risks: you'll identify and address potential risks you might encounter along the way.

By going through this process regularly, you'll be able to make informed decisions about resource allocation, paving the way for the long-term success of your business.

To maintain visibility on future cash flows

Businesses can go for years without making a profit, but they go bust as soon as they run out of cash. That's why "cash is king", and maintaining visibility on your plumbing company's future cash flows is critical.

How do I do that? That's simple: you need an up-to-date financial forecast.

The good news is that your plumbing company business plan already contains a financial forecast (more on that later in this guide), so all you have to do is to keep it up-to-date.

To do this, you need to regularly compare the actual financial performance of your business to what was planned in your financial forecast, and adjust the forecast based on the current trajectory of your business.

Monitoring your plumbing company's financial health will enable you to identify potential financial problems (such as an unexpected cash shortfall) early and to put in place corrective measures. It will also allow you to detect and capitalize on potential growth opportunities (higher demand from a given segment of customers for example).

To secure financing

Whether you are a startup or an existing business, writing a detailed plumbing company business plan is essential when seeking financing from banks or investors.

This makes sense given what we've just seen: financiers want to ensure you have a clear roadmap and visibility on your future cash flows.

Banks will use the information included in the plan to assess your borrowing capacity (how much debt your business can support) and your ability to repay the loan before deciding whether they will extend credit to your business and on what terms.

Similarly, investors will review your plan carefully to assess if their investment can generate an attractive return on investment.

To do so, they will be looking for evidence that your plumbing company has the potential for healthy growth, profitability, and cash flow generation over time.

Now that you understand why it is important to create a business plan for a plumbing company, let's take a look at what information is needed to create one.

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The Business Plan Shop makes it easy to create a financial forecast to assess the potential profitability of your projects, and write a business plan that’ll wow investors.

Writing a plumbing company business plan requires research so that you can project sales, investments and cost accurately in your financial forecast.

In this section, we cover three key pieces of information you should gather before drafting your business plan!

Carrying out market research for a plumbing company

Carrying out market research before writing a business plan for a plumbing company is essential to ensure that the financial projections are accurate and realistic.

Market research helps you gain insight into your target customer base, competitors, pricing strategies and other key factors which can have an impact on the commercial success of your business.

In particular, it is useful in forecasting revenue as it provides valuable data regarding potential customers’ spending habits and preferences.

Your plumbing company's market research may reveal that customers may prefer longer-lasting, higher quality fixtures, or they might prefer more affordable, lower quality fixtures. Additionally, the research may suggest that customers may be willing to pay more for energy-efficient plumbing systems, or they could be more interested in cost-saving systems.

This information can then be used to create more accurate financial projections which will help investors make informed decisions about investing in your plumbing company.

Developing the marketing plan for a plumbing company

Before delving into your plumbing company business plan, it's imperative to budget for sales and marketing expenses.

To achieve this, a comprehensive sales and marketing plan is essential. This plan should provide an accurate projection of the necessary actions to acquire and retain customers.

Additionally, it will outline the required workforce to carry out these initiatives and the corresponding budget for promotions, advertising, and other marketing endeavours.

By budgeting accordingly, you can ensure that the right resources are allocated to these vital activities, aligning them with the sales and growth objectives outlined in your business plan.

The staffing and equipment needs of a plumbing company

As you embark on starting or expanding your plumbing company, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is essential for ensuring your business's success.

Both the recruitment and investment plans must align with the timing and level of growth projected in your forecast, and they require appropriate funding.

A plumbing company might incur staffing costs such as wages for qualified plumbers, administrative staff, and support personnel. They might also incur costs for equipment, such as tools, materials, and vehicles. For example, they might need to purchase wrenches, pipes, and other tools, as well as a truck or van for transporting them to the job site.

To create a realistic financial forecast, you also need to consider other operating expenses associated with the day-to-day running of your business, such as insurance and bookkeeping.

With all the necessary information at hand, you are ready to begin crafting your business plan and developing your financial forecast.

What goes into your plumbing company's financial forecast?

The financial forecast of your plumbing company's business plan will enable you to assess the growth, profitability, funding requirements, and cash generation potential of your business in the coming years.

The four key outputs of a financial forecast for a plumbing company are:

• The profit and loss (P&L) statement ,
• The projected balance sheet ,
• The cash flow forecast ,
• And the sources and uses table .

Let's look at each of these in a bit more detail.

The projected P&L statement

The projected P&L statement for a plumbing company shows how much revenue and profits your business is expected to generate in the future.

Ideally, your plumbing company's P&L statement should show:

• Healthy growth - above inflation level
• Improving or stable profit margins
• Positive net profit

Expectations will vary based on the stage of your business. A startup will be expected to grow faster than an established plumbing company. And similarly, an established company should showcase a higher level of profitability than a new venture.

The projected balance sheet of your plumbing company

The balance sheet for a plumbing company is a financial document that provides a snapshot of your business’s financial health at a given point in time.

It shows three main components: assets, liabilities and equity:

• Assets: are resources owned by the business, such as cash, equipment, and accounts receivable (money owed by clients).
• Liabilities: are debts owed to creditors and other entities, such as accounts payable (money owed to suppliers) and loans.
• Equity: includes the sums invested by the shareholders or business owners and the cumulative profits and losses of the business to date (called retained earnings). It is a proxy for the value of the owner's stake in the business.

Examining the balance sheet is important for lenders, investors, or other stakeholders who are interested in assessing your plumbing company's liquidity and solvency:

• Liquidity: assesses whether or not your business has sufficient cash and short-term assets to honour its liabilities due over the next 12 months. It is a short-term focus.
• Solvency: assesses whether or not your business has the capacity to repay its debt over the medium-term.

Looking at the balance sheet can also provide insights into your plumbing company's investment and financing policies.

In particular, stakeholders can compare the value of equity to the value of the outstanding financial debt to assess how the business is funded and what level of financial risk has been taken by the owners (financial debt is riskier because it has to be repaid, while equity doesn't need to be repaid).

The cash flow forecast

A projected cash flow statement for a plumbing company is used to show how much cash the business is generating or consuming.

The cash flow forecast is usually organized by nature to show three key metrics:

• The operating cash flow: do the core business activities generate or consume cash?
• The investing cash flow: how much is the business investing in long-term assets (this is usually compared to the level of fixed assets on the balance sheet to assess whether the business is regularly maintaining and renewing its equipment)?
• The financing cash flow: is the business raising new financing or repaying financiers (debt repayment, dividends)?

As we discussed earlier, cash is king and keeping an eye on future cash flows an imperative for running a successful business. Therefore, you can expect the reader of your plumbing company business plan to pay close attention to your cash flow forecast.

Also, note that it is customary to provide both yearly and monthly cash flow forecasts in a business plan - so that the reader can analyze seasonal variation and ensure the plumbing company is appropriately funded.

The initial financing plan

The initial financing plan - also called a sources and uses table - is an important tool when starting a plumbing company.

It shows where the money needed to set up the business will come from (sources) and how it will be allocated (uses).

Having this table helps understand what costs are involved in setting up the plumbing company, how the risks are distributed between the shareholders and the lenders, and what will be the starting cash position (which needs to be sufficient to sustain operations until the business breaks even).

Now that the financial forecast of a plumbing company business plan is understood, let's focus on what goes into the written part of the plan.

The written part of a plumbing company business plan

The written part of a plumbing company business plan plays a key role: it lays out the plan of action you intend to execute to seize the commercial opportunity you've identified on the market and provides the context needed for the reader to decide if they believe your plan to be achievable and your financial forecast to be realistic.

The written part of a plumbing company business plan is composed of 7 main sections:

• The executive summary
• The presentation of the company
• The products and services
• The market analysis
• The strategy
• The operations
• The financial plan

Let's go through the content of each section in more detail!

1. The executive summary

In your plumbing company's business plan, the first section is the executive summary — a captivating overview of your plan that aims to pique the reader's interest and leave them eager to learn more about your business.

When crafting the executive summary, start with an introduction to your business, including its name, concept, location, how long it has been running, and what sets it apart. Briefly mention the products and services you plan to offer and your target customer profile.

Following that, provide an overview of the addressable market for your plumbing company, current trends, and potential growth opportunities.

Next, include a summary of key financial figures like projected revenues, profits, and cash flows.

Finally, in the "ask" section, detail any funding requirements you may have.

2. The presentation of the company

In your plumbing company business plan, the second section should focus on the structure and ownership, location, and management team of your company.

In the structure and ownership part, you'll provide an overview of the business's legal structure, details about the owners, and their respective investments and ownership shares. This clarity is crucial, especially if you're seeking financing, as it helps the reader understand which legal entity will receive the funds and who controls the business.

Moving on to the location part, you'll offer an overview of the company's premises and their surroundings. Explain why this particular location is of interest, highlighting factors like catchment area, accessibility, and nearby amenities.

When describing the location of your plumbing company, you may want to emphasize the potential for growth in the area. Talk about the current infrastructure and services offered in the region, as well as any recent investments in development that could indicate a growing population with increased need for plumbing services. You could also highlight any local trends that could impact the business, such as rising home prices or an influx of new businesses. Additionally, you could note any potential advantages that the location may have for the company, such as proximity to key suppliers, access to major transportation routes, or competitive labor costs. Finally, you may want to discuss potential opportunities for the company to expand its reach, such as establishing relationships with other local businesses or entering into new markets.

Finally, you should introduce your management team. Describe each member's role, background, and experience.

Don't forget to emphasize any past successes achieved by the management team and how long they've been working together. Demonstrating their track record and teamwork will help potential lenders or investors gain confidence in their leadership and ability to execute the business plan.

3. The products and services section

The products and services section of your business plan should include a detailed description of what your company offers, who are the target customers, and what distribution channels are part of your go-to-market. 

For example, your plumbing company might offer a variety of services, such as installations and maintenance of water heaters, repairs of pipes and fixtures, and unclogging of drains. Additionally, you may provide emergency services for plumbing issues that cannot wait. These services are necessary to keep a home or business functioning properly, and they can be invaluable in times of crisis. By offering the full range of services, your business would ensure that customers have the best solutions available to them when they need plumbing assistance.

4. The market analysis

When you present your market analysis in your plumbing company business plan, it's crucial to include detailed information about customers' demographics and segmentation, target market, competition, barriers to entry, and any relevant regulations.

The main objective of this section is to help the reader understand the size and attractiveness of the market while demonstrating your solid understanding of the industry.

Begin with the demographics and segmentation subsection, providing an overview of the addressable market for your plumbing company, the key trends in the marketplace, and introducing different customer segments along with their preferences in terms of purchasing habits and budgets.

Next, focus on your target market, zooming in on the specific customer segments your plumbing company aims to serve and explaining how your products and services fulfil their distinct needs.

For example, your target market might include property owners who have recently purchased a home. This group of customers may need to hire a plumber to install new fixtures or to inspect the existing plumbing systems. Additionally, they may need to hire a plumber to replace old fixtures or repair broken plumbing systems.

Then proceed to the competition subsection, where you introduce your main competitors and highlight what sets you apart from them.

Finally, conclude your market analysis with an overview of the key regulations applicable to your plumbing company.

5. The strategy section

When you write the strategy section of your plumbing company business plan, remember to cover key elements such as your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

In the competitive edge subsection, elaborate on what makes your company stand out from competitors. This becomes especially important if you're a startup, aiming to carve a place for yourself amidst established players in the marketplace.

The pricing strategy subsection should demonstrate how you plan to maintain profitability while offering competitive prices to attract customers.

Outline your sales & marketing plan, detailing how you'll reach out to new customers and retain existing ones through loyalty programs or special offers.

For the milestones subsection, outline your company's achievements to date and your main objectives for the future, complete with specific dates to set clear expectations for progress.

Lastly, the risks and mitigants subsection should address the main risks that could affect your plan's execution. Explain the measures you've put in place to minimize these risks, assuring potential investors or lenders.

Your plumbing company faces a variety of risks. For example, there may be a risk of damage to property as a result of a plumbing issue. Poorly installed pipes, equipment, and fixtures could cause serious damage or even destruction to the property. Additionally, there might be a risk of financial losses if a plumbing job is completed incorrectly. This could result in having to pay for additional repairs or having to replace the faulty equipment.

6. The operations section

In your business plan, it's also essential to provide a detailed overview of the operations of your plumbing company.

Start by covering your team, highlighting key roles and your recruitment plan to support the expected growth. Outline the qualifications and experience required for each role and your intended recruitment methods, whether through job boards, referrals, or headhunters.

Next, clearly state your plumbing company's operating hours, allowing the reader to assess staffing levels adequately. Additionally, mention any plans for varying opening times during peak seasons and how you'll handle customer queries outside normal operating hours.

Then, shift your focus to the key assets and intellectual property (IP) necessary for your business. If you rely on licenses, trademarks, physical structures like equipment or property, or lease agreements, make sure to include them in this section.

You could have key assets such as a plumbing van and tools, as well as intellectual property like your company name and logo. Additionally, you may have a website and marketing materials, which could be considered IP as well. These assets and IP could be used to help promote and grow your business, as well as differentiate your company from your competitors.

Lastly, include a list of suppliers you plan to work with, detailing their services and main commercial terms, such as price, payment terms, and contract duration. Investors are interested in understanding why you've chosen specific suppliers, which may be due to higher-quality products or established relationships from previous ventures.

7. The presentation of the financial plan

The financial plan section is where we will include the financial forecast we talked about earlier in this guide.

Now that you have a clear idea of the content of a plumbing company business plan, let's look at some of the tools you can use to create yours.

What tool should I use to write my plumbing company's business plan?

In this section, we will be reviewing the two main options for writing a plumbing company business plan efficiently:

• Using specialized software,
• Outsourcing the drafting to the business plan writer.

Using an online business plan software for your plumbing company's business plan

Using online business planning software is the most efficient and modern way to create a plumbing company business plan.

There are several advantages to using specialized software:

• You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
• You are guided through the writing process by detailed instructions and examples for each part of the plan
• You can access a library of dozens of complete business plan samples and templates for inspiration
• You get a professional business plan, formatted and ready to be sent to your bank or investors
• You can easily track your actual financial performance against your financial forecast
• You can create scenarios to stress test your forecast's main assumptions
• You can easily update your forecast as time goes by to maintain visibility on future cash flows
• You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

Hiring a business plan writer to write your plumbing company's business plan

Outsourcing your plumbing company business plan to a business plan writer can also be a viable option.

Business plan writers are experienced in writing business plans and adept at creating financial forecasts without errors. Furthermore, hiring a consultant can save you time and allow you to focus on the day-to-day operations of your business.

However, hiring business plan writers is expensive as you are paying for the software used by the consultant, plus their time, and their profit margin of course.

From experience, you need to budget at least £1.5k ($2.0k) excluding tax for a complete business plan, more if you need to make changes after the initial version (which happens frequently after the initial meetings with lenders or investors).

You also need to be careful when seeking investment. Investors want their money to be used to grow the business, not spent on consulting fees. Therefore, the amount you spend on business plan writing services (and other consulting services such as legal services) needs to be negligible relative to the amount raised.

The other drawback is that you usually don't own the business plan itself: you just get the output, while the actual document is saved in the consultant's business plan software - which makes it difficult to maintain the document up to date without hiring the consultant on a retainer.

For these reasons, outsourcing the plumbing company business plan to a business plan writer should be considered carefully, weighing both the advantages and disadvantages of hiring outside help.

Ultimately, it may be the right decision for some businesses, while others may find it beneficial to write their business plan using online software.

Why not create your plumbing company's business plan using Word or Excel?

I must advise against using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write your plumbing company business plan. Let me explain why.

Firstly, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is highly technical and requires a strong grasp of accounting principles and financial modelling skills. It is, therefore, unlikely that anyone will fully trust your numbers unless you have both a degree in finance and accounting and significant financial modelling experience, like us at The Business Plan Shop.

