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Water Purification Business Plan

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H2O Industries

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

H20 Industries, Inc. (H20 Industries) provides the service of ion exchange portable tanks. This is the process of purifying water for industrial purposes. H20 Industries will take advantage of an unsatisfied market need for segregated resin regeneration on a portable basis. The company will primarily focus its marketing strategies on offering segregated regeneration services to the untapped market of customers who require high-quality regeneration for their deionized (DI) water treatment facilities. The facility that H20 Industries will utilize is located in Newark, California and is already in limited production. Full production will begin at the end of September, with sales growing gradually to near capacity by the end of the first year, with very healthy gross sales in the first year, and increasing in the second and third years.

1.1 Objectives

The primary objectives are:

• To segment the market for portable regeneration service by stressing H20 Industries’s capability at providing segregated regeneration. The goal is to reach monthly sales of 1,710 cu ft of segregated resin by the end of the first year.
• To build up a dealership network of 15 knowledgeable and efficient water service companies who will represent H20 Industries in areas outside direct sales from the factory.
• To set up a bulk regeneration facility with a capacity of 40 cu ft daily, and sell its full capacity in the large general portable exchange service market through its own sales force, and through a dealership network.

1.2 Mission

H20 Industries’s mission is to segment the market for pure water by providing niche products to specialized industry sectors who are otherwise not properly serviced by large pure water suppliers. Segregating a customer’s H20 Industries resin and regenerating it on a portable tank basis to hospital dialysis units is an excellent example of such a niche product that stresses quality and service to users who are prepared to pay a premium price.

1.3 Keys to Success

H20 Industries’s primary keys to success are:

• Good quality control in the factory . Customers for high purity water business have a very low tolerance threshold for flaws.
• Fast response . In the case of most of H20 Industries’s customers, the cost of the water is not a major element in their over-all costs, but a very expensive shut-down could result due to poor or slow servicing.
• High-profile allegiances . Key to over-all company success is connected closely with success in achieving the goal of developing a dealership network of service-oriented water companies.

Company Summary company overview ) is an overview of the most important points about your company—your history, management team, location, mission statement and legal structure.">

H20 Industries took over a customer base and a small quantity of assets from a predecessor company. By moving to a new location with more space, and by designing an efficient productive capability, H20 Industries will be ready to aggressively penetrate the growing market for portable DI exchange by October 1999.

2.1 Company Ownership

H20 Industries was established in October 1998 through the purchase of the assets of Commercial Waters Systems, Inc. (CWSI). CWSI was an under-capitalized, cash flow-starved DI exchange tank service provider. Three hundred sixty of the shares of H20 Industries are owned by David R. Smith, vice president sales and applications of PROSYS, a large manufacturer and system designer of water treatment equipment. Five hundred sixty of the shares are owned by John Jones who is regional sales manager for DUFF. The remaining 200 shares are currently held by the daughter of the seller, but are expected to soon be transferred to the new owners.

Additional investors have expressed a willingness to invest. This would help bring in needed administrative expertise, while also increasing the equity base.

2.2 Start-up Summary

Assets of a former operating company were bought out and customers of the former company continue to be serviced by the purchasing company, H20 Industries, partly from continuing operations and partly from farming regeneration work out. However, this plan is being written as a start-up primarily because there are no reliable financial figures for prior years for comparison purposes, and partly because of the move to new facilities and the sizable investment in new plant and equipment involved. Due to certain misrepresentations by the seller, the agreed sales price is under protest. It is expected that the matter will be satisfactorily resolved by payment of a much reduced amount.

The chart and table below summarize the start-up requirements for H20 Industries.

2.3 Company Locations and Facilities

The facilities are located in a rented building on an industrial estate in Newark, California.

A description of the technology involved in the production can be found in section 3.5 (Technology). The following is a description of the production layout.

• City water is fed into the building and goes directly to a carbon filter tank to remove organic materials and chlorine.
• A centrifugal pump is installed, in the unlikely event that city water pressure falls below 40 pounds per square inch (psi).
• A hot water boiler is provided to supply hot water (100 degrees F) from part of the incoming city water. This water is needed for anion treatment due to the specific gravity of the caustic material.
• The heated water then passes through a cation and an anion filter tank.
• The deionized hot water goes to the caustic tank where it mixes with the caustic material used to regenerate at the anion pad.
• Part of the unheated incoming city water is deionized by passage through similar cation and anion tanks. These tanks, as well as the tanks deionizing the heated in-coming water, are regenerated automatically at night when production is shut down.
• Water, not H20 Industries, is used at the spent tank staging area to empty the incoming tanks into the separation cones, and more water (H20 Industries) goes to the cation regeneration pad for use in adduction as well as flushing of the regenerate.
• The rinse water, as well as the acid and caustic solutions, now pass into an 8,000-gallon blue tank where, with the help of compressed air for mixing, neutralization takes place to obtain the allowed Ph level.
• A 500-gallon neutralization tank and a 250-gallon polishing tank are provided prior to disposal of the waste water into the city sewer system.

Products and Services

The company is in the water purification business. H20 Industries is engaged in a specific branch of this business called “Service deionization.” Within this branch, the company plans to emphasize a further service specialization known as “segregated regeneration,” as opposed to “bulk regeneration.” This concept is explained in the following sections.

3.1 Product and Service Description

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The service products offered by H20 Industries are segregated as well as bulk regeneration of portable H20 Industries exchange tanks. The service is offered in three tank sizes of 3.6, 2.5, and 1.4 cubic feet (cu ft). In these sizes, the company will offer:

• Mixed bed (combination of anion and cation regenerated resin)
• Cation regenerated resin
• Anion regenerated resin
• Carbon (used for pre-filtering)

The application of portable deionized water is broad. Practically all industries using water in processing are potential accounts. Size of company is rarely a determining factor. There are applications in electronics and high pressure boilers where flow rates of several hundred gallons per minute are provided by portable exchange systems. The main unique benefits are:

• The client does not have to incur substantial capital costs to install an in-house deionization plant. This could run over $50,000. The company can merely rent the portable tanks (or buy them for approximately $1,200 each) and pay for the regeneration service when the tanks become depleted.
• The company also saves by not needing experienced technicians to maintain an in-house plant.
• Space is another important factor. An in-house H20 Industries capability requires a great deal of space, whereas a portable tank system using flexible hose connections can fit virtually anywhere in minimal space.
• Ease of installation. H20 Industries capability can be arranged virtually in a day and can be easily expanded to accommodate growth.
• There are no chemicals, nor regenerate waste to be handled or concerned with on-site..
• Flexibility in water quality provided. Resin types can be easily changed in tanks if water quality requirements change.
• Even locations that have their own in-house H20 Industries system often use portable DI as a back-up since a shut down can be very expensive.

Providing the service to a customer is simple, usually requiring only minimal equipment. H20 Industries is available from a large competitor, US Filter and a few small competitors, such as Fluid Solutions of Lowell, MA. However, none of the competition can provide segregated regeneration (See Competitive Analysis below).

3.2 Competitive Comparison

In the Northern California area, outside of a small company in Lowell which has to farm out its regeneration business to a “DI” company in Nevada, Simply Clean in Oregon, and a couple of independent Culligan agents, there is only the very large, fully-integrated US Filter (owner of Culligan) to compete with. This company, by virtue of its size and involvement in all fields of water treatment, is not suited to satisfying small users of DI, nor are they able to respond to niche needs. For example, US Filter cannot handle segregated resin. All resin treated by US Filter is regenerated on a bulk basis, which means that various customers’ depleted resin tanks are combined. This is not a problem for many users of DI, but the dialysis department of a hospital might well object to their resin being co-mingled with resin used in the metal plating industry. H20 Industries plans to specialize in portable segregated resin service. US Filter can try to service customers with a desire for segregated DI by promising to always supply tanks with new resin, however, there are technical problems with this.

US Filter’s prices for cation and anion regeneration are $31.25/cu ft and mixed bed $43.05/cu ft. H20 Industries’s prices for the same bulk regeneration are $32 and $43, respectively. The primary market thrust of H20 Industries’s sales will be the segregated regeneration which US Filter does not offer. This product sells at a premium ($57/cu ft and $63/cu ft, respectively). Some small players in the market offer regenerated resin (not segregated) in a price range of $63 to $80 per cu ft (mixed bed).

3.3 Sales Literature

Sales literature will be written and printed. A provision for this has been made in the projected sales and marketing expenses.

3.4 Fulfillment

The service provided by H20 Industries is the regeneration of ion exchange portable tanks. The tanks themselves are supplied to customers on either a monthly rental basis or offered for sale. These tanks, and any other hardware, are readily available from a number of suppliers. By virtue of the owners’ long involvement in the industry, they are fully knowledgeable of existing sources for all hardware, including resin, as well as the supply of the two major chemicals used in the process of regeneration. The only other variable cost of production is the salt used in the brine bath, this is also readily available from a number of suppliers.

3.5 Technology

Ion exchange is a major means of purifying water for industrial purposes. The degree of purity depends on the source of the water and it’s use. Companies, ranging from car washes to the pharmaceutical and semiconductor industries all need various amounts and degrees of purified water. Ion exchange is a chemical process by which ions, or ionic substances that are considered “undesirable” in water, are reduced or removed from water by use of ion exchangers or resins. Most ground water contains unwanted dissolved substances, such as calcium and magnesium, whose molecular structure contain charged ion particles.

The most common impurities with ions of a positive charge are: sodium, calcium, magnesium, potassium, iron, and manganese. These are called cations.  The unwanted dissolved substances having negative ion charges, known as anions, are: bicarbonate, chloride, carbonate, sulfate, nitrate, and bisilicate. When a substance separates into ions, each ion is now able to combine with another ion with opposite charge, even if that ion is from a totally different type of molecule. Substances only separate into ions when immersed in water molecules. For example, a molecule of hydrochloric acid is made up of a hydrogen atom and a chloride atom. Hydrochloric acid (HCL), when immersed in water, will split apart into one positively charged hydrogen cation (H+) and one negatively charged chloride anion (CL-). If sodium hydroxide (NaOH) were added to this solution, the NaOH would split into Na+ and OH-, which would combine with the opposite charges of the hydrochloric acid ions to form sodium chloride, better known as “table salt” (Na+CL-) and leftover hydrogen and hydroxide atoms (H+OH-). The field of deionization, known as DI for short, utilizes this natural phenomenon by designing a cation exchange resin which will substitute hydrogen atoms (H+) for virtually all of the other cations, and designing an anion exchange resin which will substitute hydroxyl ions (OH-) for virtually all of the other anions. By means of this process we end up with only H+ and OH- which is equivalent to H2O (water). By forming this demineralized water, we create water which is no longer a conductor. We can measure the purity using an ohm meter. Ohms measure resistance. The higher the ohm count, the lower the conductivity. H20 Industries is routinely formed to 18 mega ohms per centimeter, which is very close to zero conductivity (18.23 at 25 degrees Centigrade). Without giving lengthy chemical explanations, what happens in the process is as follows:

• City tap water is first passed through a carbon filter to remove chlorine, sand, and other unwanted substances. Sometimes, reverse osmosis and ultraviolet light are used to remove non-ionized substances, organic materials, etc., prior to the deionization stage.
• The water then passes into a specially-treated cation resin. This resin takes the form of small beads located inside a tank. The positively charged ions from the unwanted dissolved minerals will attach themselves to the resin. This happens because the resin contains an over-equilibrium abundance of hydrogen ions (H+) which are “bumped off” of the resin beads and replaced by the positively-charged, unwanted, in-coming cation ions. The “bumped off” free hydrogen ions then pair up with anions which are left in the water to form acids.
• The “de-cationized” water then passes to a tank of anion resin to catch the unwanted negatively charged ions that have dissolved in the water. Here, the anions and the anion portions of the acids attached to the hydrogen are attracted to, and held by, the positive sites on the anion exchange resin beads. They do this by kicking off the negative hydroxyl ions that were put on the beads (again in over-abundance). The leftover hydrogen portions of the acids (H+) now join the freed hydroxyl ions (OH-) to form water (H2O).
• If a very high degree of purity is called for, the water will next pass into what is called a “mixed bed” which normally contains resin in a ratio of one part cation resin to two to three parts anion. Steps 1-3 occur again here thus catching the last traces of unwanted ions of the dissolved substances.
• The tanks of resin will continue to purify the water flowing through them until the resin balls expand and their capacity to catch ions is depleted.
• The water flow must stop until the tanks are replaced with tanks containing regenerated resin.
• To regenerate the cation resin, a solution of acid is used to bombard the resin removing all the previously-caught positively-charged ions. Then the tank is flushed to remove any excess acid. The anion resin tank is also given a caustic solution to bombard the previously-caught negative ions. The anion resin is then flushed to remove any residual caustic solution.
• The tanks now contain regenerated resin and the ion exchange process can continue with the tap water turned on.

The regeneration process can take place at the location where the water is being purified, however, most users of H20 Industries do not install the expensive equipment to do this but simply arrange for a service provider, such as H20 Industries, to replace the tanks and perform the regeneration process off-site.

As high-tech industries, such as electronics, communications, and pharmaceuticals, continue to grow, there will almost certainly be increasing use of deionization technology and deionized water. As instrumentation and analysis procedures improve, controlling and monitoring the deionization process will be easier and more efficient, and this will, undoubtedly, help create new uses for deionization that have not yet appeared, as well as make H20 Industries more affordable to sectors now using other methods of purification. As more people in the water treatment industry become familiar with the DI process, the industry for H20 Industries and equipment will benefit.

3.6 Future Products and Services

In addition to bulk and segregated portable H20 Industries, the company plans to expand sales of filters and DI cartridges. These sales have been disregarded in this business plan, but they could become more significant in the future. These products lend themselves to mail order type sales, as they are small and lightweight. Cartridges are disposable items. H20 Industries also has plans to develop a reusable shipping container for its smallest (8″ x 18″) DI exchange tank so that this can also be shipped via UPS. This product will be marketed on a website, as well as through conventional direct mail and yellow page advertising.

In the future, a logical off-shoot of the DI business is reverse osmosis (R/O) used in conjunction with DI exchange tanks. The inclusion of R/O in front of the DI tanks will extend the capacity of an exchange tank by 1000%. This addition to the product line could become a substantial element of total company sales.

Reverse osmosis and electric reversing deionization are beginning to compete with exchange tank DI technology. H20 Industries plans to offer service contracts to maintain this equipment at the customer’s location. This equipment may to either sold or leased.

Market Analysis Summary how to do a market analysis for your business plan.">

The total market in Northern California for H20 Industries is between 670,000 and 925,000 cu ft of resin annually. H20 Industries’s total productive capacity will be only 36,400 cubic feet, or 3.9-5.4%. Since H20 Industries will have the unique capability of performing segregated regeneration, which is of special interest to the medical industry (dialysis, labs and pharmaceutical), the company will emphasize sales efforts in this segment for high purity H20 Industries. This segment is estimated at 167,000 cu ft annually. Next in terms of marketing emphasis will be the electronic (223,000 cu ft) and machine tool industries.

4.1 Market Segmentation

The market for H20 Industries encompasses many industries, and within them there is a wide range of purity needs. At the low end, a car wash might use H20 Industries in the final rinse only. Their need for purity might be only .5 Megohms (Ohms measure resistance). Water is only a good conductor because of the quantity of dissolved solids in the water. As the ion exchange process lowers the level of total dissolved solids (TDS) the resistance, measured in ohms, increases.

A purity level of .5 Megohms is pure enough for a car wash final rinse cycle, but not even close to pure enough for a electronics wafer manufacturer. They would need 18 Megohms, at which point the water would be pure and incapable of acting as a conductor. Generally speaking, those sectors of the market that need the highest levels of purity are the customers for H20 Industries’s main niche product of segregated DI exchange service. This means that the resin coming back from the customer is never mixed with any other company’s resin. This is a very strong sales feature when dealing with dialysis units of a hospital, labs and pharmaceutical manufacturers, and electronics makers. These customers are happy to pay a premium over the price charged for bulk DI regeneration service because they do not want their resin co-mingled with resin coming from a metal plater or a car wash.

Quantifying the market for segregated portable H20 Industries is not easy. Unlike the market for used cars, metal furniture, or nearly every product one can think of, there are no readily-available statistics on the market for portable DI exchange. There is overwhelming agreement that US Filter has the commanding market share of DI exchange business, opinions range from 85 to 95% majority.

According to the publisher of ULTRAPURE WATER®, (May-June 1999 volume 16, number 5) US Filter had sales of $1 billion in 1990, and has grown to $5 billion in 1999. Portable DI exchange is only a small portion of their business. Sales in Northern California of only DI portable exchange is estimated at $25 million. This has been confirmed from several sources. Firstly, one of the owners of H20 Industries is a former employee of US Filter. In 1996, their DI exchange business reached $12 million. This was only 65% of the market. Then the company acquired Culligan, adding another $8 million in portable DI exchange business in Northern California, and bringing the total to $20 million. It is assumed that sales have grown to $25 million over the past several years.

