Plumbing Business Plan Template [Updated 2024]

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VII. Operations Plan

This Section's Contents


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Functional Roles

[Company Name] will need to fulfill the following functional roles to execute its business plan and ensure the company’s success:

Service Functions

  • Plumbing services, including maintenance, repairs, and installations
  • Customer service
  • Scheduling of plumbing services
  • Quoting and invoice creation
  • Equipment maintenance and upkeep
  • Purchasing of equipment and tools

Administrative Functions

  • Social media management
  • Website management
  • Bookkeeping
  • Marketing
  • Hiring and training staff
  • Maintenance functions
  • Other general administrative functions

Milestones

The following are a series of steps that lead to our vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

DateMilestone
[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name]
[Date 3]Hire and train initial staff
[Date 4]Kickoff of promotional campaign
[Date 5]Launch [Company Name]
[Date 6]Reach break-even

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