Secondly, relying on spreadsheets is inefficient. While it may have been the only option in the past, technology has advanced significantly, and software can now perform these tasks much faster and with greater accuracy. With the rise of AI, software can even help us detect mistakes in forecasts and analyze the numbers for better decision-making.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Moreover, software makes it easier to compare actuals versus forecasts and maintain up-to-date forecasts to keep visibility on future cash flows, as we discussed earlier in this guide. This task is cumbersome when using spreadsheets.

Now, let's talk about the written part of your plumbing company business plan. While it may be less error-prone, using software can bring tremendous gains in productivity. Word processors, for example, lack instructions and examples for each part of your business plan. They also won't automatically update your numbers when changes occur in your forecast, and they don't handle formatting for you.

Overall, while Word or Excel may seem viable for some entrepreneurs to create a business plan, it's by far becoming an antiquated way of doing things.

• Having an up-to-date business plan is key to maintaining visibility on your future cash flows.
• A business plan has 2 parts: a financial forecast highlighting the expected growth, profitability and cash generation of the business; and a written part which provides the context needed to interpret and assess the quality of the forecast.
• Using business plan software is the modern way of writing and maintaining business plans.

We hope that this guide helped you to better understand how to write the business plan for a plumbing company. If you still have questions, do not hesitate to contact us.

Also on The Business Plan Shop

• How to write a 5 years business plan
• How investors and lenders analyze business plans
• How to write the executive summary of your business plan
• Business plan myths

Know someone who owns or wants to start a plumbing company? Share this article with them!

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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Here is a free business plan sample for a plumbing services.

If you're passionate about plumbing and are considering turning your skills into a full-fledged business, you've come to the right place.

In the following paragraphs, we will present to you a comprehensive business plan tailored specifically for plumbing services.

As any seasoned entrepreneur will tell you, a robust business plan is crucial for laying the foundation of a successful business. It helps you articulate your vision, establish objectives, and map out the strategies to achieve your goals.

To jumpstart your journey towards establishing a thriving plumbing service, you can utilize our plumber business plan template. Our team is also on standby to provide a free review and offer feedback on your plan.

How to draft a great business plan for your plumbing services?

A good business plan for a plumbing business must cater to the unique aspects of the plumbing industry.

Initially, it's important to provide a comprehensive overview of the plumbing market. This includes current statistics and identifying emerging trends within the industry, similar to what we've outlined in our plumbing business plan template .

Your business plan should articulate your vision clearly. Define your target market (such as residential homeowners, commercial businesses, or property managers) and your business's unique selling proposition (USP), like specialized services in eco-friendly plumbing solutions or 24/7 emergency repairs.

Market analysis is a critical component. You'll need to thoroughly understand the local demand for plumbing services, the competitive landscape, and customer expectations.

For a plumbing business, it's crucial to detail the services you'll offer. This could range from installations, maintenance, repairs, to inspections. Explain how these services align with the needs of your target market.

The operational plan should outline the logistics of your service delivery. This includes the location of your business, the areas you will service, the procurement of tools and materials, and the management of service appointments.

Emphasize the qualifications of your plumbing team, the standards of workmanship, and adherence to safety and regulatory compliance.

Discuss your marketing and sales strategies. How will you build a client base and foster repeat business? Consider advertising methods, customer service policies, and potential value-added services (like annual maintenance contracts).

Incorporating digital strategies, such as a professional website and active social media engagement, is increasingly important for local service businesses.

The financial section is vital. It should cover the initial investment, projected earnings, ongoing expenses, and the point at which the business will start to see a profit.

In plumbing, managing cash flow is critical due to the potential for large upfront costs for equipment and vehicles. Therefore, a precise financial plan is essential, and you can refer to our financial forecast for a plumbing business for guidance.

Compared to other business plans, a plumbing business plan must address specific industry concerns such as licensing requirements, insurance, and the need for a reliable supply chain for parts and fixtures.

A well-crafted business plan will not only help you clarify your operational and growth strategies but also serve as a tool to attract investors or secure loans.

Lenders and investors are looking for a thorough market analysis, sound financial projections, and a clear plan for day-to-day operations.

By presenting a comprehensive and substantiated business plan, you showcase your professionalism and dedication to the success of your plumbing business.

To achieve these goals while saving time, you can start with our plumbing business plan template .

A free example of business plan for a plumbing services

Here, we will provide a concise and illustrative example of a business plan for a specific project.

This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary. As it stands, this business plan is not sufficiently developed to support a profitability strategy or convince a bank to provide financing.

To be effective, the business plan should be significantly more detailed, including up-to-date market data, more persuasive arguments, a thorough market study, a three-year action plan, as well as detailed financial tables such as a projected income statement, projected balance sheet, cash flow budget, and break-even analysis.

All these elements have been thoroughly included by our experts in the business plan template they have designed for a plumber .

Here, we will follow the same structure as in our business plan template.

Market Opportunity

Market data and figures.

The plumbing industry is an essential and robust sector that experiences steady demand.

Recent estimates value the global plumbing and HVAC (heating, ventilation, and air conditioning) services market at over 100 billion dollars, with expectations for continued growth driven by new construction, renovations, and maintenance needs.

In the United States, there are over 120,000 plumbing businesses, generating an annual revenue of approximately 95 billion dollars. This underscores the critical role plumbing services play in maintaining the infrastructure of homes and businesses across the country.

These figures highlight the plumbing industry's significant contribution to the economy and the consistent need for professional plumbing services.

The plumbing industry is witnessing several trends that reflect technological advancements and changing consumer preferences.

There is a growing emphasis on water conservation and the use of eco-friendly materials, with many consumers opting for low-flow toilets, faucets, and showerheads to reduce water usage.

Smart home technology integration is on the rise, with automated leak detection systems, smart water heaters, and other connected devices becoming more popular.

Additionally, the demand for professional and reliable plumbing services is increasing as homeowners and businesses seek to ensure their systems are efficient and up to code.

Online booking and customer service platforms are becoming more prevalent, offering convenience and improved customer engagement.

Lastly, the importance of skilled labor and ongoing training is recognized as essential for the industry to keep up with new regulations, materials, and technologies.

These trends indicate how the plumbing industry is evolving to meet the needs of modern consumers and the importance of staying current with industry developments.

Success Factors

The success of a plumbing business hinges on several critical factors.

Quality of service is paramount; a plumber who provides reliable, efficient, and professional services is likely to build a strong reputation and a loyal customer base.

Expertise and certifications in the field can set a plumbing business apart, as customers often look for skilled professionals they can trust with their homes and businesses.

Location and availability are also important, as a plumbing business that can quickly respond to emergency calls will be favored by customers.

Customer service excellence is crucial for positive word-of-mouth and repeat business, making it a key component of a successful plumbing operation.

Lastly, effective cost management and the ability to adapt to new technologies and environmental standards are essential for the long-term sustainability and growth of a plumbing business.

The Project

Project presentation.

Our plumbing services project is designed to address the essential need for reliable and high-quality plumbing solutions in the community. Strategically located to serve both residential and commercial clients, our plumbing business will offer a comprehensive range of services, including leak repairs, pipe installations, drain cleaning, and emergency plumbing services, all performed by certified and experienced plumbers.

We will prioritize prompt response, efficient problem-solving, and durable repairs to ensure customer satisfaction and peace of mind.

Our plumbing business is set to become a trusted name in the local market, known for its professionalism, reliability, and customer-centric approach to plumbing services.

Value Proposition

The value proposition of our plumbing services project lies in providing dependable, efficient, and expert plumbing solutions to our clients. Our commitment to rapid response times, transparent pricing, and high-quality workmanship offers a stress-free experience for homeowners and businesses alike.

We are dedicated to maintaining the integrity of our clients' plumbing systems, ensuring their comfort and safety, while also being mindful of water conservation and eco-friendly practices.

Our plumbing business aims to be a cornerstone in the community, offering not just services, but also guidance and education on maintaining and improving plumbing systems for the long-term benefit of our customers.

Project Owner

The project owner is a seasoned plumber with a wealth of experience in both residential and commercial plumbing systems.

Armed with a strong background in technical plumbing work and customer service, he is driven to establish a plumbing business that stands out for its dedication to excellence, reliability, and customer satisfaction.

With a commitment to ongoing professional development and staying abreast of the latest plumbing technologies, he is determined to lead a team that provides top-tier plumbing services while also fostering strong relationships within the community.

His dedication to the trade and his desire to meet and exceed customer expectations make him the ideal leader for this project, aiming to set a new standard in plumbing services for the area.

The Market Study

Market segments.

The market segments for a professional plumbing service are diverse and encompass a wide range of customers.

Firstly, there are homeowners experiencing plumbing issues or in need of maintenance services, who require reliable and prompt plumbing solutions.

Next, there are property managers and landlords who need regular plumbing services for their rental properties to ensure tenant satisfaction and compliance with housing regulations.

The market also includes commercial clients such as businesses, restaurants, and retail stores that require professional plumbing for their operations and to prevent disruptions caused by plumbing failures.

Finally, contractors and construction companies can be a significant segment, as they often require subcontracted plumbing services for new builds or renovation projects.

SWOT Analysis

A SWOT analysis of the plumbing service business reveals several key factors.

Strengths include a strong reputation for reliability and quality service, skilled and certified plumbers, and the ability to respond quickly to emergency calls.

Weaknesses might involve the challenge of scaling the business, the need for continuous training to keep up with new plumbing technologies, and the dependency on local market conditions.

Opportunities can be found in expanding services to include eco-friendly and energy-efficient plumbing solutions, leveraging digital marketing to reach new customers, and forming partnerships with local suppliers and contractors.

Threats could encompass the entrance of new competitors into the market, price undercutting by less qualified plumbers, and economic downturns that reduce the frequency of maintenance and renovation projects.

Competitor Analysis

Competitor analysis in the plumbing industry indicates a mix of competition.

Direct competitors include other local plumbing businesses, ranging from individual contractors to larger plumbing companies.

These competitors vie for the same residential and commercial clients, emphasizing their service quality, response time, and pricing.

Potential competitive advantages for our plumbing service include specialized expertise (such as in high-efficiency systems), a strong local brand presence, superior customer service, and a robust warranty on work performed.

Understanding the strengths and weaknesses of these competitors is crucial for carving out a unique market position and for customer acquisition and retention.

Competitive Advantages

Our plumbing service's competitive edge is rooted in our dedication to customer satisfaction and our commitment to providing high-quality workmanship.

We offer a comprehensive range of plumbing services, from routine maintenance to complex installations, all performed by experienced and certified plumbers.

Our proactive approach to customer education helps clients understand their plumbing systems better, leading to informed decisions and long-term relationships.

We also emphasize transparency in our pricing and services, ensuring that customers feel confident and secure in choosing us for their plumbing needs.

You can also read our articles about: - how to offer plumbing services: a complete guide - the customer segments of a plumbing services - the competition study for a plumbing services

The Strategy

Development plan.

Our three-year development plan for the plumbing service company is designed to establish us as a trusted and reliable provider in the local market.

In the first year, we will concentrate on building a strong reputation for quality service and customer satisfaction within the local community.

The second year will focus on expanding our service offerings, including emergency plumbing services and eco-friendly plumbing solutions, to cater to a broader range of customer needs.

In the third year, we aim to form strategic partnerships with construction firms and property management companies, further solidifying our presence in the market.

Throughout this period, we will continue to invest in the latest plumbing technologies and ongoing training for our staff to ensure we remain at the forefront of industry standards and customer expectations.

Business Model Canvas

The Business Model Canvas for our plumbing service company targets homeowners, landlords, and local businesses in need of plumbing maintenance, repairs, and installations.

Our value proposition is centered on providing timely, efficient, and cost-effective plumbing services, with a strong emphasis on customer service and professional expertise.

We offer our services through direct appointments and emergency call-outs, utilizing our skilled workforce and fully-equipped service vehicles as key resources.

Key activities include conducting plumbing repairs, installations, and regular maintenance services.

Our revenue streams are generated from service fees, ongoing maintenance contracts, and sales of plumbing fixtures and parts, while our costs are associated with labor, equipment, and inventory management.

Find a complete and editable real Business Model Canvas in our business plan template .

Marketing Strategy

Our marketing strategy is built on trust and reliability.

We aim to engage with our local community through educational content about plumbing maintenance and water conservation, establishing ourselves as experts in the field.

We will leverage online marketing, including a strong website presence and targeted social media advertising, to reach potential customers.

Partnerships with local hardware stores and suppliers will also be pursued to cross-promote services and gain referrals.

Additionally, we plan to offer special promotions and loyalty discounts to repeat customers to foster long-term relationships.

Risk Policy

The risk policy for our plumbing service company is designed to mitigate risks associated with on-site work, customer service, and regulatory compliance.

We ensure all employees are licensed and insured, and we adhere to strict safety protocols to prevent workplace accidents.

Quality control measures are in place to guarantee the highest standard of service, and we maintain a responsive customer service system to address any issues promptly.

Financial risks are managed through careful budgeting and cost control, and we maintain comprehensive liability insurance to protect against potential claims.

Our priority is to provide safe, reliable, and high-quality plumbing services while ensuring the complete satisfaction of our customers.

Why Our Project is Viable

We are committed to establishing a plumbing service company that meets the essential and ongoing needs of our community.

With a focus on professionalism, customer service, and adaptability to the latest industry trends, we are confident in our ability to thrive in a competitive market.

We are excited to offer valuable services that contribute to the functionality and comfort of our customers' homes and businesses.

We remain flexible and ready to adapt our strategies to overcome challenges and seize opportunities, looking forward to a successful future in the plumbing industry.

You can also read our articles about: - the Business Model Canvas of a plumbing services - the marketing strategy for a plumbing services

The Financial Plan

Of course, the text presented below is far from sufficient to serve as a solid and credible financial analysis for a bank or potential investor. They expect specific numbers, financial statements, and charts demonstrating the profitability of your project.

All these elements are available in our business plan template for a plumber and our financial plan for a plumber .

Initial expenses for our plumbing business include purchasing essential plumbing tools and equipment, acquiring a reliable service vehicle, obtaining necessary licenses and insurance, investing in professional training to stay current with the latest plumbing codes and technologies, as well as costs related to brand creation and launching targeted marketing campaigns to establish a presence in the local market.

Our revenue assumptions are based on a thorough analysis of the local demand for plumbing services, taking into account the ongoing need for maintenance, repairs, and renovations in residential and commercial properties.

We anticipate a steady stream of service calls, starting modestly and increasing as our reputation for reliable and professional plumbing services grows.

The projected income statement indicates expected revenues from our plumbing services, direct costs (materials, labor, vehicle maintenance), and operating expenses (rent for storage space, marketing, salaries, etc.).

This results in a forecasted net profit essential for assessing the profitability of our plumbing business over time.

The projected balance sheet reflects assets specific to our business, such as tools, equipment, service vehicles, and liabilities including business loans and anticipated expenses.

It shows the overall financial health of our plumbing business at the end of each fiscal period.

Our projected cash flow budget details incoming and outgoing cash flows, allowing us to anticipate our cash needs at any given time. This will enable us to manage our finances effectively and avoid cash flow problems.

The projected financing plan lists the specific financing sources we plan to use to cover our startup expenses.

The working capital requirement for our plumbing business will be closely monitored to ensure we have the necessary liquidity to finance our daily operations, including purchasing materials, inventory management, and salary payments.

The break-even point specific to our project is the level of sales needed to cover all our costs, including startup expenses, and start making a profit.

It will indicate when our business will become profitable.

Performance indicators we will track include the profit margin rate on our plumbing services, the liquidity ratio to assess our ability to cover short-term financial obligations, and the return on investment to measure the effectiveness of our capital invested in the project.

These indicators will help us evaluate the financial health and overall success of our plumbing business.