The relationship between input water and DI exchange capacity is charted. Assuming in-coming water quality of 200 parts per million of TDS in the far left column, a 3.6 cu. ft tank of regenerated resin can handle 10,800 gallons. This means that an average user with a flow rate of 10 gallons per minute would use up a 3.6 cu ft tank in 2.57 days, or 1.4 cu ft per day. Assuming the salesman was accurate in his statement of 2,000 customers, this would work out to 840,000 cu ft of regenerated portable DI exchange business per year. This figure is somewhat greater than the figure of 610,000, however, the subject of this business plan, H20 Industries, will have a productive capacity of only 140 cu ft per day, which represents between 4.5% and 6.3% of the total market in Northern California.

Taking the midpoint estimate for the total Northern California market of 780,000 cu ft annually, these high purity users would represent a market 558,000 cu ft

Hospital Dialysis Units and Stand alone Clinics:

California lists 16 stand-alone dialysis clinics, many of whom have multiple locations with varying numbers of stations. Every dialysis clinic, as least in Michigan according to BESCO, use H20 Industries for polishing, after initially running the water through a reverse osmosis system. Hospitals also have dialysis units. In addition, there is blood analysis work which is normally done using “wet” analysis equipment that requires H20 Industries. Assume this sector represents only 10% of the high purity market, or 55,000 cu ft annually.

Labs and pharmaceutical Manufacturers:

A list of labs and pharmaceutical makers in Northern California contains 330 names. A sample calling indicated that some use no pure water, others use such small qualities (10 gals/months) that they buy the water from suppliers like Hubbard-Hall, already made up. Others use so much H20 Industries that they have their own built-in DI system. The rest who have flow rate needs of between one and 20 gallons per minute are in the range most economically serviced by portable DI exchange. Assume this to represent 20% of the 558,000, or 112,000 cu ft.

Electronic Manufacturers:

Semiconductor manufacturers and other makers of electronic components need pure water to flush with. As microprocessors use wafers of ever-decreasing size, the requirements for pure water to rinse with increase, as do various other additional micro filtering. A list of electronics manufacturers in Northern California names 189 makers. Assume this sector represents 40% of 558,000, or 223,000 cu ft.

Machine Tools and Parts:

This is one of the fasting growing sectors as more and more manufacturers conform to the ISO 9000 standard, which requires delivered parts to be clean (defined as rinsed thoroughly with water of one Megohm purity or better). This category includes a need for H20 Industries in machines consuming cutting oil, any machine with cooling systems, and other uses. Assume this sector represents 30% of 558,000, or 167,000 cu ft.

This sector of the market will represent the market for DI exchange water lower than one Megohm in purity. Assume that the following industries take up the remaining 30% of the total market. Some industries that would be included in this “other” category would be:

• Car washes need H20 Industries for the final rinse
• Food and beverage industry would use it for improving taste and texture of baked goods, cutting and blending alcoholic beverages, dissolving food colors, etc.
• Cosmetics industry needs it for the production of shampoo, liquid soaps, cold creams, hand lotions, nail polish remover, permanent waving solutions, rubbing alcohol, and hydrogen peroxide.
• Electroplating industry utilizes H20 Industries in anodizing, electro-tinning, rinsing, rust proofing, and actual plating with various metals such as nickel, copper, silver, and chromium.
• Ceramics industry requires it to control pH in preparation of slips and glazes, rinsing clay pieces, producing enamel.
• Textile industry uses H20 Industries insteam irons and other steaming equipment, humidification systems, as well as rinsing, dying and bleaching processes.
• Railroad industry for high pressure boilers, cooling systems and storage batteries and for many applications where steam is used)
• Others, such as applications for grinding optical lenses, silvering solutions for mirrors, manufacturers of blueprint paper, manufacturers of ice, humidification of gas supplies to superchargers of high speed aeronautical engines, growing orchids, etc.

The chart and table below summarize the total market potential for the DI exchange services in Northern California.

4.2 Target Market Segment Strategy

The target markets that will receive the most attention will be the sectors which require the highest levels of pure water. This means the 70% of the market that wants quality of one Megohm or better. Within this sector, quantified as 558,000 cu ft annually, H20 Industries will emphasize those users wanting the top echelon of purity (18 Megohms).This sector of the market might be only one third of the 558,000, but even at one third (186,000), it totals more than 300% of H20 Industries’s total capacity, including its bulk portion.

4.2.1 Market Trends

One notable trend in industries is to out-source. Chief financial officers analyze the costs of producing something in-house versus the costs of farming it out. Water purification is no exception. Although many large users of H20 Industries will want to set up their own in-house capacity, the capital costs, the maintenance costs, and the costs of dealing with regenerate waste often make DI portable exchange a more economical solution. Down-sizing within a company with its own pure water manufacturing capability often will lead to a management decision to shut down their in-house plant and switch over to portable service.

Another trend is for more and more industries to need higher degrees of purity in their manufacturing process, which results in an ever-growing market for H20 Industries.

4.2.2 Market Needs

The reasoning behind the attention to the highest purity sector of the market is that H20 Industries is able to provide segregated DI exchange service. A customer’s in-coming tanks for regeneration are tagged, and after regeneration, the same resin is returned to the customer. This specialized service is a major selling feature over US Filter, who must co-mingle customers’ resin in a bulk regenerating facility. Also, bulk regeneration will not achieve the same deionization capacity as H20 Industries’s segregated method which utilizes more chemicals and longer regeneration times. A customer dealing with blood can easily be sold on segregated resin as he would not feel comfortable that his resin would be co-mingled with resin used in a totally different industry.

In addition to the feature mentioned above, H20 Industries will concentrate on those customers who place a premium on response speed and intensity of service. Again, mainly the higher quality users of H20 Industries exchange, where a shut-down would be very expensive, will demand the highest degree of quality available. Segregated exchange service from a smaller supplier is much more likely to satisfy than a huge conglomerate like US Filter where portable exchange can only be done on a bulk batching basis and represents only a small part of their overall business.

4.2.3 Market Growth

The market growth percentages used in the market analysis table were obtained from various articles appearing in ULTRAPURE WATER®, the definitive journal of high-purity water. Specific articles can be located from an index on their website, www.talloaks.com/.

4.3 Service Business Analysis

The industry for providing portable H20 Industries service is dominated by one very large company–US Filter. US Filter controls between 90 to 95% of the H20 Industries service business in Northern California. The company has grown from $1 billion to over $5 billion in the past six years, primarily through an acquisition binge. The company is now finalizing its sale to Vivendi’s Generale des Eaux water subsidiary which will result in combined sales of $12 billion, making it the largest water business in the world. Originally, US Filter’s primary focus was industrial and high purity water. Its acquisitions in other areas include drinking water, waste water, municipal water, and water supply.

Now, less than 20% of its activities relate to technologies and markets connected with high purity water. A much smaller percentage is connected with H20 Industries, and a still-smaller percentage concerned with DI exchange service. After their merger, the percentage will drop even further from 20% to eight percent. This situation has resulted in a growing dissatisfaction with US Filter’s services for H20 Industries exchange. Both owners of this project have been hearing complaints from US Filter customers for quite some time. This is not just a condition evident in Northern California, other sections of the country have noticed it and competitors to US Filter’s DI exchange business have started to grow.

4.3.1 Competition and Buying Patterns

Users of H20 Industries have had little choice in regards to their provider. It is regenerated on a bulk basis only, with no option for segregated regenerated resin (see section on Market Segmentation). Some small customers have obtained the DI exchange service through their local Culligan man or similar water serviceman who in turn obtains it from US Filter. The fact that some small players in the market can capture some of this DI exchange business from US Filter despite a higher price ($63-$80 per cu ft versus $40 per cu ft from US Filter) is a good indication of the importance that service plays in the buying decision. Rarely does the price of H20 Industries represent a significant variable production cost in a manufacturing process. Much more of a factor is worry about quality level and service response time.

4.3.2 Main Competitors

In reaction to the service complaints of customers for US Filter’s DI exchange, a couple of small competitors have sprung up in Northern California. Fluid Solutions in Lowell is one such company. This company has been supplying customers with H20 Industries exchange although they have no regeneration facilities of their own. They merely service the customers and send the tanks to a regeneration facility of another DI exchange company in Pennsylvania.

The prices charged by all local companies to regenerate are between $63 and $80 per cu ft for mixed bed. They charge $20 to $30, depending on tank size, as a monthly rental charge.

The market in Northern California is ripe for growth in competitors to US Filter which does not provide segregated regeneration and whose regenerated resin, on a bulk batch basis, will not serve as high a flow rate as non-bulk regeneration.

4.3.3 Business Participants

Industry participants are varied, as there are several means of obtaining purified water. There are companies which design and engineer reverse osmosis equipment. This equipment has a sizable share of the water market at the end close to the municipal water inlet. Reverse osmosis (R/O), in conjunction with carbon filtering and ultraviolet light, is used (for example in dialysis) to bring the TDS down to a lower level. Ion exchange, either fixed or portable, is then used to polish away the remaining impurities. Other companies may supply e-cell equipment which deionizes electrically. This technology has not advanced sufficiently to compete with traditional H20 Industries but is still occasionally sold in conjunction with a R/O system as the e-cell can only handle small levels of TDS. Some industry participants are primarily engaged in water softening and water filtration for drinking and household purposes. These companies may also utilize green sand to remove iron and magnesium hardness derived from aging municipal piping systems.

In short, there is a full range of industry participants from the local Culligan service representative mainly involved in private households, to large companies involved in engineering, design, consulting, component manufacturing, waste water treatment, etc. With respect to the narrower market for H20 Industries, there are chemical companies who supply (by the gallon) H20 Industries to very small users. There are a few small companies engaged in DI exchange service who do this only as an adjunct to their main business, such as water softening, and who only act as a distributor of DI exchange regeneration facilities located outside of Northern California.

Strategy and Implementation Summary

Besides direct sales effort to large users of H20 Industries, a major element of the company’s marketing efforts will be to develop a distributor network through existing local water service companies. These companies provide local water service to small companies and homes throughout Northern California. Most of their business takes the form of water filtering, water softening, reverse osmosis maintenance, swimming pool service, etc. The best of these will be recruited to add H20 Industries service to their product line.

5.1 Value Proposition

H20 Industries will offer segregated resin regeneration to customers wanting the highest levels of water purity. Segregated regeneration is not offered by any other company in Northern California and indications are, based on present pre-start-up sales, that users of H20 Industries are willing to pay a substantial premium for it. It represents a form of peace of mind which dialysis units, laboratories, etc. feel is important.

The second most important value proposition is service response. When H20 Industries tanks need changing customers insist on, and will receive, an immediate response.

5.2 Competitive Edge

H20 Industries’s ability to segregate a customer’s resin and return it to him regenerated to the maximum limit, should put the company in a strong competitive position.

Approximately all of H20 Industries’s business will be directed at the portable service DI market. This market emphasis should quickly be noticed by users of H20 Industries, who at present rely on US Filter. US Filter’s product range growth through acquisition and buy-outs has de-emphasized the importance of its H20 Industries exchange service.

Hence, the two major aspects of the firm’s competitive advantage would be high quality segregated resin regeneration and fast service response. It will be important to stress these advantages in the sales literature.

5.3 Marketing Strategy

H20 Industries’s marketing strategy will be to execute and communicate its value proposition of service and market segmentation advantage in providing segregated regeneration of customers’ resin.

5.3.1 Distribution Strategy

Wherever H20 Industries cannot economically sell directly, due to distance or quantities, it will utilize a network of water service companies. These companies will be carefully chosen for their quality of service. An arrangement will be set up whereby the distributor will offer DI exchange service along with its other water services. The installations can easily be handled by them. They would tag the tanks and return and pick up from the H20 Industries plant. Being able to offer this service increases the image of the local water service company. It fosters a feeling a one-stop shopping. A 33% discount off the retail price should be adequate to satisfy the distributors.

5.3.2 Positioning Statement

H20 Industries’s ability to regenerate resin on a segregated basis, rather than only bulk, is a capability that should provide quick and easy entry into the user market where the highest water purity is needed. These users, blood analysis, hemodialysis units, and medical laboratories for example, are especially sensitive to contamination risks. Simply pointing out to these users that bulk regeneration involves the co-mingling of their resin with resin used in the metal-finishing and car wash industries usually is quite convincing. Segregated regeneration results in the further advantage of achieving a higher DI capacity per cubic foot as greater quantities of chemicals are used during a longer regeneration period.

The second most important position statement is H20 Industries’s concentration on the DI exchange business. This concentration will force H20 Industries to provide a higher level of service, and more quickly, too. It must be remembered that the cost for H20 Industries in the market for the highest level of water purity is not a significant cost element in the overall cost structure. However, a service shutdown, for quality or for service reasons, would be very costly to high technology users of H20 Industries.

5.3.3 Pricing Strategy

In line with the conclusions drawn in the positioning statements, H20 Industries can charge a higher price for its segregated regenerated resin. There is virtually no competition for this product in the Northern California market.

Charging $63 per cubic foot (mixed bed), as used in the sales projections, is more than a 65% increase over the price for US Filter’s bulk resin price for mixed bed. H20 Industries is currently successfully charging in excess of $70 for this product. It is essential that H20 Industries place a premium price consistent with its superior product.

Wholesale prices have been established to encourage the quick formation of a dealership network. Dealers are afforded a 33% discount.

5.3.4 Promotion Strategy

The main focus of promotion will be two-pronged: promotion to H20 Industries end users, and promotion to wholesalers.

Promotion to wholesalers should receive primary stress due to the extended reach made possible by the wholesaler network with its existing customer base. The sales force of these wholesale distributors needs to be educated on H20 Industries’s positioning statement so that they all understand the important sales advantages of segregated resin. Being able to offer DI exchange service to a distributor’s customer list is a great advantage to the distributor, and this fact needs to be clearly spelled out to them. Therefore, the H20 Industries relationship with a dealership network is one in which both sides benefit.

H20 Industries should strive to create a small-town, friendly relationship with its customers. Company brochures will show a map with all the H20 Industries locations, including each newly acquired distributor. The distributor trucks, as well as H20 Industries vehicles, would carry the H20 Industries logo, helping all to achieve name recognition. Cost savings would result through sharing literature, leads (by territory and/or industry), co-op marketing costs, and the sharing of technical expertise.

Direct marketing to customers within easy reach of H20 Industries should stress service. As a major supplier of resin stated: “US Filter is a huge concern that closes down at 5 P.M. on Friday.” Customers for H20 Industries need to feel that they can get service after hours, and even on a Saturday if need be. These customers feel much more comfortable dealing with an exchange service that is closer in size to the customer, and where the exchange service is an important portion of total sales revenue of the supplier. Prompt deliveries, trouble-free installations, good technical advise, etc. are main building blocks of the promotion strategy.

5.4 Sales Strategy

The sales strategy is to concentrate on that segment of the market most easily captured by the following sales feature: segregated regeneration of portable resin. In addition, the fastest way to reach the sales goal for the first several years is by actively working to develop a dealership network for H20 Industries.

5.4.1 Sales Forecast

Sales Projections:

Sales (July 1999) are running at less than 15% capacity monthly, exclusive of rental revenue. This approximates 285 cubic ft per month. The plant capacity will be 100 cu ft per day, on a one-shift basis. Based on the potential market outlined in the Marketing Section of this plan, growth in sales of regenerated segregated resin should reach 433 cu ft per month by October (equals 20 cu ft/day) which is this plan’s starting point, and growing steadily each month until 80 cu ft per day is reached (80% capacity) by the end of the first year. Total production of segregated resin is assumed to be split into equal quantities of anion, cation, and mixed bed.

Once the 80% capacity utilization level is reached (October 2000), unit sales will grow modestly in year two and year three. This growth can be achieved within the capacity limits of 100 cu ft daily (26,000 cu ft per annum) without increases in production labor. Further increases in segregated regeneration would require overtime labor charges. Also, for the projection purposes, direct unit costs for years two and three remain at the level of year one.

The bulk regeneration pad will have a capacity of 20 cu ft and can handle two batches during an eight-hour shift, totaling 40 cu ft/day. We will assume sales for bulk regeneration will grow at the rate of 5 cu ft/day in the first month reaching capacity of 40 cu ft/day after eight months. Sales are split between mixed bed (50%), 25% anion, and 25% cation. Sales of bulk resin will grow 15% each of the first three years. As the bulk regeneration, unlike the segregated regeneration, is not labor intensive, this 15% growth can be achieved without increases in production labor.

In projecting unit prices per ten cu ft. Prices will be assumed at:

• $630/10 cu ft for mixed bed (segregated)
• $570/10 cu ft for anion or cation (segregated)
• $430/10 cu ft for mixed bed (bulk)
• $320/10 cu ft for cation or anion (bulk)

The above prices will be reduced for dealers who will deliver and pick up at the factory to:

• $422/10 cu ft for mixed bed (segregated)
• $382/10 cu ft for anion or cation (segregated)
• $288/10 cu ft for mixed bed (bulk)
• $215/10 cu ft for cation or anion (bulk)

We will assume that 50% of all sales will go through dealers, so the unit price weighted average of the retail and dealer prices will be:

• $526/10 cu ft for mixed bed (segregated)
• $476/10 cu ft for anion or cation (segregated)
• $359/10 cu ft for mixed bed (bulk)
• $267.50/10 cu ft for cation or anion (bulk)

Variable Unit Costs:

The costs connected with one cubic foot of segregated anion treatment involve the cost of:

• City water.
• City sewer disposal.
• Cost of carbon filtering and converting city water to H20 Industries.
• Cost of heating water.
• Cost of Sodium Hydroxide.

