What it is: a lender-ready air duct cleaning business plan template in Word plus a 36-month Excel model. Who it’s for: U.S. operators who need SBA-style structure to win landlords, permits, and funding. What’s inside: detailed startup costs (truck/van, negative-air, HEPA, PPE), route-density and utilization logic, staffing tied to job counts, and realistic cash-flow with sensitivity tests. Why it wins: it speaks lender language—unit economics, use-of-funds, break-even, and repayment comfort—mapped to an operator’s workflow and QA. Delivery: instant digital download; edit today, present this week.

Industry Snapshot (U.S.)

Demand tracks indoor air-quality concerns, property-management schedules, and post-renovation cleanouts. Margin drivers include route density, technician productivity, filter/chemical yield, and rework prevention via before/after documentation and QA sign-offs. Operators who publish clear minimums and proof photos reduce quoting friction and raise close rates.

Classification: NAICS 561790 – Other Services to Buildings and Dwellings (Official NAICS reference). Authority background: EPA Indoor Air Quality (IAQ) Overview.

What’s Inside the Plan

1) Executive Summary

Positions a duct-cleaning operator serving residential, commercial, and light-industrial accounts with a bank-friendly value prop. Shows use-of-funds for vehicle, equipment, PPE, marketing, and working capital. Connects route density and crew hours to revenue so lenders can “see the movie.” Sets a break-even horizon and 90-day ramp milestones.

2) Market Overview

Explains core demand drivers (IAQ concerns, renovations, turnovers) and local seasonality. Maps competitors—franchises vs. independents—and how offer structure (minimums, bundles, proof photos) influences close rates. Identifies early “wedge” segments—property managers, HOAs, small facilities—to accelerate first contracts.

3) Products & Services

Details whole-home and commercial duct cleaning, dryer vents, coil cleaning, sanitizer/microbial treatment, and post-construction cleanup. Lists inclusions/exclusions, SLAs, and upsells (camera inspections, register replacement). Ties typical job times and order minimums to pricing logic and daily capacity.

4) Operations Plan

Outlines truck/van setup, negative-air workflow, agitation tools, containment, and PPE. Defines technician roles, dispatch, job checklists, and QA sign-offs to reduce rework. Schedules preventive maintenance and inventory controls for filters/chemicals to protect uptime and margin.

5) Marketing Strategy

Covers Google Local optimization, local-SEO service pages, and proof galleries that handle objections. Adds property-manager outreach, HOAs, realtor/contractor partners, and facility RFPs. Uses promos and minimums aligned to route density so utilization beats ad spend.

6) Management & Staffing

Defines owner-operator responsibilities, technician ladder, safety/compliance roles, and vendor relationships. Stages hiring to booked jobs and cash-flow, signaling control to lenders. Notes NADCA training and OSHA awareness that reinforce credibility in proposals and RFPs.

7) Financial Forecast (36 Months)

Builds revenue from jobs/day × average ticket × working days, with seasonality. Models COGS (filters, chemicals, fuel), labor, overhead, then rolls to margins, cash flow, and break-even. Sensitivity tabs show repayment comfort if routes or ad spend shift, which helps move files through underwriting faster.

Proof & Outcomes

The template prompts before/after photos, job checklists, and minimums—assets that reduce quoting friction and underpin price integrity. Lenders and facility managers can validate quality controls at a glance.

How It Works

Download instantly, open the Word file, and customize services, routes, and pricing. Update the Excel assumptions (jobs/day, ticket, labor, fuel, ads) and export a clean PDF for lenders, landlords, or RFP submissions.

Lender Checklist

Use-of-funds table, licenses/insurance, realistic assumptions with route density, and a break-even horizon. Each item is included so reviewers can check boxes quickly and move your file forward.