If you want to know more about the financial analysis of this type of activity, please read our article about the financial plan for a plumbing services .

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Plumbing Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Home Improvement » Plumbing

Are you about starting a plumbing business ? If YES, here’s a complete sample plumbing service business plan template & feasibility report you can use for FREE to raise money .

One thing is common amongst people that are in the plumbing line of business, they tend to work as handymen in order to maximize profit in the industry since plumbing is a subset of the handyman industry. A handyman is one that provides a wide range of services needed for the maintenance of buildings and properties.

The services provided by a handyman include plumbing, electrical works, carpentry, painting, heating and cooling services and other building and property maintenance and repair works.

To succeed in the business, you should try as much as possible not to reject jobs from clients as some jobs might be seen as too small for you to accept.

Doing the small jobs is what often opens the way for you as a plumber or handyman with your clients. When they have bigger jobs, they will remember you and call you to handle their bigger projects for them.

A Sample Plumbing Services Business Plan Template

1. industry overview.

First and foremost, it is important to establish that the plumbing services business is a subset of the handyman repair services industry.

The plumbing cum handyman industry provides general maintenance and repair services to residential and commercial customers, including plumbing and electrical repairs, appliance installation and repair, painting and carpentry.

Players in this industry install and maintain plumbing fixtures, fittings and equipment and the industry activities include work on household pipes and drains; installation of gas cooking and heating appliances; and work on bathroom and toilet fixtures and venting systems.

Emergency repair work ( e.g. unclogging drains or repairing burst water mains ) represents a significant source of industry revenue. They may also supply plumbing appliances and coupling products for construction projects as a means of increasing income for the business.

The industry grew as a result of the shift in focus from do-it-yourself (DIY) to do-it-for-me (DIFM) as the eighties drew to a close.

This was because time became more precious for the coming generation than money. By the mid-nineties handyman businesses began to appear all over the place to cater to people who did not have time to spare to fix little problems in their homes.

In 2003, the plumbing cum handyman industry was one of the fastest growing ones in the united states and the industry keeps expanding further. This sector is a resource for the growing number of aging homeowners and is also a source of business opportunity for entrepreneurs.

The Plumbing cum Handyman services industry will continue to grow going forward due to the support it will get from the accelerating house market. Besides, housing prices are also on the rise and the increase in the existing home sales will help to drive the demand for remodeling projects and repair works in homes and on properties.

There is a growing need for home repair work and improvement that is reliable because of the emergence of vacation homes, second homes, commercial properties and rental units.

Also, the increase in the number of older people who wish to keep on living in their homes is a factor for the growth in the industry and younger families with children of school-age who chooses to renovate and remodel their homes, instead of moving out to look for new homes in the real estate market with its high price.

Statistics has it that the Plumbing cum Handyman Services industry in the United States of America, is worth $106 billion, with an estimated growth rate of 4.2 percent.

There are about 115,908 registered and licensed plumbing and handyman services businesses in the United States and they are responsible for employing about 9,180 people. It is important to state that there is no company with a dominant market share in this industry.

The plumbing and handyman services industry will keep on thriving in the coming decade especially if an entrepreneur in this line of business is committed to providing reliable and quality work for customers in the home repair and property services they render.

The market is highly unsaturated and there is room for growth as the industry is expanding and maturing. The good news for would be entrepreneurs in this line of business is that there is an estimate of continued annual growth for the handyman industry for as high as 20 percent.

Over and above, the plumbing cum handyman services industry is very open to any aspiring entrepreneur who has acquired the required trainings, skills and perhaps professional certifications to start his or her own business and of course make good money from the industry.

2. Executive Summary

Lumber Jack® Plumbing Services is a licensed and standard plumbing services company that also handles other related handyman services. We have been able to secure a standard and well – positioned office facility in a growing community in Dallas – Texas.

We are a plumbing cum handyman Services Company that is set to compete in the highly competitive handyman services industry not only in Texas, but also throughout the United States market.

Aside from this service; installing and maintaining plumbing fixtures, fittings and equipment and working on household pipes and drains; installation of gas cooking and heating appliances; and working on bathroom and toilet fixtures and venting systems and emergency repair work (e.g. unclogging drains or repairing burst water mains)  services which happens to be our core services.

Lumber Jack® Plumbing Services will also provide general maintenance and repair services to residential and commercial customers, including wiring and electrical repairs, appliance installation and repair, painting and carpentry services et al.

Our business goal is to become one of the leading plumbing cum handyman service companies in the United States and we will make sure that we do all we can to compete favorably with leaders in the industry.

Our workers will be selected from a pool of certified and highly experienced technicians and tradesmen with different trade skills as it relates to our service offerings in and around Dallas – Texas and also from any part of the United States of America as the business grows.

We will make sure that we take all the members of our workforce through the required trainings that will position them to meet the expectation of the company and to compete with leading plumbing and handymen service providers and installation, maintenance and repair companies in the United States and throughout the globe.

At Lumber Jack® Plumbing Services, our client’s best interest will always come first, and everything we do will be guided by our values and professional ethics. We will ensure that all the repair jobs we carry out stand the test of time, we will hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely.

We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for all our partners, employees and for our clients. Lumber Jack® Plumbing Services is founded by Mr. Charles Coleman, a plumber per excellence who also has various skills as a certified tradesman cum handyman.

It is a family business, and the business will be managed and financed by the family. Mr. Coleman has well over 15 years of experience working as a plumber cum handyman for the public works department of the United States of America.

3. Our Products and Services

Lumber Jack® Plumbing Services is established with the aim of maximizing profits in the plumbing cum handyman services industry.

We want to compete favorably with the leading plumbing cum handyman service companies and installation, maintenance and repair companies in the United States which is why we have but in place a competent quality assurance team that will ensure that every plumbing repairs, installations and services carried out or related services rendered meet and even surpass our customers’ expectations.

We will work hard to ensure that Lumber Jack® Plumbing Services is not just accepted in the community we operate in Dallas, but also throughout Texas and in other cities in the United States of America. Our service offerings are listed below;

• Plumbing repair and installations services (Our core service)
• Mechanical services
• Building sprinkler system installation
• Steam fitting and piping services
• Lawn sprinkler installation
• Drain construction, cleaning or repairing
• Gas plumbing
• Gas appliance repair
• Hot water systems installation
• Repairing installed plumbing
• Septic tank installation
• Solar hot water systems installation
• Steamfitting and piping contracting services
• Interior and exterior sprinkler system installation

4. Our Mission and Vision Statement

• Our vision goes beyond establishing a plumbing services company to establishing a standard and all – round handyman services company whose services and brand will not only be accepted in Dallas – Texas but also in other cities in the United States of America.
• Our mission is to provide professional plumbing, installation, maintenance and repair services and other related services that will assist businesses, individuals, households and non-profit organizations in ensuring that their facility and equipment are always in good shape.
• We want to build a plumbing cum handyman Service Company that can favorably compete with other leading brands in the plumbing cum handyman services industry.

Our Business Structure

Lumber Jack® Plumbing Services is a business that intend starting small in Dallas – Texas, but hope to grow big in order to compete favorably with leading plumbing cum handyman businesses in the industry in the United States. We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own.

This is why we are committed to only hire the best hands within our area of operations. At Lumber Jack® Plumbing Services we will ensure that we hire people that are qualified, hardworking, creative, customer centric and are ready to work to help us build a prosperous business that will benefit all the stakeholders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more. In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;

• Chief Executive Officer
• Head, Technical Services

Human Resources and Admin Manager

• Sales and Marketing Executive
• Plumbers and Handymen (With Various Trade Skills as it relates to our Business)

Client Service Executive

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Responsible for providing direction for the business
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization

Head, Technical Services:

• Serves as project manager of the organization; works directly with employees
• Develops strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives.
• Accomplishes subsidiary objectives by establishing plans, budgets, and results measurements; allocating resources; reviewing progress; making mid-course corrections.
• Coordinates efforts by establishing procurement, production, marketing, field, and technical services policies and practices; coordinating actions with corporate staff.
• Builds company image by collaborating with customers, government, community organizations, and employees; enforcing ethical business practices.
• Maintains quality service by establishing and enforcing organization standards.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
• Makes certain that the technical department perform efficiently, coordinate employee efforts, and facilitate communications between management and plumbers / handymen
• Ensures that the organization work in line with international best practices.
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Oversees the smooth running of the daily office and factory activities.

Sales and Marketing Manager

• Manages external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
• Models demographic information and analyze the volumes of transactional data generated by customer
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of plumbing repair and installation projects.
• Writes winning proposal documents, negotiate fees and rates in line with organizations’ policy
• Responsible for handling business research, market surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Creates new markets cum businesses for the organization
• Empowers and motivates the sales team to meet and surpass agreed targets

Accountant / Cashier:

• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for Lumber Jack® Plumbing Services
• Serves as internal auditor for Lumber Jack® Plumbing Services.

Plumbers and Handymen (With Various Trade Skills)

• Provides general maintenance and repair services to residential and commercial customers, including plumbing and electrical repairs, appliance installation and repair, painting and carpentry services et al.
• Handles Carpentry services, Appliance installation and repair (TV wall mount installation), Flooring installation and repair, Roofing repairs, Gutter cleaning, Kitchen makeover, Bathroom remodel and Shower remodel, Attic insulation, Deck repair, Door installations, Fence repairs, Interior and exterior painting services, Yard and power tool repair and maintenance
• Welcomes clients and potential clients by greeting them in person or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the creative director in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ services, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries

6. SWOT Analysis

Lumber Jack® Plumbing Services engaged the services of a core professional in the area of business structuring to assist our organization in building a well – structured plumbing cum handyman business that can favorably compete in the highly competitive plumbing cum handyman services industry in the United States and the world at large.

Part of what the team of business consultant did was to work with the management of our organization in conducting a comprehensive SWOT analysis for Lumber Jack® Plumbing Services. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Lumber Jack® Plumbing Services;

Our core strength lies in the power of our team; our workforce. We have a team of certified and highly trained and experienced technicians, plumbers, and carpenters et al, a team with excellent qualifications and experience in various niche areas in the plumbing and handyman services industry.

Aside from the synergy that exists in our carefully selected workforce, our services will be guided by best practices in the industry.

As a new plumbing cum handyman Services Company in Dallas – Texas, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the already saturated and highly competitive plumbing cum handyman services industry; that is perhaps our major weakness.

Another weakness is that we may not have the required cash to pump into promoting our business the way we would want to.

• Opportunities:

No doubt, the opportunities in the plumbing and handyman services industry is massive considering the number of households and corporate organizations who would always need their faulty plumbing jobs to be fixed or other things to fix in their facilities.

As a plumbing cum handyman Services Company, we are ready to take advantage of any opportunity that is available in the industry.

Just like any other business, one of the major threats that we are likely going to face is economic downturn. It is a fact that economic downturn affects purchasing / spending power. As a matter of fact, some people tend to fix their faulty plumbing jobs themselves as against hiring plumbers and handymen.

Another threat that may likely confront us is the arrival of a new plumbing and handyman services company in same location where our target market exist and who may want to adopt same Business model like us.

7. MARKET ANALYSIS

• Market Trends

Although it is somewhat difficult to get plumbers to help you fix your faulty plumbing jobs; it is obvious that the number of plumbers in a given community seems to be less than the required numbers of plumbers needed to effectively service the community.

The plumbing cum handyman industry is one that was affected adversely by the fall of the housing market. This resulted to a low demand for the services in this industry. When the demand for minor household repairs and maintenance rose, the revenue decline was moderated.

The industry has now benefited from the acceleration house market and the increase in household income. These days, it is trendy to find plumbers offering far more than plumbing services; they would prefer to start a handyman services business.

A business that will offer a wide range of relevant services. It gives them the opportunity to maximize profits in the industry and create multiple streams of income as against relying on only plumbing services. On the average, starting and running a plumbing / handyman business can be cost effective.

This is especially so when you have highly trained, well qualified and experienced staff as members of your team. With the quality of work carried out by them for your customers, you will be able to retain your customers and the good work your company does will be well spread by word of mouth as customers will tend to recommend your services to their families and friends once you are able to do a good job in their homes and on their properties.

A company’s ability in providing its customers with quality service at affordable prices will also be a factor that will count in the industry.

This way the company will be able to retain existing clients and get more business from new customers. The competition in the plumbing and handyman industry shows that there is a viable market for the services of plumbers cum handymen.

As long as you are prepared to deliver quality plumbing and handyman services, you will have your own share of the market as some plumbers and handymen business that exist take their customers for granted and offer them mediocre services.

This gives you room as a new entrant into the business to come in and dominate if you are prepared to give quality service to your client.

8. Our Target Market

Before starting our plumbing cum handyman business in Dallas – Texas, we conducted a market survey and feasibility studies and we are certain that there is a wide range of both corporate and individual clients who would need the services of plumbers and handymen on a regular basis.

In view of that, we have created strategies that will enable us reach out to various corporate organizations and households who we know can’t afford to do without our services. Below is a list of the people and organizations that we have specifically market our services to;

• Individuals and households
• Banks, Insurance Companies and other related Financial Institutions
• Blue Chips Companies
• Corporate Organizations
• Real Estate Owners, Developers, and Contractors
• The Government (Public works department)
• Schools (High Schools, Colleges and Universities)
• Sport Facilities
• Religious Organizations

Our Competitive Advantage

Surviving in the business world as a plumber or handyman requires more than, your expertise, knowing how to deliver standard plumbing cum repairs and maintenance jobs but also how to network with key people that matters; decision makers that can decide who will get an plumbing installation, repair and maintenance contract.

There are favorable conditions for growth in the plumbing and handyman services industry and as a result of this, survival in the industry will require that you build on existing knowledge of the services you offer to your customers and broaden your skill base in order to be able to compete favorably.

More plumbing and handymen businesses are coming up and they are using the services of existing franchise in the business to boost their competitive edge and exposure in the industry.

We are quite aware that to be highly competitive in the plumbing and handyman services industry means that you are not only expected to be able to deliver consistent and highly reliable plumbing installation, repair and maintenance jobs, but you must be able to meet set targets.

No one would want to continue to hire your services if don’t always meet up with the target date of completion of projects. Our competitive advantage lies in the power of our team; our workforce.

We have a team of certified and highly trained and experienced technicians, plumbers, and carpenters et al, a team with excellent qualifications and experience in various niche areas in the handyman services cum installation, maintenance and repair service industry.

Lastly, all our employees will be well taken care of, and their welfare package will be amongst the best within our category (startups plumbing and handyman services businesses in the United States) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Lumber Jack® Plumbing Services is established with the aim of maximizing profits in the  plumbing and handyman (repair) services industry and we are going to go all the way to ensure that we do all it takes to meet and surpass the expectations of all our clients. Lumber Jack® Plumbing Services will generate income by offering the following services;

• Steamfitting and piping services

10. Sales Forecast

One thing is certain, there would always be corporate organization, government agencies, households and individual who would need the services of plumbers and handymen from time to time.

We are well positioned to take on the available market in the plumbing and handyman services industry and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow our company to enviable heights.

We have been able to critically examine the plumbing and handyman services market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to similar startups in plumbing and handyman services industry.

Below is the sales projection for Lumber Jack® Plumbing Services, it is based on the location of our business and of course the wide range of our services and target market;

• First Fiscal Year-: $100,000
• Second Fiscal Year-: $250,000
• Third Fiscal Year-: $500,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same plumbing installation, maintenance and repair services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there are stiffer competition in the plumbing and handyman services industry; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.

Our sales and marketing team will be recruited based on their vast experience in the plumbing and handyman services industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall business goal of Lumber Jack® Plumbing Services

Our corporate goal is to grow Lumber Jack® Plumbing Services to become one of the top 10 plumbing and handyman services brands in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in Dallas – Texas but also in other cities in the United States of America.