Cost of replacing small amounts of lost resin.

• City water is supplied by Newark, at $2.70 per 100 cu ft, which works out to (7.48 gallons in one cubic foot) $0.0036 per gallon. It requires one gallon per minute for 45 minutes to regenerate one cubic foot of anion, which comes to 45 gallons. The slow rinse needs one gallon/minute for 20 minutes, and the fast rinse needs five gallons/min for 40 minutes. This comes to 220 gallons. Finally, testing takes another 12.5 gallons. Total water consumption per cubic foot of anion resin is 277.5 gallons, or $1.00.
• All water used eventually passes to the sewer which is metered at $2.45 per 100 cubic feet or $0.0032 per gallon. Cost per cubic foot of anion serviced is $0.91.
• Cost of carbon filtering and converting city surface-sourced water to H20 Industries is arrived at by assuming that one cu ft of regenerated resin has the capability of producing sufficient H20 Industries to regenerate five cu ft of spent resin. The costs of regenerating one cu ft of anion resin without H20 Industries costs are approximately $8.96. Dividing this amount by five comes to approximately $1.80 for the H20 Industries per gallon of anion resin serviced.
• Gas to heat incoming city water (average temp 40 degrees) up to 100 degrees goes by a formula (8.34 X number of gallons X temp rise) or 500.4 BTU’s per gallon. 277.5 gallons would need 138,610 BTU’s which, when divided by 104,000 BTU’s per thermal unit, comes to 1.3352 therms. One therm (assume G41 rate class) is billed at $.81 by Essexgas, so 1.3352 therms will cost $1.08.
• Sodium hydroxide is a caustic chemical supplied in a 55-gallon drum containing 50% solution. The regeneration process requires one drum to regenerate 12 anion tanks of each two cu ft. Therefore, one cubic foot of anion requires 2.2917 gallons, or .04167, of a drum. One 55-gallon drum costs $80.50 (Hubbard-Hall Inc.). Cost per cubic foot of anion servicing is $3.35.

Experience indicates that with each regeneration it is necessary to replace approximately two percent of the resin. Anion resin costs $130 per cu ft. Cost is $2.60 per cu ft of anion serviced.

Summary of Anion servicing costs:

• City Water: $1.00
• City Sewer: $0.91
• Carbon filtering and DI: $1.80.
• Gas to heat water: $1.08
• Sodium Hydroxide: $3.35
• Resin replacement: $2.60

Total for anion servicing: $10.74

The costs connected with servicing one cubic foot of segregated cation treatment involve the cost of:

• Cost of heating water (not needed for cation treatment).
• Cost of Hydrochloric acid.
• City water is supplied by Newark at $2.70 per 100 cubic feet which works out to (7.48 gallons in one cubic foot) $0.0036 per gallon. It requires one gallon per minute for 20 minutes to regenerate one cubic foot of cation, which comes to 20 gallons. The slow rinse needs one gallon/minute for 20 minutes, and the fast rinse needs five gallons/minute for 30 minutes. This comes to 170 gallons. Finally, testing takes another 12.5 gallons. Total water consumption per cubic foot of cation resin is 202.5 gallons, or $0.73.
• All water used eventually passes to the sewer, which is metered at $2.45 per 100 cubic feet, or $0.0032 per gallon. Cost per cubic foot of anion serviced is $0.66.
• Cost of carbon filtering and converting city water to H20 Industries is estimated at $1.46 per cu ft of cation serviced based on experience that one cu ft of regenerated cation resin has the ability to produce enough H20 Industries to regenerate five cu ft of cation resin. ($7.32 divided by five equals $1.46)
• No cost to heat water.
• Hydrochloric acid is supplied in 55-gallon drums containing 30% solution. The regeneration process requires two drums to regenerate 12 tanks of each two cubic feet, using an eight to ten percent solution. Therefore, one cubic foot of cation requires 4.6 gallons or .08363 of a drum. One 55 gallon drum costs $63.70 (Hubbard-Hall Inc.). Cost per cubic foot of anion servicing is $5.33.

Experience indicates that in the process of regeneration about 2% of the resin needs to be replaced. Cation resin costs $30 per cu ft. Cost is $.60 per cu ft of cation serviced.

Summary of Cation servicing costs:

• Resin replacement: $0.60.

Total: $8.78 for cation servicing.

Costs of servicing one cubic foot of mixed bed:

A mixed bed tank is more time-consuming as it requires a separation stage prior to regeneration. City water (not DI) is mixed with salt. This solution is used to bathe the anion and cation resin in a cone until the two resins separate, at which point the cation and anion are treated in the regeneration stage in the same manner as the single bed anion and cation. One mixed bed contains twice as much anion as cation. This aspect results in a weighted cost of $10.09 per cu ft Salt consumption: every cubic foot of mixed bed needs 1.5 cu ft of brine solution. There are 7.48 gallons per cu ft This comes to 11 gallons of brine needs. A 22% salt solution in this quantity of water would amount to amount two pounds. Salt is supplied by Hubbard-Hall Inc. at $.095 per pound. Adding the cost of the two pounds of salt to the weighted average cost of $10.09 comes to $10.28.

Total cost of mixed bed serving: $10.28 per cu ft.

• Bulk Regeneration Variable costs:
• Water. According to the spec sheet, 2,459 gallons are needed for 20 cu ft of mixed bed. At $0.0036 per gallon, this comes to $8.87, or $0.444 per cu ft of resin serviced.
• Sewer. Assuming all the water goes down the sewer with a minimal need for balancing chemicals, at $0.0032 per gallon, this comes to $0.4027 per cu ft of resin serviced.
• Per cu ft of mixed bed. $1.39 of acid and $1.10 of caustic soda.
• Salt. $0.07 per cu ft.
• H20 Industries and filtering/softening assume the same costs as in the production of segregated resin (i.e. $1.80 for anion and $1.46 for cation).
• Loss of resin. Assume two percent. At $130 for anion and $30 per cu ft of cation (ratio 2:3 cation to anion), a blended cost of $90 at two percent comes to $1.80 per cu ft.
• Heat for water. 3.2 therm at $.081 divided by 20 cu ft comes to $0.13 per cu ft.
• Total bulk mixed bed: $6.95, or $69.50 for 10 cu ft.

Tank Rental Income:

Because of the high costs of purchasing tanks, many new customers opt for renting tanks on a monthly basis. For purposes of these projections we will assume that:

• Dealership-generated sales resulting in tank rentals will be handled by them (i.e. ignored in these projections).
• Half of all directly-generated sales will involve rental tanks (i.e. total unit sales for October amount to 534 cu ft of which half will be dealer-generated. Total direct sales in October = 267 cu ft of which half (133 cu ft) will need rental tanks.
• Assume, for simplification of projections, all rentals will be in 12 inch tanks holding 3.6 cu ft with rental price of $40 per tank. October will see rental income of $1,480 (133 cu ft divided by 3.6 cu ft/tank times $40 rental per tank).

Tank Sales:

It is assumed that those customers who do not opt to rent their tanks will already have their own tanks or will purchase tanks from H20 Industries. Sales of tanks is assumed at only five percent of the number of monthly rental tanks. Sales price is $1,200. Cost equals $450.

5.5 Strategic Alliances

The relationship between dealerships and H20 Industries could be called a strategic alliance. These water service companies have an extensive customer base. Most of the customers have needs such as water softening, filtration, reverse osmosis maintenance, swimming pool maintenance, etc., however, many dealership customers have H20 Industries needs as well. At present, these water service companies must direct their customers to US Filter or supply the customer through US Filter. Forming a relationship between H20 Industries and these dealerships would quickly result in substantial sales increases for H20 Industries and would result in increased prestige and profits for the dealerships.

Management Summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">

The management of H20 Industries is made up of individual shareholders with extensive expertise in the water treatment industry, as well as commercial and financial background.

6.1 Management Team

The management team is uniquely qualified to implement this business plan. The founders, John Jones and Dave Smith, have been active in the water treatment industry for years. John’s experience working with dealers in application engineering and sales has prepared him well to present the H20 Industries dealership to water service companies that he already knows. His years of calling on dealerships in all aspects of the water industry have allowed him a birds-eye view of the prevailing marketing and business practices.

Dave has been involved in the manufacturing sector of the water industry and is well respected and connected there. His training and certification as a Professional Engineer give him an advantage when consulting with customers and prospective customers.

The person planned for the position of general manager has wide-ranging experience in finance and manufacturing. He is a former vice president of Chase Manhattan Bank, team leader of a development bank (Saudi Industrial Development Fund), and founder/general manager of a factory which, after 10 years of profitable operations, was bought out in 1989.

The production manager is a chemical engineer by education and professional experience, and has demonstrated his know-how by successfully managing the production activity in the factory despite the challenges presented by the present incomplete production line.

6.2 Personnel Plan

Regeneration Personnel : A production manager must be a skilled chemical engineer with experience in water treatment applications. This person must be a hands-on individual supervising two assistants. The production manager will label the tanks as they are received to assure customer segregation and supervise the proper regeneration cycle, from separation through backwash, draw, flush, mix, and testing. The assistants will primarily be kept busy moving tanks from one stage in the regeneration cycle to the next, connecting the hosing, performing the chemical mix and draw according to the instructions of the production manager, adding salt to the brine tank, etc. The production manager is in place. One assistant is now in place. A second is needed.

An engineer/fitter is also needed to maintain the equipment and to make installations. This person is in place.

Sales and Marketing Personnel : It is planned that both owners will continue to maintain their present positions. These sales positions require them to move about the territory which provides an excellent source of knowledge of customers for H20 Industries. This information will be communicated to the sales and marketing manager who will spend his time calling and visiting potential H20 Industries users. He will be paid a base salary plus commissions. The commission will be higher for landing a new customer, and lower for repeat sales. The commission schedule will be constructed in such a way as to permit an annual total compensation that will encourage excellent sales results.

General and Administrative : An office manager is needed. Answering phones, primary contact with customers, incoming and outgoing mail, etc. He will be the main connection between the owners and the operations of the facility. Within six months, a part-time assistant will need to be added to keep pace with bookkeeping and management.

Delivery Personnel : One driver, who has additional responsibilities, is now in place. A second will need to be added after approximately four months.

Financial Plan investor-ready personnel plan .">

As of August 1999, stockholder equity stood at $112,000. Additional infusion of equity from new shareholders will boost the equity capital.

To complete the necessary planned additions to plant and equipment, a 5-year term loan will be required from a financial institution. The projected cash-flow is sufficient to repay this loan in quarterly installments. This term loan should be sufficient to cover the increases in accounts receivable, as well as to support growth in inventory of rental tanks.

7.1 Important Assumptions

Tax rate reflects the present sliding scale:

• $0 to $50,000 @ 15% Federal, plus 9.5% State tax
• $50 to $75,000 @ 25%
• $75 to $100,000 @ 34%
• $100 to $335,000 @ 39%
• $335,000 and up @ 34%

Inventory Turnover:

Since this is a service business, the only inventory is that of chemicals and some resin, both of which do not need to be stored more than two weeks. Average is one week (inventory turnover rate of 48).

7.2 Break-even Analysis

The following table and chart show the Monthly Units and Monthly Revenue Break-even calculations based on the Average Per-Unit Revenue, Average Per-Unit Variable Costs and the Estimated Monthly Fixed Costs, as drawn from the other financial tables in this plan.

7.3 Projected Profit and Loss

The following table and charts give the yearly projected profit and loss statement for H20 Industries. For a monthly analysis, please see attached appendix.

7.4 Projected Cash Flow

Cash Flow is an intrinsic projection for H20 Industries. We must maintain a suitable cash balance in the bank in order to be successful. The chart and table below outline our basic cash flow assumptions.

7.5 Projected Balance Sheet

The projected balance sheet for H20 Industries is presented below.

7.6 Business Ratios

The following table gives standard business ratios for the water treatment equipment manufacturer industry, as determined by the Standard Industry Classification (SIC) Index code 3589. The last column, Industry Profile, presents specific information and important ratios for this industry.

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Water Purification and Bottling Business Plan Template

MAR.14, 2022

Water purification and bottling business plan for starting your own business

Bottled water is one commodity consumed in all parts of the world, and of course, those in the business of producing bottled water are known to generate sales all year round if the company is well-managed. The economic downturn hardly affects the consumption of bottled water simply because it is a commodity that is as important as the air we breathe.

Production companies in the bottled water industry purify bottled water into plastic and glass bottles for consumption. The process involves use of a comprehensive business plan for bottled water and detailed franchise business planning .

If you plan on having a water purification and bottling business of your own, here is a purified drinking water business plan developed for Aqua Dreams. If you are confused about how to start a packaged drinking water business, this plan will provide you with all the details you need to know before going forward with your startup idea. 

The business plan for Aqua Dreams is as detailed as a business plan for Starbucks . Hence it is assured that it will answer all your questions regarding how to start a purified water business.

Executive Summary

2.1 the business.

Aqua Dreams will be a licensed and standard bottled water production company situated in an industrial area in Orleans, Massachusetts. We have been able to secure a long-term lease for a facility in a strategic location with an option of a long-term renewal on agreed terms and conditions favorable to us. The reason behind this successful execution is a well-thought-out water purification and bottling business plan .

2.2 Management of water purification and bottling business

While taking an entrepreneurial initiative, it is essential to ensure that all aspects of your business are coherent. Hence, you must prepare a unique bottled water business plan that helps you seek sufficient funding. 

Having said that, while writing a bottled water business proposal, you must analyze all the available resources. If you intend to raise loans, you should also study some business plans for banks because the process of getting loans can be exhaustive. 

2.3 Customers of water purification and bottling business

While thinking of how to start water bottle business, you must understand who your target market is. Including this detail in your water purification business plan will help you in subsequent planning. The recurring customers of Aqua Dreams are identified as:

• Restaurants and Canteens
• Event Planners

2.4 Business Target

Our vision is to establish a standard bottled water Production Company whose products will be sold in Orleans – Massachusetts, and throughout the United States of America and  Canada . There would be no compromise on the quality of the product, and complete transparency would be offered concerning our filtering processes.

Company Summary

3.1 company owner.

Aaron Finch will be the owner of Aqua Dreams. Aaron has strong leadership and organizational skills that he acquired while working at different water filtration plants since 2009. He graduated with a major in resource management from the University of Texas and researched this field ever since. He identified a lack of efficient purification systems in existing firms in the market and hence felt the need to introduce an innovative bottling water business plan.

3.2 Why the water purification and bottling business is being started

The bottled water production industry is profitable, and it is open for any aspiring entrepreneur to come in and establish their business. Aaron thought of coming up with a packaged drinking water business plan so that he doesn’t miss on any important aspect.

3.3 How the water purification and bottling business will be started

Step1: Planning for the business

Before setting up your business, looking into all the available resources and planning your way forward is essential. It gives you an idea of the availability of human resources and capital. If you are adding farm-related aspects to your business, it would be beneficial to also read out farmers market business plan before making a business plan for your startup.

Step2: Get Recognized

The next step is to be recognized by defining your business’s services and values. Having the proper business structure is very important to us at Aqua Dreams. Besides, producing healthy, portable, and well-packaged bottled water, we aim to impart perfect customer care service.

Step3: Offices 

The cooperate office of Aqua Dreams will be located in the industrial zone of Orleans. It will be a feasible location since it would grant easy access to resources. Consequently, the cost of acquiring production factors would be low. The market trends in this water purification business plan pdf can help you strategically choose your corporate office’s location. 

Step4: Online Presence

Living in an age of social media and digitalization, having a web presence is imperative for a company’s success. The website for Aqua Dreams would entail the company’s purification and bottling methods to educate the consumers about the sustainable processes we use.

Step5: Marketing

The last step is developing and executing a marketing plan to promote your services. In your business plan for bottled water , you must add marketing strategies that you will be using to reach out to the target customers. For diverse and unique advertisement ideas, research is imperative. You may need to visit several business operational models such as a liquor store business plan to gain an insight into the expectations of your target market.

Services of water purification and bottling business

Ideas to start your own bottled water business can be daunting and confusing. If you are new to the business and are unaware of the facilities to offer, you can refer to the services available at Aqua Dreams mentioned below:

• Bulk Purified water

The most preferred processes used for the purification process are reverse osmosis, deionization, and distillation. Aqua Dreams will use reverse osmosis systems as they remove up to 99% of organic substances and ions from the water. This process is discussed in detail in our water purification plant business plan.

• Still bottled water

This type of bottled water is the most often used to replace tap water. It has varying levels of dissolved minerals and does not contain added carbonation. In this bottling water business plan, we will list how much sales of this product were expected in a period lasting three years.