Lumber Jack® Plumbing Services is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our business by sending introductory letters alongside our brochure to individuals, households, construction companies, facility managers, corporate organizations, religious organizations and key stake holders.
• Promptness in bidding for plumbing installation, repair, and maintenance contract from the government and other cooperate organizations
• Advertise our business in relevant business magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to work with their budgets and still deliver excellent services
• Leverage on the internet to promote our business
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We know the power of publicity hence we have been able to work with our brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market.

We are set to become the number one choice for both corporate clients and households in the whole of Dallas – Texas and beyond which is why we have made provisions for effective publicity and advertisement of our plumbing cum handyman Services Company. Below are the platforms we intend to leverage on to promote and advertise Lumber Jack® Plumbing Services;

• Place adverts on both print (newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events / programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our services
• Install our BillBoards on strategic locations all around Dallas – Texas
• Engage in road show from time to time in targeted neighborhoods
• Distribute our fliers and handbills in target areas
• Contact corporate organizations and households by calling them up and informing them of Lumber Jack® Plumbing Services and the services we offer
• List our company in local directories / yellow pages
• Advertise our company in our official website and employ strategies that will help us pull traffic to the site.
• Ensure that all our staff members wear our branded shirts and all our vehicles are well branded with our company logo et al.

12. Our Pricing Strategy

At Lumber Jack® Plumbing Services we will keep the prices of our plumbing and handyman services below the average market rate for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would hire our services.

In addition, we will also offer special discounted rates to all our customers at regular intervals. We are aware that there are some one – off jobs or government contracts which are always lucrative, we will ensure that we abide by the pricing model that is expected from contractors or organizations that bid for such contracts.

• Payment Options

At Lumber Jack® Plumbing Services our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment via mobile money
• Payment with cash

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.

13. Startup Expenditure (Budget)

When it comes to setting up any business, the amount or cost will depend on the approach and scale you want to undertake.

If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

In essence, it means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. Basically, the tools and equipment that will be used is nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting a standard plumbing and handyman company; it might differ in other countries due to the value of their money. However, this is what it would cost us to set Lumber Jack® Plumbing Services in the United of America;

• Business incorporating fees in the United States of America will cost – $750.
• The budget for Liability insurance, permits and license will cost – $3,500
• Acquiring an office space that will accommodate the number of employees for at least 6 months (Re – Construction of the facility inclusive) will cost – $100,000.
• The amount required to purchase the needed tool box and repair equipment – $10,000
• Equipping the office (computers, printers, projectors, markers, servers / internet facility, furniture, telephones, filing cabinets, and electronics) will cost – $10,000
• Amount required to purchase the needed software applications to run our business – $3,500
• Launching an official Website will cost – $500
• Amount need to pay bills and staff members for at least 2 to 3 months – $70,000
• Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $1,000

Going by the report from the market research and feasibility studies conducted, we will need about two hundred thousand ( 200,000 ) U.S. dollars to successfully set – up a standard plumbing and handyman company in the United States of America.

Generating Funding / Startup Capital for Lumber Jack® Plumbing Services

Lumber Jack® Plumbing Services is a business that will be owned and managed by Mr. Charles Coleman and his immediate family. They are the sole financial of the business which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings and sale of his stocks
• Generate part of the start – up capital from friends and other extended family members
• Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $100,000 (Personal savings $70,000 and soft loan from family members $30,000 ) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

It is a known fact that the future of a business lies in the numbers of loyal customers that they have, the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Lumber Jack® Plumbing Services is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our plumbing installation, maintenance and repair services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Lumber Jack® Plumbing Services will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List / Milestone

• Business Name Availability Check: Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Securing a standard office facility: Completed
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founders: Completed
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of Logo for the business: Completed
• Purchase of plumbing repair and installation tools and equipment: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed furniture, office equipment, software applications, electronic appliances and facility facelift: In progress
• Creating Official Website for the business: In Progress
• Creating Awareness for the business: In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in various industries: In Progress

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How to start a plumbing business.

Owning your own business can be liberating, especially when you’re providing a service that you’re passionate about.

Many plumbers start their careers by working as an apprentice or a contractor of another plumber. But as they grow in the trade and reach “expert status,” it is normal to want to branch off and start plumbing businesses of their own.

In this post, we’re going to cover everything you need to know about starting a plumbing business. We will discuss a few benefits of starting this kind of business and review a few directions plumbers can go in terms of specialization.

From there, we’ll provide a thorough rundown of how to start a plumbing business. You’ll walk away with 10 actionable steps for starting your own business.

Here’s What We’ll Cover:

Why Start a Plumbing Business?

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At this point, there’s never been a higher demand for plumbers. There is a gold mine of opportunity for plumbers to create businesses of their own since there is more than enough work to go around.

Let’s review a few of the top benefits of starting a plumbing business.

Benefits of Starting a Plumbing Business

• Tradesmen shortage : There is a high demand for plumbing experts, but trades schools and family businesses that once kept up this supply are diminishing
• Many types of plumbing: There are so many types of plumbing, so you have a lot of variety in the direction you take your business
• Great pay: Plumbers make decent money right off the bat
• Flexibility in business structure: You could keep things simple as a freelance plumber, or you can build a more scalable business

Unless you are simply owning and operating your plumbing company and not rendering any services yourself, you will need experience.

Plumbing is a very specialized trade that requires quite a bit of training. A lot of plumbing has to be done to follow codes and regulations set forth by the city or state, so knowledge of these guidelines is a must.

In fact, you will need to be properly licensed as a plumber, but we will touch more on the specifics of this shortly.

Plumbers have a lot of different opportunities in terms of specializations and career paths. This means there are quite a few different types of plumbing businesses you could start.

Some popular types of plumbing businesses include:

• Plumbing technician : The kind of plumber that goes into homes and commercial buildings to evaluate the building’s plumbing issues
• Gas service: The specialists who deal with gas leaks and related issues
• Pipefitting: A plumber with special expertise in systems and pipe installation 
• Steamfitting: Similar to pipefitting, but deals with pipe systems that handle high pressurized gas
• Pipelayers: Installs piping in trenches to connect to main water, gas and sewage tanks, typically on large scale projects

Do I Need to Choose a Specialization?

Yes, you do need to choose a specialization for your plumbing business. 

Since the different paths you can take in the plumbing industry are so incredibly different, you’re wise to choose one to focus on. 

With this approach, you will become very good at that one particular specialization. You’ll also only need to invest in very specific tools and materials for your plumbing company since you’re offering one service instead of a wide range of services.

Before you get started, you’re going to need to decide whether you want to start an independent contractor business or build a business with multiple plumbers working under you.

The freelance route is attractive to many because it gives you the flexibility to choose the jobs you want on a schedule that makes sense for you. 

The biggest drawback of freelancing? There is room for growth but little room for scalability. This means that you can make more money by raising your rates, but you only have a finite number of hours in a day, so there will be a cap on how many people you can serve.

The route you want to take comes down to personal goals and preferences. You can definitely start as a freelancer to build credibility and a loyal clientele.

No matter which direction you take, you will need to be properly qualified to be a plumber if you are personally rendering plumbing services. To obtain your plumbing license, you’ll need to either study plumbing at a trade school or find an apprenticeship program. Trade school plumbing programs generally last about two years. Apprenticeships can last upwards of five years.

You should also choose a specialization before you start your business because that will likely entail working under an expert in that niche before you are equipped to operate on your own serving customers.

If you’ve worked as an apprentice under a skilled plumber, you’re likely somewhat familiar with how a plumbing business is operated. But do you know what it takes to get one up and running?

Let’s take a look at the general process that you’ll follow when starting your new plumbing business.

For the sake of this walkthrough, we’re going to assume that you already have the appropriate experience and licensing to work as a plumber.

1. Draw up a Business Plan

Every successful business starts with a plan. This plan could be some notes to outline your thoughts and ideas, or it could be a formal report on how you want to operate your business.

Unless you’re submitting your business plan to an organization or bank for funding, something informal will do the trick.

Write out everything you have in your head about starting your plumbing business, and see where you need to fill in the gaps.

Your business plan should detail what you have to offer, which customers you’re going to serve and how you’re going to make that happen. Take a look at what local competitors are doing, and figure out how you can do it better. 

Decide on a specific area that you will serve. Determine how many miles you’re willing to travel and if you’d consider going beyond that mileage for a higher rate.

2. Create a Business Entity

Creating a legal business entity is very important. You should sort this out from the start so there are no crossed lines with your personal and professional accounts. 

A limited liability company (LLC) should suffice for a plumbing company, but you also have the option of starting a corporation. Once you’ve established this entity, you’ll register for an employer identification number (EIN) on its behalf. This is a tax identification number that you’ll use for anything that has to do with finances. 

We urge you to contact a local attorney or a local mentor in the plumbing industry for guidance so you can rest assured that everything is properly documented.

3. Identify Your Target Market

Even though you have established what sort of plumbing business you’re going to start, you’ll need to identify your target audience so that you know exactly who to market your services to. 

Here are a few questions that will help you build this profile:

• Is your ideal client a business or a homeowner?
• Does your ideal client live in a specific neighborhood? 
• What does your ideal client do for a living?
• What is their income?
• About how old is your ideal client?
• Will they need you during regular working hours or will they call on you for after-hours emergencies?

Identifying your target market and creating your ideal client profile from the start will give you direction in your business. It will help you better craft the service that you have to offer to best meet customers’ needs.

Having a clear picture of who you’re serving will help you reach those customers with no problem at all.

4. Establish a Solid Accounting System

Starting a plumbing business requires a bit of an investment. You’ll need to factor in costs for materials, equipment, liability insurance, business cards, transportation and a headquarters for storage and possibly an office. These costs will vary based on the type of plumbing business you’re starting.

When you’re getting started, you’re also going to need to consider your budget for branding . Right off the bat, you’ll have to invest in a logo and a website, which will likely be a couple of thousand dollars. You should also plan to set aside some money for marketing and advertising. 

As you add up these figures, factor in what percent you’ll have to set aside for taxes. You’ll likely pay quarterly, but this will depend on the structure of your small business. Putting roughly 35% aside for taxes is generally the rule of thumb.

Also, as you make investments in your business, be sure to keep receipts for everything so that you can write it all off for tax breaks. Automated accounting software can help you keep your small business financials in check, send plumbing invoices and much more. 

5. Price Your Services 

Now that you have a good idea of how much it will cost to start and run your small business, it’s time to price your services.

Many business owners offer a flat rate for projects, and they generate this rate based on their desired hourly income. Make sure you factor in your operating costs when setting these rates.

In addition to your normal rates, you can have special rates for emergency calls, evenings and weekends. Charge more for work outside of your regular operating hours.

You should also have a call-out fee that clients pay simply to have you come out and evaluate the situation. This fee is typically between $50 and $100. We recommend checking what other business owners in your area are charging for a call-out fee to determine an appropriate rate.

Figure out additional travel fees for customers outside of the region that you typically cover.

6. Bring Your Brand to Life

A few steps back, you gave your plumbing business a name, and now it is time to bring that brand to life. Essentially, your brand will be your business persona. 

Before you get started with the logo and visual aspects, identify your brand’s mission and core values. As a service-based business, values like honesty and integrity are a good place to start. Come up with three to five core values that will guide everything that you do.

From there, think of what sort of visuals represent your brand. A brand specialist and graphic designer can help you work this out, but it is a good idea to have a general direction before you start working with them.

Do you want your professionalism to be the focus of your brand? Maybe you’d like your brand to be more representative of hard work and strength.

All of these aspects will be tied together in your logo, which you’ll use on your website, your truck and any branded material.

No matter what look you go with, remember to keep your core values at the center of everything that you do in your small business.

7. Market Your Services

There are a few ways to market your services and reach your target audience.

As a service provider, trust is everything, so referral marketing is a great way to get started. This is essentially partnering with businesses that would share a clientele with you. Your partners could be plumbers with different specializations, or they could even be electricians, general contractors and the like.

Basically, you’ll give your partners a bonus every time they send you new customers. This could be a set fee per customer, or it could be a percentage of whatever you make on the job.

Local search engine optimization (SEO) and search engine marketing (SEM) are also wonderful marketing tactics for plumbers. Each of these approaches makes your business discoverable to your audience when they do a quick search of your services on a search engine like Google or Yelp.

The goal for both of these methods would be for your website and contact information to appear when people search terms like “plumber near me” or “plumber in [your location].” With SEO, your site pages are optimized for these specific keywords to appear organically, but with SEM, you pay for your posts to come up on top.

8. Hire Help If Necessary

How you hire for your plumbing business will vary depending on whether you’re freelancing or building a whole team of plumbers.

At the very least, it is a good idea to hire an assistant to take care of scheduling, billing and other administrative tasks.

If you do decide to build your team of plumbers, you’ll want to choose people who are licensed and highly skilled. You’ll want to check both personal and professional references to make sure that they’re reliable and trustworthy.

9. Deliver High-quality Work

As a service provider, your reputation depends on how you treat your customers and how well you deliver. This means that it is on you to deliver as promised every single time. If you’ve promised high-quality work, then you must show up and make it happen.

In the unavoidable event that something goes wrong, you need to be honest about it and make it right. We all make mistakes, but making a mistake on plumbing could cost your client a lot of money down the line. 

Keep honesty and integrity at the forefront of your operation, and you should be good to go.

10. Collect Reviews and Testimonials

Part of building your business requires gaining trust in your community. Ask for reviews or testimonials upon the competition of a job.

Remember how we mentioned local SEO? If you set up a Google My Business page, your customers can leave their reviews there so that when people look for a well-rated plumber close by, you’ll pop up.

Additionally, having reviews on your website and social media page will help you come across as more legitimate, which will make your services easier to sell.

It is time to launch your plumbing business! You’ve likely spent the past few years fine-tuning your skills and mastering the trade, so stepping out on your own is the logical next step.

The 10 steps that we’ve outlined will serve as a trusty guide throughout this process, but don’t be afraid to tweak it where it makes for your business, services and target audience.

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How to Create a Business Plan for a Plumbing Company

In this article, we unpack what a plumbing business plan is and why you need it. We’ll also tell you how to create one for your soon-to-be amazing plumbing services company.

Melissa Kartiganer

Staff Contributor

Strategic Planning

Your plumbing business plan is your roadmap to success. Without it, your company will struggle to stand out and attract the right customers.

But with a clear business plan, you have a clear path to follow.

A path with markers that help you nail every aspect of running a thriving plumbing business. On it, you’ll find guidelines for everything from marketing and operations to finances and company strategy. (Wow, can someone show us where to find this magical path?)

The plumbing industry is set to bring in another $124 billion this year. So now is the perfect time to get started on your business plan.

Once you put together your plan, you can put the wheels in motion for growth and take a larger slice of that billion-dollar pie.

What Is a Business Plan and Why Does Your Plumbing Company Need One?

A business plan is a written document detailing your company’s plan for becoming successful.

It covers everything from company goals to financial projections and plans for reaching your target market.

A lot of startups use a business plan to attract investors or get bank funding. But even if you’re mostly self-funding, you still should put together a business plan.

You need this document to give structure and form to what, right now, might only be a new business idea.

A written plan details how each area of your business will function and what you’re striving to attain. This helps you bring your vision for a successful plumbing business to life.

Your plumbing business plan will also be a resource you can turn to along the way. As you near each goal—and each obstacle that crops up—you can refer to your business plan. Use it to see if you’re on track and identify where you might want to do things differently.

With your business plan in hand, you can stay on that magical, clearly defined path to success.

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What should you include in your plumbing business plan.

Just like any other new business, your plumbing business plan must start with the basics.

In this case, that’ll be an executive summary that outlines your business, your management team, and your focus. Then, it’s time to dive into the details of market research, money, and strategy.

Here’s what you should include in your plumbing company’s business plan:

Executive Summary

An executive summary is an overview of your business. It basically introduces the what, why, and who of your company to investors and others who read your plan.