• Sparkling bottled water

Sparkling water, also known as seltzer, soda, or tonic water, is infused with carbon dioxide to create tons of bubbles and fizziness. It is often used as a healthy substitute for sugary sodas and other beverages because it is lower in calories and sugar. We will offer different flavors of the product to meet the expectations of our customers.

• Flavored bottled water

Flavored water is a beverage with added natural or artificial flavors, herbs, and sweeteners. Aqua Dreams will offer different options to its customers for a wider target market.

If you are new to the industry and are thinking how to start a water bottling plant, it is recommended that you go through this water bottling business plan pdf and learn about the technicalities involved.

Marketing Analysis of water purification and bottling business

Excellent work.

excellent work, competent advice. Alex is very friendly, great communication. 100% I recommend CGS capital. Thank you so much for your hard work!

In this water bottling plant business plan, you will find a detailed marketing analysis conducted by Aqua Dreams. This is the perfect water purification business plan sample for your reference if you are confused about how to start a water purification business.

5.1 Market Trends

Research conducted by IBIS World shows that the level of concentration in the purified drinking water business is modest in the USA. The top four players are expected to generate 65.5 percent of revenue. The industry is responsible for the employment of well over 14,360 people. Experts project the bottled water production industry to grow at a 4.0 percent annual rate.

5.2 Marketing Segmentation

While analyzing how to start a water purification business, you must investigate your target audience. Market segmentation is vital to understanding the scope of your filtered water business. If you don’t know who you will be interacting with, you can refer to the customer groups of Aqua Dreams mentioned below:

5.2.1 Hotels

The minibars you see in your hotel rooms are usually stocked with bottled water of all kinds, let it be still, sparkling, or flavored. Hence, Aqua Dreams will be supplying bottled water to different hotels on a contractual basis. Since they place large orders, their revenue would be the main reason behind the success of our water purification business. 

5.2.2 Restaurants 

Since sparkling water is also often used in cocktails and other drinks to create a fizzy sensation, restaurants in the city will be the primary customer group for this specific product for Aqua Dreams. Our products will also assist them with their purification systems installed in the kitchens.

5.2.3 Event Planners

Nowadays, instead of serving water in glasses, it is preferred to offer bottled water to the guests. Hence event planners are expected to procure bottled water from us and provide it to the customers they are dealing with.

5.2.4 Retailers

Carbonated and fizzy drinks are loved by almost everyone these days, which can be bad for their health. Our flavored water, supplied to retailers nationwide is relatively less unhealthy and therefore we expect to have great sales of it.

5.3 Business Target

• Start a bottled water delivery service based on a courier services business plan
• Have a customer satisfaction score of 93%
• Capture 30% market share within the first year of business
• Install two new purification plants in the next five years of operations 

5.4 Product Pricing

Our prices will conform to what is obtainable in the industry. We have put in place those business strategies that will help us run on low profits for six months.

Marketing Strategy of water purification and bottling business

Regardless of whether you are thinking of having a bottled water company business plan or a water purifying business plan, you need to have an effective marketing strategy. It would help you stand out amidst competition and capture market share. 

Aqua Dreams will use a robust set of marketing and sales strategies mentioned in this water bottle business plan pdf. Hence it would be helpful for you to read it thoroughly if you are wondering how to start a packaged drinking water business.

6.1 Competitive Analysis

• The services at Aqua Dreams would be supervised by water purification experts who have insights worth 5+ years of experience.
• Sustainable practices such as environmentally friendly purification systems will be employed at Aqua Dreams.
• Calorie Check will be done thoroughly in our flavored bottled water.
• The introductory prices offered by Aqua Dreams would be lower than the market rates without compromising on the quality of services.

6.2 Sales Strategy

• Introduce our bottled water by sending introductory letters to hotels, water merchants, and restaurants.
• Advertise in local directories.
• Use social media platforms such as Facebook and Instagram for sponsored ads.

6.3 Sales Monthly

6.4 Sales Yearly

6.5 Sales Forecast

Personnel plan of water purification and bottling business

The average cost involved in a bottled water production water business plan is similar to that in a donut shop business plan .

It is important to account for different kinds of costs to forecast financial returns accordingly. These costs also include the salaries of employees at the purification plants. To give you an idea of average salaries in the market, the salaries of our employees are quoted in this purified water business plan.

7.1 Company Staff

While thinking of water business ideas, the following are the positions you would essentially recruit for:

• 1 Plant Manager
• 1 Operations Manager
• 5 Production Assistants
• 1 Marketing Officer
• 3 Delivery Drivers
• 1 QA Engineer

7.2 Average Salary of Employees

Financial plan of water purification and bottling business.

A sole focus on increasing sales does not ensure that your business has become successful. For generating profits, you need to do a thorough analysis of your water company profile and estimate the operations’ capacity for your business accordingly.

In your financial plan, you must identify when and how to cover your investment amount with the earned profits. Moreover, you should evaluate the business projections and ratios to assess how the financial trajectory of your enterprise will go in the coming years. These assessments are important to highlight in your business plan for a water purification plant because they help investors decide whether to fund your bottled water startup or not. Besides, they help you direct your efforts to achieve your business goals.

If you don’t know how to conduct a financial analysis, you can refer to this water bottle business plan pdf.

Here we’re providing a business plan used by Aqua Dreams for you to use as a reference.

8.1 Important Assumptions

8.2 break-even analysis.

8.3 Projected Profit and Loss

8.3.1 profit monthly.

8.3.2 Profit Yearly

8.3.3 Gross Margin Monthly

8.3.4 Gross Margin Yearly

8.4 Projected Cash Flow

8.5 Projected Balance Sheet

8.6 business ratios.

• Is water bottling a profitable business?

A bottled water plant is profitable, provided a strategic business plan is in place. The average bottled water profit margin ranges between 25-30% for small and medium-scale water plants. It can be as high as 60% for large bottle production. Hence, the question “is bottled water business profitable” really depends on your scale of operations and management.

• How do I start a water purification business?

You can make a business plan and execute it in a set time frame. The most common mistake made when starting a new business is neglecting to write up a business plan. A good purified water business plan establishes a framework and a roadmap for your water purification business. If you try starting a bottled water business without a well-defined plan, your venture might not get successful.

• Is packaged drinking water business profitable?

The profit margin in the mineral water business is highly dependent on your products and location. This business can be profitable if you research what is in demand in the market and come with up unique sales ideas to let your customers know about you.

• How much does it cost to manufacture a bottle of water?

The cost of manufacturing a bottle of water differs from business to business based on the technology that is being used. Moreover, the scale and production level will also affect the cost incurred during manufacturing.

To get an idea of how you can cut costs, you can see a butcher shop business plan . It is generally assumed that mass production leads to lower manufacturing costs and in turn prices.

Download Water Purification and Bottling Business Plan Template in pdf

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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Water Purification Business Plan for Package Drinking Water

• Last Updated: November 7, 2023

• With a growing number of consumers, the water purification industry has opportunities for entrepreneurs to drive further growth.
• Starting a water purification business, your top priority should be recruiting, selecting, orienting, training, and counseling employees.
• Also, it is important to comply with regulations and invest in quality equipment to ensure the safety and purity of the water distribution.

Bottled water remains one of the leading commodities people consume worldwide.

According to estimates, the Bottled Water segment’s revenue in 2022 will reach $302.50 billion. The market is expected to grow annually by 8.03% between 2022-2026.

This is simply because bottled water is an essential amenity, so of course, efficient water service companies will never be out of demand. In fact, package drinking companies will generate per-person revenues of $39.74 in 2022. 

This article will be an excellent starting point to help you understand a water purification business plan . If you want to break into water purification services and achieve very healthy gross sales, read along.

Table of Content

• List of Water purification services
• Why to start a water purification business?
• Roles and responsibilities of Water Purification Business owner
• Water purification business plan template
• How to start a water purification business?
• Let Upper help you reach your client’s location on time

List of Water Purification Services

Creating ideas for a water purification business can take time and effort. You can refer to the list of services below if you are new to the industry and need clarification on what you can offer: 

• Bulk Purified water – Purified water typically comes from reverse osmosis, deionization, or a combination of these methods.
• Still bottled water – Bottled still water is the leading alternative to tap water. It comes in a range of mineral concentrations.
• Sparkling bottled water – Making sparkling water involves adding carbon dioxide. People often use it as a healthy alternative because it has fewer calories and less sugar than other sodas.
• Flavored bottled water – Flavoured water is a beverage with additional natural or artificial flavors, herbs, and sweeteners. Water purification is vital to provide safe drinking water for your community. 

Why to Start a Water Purification Business?

There are multiple reasons why water purification businesses are the need of the hour and why you must start one. 

As per Fortune Business Insights , the global water purifier market is set to grow from $30.62 billion in 2022 to $50.66 billion by 2029. So it’s a growing market, and you can ride the wave by starting your own business.

By 2026, 36% of spending and 9% of volume consumption in the Bottled Water segment will be attributable to out-of-home consumption. That tells us that your services will always be in high demand. 

Also, a growing number of consumers are concerned about their health and the environmental impacts of using untreated water from rivers or lakes. This is expected to drive further growth of the market for water purification services.

Roles and Responsibilities of Water Purification Business Owner

As a water purification business owner, here are your roles and responsibilities: 

• Your top priority is recruiting, selecting, orienting, training, and counseling managers. Communicate values, assign roles, develop strategies and define primary objectives, monitor results, and create incentives. 
• You’re also responsible for fixing your pricing strategy and signing business deals.
• Your employees will look up to you for providing direction to your water purification business.
• You also need to create, communicate, and implement the mission and vision statement of your organization.
• You’re the face of your organization, so you’ll sign the high-level documents.
• Finally, you’ll evaluate the success of your organization and be responsible for formulating profit-boosting strategies. As a small business owner, if you’re the one managing the water purification plant, these will be your added responsibilities: 
• You’ll oversee the smooth running of your water purification (industrial) plants. 
• As a water purification plant manager , you’ll need to ensure that all equipment is functional and focus on preventative maintenance and repairs.
• It’s your job to ensure that your plant meets the safety and hygiene standards at all times. 

Water Purification Business Plan Template

A well-defined plan relies on market research and stresses quality. It also helps you secure funding and start-up assets, fulfill an unsatisfied market need, attract customers, monitor start-up expenses, and prevents very expensive shut down. 

Here’s an elaborate water purification business plan template using which you can create your own business plan.

1. Executive and company summary 

This executive summary aims to summarise the critical points of this comprehensive business plan, saving you time and preparing you for the upcoming content.

An executive summary for a company includes:

• The business opportunity – describes the need for your services.
• Services – tell how your business will serve the market.
• The target market – represents the customer base you will be targeting.
• Business model – how your services create, deliver, and capture value.
• Marketing plan and sales strategy – describe how you will market and sell your products to a potentially unsatisfied market.
• Discuss your competition and how you plan to gain market share – how can you differentiate yourself from your competitors, i.e., what do you offer to customers that nobody else can?

2. Services offered 

The products and services section of your business plan should include a description of the products or services you are offering or plan to offer. 

You should explain how your products and services will be priced and compare the products.

Your product and service section outlines your product or service, why your market needs it, and how it will compete with other businesses selling similar products and services.

3. Market analysis 

Market analysis is about figuring out the needs of your target market, whether the existing products on the market meet those needs, and what competitors are doing to meet those needs.

You’ll also want to figure out how much people in your industry make per year, how fast the industry is growing or shrinking, and what kind of barriers exist for new players entering it, so you can decide if the environment is suitable for your business idea.

Essentially: Market analysis helps you determine if there’s an actual need for your product or service.

4. Human resources plan 

The importance of a solid human resources plan cannot be overstated, especially in specialized industry sectors. A business needs the right people to do the jobs, and you need a solid plan to hire the right talent.

A well-executed human resources business plan will help you attract and retain talent, which is essential for any company looking to grow.

5. Financial Plan 

A financial plan is not just a list of numbers and projections. It overviews your current business financials and the direction they are progressing in.

Your financial plan will help you set realistic expectations regarding the overall costs and success of your business. You are more likely to be prepared for any eventuality, whether a crisis or incredible growth if you know your financials inside and out.

6. Marketing strategy

Starting a business, ensuring quality service, and promoting operational efficiency are undoubtedly necessary. But you’ll struggle with reaching your ideal consumers if you don’t have actionable marketing and business strategies. To ensure your business thrives, create marketing strategies that increase brand visibility and keep bringing quality leads. 

How to Start a Water Purification Business? 

Follow these steps to start a water purification business: 

1. Use the business plan template for your water purification business

A comprehensive plan is essential for new water purification business owners. This plan should include all aspects of the company, including start-up costs, funding, and day-to-day operations. 

New business owners also need to be realistic about their goals and expectations. Finally, it’s essential to have a solid understanding of the competition.

Businesses with well-thought-out plans are more likely to succeed.

2. Form the legal entity

When starting your business, you must know what kind of liability exposure you want and your company goals. A sole proprietorship may be enough if you sell to limited consumers. 

But a corporate organization or LLC may be better if you want more protection or to grow the business.

3. Obtain permissions and business licenses

If you’re looking to start a new business, it’s important to remember that specific licenses and permits are required by law. However, this varies depending on the type of water purification business you’re looking to start and where your business will be located.

Contact your local business licensing office or chamber of commerce to find out which permits and licenses you need.

4. Purchase equipment

The most critical elements of starting a water purification business are equipment, tools, and supplies.

You’ll need some things for everyday use, like wrenches and screwdrivers, but you’ll also need more specialized items, like meters or pumps. And remember your safety equipment. You’ll want to ensure you have all the protection you need when working with chemicals or other hazardous materials. 

To ace this step, document everything you might need and research different suppliers that fulfill your requirements. You can also consider renting equipment you won’t regularly require; buying expensive equipment that you wouldn’t use frequently doesn’t make sense.

5. Market your services

Now that you’ve built your water purification business, it’s time to get it out there and start generating revenue. Your own sales force will prove most helpful here. Start with building a brand identity to stand apart from your competitors, reach monthly sales target, and keep sales growing gradually. This includes naming your business and creating a logo and color schemes to remain consistent across social media platforms. It is branding that helps you charge a premium price and stay afloat in economic downturn.

You can then work on creating a website for your business with all the details. Finally, it’s time to create a launch strategy for such a niche product—leverage word of mouth via friends and family, social media shout-outs, and influencer marketing. Advertising in local newspapers, paid ads on social media, yellow page ads (local directories), and more are also game changers for your high purity water business.

Let Upper Help You Reach Your Client’s Location on Time 

Now that you know how to create an elaborate business plan, let’s discuss how you’ll fulfill all your orders. 

With Upper’s route planning and optimization software , though, businesses like yours save 10 hours per week and get more deliveries done on time. You’ll get more done, and your customers will get all their fresh water right when needed.

With Upper, you’ll get the most efficient routes for your bottled water delivery.

• Your drivers can take advantage of the shortest routes as per specific constraints, driving preferences, time windows, and more, so you’ll always deliver on time.
• You can mark your shipments low, medium, or high as per priority. You can also add multiple stops and details such as service time, importance, or other notes for your drivers to manage their jobs better.
• Upper sends automatic notifications regarding the ETA of delivery to your customers to save your drivers from failed deliveries. It helps them get more deliveries done and ensures items safely reach the end customers.

Try the 7 days free trial today. 

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The water purifier will cost around $2,500. The cost of installing new plumbing lines and connections will be $195. Water softener treatment will cost $1,500. The total cost comes to around $4,195 approximately.

The 5 Types of Filters are as follows:

• Mechanical Filters.
• Absorption Filters.
• Sequestration Filters.
• Ion Exchange Filters.
• Reverse Osmosis Filters.

Water treatment steps often used in water systems include:

• Coagulation.
• Flocculation.
• Sedimentation.
• Filtration.
• Disinfection.

A purification plant is a water system that treats or improves water quality by complying with the state board of health standards. The purification plant can be a stand-alone facility or a portion of a more extensive system.

Conclusion 

Water purification for the bottled water industry is brimming with opportunities. The demand for convenience and high disposable income is driving the consumption of bottled water across the globe. However, you need a comprehensive plan for overall company success. A business plan will help you set realistic goals and expectations, and you can use this plan to get an edge over your competition.

To further grow your business, invest in robust route planning and scheduling software like Upper so that you can provide your services to your customers in time and ditch poor or slow servicing. Try the 7 days free trial today. 

Rakesh Patel, author of two defining books on reverse geotagging, is a trusted authority in routing and logistics. His innovative solutions at Upper Route Planner have simplified logistics for businesses across the board. A thought leader in the field, Rakesh's insights are shaping the future of modern-day logistics, making him your go-to expert for all things route optimization. Read more.

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Bottled Water Company Business Plan Template

Written by Dave Lavinsky

Bottled Water Business Plan

You’ve come to the right place to create your Bottled Water 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 Bottled Water businesses.

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

Executive Summary

Business overview.

ClearRiver Bottled Water Company is a startup bottled water company located in Knoxville, Tennessee. The company is founded by Eileen Dursten, a local landowner with a series of fresh waterfalls and streams located on her thirty-acre property just outside the city of Knoxville. Eileen has been studying the concept of providing bottled water from an acceptable source of freshwater for some years. She recently had the water in three streams on her property tested for bacteria and parasitic evidence, and received a report that the water was highly-potable and acceptable for bottling. With this information, she’s decided to move forward to build the necessary infrastructure and office area to start her bottled water business.

ClearRiver Bottled Water Company will provide a unique, fresh and local source of water within each bottle, made especially for the communities within the Knoxville area. The brand name will become synonymous with “clean, crisp notes of the mountains” and it will be a distinctive product for consumers to purchase. ClearRiver Bottled Water Company will be the ultimate choice in Knoxville for fresh bottled water, while also offering the best pricing for local water in Knoxville.

Product Offering

The following are the products that ClearRiver Bottled Water Company will provide:

• Bottled water in consumer-sized containers: 12 ounce, 16 ounce and 24 ounce.
• Bottled water in 5-gallon and 7-gallon drum sizes to fit water dispensing machines.
• Flavored water (watermelon, peach, apple, lemon, and lime) in 16 ounce bottles.
• Carbonated water in 12 ounce, 16 ounce and 24 ounce sizes.

Customer Focus

ClearRiver Bottled Water Company will target all individuals within the greater Knoxville area and surrounding communities. In addition, they will also target companies who use water dispensing systems. They will also target party planners and event coordinators who will want large quantities of specialty water or custom-made belly bands on the bottles for weddings, anniversaries, etc. ClearRiver Bottled Water Company is committed to serving every customer in the best way possible, meeting requests for customized bottles or simply one bottle of water with courtesy.

Management Team

RiverClear Bottled Water Company will be owned and operated by Eileen Dursten, who will take the role of President. She has recruited John Matheson, a Senior Engineer, from the Jacksonville, Florida company, SwampWater, LLC.

John created the SwampWater brand and developed the water treatment and bottling systems to the 6M business it is today. He initiated robotic labeling and packaging in 2017 and has been at the forefront of business trends throughout his entire career of twenty-five years at SwampWater, LLC.

John’s role will be Senior Engineer and Vice President of the company. He is eager to be back in the Knoxville area, where his family resides, and is also eager to create another success with RiverClear Bottled Water.

Success Factors

ClearRiver Bottled Water Company will be able to achieve success by offering the following competitive advantages:

• Friendly, knowledgeable, and highly-qualified team at ClearRiver Bottled Water Company.
• Faultless system for treating and clarifying the pure local water of Knoxville prior to bottling.
• Unique flavoring and/or carbonation processes added to the product line that will appeal to all ages.
• Unique aspect of fresh water from the immediate area, as a “taste of home” product.
• ClearRiver Bottled Water Company will offer the best pricing in Knoxville for bottled water in comparison to other offerings. The customer, no matter whether a small concern or a large business, will receive modest pricing for superior products.

Financial Highlights

ClearRiver Bottled Water Company is seeking $200,000 in debt financing to launch its ClearRiver Bottled Water Company. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and marketing costs. The breakout of the funding is below:

• Office space build-out: $20,000
• Office equipment, supplies, and materials: $10,000
• Three months of overhead expenses (payroll, rent, utilities): $150,000
• Marketing costs: $10,000
• Working capital: $10,000

The following graph outlines the financial projections for ClearRiver Bottled Water Company.

Company Overview

Who is clearriver bottled water company.

ClearRiver Bottled Water Company is a newly established full-service water bottling company located in Knoxville, Tennessee. ClearRiver Bottled Water Company will be the most reliable, cost-effective, and efficient choice for bottled water in the city of Knoxville and the surrounding communities. ClearRiver Bottled Water Company will provide a comprehensive menu of pure local water, flavored waters, and carbonated water products for any customer to utilize. Their full-service approach includes a free water-tasting event in their bottling facility for those who would like to tour the bottling plant.

  Eileen Dursten and John Matheson will be able to provide a variety of bottled water for the residents and visitors of Knoxville. The team of professionals are highly qualified and experienced in water purification, bottling and marketing. ClearRiver Bottled Water Company is the perfect solution for those customers seeking the crisp, clear water that comes from natural streams within their local area. The best customer service will accompany that water, ensuring a seamless experience for all customers.

ClearRiver Bottled Water Company History

Since incorporation, ClearRiver Bottled Water Company has achieved the following milestones:

• Registered ClearRiver Bottled Water Company, LLC to transact business in the state of Tennessee.
• Has a contract in place at one of the office buildings, where Eileen Dursten will manage the staff within the 10,000 square foot office space.
• Reached out to numerous contacts to include RiverClear Bottled Water at corporate and private party events, in addition to distribution at grocery stores and convenience shops throughout the regional area.
• Began recruiting a staff of four employees for the bottling plant and 2 office personnel to handle filing, scheduling and mitigating errors.

ClearRiver Bottled Water Company Services

The following will be the services ClearRiver Bottled Water Company will provide:

Industry Analysis

• The bottled water industry is expected to grow over the next five years to over $12 billion in 2030.
• The growth will be driven by consumer demand for clean, notably pure and reliable water sources.
• The growth will be driven by the need for safe water in areas where unsafe water is often consumed, leading to illnesses.
• The growth will be driven by the demand of consumers seeking flavored and carbonated waters in lieu of sugary sodas and fruit juices.
• Costs will likely be reduced as prices are lowered for bottling processes through the use of robotics and other time-and-space saving bottling techniques.

Customer Analysis

Demographic profile of target market.

ClearRiver Bottled Water Company will target individuals, companies, event planners, and party coordinators in Knoxville, Tennessee. They will target associations and city and state governmental entities who will want products that originate in the city or state.

Customer Segmentation

ClearRiver Bottled Water Company will primarily target the following customer profiles:

• They will target all individuals within the greater Knoxville area and surrounding communities.
• They will target companies who use water dispensing systems.
• They will target party planners and event coordinators who will want large quantities of specialty water or custom-made belly bands on the bottles for weddings, anniversaries, etc.
• They will target every customer, whether a small shop or a large enterprise and serve every customer with courtesy.

Competitive Analysis

Direct and indirect competitors.

ClearRiver Bottled Water Company will face competition from other companies with similar business profiles. A description of each competitor company is below.

Crystal Water Company

The Crystal Water Company, a direct competitor, is owned by a conglomerate, S & H Products, located in Dallas, Texas. Crystal Water is produced in Texas, bottled, and shipped to national distribution centers for delivery to individual chain markets, such as Walmart, Target, Safeway, and other companies that sell bottled water. Distribution is approximately 11 million bottles of water shipped monthly. The water is labeled as “pure” and carries no flavor or carbonation.

The S & H Products Company is owned and operated by the Stewart and Hart Family Trust, which has been in existence for over 75 years, selling and bottled water from a water purification system located on the family ranch.

Naturally Sweet Sparkling Water Company

The Naturally Sweet Sparkling Water Company is a direct competitor, in that the company bottles and ships water throughout Tennessee and surrounding areas. The water is carbonated, sweetened with a sugar product, and flavored artificially. No claims are made of “pure” or “local” water being used in the making of the bottled waters.

The Naturally Sweet Sparkling Water Company is owned by Hugh Grover, a businessman who started a grocery outlet in 1990 and saw the opportunity to move into bottled sparkling water when parents began to complain that their children were drinking too much soda. Hugh played with water flavors and carbonation levels until he found the perfect fit, then brought in a bottling company to replicate his efforts. His company targets individuals, companies, and private party planners across the state of Tennessee.

Grover’s Back Road Water

Grover’s Back Road Water was started in Tennessee in 1973 by Arnie Grover, a farmer who held thirty acres of prime dark dirt and planted it all in sweet corn and tobacco. Arnie saw the potential to add products to his farm sales; he developed an earthy water to replicate the very dark water of the farming communities in the Tennessee areas. Arnie targets young adults and older adults who favor unusual tastes and water that is reminiscent of old farmhouse water systems. Grover’s Back Road Water is found in bars, coffee shops, restaurants, and convenience stores within the outlying communities of Knoxville and is sold in single 16-ounce bottle sizes only. It is an “acquired taste” and consumers are often split on whether or not the earthy-flavored water is exceptional or not. The company has developed plans to increase production and introduce new flavors of water, but has not done so as yet.

Competitive Advantage

ClearRiver Bottled Water Company will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

ClearRiver Bottled Water Company will offer the unique value proposition to its clientele:

• Highly-qualified team of skilled employees who are able to provide a comprehensive menu of bottled waters, including flavored waters and carbonated waters.
• Fresh, pure water from local streams that is purified, filtered and bottled under the best conditions.
• Packaged and presented to appeal to all consumers.
• Pricing that is modest and lower than national brands of water.
• A “made at home” feel and look to the bottled water.

Promotions Strategy

The promotions strategy for ClearRiver Bottled Water Company is as follows:

Social Media Marketing

ClearRiver Bottled Water Company will use social media contacts provided by friends, family and local contacts to assist in sharing news about the launch of ClearRiver Bottled Water Company. The announcements will include free “water-tasting” parties at local malls and discounts on bottled water when the ClearRiver Bottled Water Truck is parked in the central area of Knoxville and offering giveaway prizes.

Professional Associations and Networking

ClearRiver Bottled Water Company will join associations and community groups to network and build relationships with area companies in Knoxville. Both Eileen Dursten and John Matheson will join groups and work to secure contracts for events or large-quantity orders.

Print Advertising

One week prior to the launch of ClearRiver Bottled Water Company, every home in Knoxville will receive a direct mail offer, including a discount on bottled water and an invitation to attend a free tasting in the Knoxville city square. Prizes will be distributed at that event to celebrate the launch.

Website/SEO Marketing

ClearRiver Bottled Water Company will utilize a website that is well-organized, informative, and complete. It will list all the services that ClearRiver Bottled Water Company is able to provide. The website will also list the contact information and the places where the bottled water can be purchased. SEO marketing tactics will be utilized so that anytime someone types in the Google or Bing search engine “bottled water company” or “bottled water near me”, ClearRiver Bottled Water Company will be listed at the top of the search results.

The pricing of ClearRiver Bottled Water Company will be moderate and on par with competitors so customers feel they receive excellent value when purchasing their services.

Operations Plan

The following will be the operations plan for ClearRiver Bottled Water Company. Operation Functions:

• RiverClear Bottled Water Company is owned by Eileen Dursten, who will take the role of President. She will develop relationships with large accounts and work on product development with John Matheson.
• Eileen Dursten has recruited John Matheson, a Senior Engineer, from the Jacksonville, Florida company, SwampWater, LLC. John’s role will be Senior Engineer and Vice President of the company. John will oversee all water purification and treatment processes in addition to developing new products and managing staff members.
• Rocky Anderson will be the Operations & Maintenance Director for the facilities and the office. He will lead a team of two staff members who will clean, prepare, assist in filtration and other duties as assigned.
• Pamela Nygard will be the Office Manager, overseeing systems, scheduling and handling staff matters.

Milestones:

ClearRiver Bottled Water Company will have the following milestones completed in the next six months.

• 5/1/202X – Finalize contract to lease office space
• 5/15/202X – Finalize personnel and staff employment contracts for the ClearRiver Bottled Water Company
• 6/1/202X – Finalize distributor contracts for ClearRiver Bottled Water Company
• 6/15/202X – Begin networking at industry events
• – Begin moving into ClearRiver Bottled Water Company office
• – ClearRiver Bottled Water Company opens its office for business

ClearRiver Bottled Water Company will be owned and operated by Eileen Dursten. She recruited John Matheson, a former Senior Engineer, from the Jacksonville, Florida company, SwampWater, LLC.

Eileen Dursten, a local landowner with a series of fresh waterfalls and streams located on her thirty-acre property just outside the city of Knoxville. Eileen has been studying the concept of providing bottled water from an acceptable source of freshwater for some years. She recently had the water in three streams on her property tested for bacteria and parasitic evidence, and received a report that the water was highly-potable and acceptable for bottling. With this information, she’s decided to move forward to build the necessary infrastructure and office area to start her bottled water business.

John’s role will be Senior Engineer and Vice President of the company. John will oversee all water purification and treatment processes in addition to developing new products and managing staff members.

Financial Plan

Key revenue & costs.

The revenue drivers for ClearRiver Bottled Water Company are the fees they will charge to the customers for their products.

The cost drivers will be the overhead costs required in order to staff the company office. The expenses will be the payroll cost, rent, utilities, office supplies, and marketing materials.

Funding Requirements and Use of Funds

ClearRiver Bottled Water Company is seeking $200,000 in debt financing to launch its bottled water company..The funding will be dedicated towards securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and association memberships. The breakout of the funding is below:

Key Assumptions

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

• Number of Customers Per Month: 600 (30 corporate; 570 single-unit)
• Average Fees per Month: $27,000
• Office Lease per Year: $100,000

Financial Projections

Income statement, balance sheet, cash flow statement, bottled water business plan faqs, what is a bottled water company business plan.

A bottled water company business plan is a plan to start and/or grow your bottled water 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 Bottled Water Company business plan using our Bottled Water Company Business Plan Template here .

What are the Main Types of Bottled Water Companies? 

There are a number of different kinds of bottled water companies , some examples include: Purified or Distilled bottled water, Sparkling bottled water, and Alkaline bottled waters.

How Do You Get Funding for Your Bottled Water Company?

Bottled Water companies 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 Bottled Water Company?

Starting a bottled water company 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 Bottled Water Business Plan - The first step in starting a business is to create a detailed bottled water 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 bottled water 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 bottled water business is in compliance with local laws.

3. Register Your Bottled Water Business - Once you have chosen a legal structure, the next step is to register your bottled water 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 bottled water 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 Bottled Water Equipment & Supplies - In order to start your bottled water 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 bottled water 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 bottled water company:

• How to Start a Bottled Water Company

Sample Water Purification Plant Business Plan

Water purification company business plan sample.

The water purification business is one of the most lucrative businesses of the twenty-first century. Considering that water is a basic human need, then you can understand why water purification is a lucrative business.

The global water purification business is worth over $60 billion (U.S dollar). Global corporations are making moves for market share in the industry.

Because of the basic nature of water, access to good, healthy water is a necessity. Science and technology have come up with water purification methods and technology to ensure access to safe and clean water for human use and consumption.

Here is a sample business plan for starting a water treatment plant.

In this article, we shall be guiding you on how to write a water purification business plan. Regardless of whether your business is s startup or an already existing business, you will surely benefit from this business plan guide.

In writing a business plan for a water purification business, there is a required format to be followed. The format for a water purification business should contain the following parts and chapters.

• The Introduction or The Industry Overview
• The Executive Summary
• Risk and Strength Analysis
• The Market Analysis
• The Competition
• The Sales and Marketing Strategy
• Financial Analysis and Forecast
• Sustainability and Expansion Strategy

To prepare a worthwhile business plan, the above-listed parts of the business plan shall be discussed.

The introduction or industry overview of the water purification business plan will discuss the global trend in the water purification business.

To be stated also is the role of the growth in human population and global need for clean, good and potable water.

A deep knowledge and understanding of the water purification business should be discussed in the introduction of the business plan stating knowledge of and an understanding of the water purification industry.

On the executive summary of the business plan, the business structure of the company should be discussed.

Also to be contained in the executive summary chapter is details about the company and its people.

To be in this section also is a statement of the company’s vision statement and mission statement. These statements should be clearly stated in the business plan.

Also to be in this section is the roles and responsibilities of the company’s core officers and executives.

The risk and strength analysis of the business plan will provide information on the risks which the water purification business faces.

It will also provide information on the strengths of your business. One of the risks to consider is government regulation and interference.

This section also discusses the weaknesses of the business such as lack of qualified workers. The strength of the business which can be stated in this section of the plan is its superior marketing plan.

Market analysis of the water purification business plan will deal with the understanding of the market.

This includes the target market for your company. The target market for the company could include multinationals and blue chip companies, banks and other financial institutions, manufacturing companies, hotels, schools and the government.

Residential homes and apartments are also viable, though not as viable as the other market segments. You can also state your understanding of trends in the market.

Because of the lucrative nature of the water purification business, the business is a very competitive one.

This part of the business plan should provide information on the state of competition in the industry.

You should also be able to mention who the competitions in the water purification business are. Your competitions are the other well-known water purification businesses.

On this part of the water purification business plan, you should provide information on the marketing strategy to be used by your business in gaining market share from the competition.

A solid tactic to adopt would be to present your business as a reliable brand in water purification and making use of social media as a marketing tool.

You should also discuss your pricing and how you intended to use a cost-effective approach to attract sales.

Financial analysis and forecast are very important for the success of the business. This chapter of the business plan should detail your financial position, such as your current cash flow and expenses.

You should also provide information on sources of funding for the business. To be contained in this section also includes revenue and financial projections for the future of the business.

This chapter of the business plan will detail how you intend to grow and expand the business.

Your sustainability strategy involves efforts to ensure that your brand remains relevant in the market. On the other hand, your expansion strategy deals with your strategies for growth such as expanding your target market.

This chapter of the water purification business plan provides a summary of the business plan and your remarks. In writing the summary, you can also make a highlight of the key decision points contained in the business plan.