For a plumbing company, the executive summary will focus on a few things, such

• What services you offer
• Your target market
• How your business will differentiate itself

Here’s an example of a plumbing business executive summary:

Perfect-Time Plumbing is a new company that offers plumbing services to homeowners and small businesses within 20 miles of our headquarters in Nearby Town. The company is staffed by five full-time licensed plumbers. We provide installation, repair, and plumbing maintenance services. Our team is also available on weekends and evenings for emergency repairs.

Perfect-Time Plumbing’s competitors don’t offer after-hours services. This is how the company will stand out as a reliable service provider in Nearby Town.

The executive summary should also include a brief overview of your marketing plan, management team, and financial plan. Then, the rest of your marketing plan will go into more detail.

Company Summary

The company summary is exactly what it sounds like—a summary of your company. This part of your business plan will outline the following:

• Company Owner. How much experience and training does your founder have in plumbing and related industries?
• Company Startup. How much will you need to spend to get your company off the ground?
• Company Services. What specific services will your company provide? This might include gas plumbing, hot water system installation, and piping services, for example.

Market Summary

This is the section of your business plan in which you’ll explain your market. 

For our example above, Perfect-Time Plumbing would detail how many households and small businesses are in Nearby Town. They’d also list where they’re located and what percentage of customers would need their different services. 

This is where you’ll specify whether you’ll serve residential or commercial clients or both. And it’s your chance to outline what competitive advantage you’ll use to stand out. For example, offering lower prices or 24/7 customer service.

Your business plan will also look at how many customers you expect to have going forward. Include market size estimates for each year for at least the next five years, illustrating your company’s vision for growth.

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Company strategy.

You can’t just launch a company and start turning a profit on day one. (And if you can, please reach out to our team). You have to have a strategy for marketing, product pricing, and sales.

The details of these strategies should be included in—you guessed it—your plumbing business plan.

Use your plan to outline your initial marketing strategy. Include details like what marketing channels you’ll use and what types of content you’ll create to engage customers.

You’ll also want to define how your pricing will compare to competitors in your company strategy.

You might have lower prices to appeal to budget customers. Or you could list higher prices because of the expertise and service level you provide. Either way, include this information in your plan.

Additionally, you need a sales strategy and forecast showing how your new plumbing business will acquire new customers.

Financial Plan

The last section of your plumbing business plan will be your financial strategy. Basically, you need to have clear guidelines around how your plumbing company will make money.

In your financial plan, include a few financial and accounting tools to illustrate what your company needs to do to be successful.

Here are some examples:

• Break-Even Analysis . This analysis shows how many “units” of plumbing services you need to sell to break even each month.
• Profit and Loss Statement. This statement details your business’s total expenses, profits from sales, and taxes incurred. This allows you to compare these numbers and see your net profit. If this is your first year of business, you might only have a profit and loss statement for a couple of months or a projected profit and loss.
• Balance Sheet. A balance sheetshows assets and liabilities. As a startup, you might not have a balance sheet yet. But this is something you’ll add to your business plan if you want to use it to seek funding.

As you start fleshing out your plumbing business plan, there might be some areas that you’ll need to update or add to later. And that’s okay!

Your company’s business plan should be a dynamic document that reflects the best plan you have at any point in time.

As you learn more about what works and what doesn’t for your business and your customers, and as you gather more financial data, you can make changes.

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How often should you update your business plan.

You might update your plan a few times in that first year of business. But even after that, you should still review your business plan once a year.

Review your strategies and decide if they’re working or not. Make any changes that could help you better reach your business goals. Or changes to help you cope with the current business environment.

For example, if the economy is plunging into a recession, you might decide to cut back on certain expenses.

You’ll also want to review your business goals. Are you still on track to meet them? Or do your existing goals no longer make sense for your business?

And finally, you’ll want to update your financial documents, such as your profit and loss and break-even analysis. These numbers will change from year to year.

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What happens if you don’t have a business plan.

Technically, you can start operating without a business plan. We’re not going to stop you.

But eventually, you’re going to need to sit down and create one. Mostly because if you don’t have a plan, you won’t be able to get funding to help your business grow.

You also won’t have a documented strategy for running your business.

Without a clear strategy for reaching customers and selling your services to your market, you’re not going to be able to run a tight ship. That means, while you could get some customers if there’s high demand in your area, you might not make a profit.

A business plan maps out all the details of your business operations as well as financial performance. The reality is that there are a lot of moving parts a business owner must manage.

So, to actually run the business—and have time to serve customers, make sure your staff has what they need , and eat lunch!—you need your business plan to do some of the work for you.

Deciding how to price your services, a marketing strategy, when to add to your team, how to angle your brand—it’s all there in the business plan.

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3 tips for developing your plumbing business plan.

So, you’re ready to sit down and get started but feeling a little overwhelmed. Don’t worry—that just means you’re a normal human being. A business plan can seem daunting.

But here’s the good news—there are ways to make creating a plan far easier than it looks.

1. Use a Template to Get Started

A business plan template is a great way to guide yourself through the process. You just have to plug in the information.

Keep in mind that if your plumbing company is new, keep your business plan on the lean side. You can add more details as you go.

(Pssst. We’ve included some links to templates for you at the end of the article.)

2. Use Supporting Data

A business plan doesn’t need to have long-winded paragraphs. But it does need solid information.

As you gather data from your market research and financial activity, use that information to create graphs and charts . These data visualizations make it easier to quickly understand the current and projected business landscape.

3. Get Help

Having someone walk you through part of this foundational work of creating a business can go a long way in helping you be successful early on. Professional business plan writers, consultants, and even your accountant can help you create a powerhouse plan.

Next Steps: Resources for Creating Your Own Plumbing Business Plan

Chances are that, as a plumber, writing business plans isn’t your favorite hobby.

But that doesn’t mean you don’t have the tools you need to create a comprehensive business plan for your company.

There are plenty of resources at your fingertips. Here are a few you can plunge into to get started:

• Use a business plan template. There are business plan templates for plumbing companies, such as this template from Tradify  or these free templates .
• Get help from the Small Business Administration (SBA). The SBA also offers free business plan templates. You can use their traditional business plan or a business plan for a lean startup. Additionally, you can access a Small Business Development Center (SBDC) in your area for help getting started.
• Begin market research. Start doing some market research for your plumbing business plan. You can gather helpful information from trade associations. This includes groups like the American Society of Plumbing Engineers (ASPE) and the Plumbing Heating Cooling Contractors Association (PHCC).

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About the author.

Melissa can masterfully bring to life any form of content, whether it’s a landing page or a guide to befriending gnomes. When she’s not crafting stories, she’s either crocheting, smothering her cats in unwelcome affection, or spending time with her husband.

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How To Write A Business Plan For A Plumbing Business

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Every business should start with a carefully crafted business plan. This document will help you strategise and guide you through the process of launching your business. Opening a plumbing business is relatively simple compared to other business types. By focusing on a few key components, you can develop a great business plan to get you started.

Writing A Business Plan For A Plumbing Business

It’s important to have a detailed business plan. However, you won’t think of everything in the beginning. You’ll learn along the way as you discover what works and what doesn’t. Over time, your business plan will change, so don’t stress about getting it perfect from the start.

1. Executive Summary

While this is the opening section of your business plan, it’s intended to be a summary of what the full plan entails. For this reason, you should write this section last. A good executive summary should be short and to the point (no longer than two pages, but one page is ideal). If you can’t explain the concept of your business on one page, you may need to simplify your business idea.

2. Describe The Business

After the executive summary, you need to describe how you envision your business to operate . Include information such as what services you will offer, what company structure you want (sole trader, partnership, etc.), and what types of customers you plan to serve.

3. Growth & Marketing

In the beginning, it may be hard to imagine how your business will look in 5 or 10 years. Take a moment to think about it. How will you get there? How will you sell your services to your customers? How will you expand once you have started getting more work than you can handle by yourself? Don’t be afraid to think big. Check out this article on marketing tips for plumbers to help you write out your marketing plan .

4. Financial Plan

You’ll need to invest some capital when you are first starting out. Most plumbing businesses cost a minimum of $10,000 for the supplies, tools, vehicle, and business expenses to begin servicing customers. In this section, make a list of all the start-up expenses. Try to keep your expenses to a minimum. This will help you reach profitability sooner.

5. Create Goals & Timelines

Goals and timelines are important tools to ensure you are staying on track. Start with 3-5 simple goals (for example, get 10 new customers in your first 90 days). Refer to your goals often. Once you have achieved them, set more ambitious goals. These goals can also help guide you as you need to make the right decisions for your business.

Business Insurance For Plumbers

You will spend a lot of time planning when starting a new plumbing business. It’s important to make sure that you consider the possible risks and how to eliminate them. Carrying a solid liability insurance policy can protect you from most claims or lawsuits against your business. Let the experts at upcover help you through the process. Check out our instant quote generator where you can get an estimate on market-leading insurance in seconds! Simply enter your occupation and expected revenue to get started.

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5 Steps to a Plumbing Business Plan for Increased Growth and Net Profit

Operating your plumbing business without a business plan is like sailing a ship across the ocean without any instruments or even a simple compass. There’s a chance the ship may reach its desired destination; however, it’s not likely.

For more than 20 years, CertainPath has successfully guided thousands of contractors to enhanced sales and profitability. Read on to learn about the different components of a plumbing business plan , strategies for writing a comprehensive business plan, and resources to help you make sure you have everything you need to get started and to reach your desired destination at the end of a fiscal year.

What is a plumbing business plan?

A business plan should outline everything that must be done to achieve your desired goals for the year. It should consist of five core components:

• Marketing plan
• Manpower plan
• Training plan
• Priority list

If you can successfully outline these five items, you will know precisely what you must accomplish every day, every week, every month, and every quarter to have an exceptional year. Breaking down big goals into attainable benchmarks makes managing your operation considerably easier.

What you need to know before writing a plumbing business plan

There are three things you must do before constructing your plumbing business plan:

Define your vision statement, mission statement, and core values.

You can’t determine where you’re going until you define who you are. The very best plumbing companies—those that hit their revenue and profit goals, have an exceptional culture, and possess a sterling reputation in their communities—have clearly defined vision statements, mission statements, and core values. While each of these could be its own blog post, we’ll summarize them here.

Vision statement

Your vision statement should explain what drives your company every day.

Mission statement

Your mission statement should explain your daily purpose, including how you serve your market.

Core values

These are the bedrock principles that guide your organization’s conduct and its relationship with its clients, partners, and shareholders.

Your core values will shape your vision, and your mission will help you achieve your vision.

State your revenue and profit goals

Too many plumbing business owners simply operate day by day without ever truly considering where their company is going. As you construct your business plan , it is imperative that you clearly state your sales and profit goals. It’s our experience at CertainPath that 20% topline annual growth is a reasonable number, and you should aim to reach a 15% net profit.

MUST READ: If you are not achieving 15% net profit right now, stop planning for aggressive sales growth . There’s an expression that holds true: More money, more problems. If your operation is struggling to make money, it’s only going to become worse if you try to add more customers, more employees, and more trucks. Dedicate the next year to finding your operational inefficiencies and craft a plan to solve them. Once you’re profitable , then you can work on growing sales.

Make planning a priority.

We get it—no one likes planning. As a plumbing business owner , you’re a do-er, and you want to be in the field, helping your techs and talking with customers. However, as you are the leader of your company, your decisions help your team to feed their families and pay their mortgages.

Be intentional in creating your plumbing business plan. Set aside a minimum of two to three days to complete it and try to carve out time without interruptions. You may even want to check in to a hotel or lock yourself in a room. Include your key management team in this planning process.  If they are involved in creating the plan, it is now “our” plan and not just yours.

Now, let’s dive into what you’ll want to accomplish during those two to three days of planning .

Five steps to writing a plumbing business plan

Writing a business plan takes focus and work, but the time and effort you put into each of these five steps will pay off in the end in the form of more sales and higher profit margin.

1. Build your budget. 

Your budget identifies what parts of the business make and lose money . If your plumbing business does residential service, commercial service, and residential new construction, each of those departments should have its own budget. If not, there’s no way to know if one is making or losing money. Over the last two decades, we at CertainPath have found countless contractors who swore their new construction division was killing it, only to find once we separated their financials that it really was killing them. It may have generated big revenue, but it was doing so at a huge loss for the company.

Assuming you’ve been properly departmentalized for a while, you will ideally have three years of budgets to review to properly forecast your new fiscal year. Let’s say you want to increase your residential service sales by $1 million 3next year. Based upon your past knowledge, you know each truck produces roughly $1,500 in revenue every day, and there are 260 working days in a year. Thus, each truck generates roughly $390,000 in sales annually. So, to increase revenue by $1 million next year, you will need three more trucks on the road, assuming you’re priced properly, and your margins are correct.

When you’re priced properly, you can finally make a real profit that fuels your business’ growth and allows you to pay your people the very best wages in your market. CertainPath has created a formula that can tell you exactly what you should be charging for every single service in your plumbing business. Talk to an advisor to find out more !

2. Determine your marketing budget and plan. 

Your marketing plan will be dramatically impacted by your marketing budget. How much you spend on marketing should be dictated by your projected annual revenue.

Start by defining how much you want to make, then budget about ten percent of that for marketing. For example, if you’re hoping to have a $4 million residential plumbing business, budget $400,000 for marketing. That’s your loose constraint.

Next, break down your revenue goal into the number of calls it will take to achieve it. CertainPath members 17 have proprietary, key performance indicators (KPIs) available to them that will ensure they’re on target to hit their financial goals. Two of those KPIs are average invoice and technician closing percentage. Based on how many jobs your team took last year, how much they sold, and the average revenue generated by each ticket, you can determine how many additional calls you must generate to hit your revenue target. How you spend your budget depends on your company and market size.

If it sounds confusing, we have a team of experienced business coaches to walk you through the math. Get in touch with CertainPath to learn more .

3. Construct your manpower plan. 

To grow your plumbing business revenue significantly, you need to add more service trucks. Now, you must put plumbers in those trucks! How do you do that? It begins with a manpower plan.

Your first step is to construct an organizational chart. Even if you’re currently a three-person company, you must have one. Every job function in your company—from GM to CCR to Plumber to Service Manager and beyond—should have a box. While you may only be three people, your org chart can still have seven or more boxes.

At CertainPath, we offer customizable organizational charts for our plumbing members to adopt and utilize. Get in touch to find out more !

Let’s assume your goal is to add three trucks. You will need to create three new boxes in your org chart for the three plumbers you must hire . Include a “goal date” in each box for when you want to have those positions filled.

To determine your “goal date” hiring your new plumbers, note when your busy season usually hits. If you’ve been properly tracking your call counts, this should be easy to figure out—it’s the time of year when you struggle to keep up with demand. We recommend hiring seasoned technicians at least three to six months before business spikes, so they can be properly trained.

By the way, more plumbers also mean more support staff. The last thing you want is to hire and train great plumbers only to watch them leave because they feel like they’re not being properly supported in the office.

At CertainPath, we offer our members a successfully structured program for onboarding “green” employees—those with no experience—into your business. We also provide metrics that tell you how when it’s time to hire a Service Manager and an additional Customer Call Representative (CCR) based upon the numbers of people you have in the field. Find out more !

4. Review your training plan. 

After improper pricing, the most common reason that plumbing businesses fail is a lack of training. You should have processes for onboarding, technical training, communication training, and performance management for your plumbers, and you should also have training available for your CCRs.

You should sketch out your employee training plan for an entire year. Schedule days in your calendar to have your plumbers come in for technical training and communication training. Make time for monthly ride-alongs to ensure your techs are executing the training you’re providing. Also, make time for monthly one-on-ones with each plumber. This is time for you as the business owner, to talk with your plumbers about how you can help them become more successful. You’ll be surprised at how your plumber retention will increase with that simple, monthly meeting.