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How to Start a Profitable Water Purification Business [11 Steps]

By Nick Cotter Updated Feb 02, 2024

Business Steps:

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

Starting a water purification business requires a deep understanding of the market to identify opportunities and challenges. A thorough market analysis will provide insights into consumer needs, competition, and potential for growth. Below are the key steps to guide you through this initial phase:

• Assess customer demographics: Analyze the potential customer base including age, income levels, and geographic locations where water quality is a concern.
• Identify market needs: Research the specific water quality issues in your target areas, such as contamination levels and the types of pollutants present, to determine the most suitable purification solutions.
• Explore the competitive landscape: Study existing water purification businesses, their offerings, pricing strategies, and market share to understand your competitive edge.
• Regulatory considerations: Investigate local and national regulations regarding water purification and ensure compliance with all health and safety standards.
• Market trends and forecasts: Stay informed about industry trends, technological advancements in water purification, and projections for market growth to align your business strategy accordingly.

Are Water Purification businesses profitable?

Yes, water purification businesses can be profitable. The profitability of a water purification business will depend on the size of the business, the location, the services offered and the local demand for clean water.

Starting a water purification business requires careful planning and a clear strategy. A well-crafted business plan is essential for securing financing, understanding your market, and guiding your company's growth. Here are key components to consider when drafting your water purification business plan:

• Executive Summary: Summarize the business concept, financial features, and current business position.
• Company Description: Outline your business goals, product offerings, and unique selling propositions.
• Market Analysis: Research and detail your target market, customer needs, and how you'll meet them.
• Organizational Structure: Define the management hierarchy, roles, and responsibilities.
• Products and Services: Describe your purification technology, the benefits, and how it stands out from competitors.
• Marketing and Sales Strategy: Explain how you will attract and retain customers and your sales approach.
• Operational Plan: Detail your production process, suppliers, and facility requirements.
• Financial Plan: Include your revenue model, funding requirements, sales forecasts, and break-even analysis.
• Appendices: Attach any additional documents, such as resumes, permits, or product illustrations.

How does a Water Purification business make money?

Water purification businesses make money by charging customers a fee for their services. This fee can be a flat rate or a variable rate based on the amount of water that is being purified. The businesses may also charge a fee for equipment installation or for ongoing maintenance and servicing. Additionally, businesses may offer other services such as wastewater treatment, water testing, and reverse osmosis systems, which can increase their income.

Developing a brand for your water purification business is crucial to distinguish yourself in the competitive market. It's about creating a memorable identity that resonates with your customers and reflects the quality and reliability of your services. Follow these steps to forge a strong brand:

• Define Your Brand Mission: Articulate what your brand stands for, its core values, and its commitment to water purification. This mission will guide all your branding decisions.
• Identify Your Target Audience: Understand who your customers are, what they value, and what they expect from a water purification service. Tailor your brand message to address their specific needs and desires.
• Create a Unique Brand Name and Logo: Choose a name and design a logo that is easily recognizable, reflects your brand's essence, and can be legally protected.
• Establish a Brand Voice and Personality: Decide on the tone and personality of your brand communication, whether it's professional, friendly, or innovative, to consistently represent your brand across all platforms.
• Design Brand Materials: Develop a consistent visual theme across your marketing materials, including business cards, brochures, and digital content, to reinforce brand recognition.
• Build an Online Presence: Create a professional website and engage on social media platforms where your customers are active, to enhance visibility and credibility.

How to come up with a name for your Water Purification business?

Generating a name for your water purification business can be a challenging but rewarding task. Start by brainstorming words that relate to water purification or cleanliness, such as “crystal” or “essence”. Consider a name that conveys a feeling of trust and purity, such as “AquaPure”. Lastly, research online to ensure the name is unique and not already being used by another business. With a bit of creativity and research, you can come up with the perfect name for your water purification business.

Starting a water purification business requires ensuring that your venture is legally recognized by the relevant authorities. Formalizing your business registration is a critical step to establish your company's legal framework, protect personal assets, and gain credibility with customers and suppliers. Follow these key steps to successfully register your business:

• Choose a Business Structure: Decide whether your water purification business will be a sole proprietorship, partnership, LLC, or corporation. Each structure has different implications for liability, taxation, and ongoing compliance obligations.
• Register Your Business Name: Check for name availability and register your business name with your state's secretary of state office, or equivalent entity, to ensure exclusivity within your state.
• Obtain an EIN: Apply for an Employer Identification Number (EIN) from the IRS for tax purposes, especially if you're hiring employees or operating as a partnership, LLC, or corporation.
• Secure Necessary Permits and Licenses: Consult with your local, state, and federal agencies to acquire all necessary permits and licenses related to water purification, such as health department permits and environmental licenses.
• Register for State Taxes: If your state collects sales tax or has state-specific tax obligations, register with the state's taxation or revenue department.
• File for Trademarks: If you have a unique brand or logo, consider filing for a trademark to protect your brand identity legally.

Resources to help get you started:

Explore these vital resources designed to support water purification entrepreneurs with market trends, operational excellence, and strategic growth insights:

• Global Water Intelligence: Offers detailed market analysis and reports on the global water market, including trends in water purification technology. https://www.globalwaterintel.com/
• Water Online Newsletter: Provides news, technology updates, and case studies on water and wastewater treatment. https://www.wateronline.com/
• The Water Network: A comprehensive platform for water sector professionals, offering research papers, industry insights, and collaboration opportunities. https://thewaternetwork.com/
• Water Quality Products Magazine: Delivers updates on the latest products, technologies, and trends in water treatment. https://www.wqpmag.com/
• American Water Works Association (AWWA): Provides standards, industry reports, and professional development resources for water management and quality improvement. https://www.awwa.org/
• Environmental Protection Agency (EPA) - Drinking Water: Offers guidelines, research, and tools for ensuring the safety and quality of drinking water. https://www.epa.gov/dwreginfo

Starting a water purification business requires compliance with various regulations to ensure the safety and quality of your services. Securing the proper licenses and permits is critical and can vary depending on your location and the scale of your operations. Here's what you need to know:

• Research Local Requirements: Check with your city and state environmental agencies to determine specific water purification business requirements.
• Business License: Apply for a general business license to legally operate your company within your municipality.
• Health and Safety Permits: You may need health department permits that certify your water meets safety standards.
• Environmental Permits: Obtain permits from the environmental protection agency concerning water discharge and waste management.
• Water Rights Permits: If your operations involve sourcing water from natural bodies, ensure you have the rights to do so.
• Building and Zoning Permits: If you plan to construct a facility, these permits are necessary for compliance with local zoning laws.
• Regular Inspections: Be prepared for routine inspections to maintain your permits and ensure ongoing compliance with regulations.

Starting a water purification business requires careful financial planning and management. Opening a dedicated business bank account is essential for keeping personal and business finances separate, which simplifies accounting and tax reporting. Additionally, securing the right funding will provide the financial backbone for operations, equipment, and growth initiatives. Follow these steps to set up your financial base:

• Research various banks and credit unions to find the best business banking services that suit your needs, such as low fees, easy access to funds, and good customer support.
• Gather required documents to open a business bank account, typically including your business license, EIN, articles of incorporation, and ownership agreements.
• Apply for a business credit card to help manage expenses and build your company's credit history.
• Explore different funding options like small business loans, government grants, venture capital, or angel investors, depending on the scale and model of your water purification business.
• Prepare a solid business plan to present to potential lenders or investors, highlighting the market opportunity, your business strategy, and financial projections.
• Consider crowdfunding platforms if your business has a compelling story or innovative product that could appeal to the public.

Setting the right pricing for your water purification services is crucial for ensuring competitiveness and profitability. It's important to balance affordability for customers with the need to cover costs and achieve your financial goals. Consider the following points when determining your pricing strategy:

• Analyze the Market: Research local competitors to understand the going rates for similar services. This will help you set competitive prices that attract customers without undervaluing your services.
• Cost-Based Pricing: Calculate all your costs including equipment, supplies, labor, and overhead. Ensure your prices cover these costs and allow for a reasonable profit margin.
• Value-Based Pricing: Consider the value of the benefits you provide to your customers, such as improved health, and price your services accordingly. People may be willing to pay more for higher-quality or unique services.
• Tiered Pricing Structure: Offer different levels of service at varying price points to cater to a wider range of customers. For example, basic filtering, advanced purification, and additional maintenance services can be priced separately.
• Discounts and Promotions: Introduce introductory discounts or bundled service packages to entice new customers and reward loyal ones. This can help increase your customer base and encourage repeat business.
• Regulatory Compliance: Make sure your pricing complies with any local regulations or pricing controls that might affect your water purification services.

What does it cost to start a Water Purification business?

Initiating a water purification business can involve substantial financial commitment, the scale of which is significantly influenced by factors such as geographical location, market dynamics, and operational expenses, among others. Nonetheless, our extensive research and hands-on experience have revealed an estimated starting cost of approximately $70000 for launching such an business. Please note, not all of these costs may be necessary to start up your water purification business.

Starting a water purification business requires a keen understanding of the purification equipment and supplies necessary for delivering safe, clean water. It's essential to invest in reliable and efficient technology to ensure your services meet industry standards and customer expectations. Here is a list of equipment and supplies you should consider acquiring:

• Water Filters: Purchase various types of filters such as sediment filters, carbon filters, and reverse osmosis units, depending on the purification processes you plan to offer.
• Disinfection Systems: Invest in UV light sterilizers or chemical dosing systems to eliminate pathogens from the water.
• Testing Kits: Acquire water testing kits to monitor the quality of water and ensure it meets health and safety standards.
• Storage Tanks: Get durable storage tanks for holding raw and treated water separately.
• Pumps: Buy various pumps for moving water through your purification system, including booster and high-pressure pumps.
• Replacement Parts: Keep a stock of replacement parts for filters, pumps, and other equipment to minimize downtime.
• Chemicals: If applicable, stock purification chemicals like chlorine and anti-scalants, depending on the purification methods used.
• Packaging Materials: For businesses selling purified water, ensure you have safe and quality containers, such as bottles or jugs.

List of Software, Tools and Supplies Needed to Start a Water Purification Business:

• Computer software for bookkeeping and accounting
• Business licenses and permits
• Water treatment equipment
• Containers for storage of water
• Labels and packaging materials
• Water testing kits
• Water filtration systems
• Office equipment and supplies
• Marketing materials
• Advertising materials
• Delivery vehicles
• Safety equipment
• Protective clothing

Securing the right business insurance is a critical step in establishing a water purification business. It not only protects your investment but also provides peace of mind for you and your customers. Here are some key points to consider when obtaining business insurance:

• Research the types of insurance policies commonly required for water purification businesses, such as general liability insurance, professional liability insurance, and property insurance.
• Contact a reputable insurance broker or agent who specializes in industrial or commercial insurance to get professional advice tailored to your specific business needs.
• Consider additional coverage options like business interruption insurance, equipment breakdown insurance, and workers' compensation insurance if you have employees.
• Ensure that the insurance coverage meets any regulatory requirements for your industry and location, as well as providing adequate protection for the size and scope of your operations.
• Review and compare quotes from multiple insurance providers to find the best coverage at a competitive rate, and read the policy details carefully before making a decision.
• Keep in mind that as your business grows, your insurance needs may change. Schedule regular reviews of your policy to ensure continuous and appropriate coverage.

Starting a water purification business requires effective marketing strategies to create awareness and attract customers. Here's how you can get the word out and begin marketing your water purification services:

• Develop a Brand Identity: Create a memorable brand name, logo, and slogan that encapsulates the quality and reliability of your services.
• Online Presence: Build a professional website showcasing your services, testimonials, and contact information. Utilize search engine optimization (SEO) to improve visibility.
• Social Media Marketing: Create profiles on platforms like Facebook, Instagram, and LinkedIn. Share engaging content, water purification tips, and promotional offers.
• Local Advertising: Advertise in local newspapers, radio, and community bulletin boards. Consider sponsoring local events or sports teams for increased exposure.
• Referral Programs: Encourage existing customers to refer new clients by offering discounts or other incentives for each successful referral.
• Partnerships: Partner with home and business service providers, such as plumbers or property managers, to cross-promote your services.
• Educational Outreach: Host workshops or seminars on the importance of water purification to educate the community and establish your expertise in the field.

Expanding a water purification business requires careful planning and strategic decision-making. As you prepare for growth, consider various approaches to scale your operations and increase your market presence. Here are some key steps to guide you through the process:

• Invest in Technology: Upgrade your purification equipment and technology to increase capacity and improve efficiency.
• Enhance Distribution Networks: Build partnerships with distributors or expand your delivery fleet to reach new markets and customers.
• Diversify Product Offerings: Add new types of water purification products or services to cater to different customer needs and preferences.
• Marketing and Branding: Strengthen your marketing efforts, enhance your brand's online presence, and utilize social media to attract a broader audience.
• Franchising or Licensing: Consider franchising or licensing your business model to entrepreneurs in new territories.
• Research and Development: Continuously research new purification methods and technologies to stay ahead of the competition and offer the best solutions.
• Training and Development: Invest in your team's skillset to maintain high service standards as your business grows.
• Seek Funding Opportunities: Explore loans, investors, or grants to finance your expansion efforts without overextending your resources.

Business Plan Template for Water Companies

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Thinking of starting a water company? You're in the right place! ClickUp's Business Plan Template for Water Companies is here to guide you through every step of the process, from defining your mission to projecting your financials.

With this template, you'll be able to:

• Clearly outline your strategic objectives and goals
• Conduct a comprehensive market analysis to identify your target audience and competitors
• Develop operational plans and strategies to ensure smooth day-to-day operations
• Create accurate financial projections to attract potential investors and secure funding
• Identify and mitigate potential risks that may impact your business

Don't navigate the waters of entrepreneurship alone. Dive into our Business Plan Template for Water Companies and make a splash in the industry today!

Business Plan Template for Water Companies Benefits

When water companies and entrepreneurs in the water industry use the Business Plan Template for Water Companies, they can enjoy a range of benefits, including:

• Streamlining the process of creating a comprehensive business plan
• Clearly defining their mission and strategic objectives
• Conducting a thorough market analysis to understand the industry landscape
• Developing detailed operational plans to ensure smooth day-to-day operations
• Creating accurate financial projections to showcase their business's potential
• Identifying and mitigating potential risks to ensure long-term success
• Communicating their business model effectively to potential investors or stakeholders
• Increasing their chances of securing funding or investments for growth and expansion.

Main Elements of Water Companies Business Plan Template

ClickUp’s Business Plan Template for Water Companies provides a comprehensive framework to help water companies and entrepreneurs in the water industry create a strong business plan. Here are the main elements of this template:

• Custom Statuses: Track the progress of different sections of your business plan using statuses like Complete, In Progress, Needs Revision, and To Do.
• Custom Fields: Customize your business plan with essential information using custom fields like Reference, Approved, and Section to add relevant details and keep everything organized.
• Custom Views: Utilize different views like Topics, Status, Timeline, Business Plan, and Getting Started Guide to gain a comprehensive overview of your business plan, track progress, and navigate through different sections efficiently.
• Collaboration Tools: Collaborate seamlessly with your team using features like comments, mention capabilities, and task assignments to ensure everyone is on the same page and working towards a successful business plan.

How To Use Business Plan Template for Water Companies

If you're in the water industry and need to create a business plan, look no further than the Business Plan Template for Water Companies in ClickUp. Follow these five steps to get started:

1. Define your business concept and goals

Start by clearly defining your business concept and goals. What is the unique selling proposition of your water company? Are you focused on providing clean drinking water to rural areas or offering sustainable water solutions for commercial clients? Clearly define your target market, revenue streams, and growth objectives.

Use the Goals feature in ClickUp to set and track your business goals, ensuring that you stay focused and motivated throughout the process.

2. Conduct market research

To build a successful business plan, you need to have a deep understanding of the market you're entering. Research your target market, including customer demographics, competitors, and industry trends. Identify any gaps or opportunities in the market that your water company can capitalize on.

Use the Table view in ClickUp to organize and analyze your market research data, ensuring that you have a comprehensive understanding of the industry landscape.

3. Develop a marketing strategy

A strong marketing strategy is essential for attracting customers and growing your water company. Determine the best channels to reach your target audience, whether it's through digital marketing, partnerships with local organizations, or attending industry conferences. Outline your pricing strategy, promotional activities, and customer acquisition plan.

Use the Board view in ClickUp to visually plan and manage your marketing strategy, ensuring that you have a clear overview of all your marketing initiatives.

4. Create a financial plan

A solid financial plan is crucial for the success of your water company. Estimate your startup costs, monthly expenses, and projected revenue. Consider factors such as equipment and infrastructure costs, employee salaries, and ongoing operational expenses. Determine how you will fund your business and create realistic financial projections for the next few years.

Use the Gantt chart in ClickUp to create a timeline for your financial plan, outlining key milestones and financial goals that you want to achieve.

5. Monitor and adjust

Once your business plan is in place, it's important to continuously monitor and adjust your strategies as needed. Regularly review your financial performance, marketing efforts, and customer feedback to identify areas of improvement and make necessary adjustments. Stay agile and adaptable to market changes and industry trends to ensure the long-term success of your water company.

Use the Dashboards feature in ClickUp to track key performance indicators (KPIs) and get a holistic view of your business's progress, allowing you to make data-driven decisions and optimize your strategies accordingly.

Get Started with ClickUp’s Business Plan Template for Water Companies

Water companies and entrepreneurs in the water industry can use the ClickUp Business Plan Template to streamline the process of creating a comprehensive business plan that covers all aspects of their operations.

First, hit "Add Template" to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you'd like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a solid business plan:

• Use the Topics View to outline different sections of your business plan, such as mission, objectives, market analysis, and financial projections
• The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do
• The Timeline View allows you to set deadlines for each section and visualize the overall timeline of your business plan
• Utilize the Business Plan View to have a comprehensive overview of all sections and their status
• The Getting Started Guide View provides a step-by-step guide on how to use the template effectively
• Customize the template by adding custom fields like Reference, Approved, and Section to provide additional context and information
• Collaborate with team members to gather input and feedback on each section
• Monitor and analyze the progress of your business plan to ensure it aligns with your goals and objectives.
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Bottled Water Business Plan

Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

How to Write A Bottled Water Business Plan?

Writing a bottled water business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

Introduce your Business:

Start your executive summary by briefly introducing your business to your readers.

Market Opportunity:

Products and services:.

Highlight the bottled water services you offer your clients. The USPs and differentiators you offer are always a plus.

Marketing & Sales Strategies:

Financial highlights:, call to action:.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

Say goodbye to boring templates

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2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Business Description:

Describe your business in this section by providing all the basic information:

Describe what kind of bottled water company you run and the name of it. You may specialize in one of the following bottled water businesses:

• Natural spring water
• Purified water
• Mineral water
• Artesian water
• Functional water
• Describe the legal structure of your bottled water company, whether it is a sole proprietorship, LLC, partnership, or others.
• Explain where your business is located and why you selected the place.

Mission Statement:

Business history:.

If you’re an established bottled water service provider, briefly describe your business history, like—when it was founded, how it evolved over time, etc.

Future Goals

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

Target market:

Start this section by describing your target market. Define your ideal customer and explain what types of services they prefer. Creating a buyer persona will help you easily define your target market to your readers.

Market size and growth potential:

Describe your market size and growth potential and whether you will target a niche or a much broader market.

Competitive Analysis:

Market trends:.

Analyze emerging trends in the industry, such as technology disruptions, changes in customer behavior or preferences, etc. Explain how your business will cope with all the trends.

Regulatory Environment:

Here are a few tips for writing the market analysis section of your bottled water company business plan:

• Conduct market research, industry reports, and surveys to gather data.
• Provide specific and detailed information whenever possible.
• Illustrate your points with charts and graphs.
• Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

Describe your products & services:

Mention the paralegal services your business will offer. This list may include services like,

• Single-serve bottles
• Multipack bottles
• Premium & specialty bottles
• Water filtration
• Water delivery services
• Customized bottles

Describe the health benefits

Quality measures, additional services.

In short, this section of your bottled water plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Unique Selling Proposition (USP):

Define your business’s USPs depending on the market you serve, the equipment you use, and your unique services. Identifying USPs will help you plan your marketing strategies.

Pricing Strategy:

Marketing strategies:, sales strategies:, customer retention:.

Overall, this section of your bottled water production business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your bottled water business, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

Staffing & Training:

Operational process:, technologies & equipment:.

Include the list of equipment and machinery required for bottled water, such as water treatment equipment, bottling equipment, quality control equipment, packaging & labeling equipment, etc.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your bottled water business’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

Founders/CEO:

Key managers:.

Introduce your management and key members of your team, and explain their roles and responsibilities.

Organizational structure:

Compensation plan:, advisors/consultants:.

Mentioning advisors or consultants in your business plans adds credibility to your business idea.

This section should describe the key personnel for your bottled water business, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:.

Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.

Financing Needs:

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

• Add a table of contents for the appendix section to help readers easily find specific information or sections.
• In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
• Provide data derived from market research, including stats about the industry, user demographics, and industry trends.
• Include any legal documents such as permits, licenses, and contracts.
• Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your bottled water manufacturer business plan should only include relevant and important information supporting your plan’s main content.

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

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

This sample bottled water business plan will provide an idea for writing a successful bottled water plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our bottled water business plan pdf .

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Frequently asked questions, why do you need a bottled water business plan.

A business plan is an essential tool for anyone looking to start or run a successful bottled water business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your bottled water company.

How to get funding for your bottled water business?

There are several ways to get funding for your bottled water business, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

• Bank loan – You may apply for a loan in government or private banks.
• Small Business Administration (SBA) loan – SBA loans and schemes are available at affordable interest rates, so check the eligibility criteria before applying for it.
• Crowdfunding – The process of supporting a project or business by getting a lot of people to invest in your business, usually online.
• Angel investors – Getting funds from angel investors is one of the most sought startup options.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your bottled water business?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your bottled water business plan and outline your vision as you have in your mind.

What is the easiest way to write your bottled water business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any bottled water business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software .

Can a good bottled water business plan help me secure funding?

Indeed. A well-crafted bottled water business plan will help your investors better understand your business domain, market trends, strategies, business financials, and growth potential—helping them make better financial decisions.

So, if you have a profitable and investable business, a comprehensive business plan can certainly help you secure your business funding.

What's the importance of a marketing strategy in a bottled water business plan?

Marketing strategy is a key component of your bottled water business plan. Whether it is about achieving certain business goals or helping your investors understand your plan to maximize their return on investment—an impactful marketing strategy is the way to do it!

Here are a few pointers to help you understand the importance of having an impactful marketing strategy:

• It provides your business an edge over your competitors.
• It helps investors better understand your business and growth potential.
• It helps you develop products with the best profit potential.
• It helps you set accurate pricing for your products or services.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Bottled Water Business Plan Template

Written by Dave Lavinsky

Bottled Water 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 bottled water production companies. 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 bottled water business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

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

Why You Need a Business Plan

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

Sources of Funding for Bottled Water

With regards to funding, the main sources of funding for a bottled water company are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will 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 bottled water businesses.

Finish Your Business Plan Today!

How to write a business plan for a bottled water company.

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

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 bottled water company you are operating and the status. For example, are you a startup, do you have a bottled water business that you would like to grow, or are you operating a bottled water production company in multiple markets?

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

Company Analysis

In your company analysis, you will detail the type of bottled water company you are operating.

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

• Purified or Distilled bottled water : this type of bottled water sells water that has been produced by distillation, deionization, or reverse osmosis.
• Sparkling bottled water: this type of bottled water contains carbon dioxide after the water has been treated. 
• Alkaline bottled waters: this type of bottled water includes increased hydrogen that causes greater hydration. Fitness enthusiasts are fans of this type of water as it provides more hydration than regular water. 

In addition to explaining the type of bottled water business 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 amount of clients served, 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 bottled water industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the bottled water 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 sectio:

• How big is the bottled water 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 bottled water production 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 must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: grocery stores, offices, schools, and gyms.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of bottled water company you operate. Clearly, gyms would respond to different marketing promotions than grocery stores, 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 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 bottled water production companies. 

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes online retailers, sports drinks such as Gatorade and Vitamin Water, and protein shakes. You need to mention such competition as well.

With regards to direct competition, you want to describe the other bottled water businesses with which you compete. Most likely, your direct competitors will be bottled water 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 bottled water do they provide?
• 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 bottled water that tastes differently than the competition?
• Will you provide a type of bottled water 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 bottled water production company, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of bottled water company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to bottled water, will you provide electrolytes, different flavors, vitamins, and any other health products?

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 bottled water company. Document your location and mention how the location will impact your success. For example, is your bottled water production business located in a busy retail district, an office setting, near gyms and fitness facilities, etc. Discuss how your location might be the ideal location for your customers.

Promotions : The final part of your bottled water 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
• Billboards and bus benches
• Social media marketing
• Local radio 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 bottled water business, including cleaning equipment, taking inventory, ordering new bottles and labels, placing labels on bottles, bottling each bottled water, marketing and promotions, and communicating with clients and customers.

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

Management Team

To demonstrate your bottled water 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 bottled water production companies. 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 bottled water production business or marketing executive with experience in company branding and advertising.  

Financial Plan

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

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

In developing your income statement, you need to devise assumptions. For example, will you start with a small selection of bottled water flavors and types and expand to offer a wider selection of bottled water ? 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 bottled water production 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.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. 

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

• Cost of inventory 
• 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 bottled water location lease or list of bottled water types you plan to sell.  

Putting together a business plan for your bottled water business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the bottled water 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 bottled water business.  

Bottled Water Business Plan FAQs

What is the easiest way to complete my bottled water business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete a business plan for a bottle water production company.

Where Can I Download a Bottled Water Business Plan PDF?

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

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 water bottle business you are operating and the status; for example, are you a startup, do you have a water bottle business that you would like to grow, or are you operating a chain of water bottle businesses?

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

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Other Helpful Business Plan Articles & Templates

How to write a business plan for a water distribution company?

Creating a business plan for a water distribution company is an essential process for any entrepreneur. It serves as a roadmap that outlines the necessary steps to be taken to start or grow the business, the resources required, and the anticipated financial outcomes. It should be crafted with method and confidence.

This guide is designed to provide you with the tools and knowledge necessary for creating a water distribution company business plan, covering why it is so important both when starting up and running an established business, what should be included in your plan, how it should be structured, what tools should be used to save time and avoid errors, and other helpful tips.

We have a lot to cover, so let's get to it!

In this guide:

Why write a business plan for a water distribution company?

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

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

Being clear on the scope and goals of the document will make it easier to understand its structure and content. So before diving into the actual content of the plan, let's have a quick look at the main reasons why you would want to write a water distribution company business plan in the first place.

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 water distribution 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 water distribution company to be in the next three to five years.

Once you have a clear destination for your water distribution 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 anticipate future cash flows

Regularly comparing your actual financial performance to the projections in the financial forecast of your water distribution company's business plan gives you the ability to monitor your business's financial health and make necessary adjustments as needed.

This practice allows you to detect potential financial issues, such as unexpected cash shortfalls before they escalate into major problems. Giving you time to find additional financing or put in place corrective measures.

Additionally, it helps you identify growth opportunities, like excess cash flow that could be allocated to launch new products and services or expand into new markets.

Staying on track with these regular comparisons enables you to make well-informed decisions about the amount of financing your business might require, or the excess cash flow you can expect to generate from your main business activities.

To secure financing

Crafting a comprehensive business plan for your water distribution company, whether you're starting up or already established, is paramount when you're seeking financing from banks or investors.

Given how fragile small businesses are, financiers will want to ensure that you have a clear roadmap in place as well as command and control of your future cash flows before entertaining the idea of funding you.

For banks, the information in your business plan will be used to assess your borrowing capacity - which is defined as the maximum amount of debt your business can afford alongside your ability to repay the loan. This evaluation helps them decide whether to extend credit to your business and under what terms (interest rate, duration, repayment options, collateral, etc.).

Similarly, investors will thoroughly review your plan to determine if their investment can yield an attractive return. They'll be looking for evidence that your water distribution company has the potential for healthy growth, profitability, and consistent cash flow generation over time.

Now that you understand the importance of creating a business plan for your water distribution company, let's delve into the necessary information needed to craft an effective plan.

Writing a water distribution 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 water distribution company

Before you begin writing your business plan for a water distribution company, conducting market research is a critical step in ensuring precise and realistic financial projections.

Market research grants you valuable insights into your target customer base, competitors, pricing strategies, and other crucial factors that can impact the success of your business.

In the course of this research, you may stumble upon trends that could impact your water distribution company.

You may find that the demand for your water distribution company's product could increase in areas where the population is growing. Additionally, the amount of time customers are willing to wait for delivery might decrease, as customers become more accustomed to fast delivery of goods and services.

Such market trends play a pivotal role in revenue forecasting, as they provide essential data regarding potential customers' spending habits and preferences.

By integrating these findings into your financial projections, you can provide investors with more accurate information, enabling them to make well-informed decisions about investing in your water distribution company.

Developing the sales and marketing plan for a water distribution company

Budgeting sales and marketing expenses is essential before creating a water distribution company business plan.

A comprehensive sales and marketing plan should provide an accurate projection of what actions need to be implemented to acquire and retain customers, how many people are needed to carry out these initiatives, and how much needs to be spent on promotions, advertising, and other aspects.

This helps ensure that the right amount of resources is allocated to these activities in order to hit the sales and growth objectives forecasted in your business plan.

The staffing and equipment needs of a water distribution company

Whether you are at the beginning stages of your water distribution company or expanding its horizons, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is vital to ensure your business's success.

To achieve this, both the recruitment and investment plans must align coherently with the projected timing and level of growth in your forecast. It is essential to secure appropriate funding for these plans.

The staffing costs for a water distribution company might include salaries for office staff, delivery drivers, customer service staff, and warehouse workers. The equipment costs might include trucks for delivery, warehouse shelving, computer systems, and other tools and machines.

To create a financial forecast that accurately represents your business's outlook, remember to factor in other day-to-day operating expenses.

Now that you have all the necessary information, it's time to dive in and start creating your business plan and developing the financial forecast for your water distribution company.

What goes into your water distribution company's financial forecast?

The financial forecast of your water distribution company will enable you to assess the profitability potential of your business in the coming years and how much capital is required to fund the actions planned in the business plan.

The four key outputs of a financial forecast for a water distribution 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 take a closer look at each of these.

The projected P&L statement

The projected P&L statement for a water distribution company shows how much revenue and profit your business is expected to make in the future.

A healthy water distribution company's P&L statement should show:

• Sales growing at (minimum) or above (better) inflation
• Stable (minimum) or expanding (better) profit margins
• A healthy level of net profitability

This will of course depend on the stage of your business: numbers for a startup will look different than for an established water distribution company.

The forecasted balance sheet of your water distribution company

The projected balance sheet of your water distribution company will enable the reader of your business plan to assess the overall financial health of your business.

It shows three elements: assets, liabilities and equity:

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

Analysing your water distribution company projected balance sheet provides an understanding of your water distribution company's working capital structure, investment and financing policies.

In particular, the readers of your plan can compare the level of financial debt on the balance sheet to the equity value to measure the level of financial risk (equity doesn't need to be reimbursed, while financial debt must be repaid, making it riskier).

They can also use your balance sheet to assess your water distribution company's liquidity and solvency:

• A liquidity analysis: focuses on whether or not your business has sufficient cash and short-term assets to cover its liabilities due in the next 12 months.
• A solvency analysis: takes and longer view to assess whether or not your business has the capacity to repay its debts over the medium-term.

The projected cash flow statement

A cash flow forecast for a water distribution company shows how much cash the business is projected to generate or consume.

The cash flow statement is divided into 3 main areas:

• The operating cash flow shows how much cash is generated or consumed by the operations (running the business)
• The investing cash flow shows how much cash is being invested in capital expenditure (equipment, real estate, etc.)
• The financing cash flow shows how much cash is raised or distributed to investors and lenders

Looking at the cash flow forecast helps you to ensure that your business has enough cash to keep running, and can help you anticipate potential cash shortfalls.

It is also a best practice to include a monthly cash flow statement in the appendices of your water distribution company business plan so that the readers can view the impact of seasonality on your business cash position and generation.

The initial financing plan

The initial financing plan, also known as a sources and uses table, is a valuable resource to have in your business plan when starting your water distribution company as it reveals the origins of the money needed to establish the business (sources) and how it will be allocated (uses).

Having this table helps show what costs are involved in setting up your water distribution company, how risks are shared between founders, investors and lenders, and what the starting cash position will be. This cash position needs to be sufficient to sustain operations until the business reaches a break-even point.

Now that you have a clear understanding of what goes into the financial forecast of your water distribution company business plan, let's shift our focus to the written part of the plan.

The written part of a water distribution company business plan

The written part of a water distribution 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

Throughout these sections, you will seek to provide the reader with the details and context needed for them to form a view on whether or not your business plan is achievable and your forecast a realistic possibility.

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

1. The executive summary

In your water distribution 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 water distribution 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 water distribution 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 water distribution company, you could emphasize its potential for growth. You might point out that the area has a large population and is experiencing rapid population growth. You could also emphasize the potential for business growth due to the increasing demand for water as the region continues to develop. Additionally, you might highlight the location's access to transportation and resources, such as highways and ports, that make it an attractive place for businesses to set up shop. All of these factors could make your water distribution company an attractive investment opportunity for a third party financier.

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 the offerings that your company provides to its customers. 

For example, your water distribution company might offer a range of products and services such as water testing services to ensure customer safety and satisfaction, filtration and conditioning systems to provide clean and safe drinking water, and water delivery services to provide customers with convenience. These services and products can help customers ensure they are receiving clean and safe water, and that their water needs are met in a reliable and timely manner.

When drafting this section, you should be precise about the categories of products or services you sell, the types of customers you are targeting and how customers can buy them.