At CertainPath, we have defined tools for each that our members can easily download, customize, and utilize in their company. In addition, we offer countless in-person and online trainings hosted by our award-winning trainers, such as:

• Service Essentials
• Plumbers Advanced
• The Fundamentals of Drain Cleaning
• Telephone Essentials
• Dispatching for Profits
• Developing Winning Trainers
• Developing Effective Managers
• … and more.

Talk to a CertainPath advisor and get started today !

5. Write a priority list. 

Your budget, marketing plan and manpower plan are all based on simple math: for you to achieve a certain amount of revenue and profit, you must have a certain number of calls run by a certain number of people.

However, there’s another part of your plumbing business plan that is not necessarily driven by numbers: your priority list. This is a list of critical initiatives that you want to implement in your business—changes or additions that will improve your plumbing business, making it easier for your team to hit those revenue and profit goals year after year.

For example, perhaps you’re thinking about hiring a Service Manager or Call Center Manager for your growing business. For those new positions to be successful, you want to provide them with checklists and standard operating procedures (SOPs), so you should include those on your priority list with a due date. That’s just one example of a task that should be on your priority list.

Hold a meeting with any senior leaders or managers in your company and do a SWOT—strengths, weaknesses, opportunities, threats—analysis. Ask each team member to write down their own lists of these that they see in the business. Once you compile that information, you will quickly know what needs to be improved and add those items to your priority list. Review your priority list quarterly with the same team to see what you’ve accomplished, hold one another accountable, and look for new tasks to add to it.

CertainPath provides our members with customizable priorities list to use as starting point. Contact us to find out more !

Frequently asked questions

What should be included in a plumbing business plan.

There are many things you can include in your plumbing business plan, but at a bare minimum, you must absolutely have a well-constructed budget, marketing plan, manpower plan, training plan, and priority list. All those plans, CertainPath offers both templates, training, and one-on-one coaching on how to correctly build. Before you go to work building your plan, we urge you to take time to write down a clearly defined vision statement, mission statement, and core values. Those will serve as the foundation of your company that will help you and future managers make critical decisions in your business.

What is the best way to advertise my plumbing business?

The best way to advertise your plumbing business depends on the size of your organization and where you’re located. First and foremost, you need to determine what your budget is. At CertainPath, we recommend spending roughly 10% of your projected revenue on marketing. If you’re a smaller plumbing company , as much as you focus on sales, you must equally focus on getting 5-star reviews. We can show you how to pleasantly ask a homeowner for one on every call. You can make your very small plumbing company look gigantic if you have a ton of 5-star reviews. As a small contractor, you should be networking.

Next, you should find a solid vendor to assist you with a professional website, as well as how to optimize that site using HSA, PPC, and SEO. Then, as you get much larger, there’s a right time to begin investing in branding initiatives on TV and radio. When you get to that point, you must be exceptionally careful. Never work with a TV or radio station’s creative people. Find a reputable third party. Again, we have vendors and coaches who can walk you through this process. Get in touch with CertainPath !

How do I create a plumbing business plan template?

Creating a plumbing business plan template is straightforward: you must have a budget, marketing plan, manpower plan, training plan, and priority list. The good news is once you have these constructed, you can use the previous years as a template. What if you don’t have them yet? Not a problem! At CertainPath, we can provide examples for you. If you want to do it on your own, it doesn’t have to be complicated. Sit down at a computer, or even just with a pen and paper. Identify what you desire to achieve in terms of revenue and profit. From there, utilizing the information in this blog, you can begin writing out your plan.

What qualifications are needed to start a plumbing business?

The licensing and certification requirements of every city, state, and province vary greatly. I recommend researching your area. Once you’re in compliance, if you’re looking to start your own plumbing business, we would recommend looking to join an organization like CertainPath to help guide you. So often we work with companies who have a host or problems and challenges that have developed over the years. The more problems, the longer it can sometimes take to repair that plumbing business. As a new plumbing business owner, you have the ability to c reate the proper foundation with which to flourish. Get in touch with CertainPath to find out more.

How do I market my plumbing business?

Marketing your plumbing business is very specific based upon two conditions: the size of your company and the type of media market you reside in. For example, profitable plumbing businesses should budget to spend 10% of their overall budget on marketing. Naturally, the smaller your company, the less you can spend on marketing. In marketing, you can either spend money or time to create business. So, naturally, if you’re a smaller company, you must invest more of your time. That means going to business networking events , working trade shows, and asking customers personally to leave you a five-star review on Google. As your revenue expands, as does your marketing budget. You should invest in a professional website and promote it using SEO, PPC, and HSA ads.

The final step is the costliest; however, it’s exceptional for branding. It involves investing in traditional media like radio and TV. Once you get to that point in your plumbing business journey, it’s imperative you work with an outside agency with a successful track record in home services. Again, CertainPath can help with that as well. Talk to an advisor to find out how !

What type of liability insurance do I need for a plumbing business?

Liability insurance is an important part of running any business, but it is especially important for plumbers since they are working with hazardous materials and dealing with potential hazards on other people’s property. Depending on the area in which you operate, the types of liability insurance you will need may vary. Generally, you should look into getting general liability, auto liability, workers’ compensation, professional indemnity, and product/completed operations coverage. These policies will provide protection from claims related to bodily injury, property damage, accidents, and errors and omissions. In addition to these types of policies, it is also important to consider umbrella policies that can increase your coverage limits in case of catastrophic events.

CertainPath™ provides contractors with a proven path to success , professional coaching, software solutions, and a member community of 1,100+ strong. Find out how to join our family today !

How do I find customers for my plumbing business?

We’ve talked extensively throughout this blog about ways to market your plumbing business. However, there are two other avenues where you can capture customers that we haven’t covered. The first is the easiest and least expensive. It’s building a club membership program.

Essentially, you’re offering premier services to your customers, and in exchange, they pay you a monthly or annual amount. In addition, as part of the membership, your plumbers visit their home once a month to provide a safety inspection. Those safety inspections provide peace of mind for customers, and they provide your plumbers with service calls during those traditionally slow, shoulder months when the phone isn’t ringing. CertainPath has a customizable club program available to members that has been successfully implemented in thousands of cities and towns across the country for more than two decades. Get in touch to learn more !

The other way to find customers for your plumbing business is to acquire them. Every day, there are plumbing business owners looking to retire or sell. Those companies all have customer lists of homeowners they’ve developed relationships with over the years. You’ll be shocked at how inexpensive those lists can be. Very often it’s much cheaper than the money you’d invest in advertising. At CertainPath, we can show you how to identify these plumbing business owners, how to approach them about acquiring their member list, and how much you should pay for that information. Talk to a CertainPath advisor today .

What is the best way to price my plumbing services?

Pricing is the number one reason plumbing businesses go out of business. Please, value your services! Plumbing is a difficult trade, and you deserve to be paid like a true professional. When building your prices, it’s critical that you take into account your time and your plumbers’ time, the cost of your materials and equipment, the cost of your trucks and tools, the cost of your shop, the cost of the utilities, the cost of your office staff, the cost of your marketing, the cost of insurance and benefits, etc. In other words, every cost you incur should be covered by your customers. That’s how business is done. Don’t worry about what any other competitors charge. You must charge enough to cover all your expenses, plus make a profit of at least 15%. It’s with those profits you can hire more people, buy more trucks, buy a bigger office… in short, invest in your business. Trying to figure out how to develop your pricing for all your services is tricky.

Learn what’s possible with CertainPath. Attend a Profit Day near you or online to gain critical insights, tips, strategies, and advice to increase your profits and streamline your business operations.

Download The 44-Point Checklist Every Successful Business Owner Must Have

Plumbing Company Business Plan

Do you own a cleaning company like a plumbing company or do you know anyone who owns a plumbing company? Many of us may see the plumbing company as an easy kind of business to set up. We often believe that a plumber’s job is simple because they only have to fix things that we often are not capable of doing. However, making a company or starting up a business even if it is a plumbing business is not as easy as you think. Any kind of business is not as easy as many people think, just because they may already see the results does not necessarily mean that there were no struggles, no careful planning ahead. With that, when you think of starting a company or a business, even a plumbing company business, you will need to think about a business plan .

3+ Plumbing Company Business Plan Examples

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What Is a Plumbing Company Business Plan?

A plumbing company business plan is a specific type of business plan that caters its users to the world of plumbing business. The company business plan helps by giving you a general idea and a general point of view of how your plumbing company business will be successful. In addition to that, to be able to get something good out of your plumbing company, when you write your business plan , it shows you the outline of your business growth for the expected period of time. Lastly, a company business plan such as a plumbing company business plan would also entail some good strategies to help you reach your goal.

How to Make a Plumbing Company Business Plan

Are you planning on setting up a plumbing company? If you are, you may be interested in knowing about how you are going to make your plumbing company business plan . Apart from it being a roadmap to help you succeed in your business, it is also a helpful tool to maintain the flow of your business. With that being said, here are some steps to making a plumbing company business plan .

1. Write an Executive Summary of Your Business

Write an executive summary of your business . The executive summary will be about what your business is about, what are your plans for the next few years of your business as well as how you are going to be summarizing the entire procedure and the strategies you will be using for your plumbing business. Executive summaries do not have to be too long.

2. Set Up Your Objectives for the Business

The next thing you will need in your business plan is your objectives. To make it simple, your objectives must be related to your business or your company. They must also be doable, clear and concise. Your objectives are important since they help you get your goals in check and to be able to reach your goals.

3. List Down the Procedures and the Strategies

Write down the strategies and the procedures of your plumbing company business. The procedures and your strategies have to go hand in hand. So as you start writing and thinking about your strategies, you must think about how these strategies can help you build your business.

4. Make an Update for the Time Based Schedule

Update when you have reached your time based schedule. Updating your company business plan is also helpful. As it shows you the strategies that may need more improvement, the procedures that help you out and of course the strategies that you can find in order to make your business plan better. All these are mainly done with the time based schedules. Your time based schedules can vary from monthly or quarterly.

What is a plumbing company business plan?

A plumbing company business plan is a kind of specified business plan that caters to the plumbing company and how the business may grow to become successful.

Why do you need a business plan?

Regardless of the kind of business or company you may be working or starting, a business plan is always a helpful tool to get you to run your company as smoothly as possible. To help you avoid any risks and bumps that may destroy your goal.

How do you make a successful business plan?

To make a successful business plan, you must understand and know what your business is about. How you are going to set the goal and its objectives, as well as the strategies and the procedures to make your business plan a success.

Making a plumbing company business plan is important. To get your business to come up and running, you must also know what you can do to make your business a success. If you are planning on setting up a plumbing company, make sure to have a business plan as well.

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How to write a business plan in 7 simple steps (and business plan template)

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It’s important to know how to write a business plan, because it helps you answer questions about your business and recognise potential obstacles before you set it up properly.

Our guide explains everything you need to know, with tips from a successful business owner and a free business plan template.

While not all new businesses start out by writing a business plan, for many it’s an important step. It acts as your guiding document, helping you establish and grow your business, and it has a life well beyond just setting up or applying for funding.

But how to make a business plan, exactly? The first thing to know is that it doesn’t have to be too long and descriptive. You should be able to explain your idea clearly, structuring your plan into sections.

This comprehensive guide covers:

• free business plan template
• what is a business plan?
• how to write a business plan in 7 steps
• 4 top tips for writing a business plan
• how often should you update your business plan?

Download a free business plan template

To get started, why not download your free business plan template, which you can fill in as you work your way through our step-by-step guide?

Keep in mind that a business plan can take several weeks to write. It’s worth doing your research and taking your time to get the best result. And remember, you can continue to update and improve your business plan over time.

What is a business plan?

Starting a business is exciting. You’re bursting with so many ideas, you might be tempted to rush your plan to get to the fun stuff like selling your first product or posting on social media.

A business plan isn’t something you write down when you’re setting up and never look at again. You’ll refer back to it often, making sure you’re hitting your goals and getting the most from the brilliant ideas you come up with at the beginning.

And if you’re looking for funding or investment , your business plan needs to convince people to back your idea.

So it’s not an overstatement to call your business plan the ‘bible’ you’ll use to help establish your company.

And while business plans come in different formats, most of them include the same core sections.

According to Richard Burle, owner of Richard’s Garden Services in West Sussex, a business plan can help you to see where you’re going.

“They help you look at yourself, to make sure that you’re doing the best that you can for your business. That’s why a business plan is really important because if you haven’t got that, you’re probably going to fail.”

Business plan examples

Before you start writing, it might be useful to read an example business plan for some inspiration. A quick Google search will bring up lots of examples.

Whether you’re looking to start a business as a candle maker or dog walker , read some business plan examples to familiarise yourself with how to approach your type of business.

Once you’ve got an idea of how other businesses have written their business plan, it’s time to start writing your own.

How to write a business plan in 7 simple steps

If you’re clear on what you want your business to achieve, plus the key details of how it’s going to work, writing a business plan doesn’t have to be a difficult task.

We’ve broken everything you need to do into a business plan structure you can follow in seven simple steps:

• How to write an executive summary
• Introduce your business
• Analyse the market
• Complete a SWOT analysis
• Consider strategy and execution
• Understand your financials
• Include appendices

Step 1: How to write an executive summary for a business plan

The executive summary is essentially a one page business plan that goes at the beginning of your document. As it’s a snapshot of your plan, it’s often best to write it last.

This section is common in many business documents, from client reports to business proposals for new projects.

It’s designed to hook readers with your idea and give an overview of your plan, including:

• what makes you different
• how you’re going to market your ideas
• how much money you expect to make (and spend)

Step 2: Introduce your business

This is where you jump in and start talking about your idea. This section should include:

• the problem – what’s the need for your business? What’s the problem you’re solving, or what’s the opportunity? Why would people want what you’re selling?
• the solution – how are you solving the problem? What will your business do? How does it meet the needs you’ve identified? And importantly, how is it different?
• your history – how long has your business been established? If it’s new, what’s your experience in the sector or industry?
• business structure – who are its owners and what is its legal structure?

Richard Burle says it’s also good practice to plan “where you want to be in your first year, your second year, third year, and fourth year.”

“For example, the first year I spent by myself working and building up my customer base. Then after the first year, I got more people, more customers, and did the odd job on Saturday as well – so I brought on help for that.

“And then in my second year, I got my first contractor for two or three days a week – and after that it just increased,” he says.

Step 3: Analyse the market

Here you explain industry trends and the competitors you’re up against. It’s where you include the market research you’ve carried out.

This research can be quantitative (based on measurable data and statistics), qualitative (based on gathering individual experiences and opinions), or ideally both. This section should answer:

Where you’re selling (and who to):

• who are your potential customers and what are their characteristics?
• how will you target them?
• how many customers are you targeting? Will that number grow?
• where do those customers shop at the moment?
• do you have any existing customers, or confirmed orders?

Market trends

• how is the market changing? Is it growing?
• are tastes changing? What are the reasons?

The competition

• how will you attract customers from your competitors?
• what advantages and disadvantages do you have against them?
• how do you think your competitors will react when you start out? How will you respond?

When assessing the competition, gardener Richard says it’s not only important to look at the prices your competitors charge but also to list five good things each company does. You can use a competitor analysis to answer key questions about your competition.

Here’s a business plan example of a competitor analysis for a new plumbing company planning to launch in the Epsom area of Surrey.

Step 4: Complete a SWOT analysis

SWOT stands for strengths, weaknesses, opportunities and threats. This is a very important part of your business plan, because it helps you drill down into your idea. You usually format a SWOT analysis in a grid on one page – four squares, one for each section. Then you make notes in each square.

Formatting the SWOT analysis in a grid helps you see how the different elements of your idea interact. For example:

• how will your strengths help you capitalise on opportunities?
• how will your weaknesses amplify threats – and what strengths can help you overcome them?

Completing SWOT charts for your competitors too should help you see how to win business from them.