4. The market analysis

When outlining your market analysis in the water distribution company business plan, it's essential to include comprehensive details about customers' demographics and segmentation, target market, competition, barriers to entry, and relevant regulations.

The primary aim of this section is to give the reader an understanding of the market size and appeal while demonstrating your expertise in the industry.

To begin, delve into the demographics and segmentation subsection, providing an overview of the addressable market for your water distribution company, key marketplace trends, and introducing various customer segments and their preferences in terms of purchasing habits and budgets.

Next, shift your focus to the target market subsection, where you can zoom in on the specific customer segments your water distribution company targets. Explain how your products and services are tailored to meet the unique needs of these customers.

For example, your target market might include people who live in areas with limited access to clean water. These people may not have access to a public water supply, so they may rely on private water distribution companies to provide them with clean and safe drinking water. Additionally, people who live in rural areas may be more likely to purchase water from a distribution company as opposed to urban areas.

In the competition subsection, introduce your main competitors and explain what sets your water distribution company apart from them.

Finally, round off your market analysis by providing an overview of the main regulations that apply to your water distribution company.

5. The strategy section

When you write the strategy section of your water distribution 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 water distribution company could face risks related to natural disasters, such as floods or earthquakes. If a natural disaster impacts the area, it could cause significant disruption to the water supply and damage to infrastructure, which would need to be repaired before operations could resume. Your water distribution company may also face risks related to cyber security. If hackers were to gain access to the system, they could cause significant damage and disrupt operations. Additionally, customer data and other confidential information could be stolen, which could lead to legal and financial repercussions.

6. The operations section

The operations of your water distribution company must be presented in detail in your business plan.

The first thing you should cover in this section is your staffing team, the main roles, and the overall recruitment plan to support the growth expected in your business plan. You should also outline the qualifications and experience necessary to fulfil each role, and how you intend to recruit (using job boards, referrals, or headhunters).

You should then state the operating hours of your water distribution company - so that the reader can check the adequacy of your staffing levels - and any plans for varying opening times during peak season. Additionally, the plan should include details on how you will handle customer queries outside of normal operating hours.

The next part of this section should focus on the key assets and IP required to operate your business. If you depend on any licenses or trademarks, physical structures (equipment or property) or lease agreements, these should all go in there.

You could have the physical infrastructure of the distribution system and the technology associated with it as key assets. This could include pipes, pumps, tanks, and valves. You might also have intellectual property such as proprietary designs, software, and processes used in the operation of the distribution system. Additionally, you could have customer data, such as contact information, billing records, and customer history, which could be used to improve the services the company provides.

Finally, you should include a list of suppliers that you plan to work with and a breakdown of their services and main commercial terms (price, payment terms, contract duration, etc.). Investors are always keen to know if there is a particular reason why you have chosen to work with a specific supplier (higher-quality products or past relationships for example).

7. The presentation of the financial plan

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

Now that you have a clear idea of what goes in your water distribution company business plan, let's look at the solutions you can use to draft yours.

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

There are two main ways of creating your water distribution company business plan:

• Using specialized business planning software,
• Hiring a business plan writer.

Using an online business plan software for your water distribution company's business plan

The modern and most efficient way to write a water distribution company business plan is to use business plan software .

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 water distribution company's business plan

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

These writers possess valuable experience in crafting business plans and creating accurate financial forecasts. Additionally, enlisting their services can save you precious time, enabling you to concentrate on the day-to-day operations of your business.

It's important to be mindful, though, that hiring business plan writers comes with a cost. You'll be paying not just for their time but also for the software they use, and their profit margin.

Based on experience, a complete business plan usually requires a budget of at least £1.5k ($2.0k) excluding tax, and more if revisions are needed after initial meetings with lenders or investors - changes often arise following these discussions.

When seeking investment, be cautious about spending too much on consulting fees. Investors prefer their funds to contribute directly to business growth. Thus, the amount you spend on business plan writing services and other consulting services should be negligible compared to the amount you raise.

Another aspect to consider is that while you'll receive the output of the business plan, you usually won't own the actual document. It will be saved in the consultant's business plan software, which will make updating the plan challenging without retaining the consultant on a retainer.

Given these factors, it's essential to carefully weigh the pros and cons of outsourcing your water distribution company business plan to a business plan writer and decide what best suits your business's unique needs.

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

Using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write a water distribution company business plan is a terrible idea.

For starters, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is very technical and requires both a strong grasp of accounting principles and solid skills in financial modelling.

As a result, it is unlikely anyone will trust your numbers unless - like us at The Business Plan Shop - you hold a degree in finance and accounting and have significant financial modelling experience in your past.

The second reason is that it is inefficient. Building forecasts on spreadsheets was the only option in the 1990s and early 2000s, nowadays technology has advanced and software can do it much faster and much more accurately.

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.

Also, using software makes it easy to compare actuals vs. forecasts and maintain our forecasts up to date to maintain visibility on future cash flows - as we discussed earlier in this guide - whereas this is a pain to do with a spreadsheet.

That's for the forecast, but what about the written part of my water distribution company business plan?

This part is less error-prone, but here also software brings tremendous gains in productivity:

• Word processors don't include instructions and examples for each part of your business plan
• Word processors don't update your numbers automatically when they change in your forecast
• Word processors don't handle the formatting for you

Overall, while Word or Excel may be viable options for creating a water distribution company business plan for some entrepreneurs, it is by far not the best or most efficient solution.

• 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 water distribution 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
• Business plan myths

Know someone who owns or wants to start a water distribution 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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Starting Bottled Water Business Plan (PDF)

The bottled water business industry has been steadily growing all across the world. This is due to a plethora of reasons which vary from place to place. For instance, big beverage companies have diversified into bottled water as one of their products over the years. Due to their wide reach it means bottled water has increasingly become more available than ever before. In some parts of the world the surge in mineral water businesses has been triggered by lack of access to clean and reliable water. Thus for drinking purposes or other related uses people there now prefer to use bottled water. Another interesting factor is global warming which has seen temperatures getting much higher in most parts of the world. This has resulted in the increased demand for commercially produced mineral water. Bottled water offers convenience and tends to taste better. Plus there is general perception that bottled water is safer. That is why starting a bottled water business can pay off immensely. All this is meant to show you that starting a bottled water business is a noble idea. This article will outline how to start a bottled water business, and the bottled water business plan (PDF, Word & Excel).

Market Research

The most important aspect you will look at here is finding out about existing players to draw insights from them. The market for bottled water is usually available anywhere but it is important to know of any competitors beforehand. Your focus will be to learn how they conduct their businesses paying particular attention to scale of operation, water sources, processing methods, target clients, pricing, marketing approaches and so on. Knowing these things will be central to your ultimate unique selling point. Things like packaging and pricing can put you over your competitors if well considered. As much as many players already exist and more are entering the bottled water business field, there is always a market segment that is unattended or insufficiently attended. Thus it essential to have a detailed mineral water business before you start.

Location, Premises And Equipment

In your choice of location of the purified water business, there are some considerations that you should make. Since any bottled water business entails the need to have a seamless distribution framework, it is a factor to consider. This means you must chose a location connected to strategic road networks for easy accessibility to clients and suppliers and the ultimate distribution of the bottled water. How secure is the location you are choosing – that is another important factor to consider. What about availability of water supply? Proximity to prospective clients, suppliers and human resources is also very vital. The mineral water business plan should include the costs of purchasing or leasing the premises.

The core thing you must work on from the onset is a water treatment plant. Some of the basic inclusions are bottling machines, filling machines, purification and treatment machines, labelling machines and a water source eg a borehole. The specific equipment you need will depend on the water purification methods you are going to use for your business. For example if you decide to purify water using reverse osmosis, that means you will require reverse osmosis machinery. Water storage tanks are also required. The costs of all the equipment should be catered for in your purified water business plan.

Types Of Bottled Water

There are different types of bottled water. In fact, there is still an evolution that is leading to the emergence of new types of bottled water. Your bottled water business plan should outline the type of water you are selling.

Mineral Water

This is water comprising of substantial amounts of dissolved minerals. Some of those minerals are calcium, sodium, and magnesium. Typically the water would have also gone through certain processes such as aeration or filtration. Note that there are strictly no chemical processes involved here. This water would have been sourced from some underground source. There must be ascertained and provable pollution-free qualities regarding the source. Most importantly, the water must have certain stipulated minerals in certain prescribed concentrations. That is what can earn it the label of ‘mineral water’.

Spring Water

This is water that would have been sourced from a spring. It is important to note that most of what is termed spring water is not from springs. It is usually a marketing gimmick and the water is often just tap water. Thus if you are going to sell spring water it must truly be from a spring. People often use ‘mineral water’ and ‘spring water’ interchangeably. This is because there are some similarities. Often time the distinction is that spring water is specifically sourced from a spring.

Purified Water

This is water that would have undergone a number of purification processes. These purification processes will be meant to get rid of chemical and solid contaminants. The original source of the water can be tap water or ground water. The common purification processes involved are filtration, reverse osmosis, and distillation, amongst others.

Sparkling Water

This can also be called soda water; it is also known as carbonated water. When you drink it feels as if you are drinking a fizzy drink. That is why some call it fizzy water. It is also commonly known as club soda. Sparkling water is a result of infusing water with carbon dioxide under pressure.

Flavoured Water

This is water that would have had natural or artificial flavors added to it. The flavors can be added as one or as a blend of several flavors. They are usually fruit flavors e.g. lemon, lime, orange, raspberry, mint, and blackberry, amongst others.

Staff And Management

This depends on the scale of operations and level of sophistication of your purified water business. Anything from 6 employees going up will do for a small-scale factory. The idea is there are pertinent areas that needed to be manned e.g. management, production, financial management, sales, distribution, and housekeeping amongst other areas. Your bottled water business plan should cater for the wages and employees of all your employees.

Customer Segmentation

Primary usage.

Customer segmentation for the bottled water production business is informed by several variables. For example, the primary usage of the bottled water can give an idea. Bottled water can be for everyday use, it can be sporting use, or it can be travel. These examples translate into customers segments with specific needs or preferences.

Type Of Bottled Water

Customer segments are also a function of the type of bottled water in question. For instance, in many places the most consumed type of bottled water is purified water. Consumption dynamics for the different types of bottled water helps you understand the customer segments.

Distribution Channel

People purchase their bottled water from different outlets. Maybe they purchase from supermarkets or shops. Zoning in on one you can know whether or not they buy in bulk. There will be much to learn about customer segments by looking into the various distribution channels.

Marketing Plan

Bottled water is the easiest to market. You just have to ensure your bottled water is properly branded. The best marketing strategy is to get your bottled water in front of as many people as possible. Avail it to commercial buildings, have it used at all sorts of events. You can target hospitality and catering outlets. Target wellness and fitness centres. Sporting events are also a strategic focus. Find ways to sell your purified water there or promote it through those locations. Sponsor worthy causes by donating free bottled water. Have it sold in supermarkets and shops. Consider traders especially street vendors, where applicable. These people can push your mineral water brand faster, far, and wide. In principle, have a wide distribution network so that people see your bottled water brand everywhere. Consider working with social media influencers and even celebrities if possible. Build a website and have active social media accounts to publicize your bottled water brand. Leverage on print and electronic media as well. A proper marketing strategy should be included in your bottled water business plan.

Approaches For Bottled Water Business

Regarding bottled water there two types of service providers, namely, large-scale and small or medium scale. The large scale ones tend to be companies already established like Coca Cola as an example. This can be an approach to take i.e. starting large-scale but this is not a smart move because it is costly. Most preferably you must start small or medium scale by targeting reasonably-sized markets e.g. small towns. Then depending on the performance of the bottled water business you scale up operations in due course. In order to push sales there is a unique strategy one can use for their bottled water. You can always have an eye out for big events such entertainment or corporate events. You go ahead and pitch up an idea to supply them with custom-labelled bottled water. Many people will jump onto that since it would give an exclusive flare to an event. In terms of sales you can also enter working agreements with big clients such as food outlets, hospitality spots (e.g. hotels, spars) and so on. This will be strategic in that you guarantee a steady and consistent flow of repeat purchases.

Do not be hesitant to start a mineral water business because it is not that difficult to start one. The demand for bottled water is very high and will always be so you can always carve out your own niche. Just adhere to strict codes of quality assurance and integrity – do not be one of those frauds who package unsafe water as bottled water yet it is neither treated nor purified. It is wise to take insurance cover and to make sure you have all the required certification or licenses that might be mandatory. Find out about this from local authorities, health inspection boards, environmental agencies and the like. Packaging and pricing are crucial but to top it off you must have a robust and active marketing strategy using all available channels.

Pre-Written Bottled Water Business Plan (PDF, Word And Excel): Comprehensive Version, Short Funding/Bank Loan Version and Automated Financial Statements

For an in-depth analysis of the bottled water manufacturing business, we encourage you to purchase our well-researched and comprehensive bottled water business plan. We introduced the business plans after discovering that many were venturing into the purified water business without enough knowledge and understanding of how to run the business, lack of understanding of the financial side of the business, lack of understanding of : the industry, the risks involved , costs and profitability of the business; which often leads to disastrous losses.

The StartupBiz Global mineral water business plan will make it easier for you to launch and run your water bottling plant business successfully, fully knowing what you are going into, and what’s needed to succeed in the business. This is a complete business plan for a packaged water business. It will be easier to plan and budget as you will be aware of all the costs involved in setting up and running the purified water business.

Uses of the Mineral Water Business Plan (PDF, Word And Excel)

The bottled water business plan can be used for many purposes including:

• Raising capital from investors/friends/relatives
• Applying for a bank loan
• Start-up guide to launch your bottled water business
• As a mineral water business proposal
• Assessing profitability of the bottled water business
• Finding a business partner
• Assessing the initial start-up costs so that you know how much to save
• Manual for current business owners to help in business and strategy formulation

Contents of the Bottled Water Business Plan (PDF, Word And Excel)

The business plan for purified water includes, but not limited to:

• Marketing Strategy
• Financial Statements (monthly cash flow projections, income statements, cash flow statements, balance sheets, break even analysis, payback period analysis, start-up costs, financial graphs, revenue and expenses, Bank Loan Amortization)
• Industry Analysis
• Market Analysis
• Risk Analysis
• SWOT & PEST Analysis
• Operational Requirements
• Operational Strategy
• Why some people in the bottled water business fail, so that you can avoid their mistakes
• Ways to raise capital to start your bottled water business

The purified water business plan package consists of 4 files

• Bottled Water Business Plan – PDF file (Comprehensive Version – 101 Pages)
• Bottled Water Business Plan – Editable Word File (Comprehensive Version – 101 Pages)
• Bottled Water Business Plan Funding/Bank Loan Version- Editable Word File (Short version for applying for a loan/funding – 48 pages)
• Bottled Water Business Plan Automated Financial Statements – (Editable Excel File)

The business plan can be used in any country and can be easily edited. The financial statements are automated. This implies that you can change eg the costs, salaries etc, and all the other financial statements will automatically adjust to reflect the change. 

Click below to download the Contents Page of the Bottled Water Business Plan (PDF)

Testimonial 2

Many thanks for your incredibly efficient service and thorough business plan. I am very impressed with the business plan. Before I bought the business plan, I tried to do my own business plan – it was such a nightmare and it turned out badly, also not to mention the stress it caused me. I wish I knew about your website earlier!

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The business plan which I purchased from your website saved me TIME and MONEY! The layout of the business plan was excellent. The financial statements were detailed and easy for me to edit. I will come back to purchase another business plan soon.

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I purchased a business plan from you, and I’m glad to inform you that I was able to get my loan, and I’m starting my poultry farming business on the 1 st of July. This was made possible because of your business plan. Thank you very much, you made my dream come true.

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I found Startupbiz Global online when I was in desperate need of a business plan. I was overwhelmed by the quality of the business plan, it’s comprehensive and well researched! I did not have to wait to get the business plan, I got it instantly after payment. I highly recommend Startupbiz Global, and would happily use them again in the future.

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Just wanted to say I am very happy with the business plan and I will gladly recommend your products, thank you very much and have a great day.

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I was able to understand the business side of farming because of your business plan. You did extensive research; the business plan was well prepared and fully detailed.  It made everything clear, and I have somewhere to start now. I am confident that I am going to succeed in my business because of the guidance from your business plan.

Testimonial 1

StartupBiz Global provided a very professional and comprehensive business plan which I used for my business. The business plan was easy to edit, and I was able to get the funding which I wanted. I highly recommend their business plans.

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Get the Bottled Water Business Plan (PDF, Word And Excel)

Click Buy Now  below to purchase using Paypal, Credit Card, or Debit Card. After you have purchased, you will immediately see the download link for the business plan package on the screen. You will also immediately get an email with the business plan download link. The Pre-written business plan package (PDF, Word, and Excel) costs $30 only!

If you want to purchase multiple business plans at once then click here: Business Plans Store.

The business plan package is a zipped compressed file containing the PDF, Word and Excel documents. To open the package after downloading it, just right click, and select Extract All. If you have any problems in downloading and opening the files, email us on [email protected] and we will assist you.

We wish you the best in your bottled water business! Check out our collection of business plans  , and more business ideas .

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