Read more about creating a SWOT analysis .

Step 5: Consider strategy and execution

Now that you’ve done some analysis, in this section you can explain how you’re actually going to run your business.

Here you’ll include a number of sub-sections:

Marketing and sales

Explain more about your product and service, including its features and benefits. Talk about your pricing strategy, and how you’re going to promote your product. And how exactly are you going to sell? Which channels will you use – is it direct to the customer, online, or through other retailers?

Download our free marketing plan template to get started and read our ultimate guide to marketing for more information.

Where’s your location and what premises are you looking at? Is it suitable for long-term growth? How are you going to keep accurate records (for example, of stock, sales, accounts, and quality control)?

Are you the only one running your business or are you planning on hiring staff? How will you structure your team? Outline each team member’s experience and what they bring to your business. You might also want to include any outside advisors and experts you’re using, like accountants.

Step 6: Understand your financials

Here you detail the numbers – especially important if you’re looking for investment. The financials need to be realistic, accurate, and watertight.

Here’s what to include, presented in raw figures and charts:

• sales forecasts and the cost of goods sold – estimate what your sales will be in the future, listing the goods or services you’re selling as well as the cost of each unit. From this, you can estimate profit
• a profit and loss forecast – an overview of sales, cost of sales, overheads, profit and loss
• cash flow statement – cash flow is what keeps you afloat – with no money coming in, you can’t run your business. The cash flow forecast shows you how much money you generate over a period of time, as well as what you’re paying out
• balance sheet – shows an overall picture of your financials at a specific point in time. The balance sheet summarises your assets (what you own), liabilities (what you owe), and equity (the net difference when you subtract liabilities from assets)

The detail you need here depends on what stage you’re at with your business, as well as the size of your business. You might want to ask for expert help and advice on crunching the forecasts.

Step 7: Include appendices

While the business plan itself shouldn’t be long and complicated, there might be information you choose not to include in the body of the plan. Adding an appendix means that people are able to refer to this extra detail if needed.

This can include graphs, tables, and notes. You can signpost the relevant appendices people should look at throughout the body of the business plan.

Four top tips for writing a business plan

When you’re using business plan templates, keep the following four tips in mind.

1. Know your audience

Remember who you’re writing for – is the business plan primarily for your own use, or are you looking for a loan, or even equity investment? Keeping your audience in mind will help you stay on track.

2. Keep it concise

Make sure your plan is snappy and to the point. While you don’t want to miss out crucial details, you should also bear in mind people’s attention spans. Don’t turn in a 100-page plan.

3. Keep it simple

It’s likely your plan will be seen by people who don’t have intimate knowledge of your industry, so you need to make sure that it’s written in language that’s accessible to people without specialist experience.

4. Don’t forget the presentation

Tables, graphs, and charts can help you get information across better than blocks of text. It’s also worth thinking about how to pitch your plan to investors, potentially in a presentation that gives the toplines from your plan.

How often should you update your business plan?

As your business grows, you should refer back to your business plan regularly. As a minimum, you should be reviewing and updating it at least once a year.

When it comes to reviewing his business plan, gardener Richard focuses on expenses and prices .

“I think about whether I need to increase my prices, adding any extra costs and expenses that are going up – like fuel, clothing, and tools.

“I ask myself ‘can I increase my price?’ Sometimes you can, sometimes you can’t.”

He says it’s important to think about the ways you can increase your customer base and the type of work you want to take on.

“For example, I didn’t want to take on more hedging jobs so I put on my business plan that I was going to get somebody to do it for me.”

Now you’re all set with everything you need to know about writing your business plan. By taking the time to get it right, you can set yourself up for future success.

What are your top tips for writing a business plan? Let us know in the comments below.

More guides for small businesses

• Going self-employed in the UK: a guide to get started
• Which bank has the best business bank account?
• How to register as self-employed
• Customer journey map template: why every business needs one

Get your business insurance sorted

We have over 800,000 customers plus a 9/10 satisfaction score. Why not take a look at our expert business insurance options – including public liability insurance and professional indemnity – and run a quick quote to get started?

Photograph: Jacob Lund/stock.adobe.com

Sam has more than 10 years of experience in writing for financial services. He specialises in illuminating complicated topics, from IR35 to ISAs, and identifying emerging trends that audiences want to know about. Sam spent five years at Simply Business, where he was Senior Copywriter.

This content is for general, informational purposes only and is not intended to provide legal, tax, accounting, or financial advice. Please obtain expert advice from industry-specific professionals who may better understand your business’s needs.  Read our full disclaimer

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The Ultimate List of One Pager Templates Every Business Needs

Written by: Raja Mandal

One pagers are  a powerful tool for presenting essential information in a concise and visually appealing format. You can use them to communicate summaries of products, services, or projects, making them effective tools for marketing and communication purposes.

However, finding a high-quality one-pager template that meets your business needs can be daunting. Although some one-pager templates are available online, most have average designs and limited customization options.

How do you find the right template or design that suits your specific needs and goals?

Don't worry; we’ve got your back.

We've done extensive research and assembled a collection of one-pager templates to captivate your audience and make a lasting impression.

Whether it's marketing, sales, project management or human resources, this article contains all the necessary one-page templates to run your business.

Let's start!

Table of Contents

What is a one pager, benefits of using one pagers, types of one pagers you can use.

• A one pager is a single-page document that captures the key points of a project, idea, product or service.
• It is designed to be concise and visually appealing, with all relevant information presented in a clear and organized manner.
• One Pager allows for precise and impactful communication, enhances visual appeal, saves time and serves different purposes.
• Visme's one pager templates are the best way to present information concisely and effectively. From marketing and sales to project management to human resources, you'll get all the templates you need to run your business efficiently.
• Sign-up for Visme teams to find tools and templates for the specific needs of different teams across your organization.

A One Pager is a concise, single-page document designed to capture attention and convey essential information effectively. It's a powerful tool for businesses, condensing key details onto a single page to provide a comprehensive overview of a product, service or project.

The simple layout and attractive design of a one pager help the audience understand the main message quickly and easily.

In the business world, one-pagers are available in different formats to meet various needs. They can be brochures, project timelines, press releases, event flyers or even resumes. The versatility of a one pager enables businesses to provide comprehensive overviews, engage attention and adapt to different formats to achieve their communication goals.

Here's an example of a one pager.

Utilizing a One Pager offers numerous advantages for businesses and individuals alike. Let's explore some of these benefits:

1. Effective Communication: By condensing information onto a single page, One Pager allows for precise and impactful communication. They help you convey your message concisely, ensuring that key points are delivered in a focused and easily digestible manner.

2. Visual Appeal: One pagers often incorporate visually engaging elements like charts, graphics and images. These visual components enhance the overall presentation, making it more compelling and memorable for the audience.

3. Time Efficiency: With one pagers, you can save time by avoiding lengthy reports or presentations. The format lets you present the most important information efficiently, making it ideal for busy professionals who must communicate quickly and effectively.

4. Versatility: You can use one pagers across various industries and sectors, serving different purposes such as product promotion, idea pitching, project updates and business overviews. Their flexibility allows you to adapt them to your specific needs and objectives.

Simplify content creation and brand management for your team

• Collaborate on designs , mockups and wireframes with your non-design colleagues
• Lock down your branding to maintain brand consistency throughout your designs
• Why start from scratch? Save time with 1000s of professional branded templates

Sign up. It’s free.

In this section, we will explore the various types of one pager templates you can use to convey different aspects of your business effectively.

Whether you need to showcase a product, outline a project plan, present financial data, or post a job advertisement, there is a specific type of one-pager tailored to meet your unique needs.

Jump to this section:

General One Pager Templates

Startup one page templates, business plan one pager template, marketing one pager templates, case study one pager templates, human resource one pager templates, designer one pager templates, sales one pager templates, project management one pager templates, financial one pager templates, training & development one pagers, non profit one pager templates.

If you need to create a professional document quickly, such as a one pager, you can use Visme's AI document generator . It is a powerful tool that simplifies your work, allowing you to create high-quality, impressive documents without spending too much time or effort.

Generate a first-draft document from a text prompt, select a style and the tool will generate text, images, icons and everything else.

Let's begin with the general one-pager templates. You can use them for various purposes and present information concisely and distraction-free.

Retail Business Plan One Pager Template

Showcase your retail business plan in a concise and visually appealing format using this business plan one pager template. It provides a structured layout to outline key elements of a business plan, including business description, consumer persona, marketing channels, sales funnel and more.

You can use this business one pager template to communicate your unique value proposition, market opportunities and growth strategies to potential investors, partners or stakeholders.

Customize the sections to align with your business goals, market analysis and financial projections.

Finding everything you need in Visme has never been easier with our Shortcut feature . By simply typing the forward slash ("/"), a convenient pop-up appears with a search bar, giving you instant access to everything within Visme.

From animations and text boxes to design elements and data visualizations , find what you need without wasting time searching through menus or options.

Tech Company One Pager Proposal

Present your tech company's expertise and solutions with our Tech Company One Pager Proposal. Showcase your cutting-edge technologies, services and success stories in a concise and visually appealing format. Tailor the sections to highlight your competitive advantage, industry experience and contact information. Add hotspots to expand key  sections details or direct readers to essential links, like product pages or a contact us page .

With a professional and persuasive approach, this template enables you to make a compelling case for partnerships or project collaborations, positioning your tech company as a leader in the industry.

IT Service One Pager Template

This IT service one pager template is designed to give the audience a quick understanding of your service, how it works and how it can benefit them. This tool can serve as a marketing tool to attract potential customers or improve communication with your existing customer base.

Or, you can use it to help your new hires or clients quickly get up to speed with your services.

With its modern and minimalistic design, there's plenty of room for you to display your services, client testimonials and pricing details all on one page.

SMART Goals Worksheet

Setting and achieving goals is the secret to success for any business and individual.

But how do you ensure your goals will help you achieve your vision and mission?

The answer is by setting Specific, Measurable, Actionable, Realistic and Time-bound (SMART) goals. Use this SMART goals worksheet template to set goals, gain clarity and stay on track. It includes customizable sections for setting SMART problems and answers and a problem-solving cheat sheet.

Development Process One Pager Proposal

Present your development process in a concise and visually appealing manner using our development process one pager proposal template. Customize the sections to outline the key phases, milestones, and deliverables of your development project. Present a clear and concise overview that stakeholders can easily understand.

Streamline communication and ensure alignment in the development process with this informative and visually appealing one-pager template.

A startup one-pager template summarizes a business's value proposition, market potential, and competitive advantage in a single, captivating document. Here are a few startup one page templates you can use.

Tech Company Startup One Pager Template

Give a splash of color to your startup's presentation with this tech company startup one pager template.

This one pager inspiration template makes your statistics come to life by providing multiple ways to depict your data through engaging visualizations like vertical bar graphs, pie charts and tables.

With a clean and exciting layout, this template allows you to share critical information, such as profiles of lead investors and your marketing and sales strategy. It's a simple yet effective tool to help your startup stand out and attract potential investors.

App Startup One Pager Template

Brighten up your business idea with this app startup one pager template. It features specific icons to highlight important details like the type of funding, the stage of funding, and the total amount raised. A well-structured section is also available to outline your target market description.

With a visually engaging donut chart, providing a financial overview becomes an easy task. This template ensures your startup’s information is easily understood.

Here’s a comprehensive article about creating a startup one pager to secure funding for your startup.

With a business plan one pager, you can quickly and clearly communicate the company's business plan to potential investors, partners or stakeholders. Here are templates to get you started.

Sales Business Plan One Pager Template

This bold, black and neon color template makes your sales business plan stand out. It smartly uses boxed sections to highlight your executive summary and the products and services you offer. The one pager layout's straightforward design makes it easy for readers to quickly understand your business' key aspects .

An allocated area for your target market is also present, allowing you to define your potential customers precisely.

Marketing Business Plan One Pager Template

This marketing business plan one pager template combines style with function, ensuring a high-impact, visually pleasing presentation of your marketing business plan.

Innovative radial gauges offer a refreshing way to present market analysis, while traditional bar graphs illustrate the company's size and niche. Plus, a clear pie chart provides a geographical distribution, giving a holistic overview of your location strategy.

Unlock the power of effective marketing communication with our marketing one pager templates . Present your products, services, or campaigns in a concise and visually captivating format, leaving a lasting impression on your target audience.

Creative Brief

A creative brief is a one page document that outlines the goals, strategies, challenges, outcomes and other crucial details for various projects. It can be used for marketing, branding, design and various other projects.

Whether you want to pitch a new product or service, design an advertisement or create a website, creative brief one pager templates will help you clearly define your objectives and provide the right information for your team.

Use the template below to make a creative brief for your video production business or customize it to suit your varied needs.

Customer Journey Map

As a marketer or business owner, you want to know as much as possible about your customers so that you can identify their needs and provide solutions. A customer journey map helps you do just that by enabling you to visualize how people interact with your brand or business over time. It is an excellent tool for gaining insights into your target audience and helping them solve their problems.

Use the template below to create an easy-to-understand customer journey map that can help boost sales and improve customer service.

Marketing infographic

If you are looking for a quick and easy way to market your products and services, a marketing infographic is the best tool to do that. A marketing infographic is a great one pager example that can explain any concept in an easy-to-understand way for your target audience.

The versatility of an infographic lets you reach your target audience on any platform, from social media and emails to company websites and print media.

Choose a suitable marketing infographic template from the Visme library and customize it using our free online infographic maker .

What’s an email marketing campaign without a professionally designed newsletter? Newsletters are one of the most effective ways to communicate with your audience, build your brand's credibility and establish yourself as an expert in your industry.

Also, it is the best way to keep your customers informed about new products, services and promotions.

You can create a professional-looking newsletter by choosing one of our templates, adding your content and customizing it to match your brand identity. Visme’s one pager templates for newsletters include various designs and layouts you can customize for any industry, company or organization.

Boost credibility and share compelling stories of how clients have achieved success with your product using the one-pager case study templates below.

E-commerce One Pager Case Study Template

This template is perfect if you're looking at the exciting world of cryptocurrency payments.

Using soothing blues and white, it's easy on the eyes and gets your point across clearly. It has a particular area for listing all the discoveries and results from your study. A bar graph helps show info about different age groups in a way anyone can grasp.

It's a simple, neat way to let everyone know what your study has found.

Nutritional Product One Pager Case Study Template

This template combines simplicity and detail, allowing you to present your case study effectively and engagingly. It is designed with a color palette that harmonizes beautifully and instantly connects with your natural pies. It showcases an easy-to-understand bar graph detailing the acceptance rate among various age groups.

Clear spaces for Key Performance Indicators provide a snapshot of your product's achievements. Additionally, it employs radial gauges for an eye-catching display of your study's findings and outcomes.

Read our comprehensive guide to learn how to create an impressive one pager case study . It includes a step-by-step process, templates and best practices to master creating a striking one-pager case study.

Empower your HR team and improve processes with our human resource one pager templates. Streamline evaluations, attract top talent, provide recommendations, simplify job offers and enhance internal communication.

Performance Review

Elevate your performance evaluation process with our comprehensive performance review templates. This highly useful tool helps HR professionals evaluate employee performance, recognize strengths, and identify areas that need improvement.

With well-structured sections for ratings, feedback and action plans, these one pager templates ensure a constructive and effective performance review process. Streamline your evaluations, foster employee growth, and drive overall performance excellence.

Job Advertisement

Highlight key responsibilities, qualifications and company culture in a visually appealing and informative layout. Our job advertisement one pager templates feature customizable sections for job descriptions, desired skills and benefits, which grab the attention of potential candidates. Its persuasive and professional design portrays your brand in good light.

Letter of Recommendation

With a letter of recommendation, you can provide employees with constructive feedback on their performance while offering a recommendation letter that they can use in future job applications.

Empower your employees' career journeys with our personalized letter of recommendation templates . Showcase their strengths and capabilities through persuasive and well-structured recommendations. Highlight qualifications, skills and notable achievements to support job applications, promotions or professional development opportunities.

Are you looking for a fair and effective way to offer a candidate an employment opportunity? Our job offer letter templates are designed for use by employers when offering new job positions. You can customize them with your company’s information and tailor them to meet the needs of each candidate.

The templates include sections for position details, compensation, benefits, and terms of employment. With an organized layout and clear information, the templates ensure seamless communication and informed decision-making for candidates.

Using posters to promote events, job fairs, job openings and other company news is an effective way to reach a large audience. You can design posters and post them in public places or display them on your website.

Customize Visme's poster templates with your company's logo , brand colors and brand fonts to create a professional-looking promotional tool. The templates include editable text areas where you can include information about the event or job opening and contact information.

Elevate your brand identity with Visme's powerful brand design tool . It lets you create and save your branding materials, including logos, color palettes and font styles, all in one place. Maintain consistency across your designs and effortlessly apply your brand elements to any project in a few clicks.

Read this article to learn more about setting up your branding kit in Visme .

Showcase your design concepts and creative projects in a visually stunning and concise format that leaves a lasting impression on your clients. Use these designer one pager templates to elevate your design game and make your work shine.

From film production to website design, a storyboard template is a game-changer for bringing ideas to life and aligning stakeholders with the creative vision. Our Storyboard one pager templates provide a structured layout to map out the sequence of events, visualize key scenes, and convey the narrative flow.

You can customize sections such as descriptions, images, sketches and more to present ideas and concepts clearly and effectively.

Choose from thousands of design elements, such as vector icons , illustrations, 3D animated graphics and more to customize your one pager template. And, if you want to take things to the next level, use Visme’s AI image generator .

Create images, art, 3D objects, icons, abstracts and whatever you need to make the storyboard more engaging.

Transforming ideas into tangible visual representations is made easy with our mock up one pager templates. Whether it's a website, mobile app or product design, this template allows designers to present their work in a realistic and visually stunning way.

The mock up templates help designers demonstrate functionality, user experience and aesthetics with customizable sections for images, descriptions and interactive elements. Impress clients or stakeholders with lifelike mock-ups that bring your designs to life and provide a tangible preview of the final product.

Design Brief

Clear communication and a shared understanding of projects are vital for successful design. Capture and present the project objectives, target audience, design guidelines and deliverables using our one pager design brief templates.

Customize the templates to include the goals, target audience, product description, timeline and more to ensure a comprehensive and effective briefing process.

Designers can utilize these templates to align stakeholders, establish project parameters and lay the foundation for successful design outcomes.

Visme empowers your design team with powerful collaboration features that skyrocket productivity. Seamlessly collaborate on projects by inviting team members via email to edit and provide real-time feedback.

With the live editing feature, multiple team members can work on the same project simultaneously, making edits and providing real-time feedback. Stay organized with comments, track changes and access version history to keep your design process streamlined and efficient. With Visme's workflow management features , you can efficiently manage tasks, progress, deadlines and corrections from one place.

Read this article to learn more about how to do collaborative design right with Visme. You can also watch the video below for more information.

Join the ranks of designers saving nearly 79% in time and cost with Visme. Here is what Kendra Bradley, Graphic Content Developer at WOW has to say about Visme.

“Visme saves time and is a whole lot more affordable than most other content development programs out there now. It makes it easy to develop professional, polished content.”

“We were looking for a new internal design program, so we got Visme and loved it. From there, we started introducing new teammates to it and it’s become a staple on our team.”

In this section, we will explore the realm of Sales One Pager templates and their significant role in boosting sales performance. Streamline processes, engage prospects and drive conversions with these invaluable tools.

Sales Battlecards

The sales battlecard one pager templates are a game-changer for sales professionals. It provides a comprehensive overview of competitive intelligence, product features and unique selling points. These templates allow sales reps to address objections effectively, highlight key advantages and win the sales battle.

It includes sections for competitive analysis, key messages and objection handling that are some of the most valuable resources for sales reps to navigate the competitive landscape and close more deals.

Customer Persona

Understanding the target audience is crucial for effective sales and creating other sales collateral, including battle cards and product sell sheets.

Visme provides 30+ customer persona templates to create detailed profiles of your ideal customers. Capture their demographics, pain points, motivations, spending behavior and more.

Customize the templates to tailor your messaging, address customer needs and build stronger connections. By aligning sales strategies with customer personas, you can drive personalized interactions, nurture relationships and increase sales effectiveness.

Product Sell Sheet

Are you looking to present your products in a compelling way? You want to highlight the benefits, features and specifications of your products. Use our product sell sheet templates to create effective sales collateral that effectively communicates the value of your offerings.

Customize the templates to match your brand’s tone and voice. Make sure you include all relevant information about pricing, availability and more.

Food Processor Product Sell Sheet Template

With this product sell sheet template, you get a vibrant tool that puts your food processor in the spotlight and significantly impacts your sales outcomes.

It effectively uses vector icons and a high-quality image of your product, creating an immediate visual impact. Most importantly, it accommodates your product's core features and specifications in a crisp layout. Salespeople can use these details to better understand the product and convince potential customers about its unique features.

Pictures often communicate louder than words; having captivating visuals in your business document can go a long way in engaging your audience. Use Visme's AI image editing tools to instantly edit, touch up, unblur, and upscale your visuals, ensuring they always leave a lasting impact.

Headphone Product Sell Sheet Template

The headphone product sell sheet template, with various shades of purple, invokes feelings of creativity and luxury. It offers a dedicated space for a brief company description, enabling you to showcase what makes your brand stand out. Detailing necessities like speaker size, sensitivity and ear pad material becomes straightforward with this template's clear, organized sections.

The bottom area is designed to focus on unique features; it's the perfect spotlight for your unique selling points.

And the best part? You can customize it for any product or service, regardless of the industry or business type.

Brochures are versatile tools for presenting comprehensive information about products, services or company offerings. Our brochure templates provide a visually engaging layout with customizable sections for content, images and contact details.

Also, Visme offers two popular types of brochure templates: bifold brochures and trifold brochure templates .

These templates enable sales professionals to create impactful brochures that captivate prospects and effectively communicate key messages.

With its professional design and organized structure, the brochure templates help sales teams leave a lasting impression and drive interest in their offerings.

Gain valuable insights into your content's performance with Visme's analytics feature . Track views, engagement and interactions to understand how your audience interacts with your visual content. You can also get additional information such as date/time of view, visitor IP, visitor location, total time spent on the project and source.

Consumer Product One Pager Template

Are you looking for a tool to present the essence of your consumer product idea to potential investors or partners? This consumer product one pager template will help you do that.

This template is specifically designed to showcase your product idea in a concise and visually compelling manner, making a significant impact on your audience. It features sections for a product overview, company overview, product specifications and more.

Use it for captivating sales presentations, impactful product launches, enticing eCommerce listings and compelling sales collateral.

Customize the template to match your brand's aesthetic, ensuring a cohesive and visually appealing representation of your product.

Company Sales One Pager Template

Attract new customers and investors using this company sales one pager template. The template includes a company overview, product description, benefits and target market analysis. It also has room for your contact details at the bottom of the page.

Edit the customizable sections and replace the information with your own to create a sales one pager that is sure to close a deal.

Billing Software Datasheet Template

With a pleasing blue color scheme and pink as an accent color, this sheet creates a visually appealing outline for potential clients. It smartly provides information on essential areas—system requirements, installation procedures and data security details. Including critical features gives a snapshot of the software's unique capabilities.

This comprehensive template covers all the crucial elements of your billing software. It ensures that every pitch counts by presenting your software in an organized, professional and engaging manner.

Food Manufacturing Datasheet Template

This template ensures that your detailed specifications, safety features, testing, quality control procedures, and the manufacturing process are comprehensively presented. The clever use of icons for every point aids in quick understanding, ensuring your message gets across. This professional one pager template is not only visually appealing but is also a thoughtful tool for communicating crucial manufacturing details.

Explore additional 9 data sheet templates from Visme’s library to showcase your product details effectively.

Effective communication and streamlined processes are the keys to success in project management. That's where project management one pager templates come into play. Let’s talk about the templates Visme has to offer.

Project Timeline

Efficiently track project progress and milestones with our project timeline templates. This visual tool provides a comprehensive overview of project tasks and their scheduled durations. By outlining key deliverables and dependencies, project managers and team members can stay on track and meet project deadlines effectively.

With its customizable sections and visually appealing design, the project timeline template ensures clear communication and keeps stakeholders informed about project progress and timelines.

Project Charter

Use Visme's project charter one pager templates to establish a solid foundation for your projects. The templates will help you outline the project objectives, deliverables, budget, stakeholders and more. You can also use the one pagers to get everyone on board with the project, and it will help you keep track of your progress throughout.

The templates align project teams and stakeholders on expectations by clearly defining project goals, success criteria, roles and responsibilities.

Streamline your project management process and optimize resource utilization with our visually appealing and easily customizable one pager schedule templates . This one pager example empowers project managers to allocate resources effectively, track task durations and ensure timely delivery.

The schedule template visually represents project activities and timelines, enabling teams to stay organized and on track. Customize the sections for task descriptions, start and end dates and assigned resources to fit your project's needs.

If your projects include managing a heavy workload of social media content, Visme has you covered. With our social media scheduler , you can streamline the process by designing and publishing your content all in one place. Create engaging visuals, schedule posts in advance and easily optimize your social media presence.

When it comes to presenting concise information, Visme is a game changer. Hear it from one of our satisfied customers Wolfgang H.| Adjunct Professor.

“I love to present concise information (i.e. sweet and easy) both for PC and mobile devices. Therefore, Visme is great and the learning curve was very manageable. Templates are inspiring. Once in a while I browse through them and use bits and pieces from good looking remplates”

Now, let's take a look at some of Visme's financial one pager templates. These business one pagers help you craft impactful press releases, streamline budget planning, and present comprehensive balance sheets with confidence and clarity.

Press Release

A press release is an excellent example of a one pager that you can use to communicate the financial news or updates about your business. It's an effective way of generating attention and interest in your company, product or service.

If you plan on launching a new product or service or want to inform people about a significant event or milestone in your company finances, consider creating a press release to share with the media and the public.

Try Visme's press release templates to create professional-looking press releases and attract the media.

Budgets are an essential part of any business, whether you're a start-up or an established company. It will help you understand how much you can afford to spend and how much it will cost to run your business. It also helps you see where your money goes so that you can make changes as needed.

To avoid the hassle of learning complex budgeting tools, use Visme's easily customizable budget templates . They provide a clear overview of your income and expenses, allowing you to identify areas where you can cut costs or invest more.

Financial Company Balance Sheet

Obtain a concise snapshot of your company's financial health using Visme's balance sheet templates. Customize this company one pager design to present key financial data such as assets, liabilities, debt and equity in a clear and organized manner.

Below is an example one pager balance sheet template that you can customize according to your industry and business type.

Keeping your financial documents up to date is an essential yet challenging part of running a business smoothly. With Visme's dynamic fields feature , you can streamline the process and ensure accuracy in your financial reports, invoices and other essential documents.

Simply input your information once, and it will update across all instances, ensuring accuracy and saving time. Watch the video below to see this feature in action.

Are you looking for something to increase the impact of your training and development initiatives? Visme’s training and development one pagers might be of great help. Create interactive worksheets, professional certificates and engaging infographics to enhance learning experiences and drive knowledge retention.

Support the learners' training journey using Visme's one pager worksheet templates . A worksheet is the best way to capture key points and takeaways from a training session. It is also an effective way to reinforce the learning objectives and ensure everyone in the class understands what they need to know.

One of the best ways to present your training program is with an infographic, a visual representation of information. An infographic includes text, graphics and other elements that help you explain complex concepts in an easy-to-understand manner.

The best infographics are visually appealing, easy to understand and informative. And if you want to create one, Visme's free online infographic maker is the best tool.

Choose from 1000+ infographic templates and customize them to prepare your one pager training material.

Visme gives you various downloading and sharing options for your one pager. Download your customized one pager in various formats such as PNG, JPG, PDF and HTML. Share them on social media channels to engage your followers, send them via email to specific recipients, or embed them on websites using a snippet of code.

Furthermore, Visme is compatible with learning management systems, allowing you to export the one pager learning materials in SCORM and xAPI format .

Certificate

A certificate one pager is a great way to recognize an employee or team for their hard work and dedication. Visme's one pager certificate templates are perfect for anyone looking to create a professional-looking certificate in minutes.

Once the training is complete and the employee has reached a certain level of competency, reward them with a certificate that displays their accomplishments.

Or, if an employee has received a promotion or a new position, present them with a certificate that recognizes their achievements.

Additionally, you can read this article about 18 one pager templates to discover more one pager design examples and how to use them.

Let's take a look at some of our top nonprofit one pager templates. These customizable templates can help you get your message across, whether you're fundraising, making a business proposal, releasing news or seeking event sponsorship.

Fundraiser Project One Pager Proposal Template

Stand out with this well-organized and clean fundraiser project one pager template, perfect for nonprofits aiming to make a strong impression. The template incorporates a sleek and structured layout with its black, yellow and gray color scheme, presentable enough to catch anyone's attention.

It offers designated spaces for your organization's logo, information about the event location, details of the guests and profiles of key speakers, creating an excellent tool for sharing key information about your nonprofit events.

Education Non-profit One Pager Business Proposal Template

Present your education-related nonprofit business proposal with this easy-to-use one pager template. It allows you to provide an organization overview, problem statement, solutions, the target audience and a comprehensive market and competitive analysis.

The included vertical bar graph feature further enhances the proposal by letting you visualize and articulate financial projections effectively.

Event Sponsorship Request One Pager Template

Attract potential sponsors for your event with this elegantly designed Event Sponsorship Request One Pager template. Its design, highlighted by a captivating combination of blue, black and white, is intended to draw attention and inspire action.

Each segment, including the executive summary, program objectives, and sponsorship packages, is logically set up for potential sponsors to comprehend your proposition effortlessly.

Non Profit One Pager Press Release Template

Spread the word about your nonprofit's latest news and achievements with this eye-catching non profit one pager press release template. With vibrant shades of orange, this template is designed to grab the attention of your target audience while maintaining a professional and organized layout.

The dynamic colors create visual interest and encourage readers to engage with your press release and learn more about your organization's story, milestones or upcoming events.

Environmental Non Profit Trifold Brochure Template

Capture the essence of your environmentally focused mission with this visually pleasing non profit trifold brochure template. Featuring a serene green color scheme complemented by images of lush plants and trees, this template exudes a calming and earth-friendly atmosphere.

The inclusion of inspirational quotes throughout helps to motivate readers and depict the substantial impact of contributions to your cause. The template creates a powerful tool for conveying your environmental nonprofit's message.

Unlock the Power of One Pager Templates with Visme

As promised, we have provided you with the ultimate list of one pager templates your business needs. These templates are designed to help you effectively communicate your ideas and make a lasting impact on your audience.

With Visme's drag-and-drop editor, you have the freedom to customize your chosen templates to match your brand and message. Easily add your own content, images and branding elements to create professional-looking one pagers that captivate your audience.

Visme is not limited to one pager templates. It is a comprehensive design tool that offers a wide array of features and templates for various teams. Whether you need marketing materials, sales presentations, HR documents or interactive training modules, Visme has you covered. Empower your organization with visually compelling content that drives results.

Sign up for Visme teams today and unleash your creativity with powerful design tools and templates.

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About the Author

Raja Antony Mandal is a Content Writer at Visme. He can quickly adapt to different writing styles, possess strong research skills, and know SEO fundamentals. Raja wants to share valuable information with his audience by telling captivating stories in his articles. He wants to travel and party a lot on the weekends, but his guitar, drum set, and volleyball court don’t let him.