Staffing Agency Business Plan Template – Instant Download

Win clients and place talent faster with a lender-style plan that speaks your language. Whether you’re building a healthcare temp agency, an IT recruiting firm, or a light-industrial staffing shop, this template shows how you’ll source on LinkedIn, Indeed, and ZipRecruiter, run fulfillment through Bullhorn or Greenhouse, and deliver payroll cleanly through ADP or Gusto.

Delivered in editable Word with a matching PDF, it’s SBA-aligned and includes a complete 3-year forecast. Edit assumptions for your city and niches, export a polished PDF, and walk into MSA and banking meetings with confidence.

Built for U.S. lenders and enterprise procurement teams. Designed to help you go from idea to funded and operating—fast.

Fully customizable. Instant access. Investor-ready.

What’s Inside the Business Plan

Executive Summary – Niche focus, value proposition, funding request, launch milestones.

Products & Services – Temp/contract, direct-hire, RPO/MSP support, on-site programs; sourcing via LinkedIn/Indeed/ZipRecruiter; ATS workflows with Bullhorn or Greenhouse; VMS coordination (SAP Fieldglass/Beeline); payroll/benefits via ADP or Gusto.

Market Analysis – Demand by vertical (healthcare, IT, construction, clerical, hospitality), competitive mapping, bill-rate benchmarks, and local employer mix.

Operations – Req intake, recruiter KPIs & ratios, compliance (I-9/E-Verify, W-2 vs. 1099), timekeeping, payroll cycles, margin control, and QA.

Marketing – Outbound B2B, account-based outreach, LinkedIn campaigns, referral engines, reviews, and partnerships with hospitals/tech firms.

Management – Founder profile, recruiter & BD structure, compensation plans, advisor roles.

Financial Forecast – Startup costs, gross-margin model, recruiter productivity assumptions, pipeline math, cash flow, and 3-year projections.

Who Should Use This Plan

– First-time founders launching a temp or direct-hire agency
– Healthcare staffing operators (travel nurses, allied, locum tenens)
– IT & engineering recruiters building contract desks
– Light-industrial/clerical staffing owners adding on-site programs
– Franchise buyers and HR consultants seeking SBA funding
– Agencies proposing MSP/RPO support to enterprise clients

Why Choose This Business Plan

Consultants can take weeks and charge hundreds. This template is investor-ready and tuned to real staffing mechanics—from Bullhorn/Greenhouse pipelines to ADP/Gusto payroll models and SAP Fieldglass bid positioning—so you earn credibility with lenders and clients on day one.

Industry Snapshot (U.S.)

Staffing firms match shifting employer demand with flexible labor across healthcare, IT, logistics, and office roles. Bankers look for realistic bill rates, recruiter productivity, and prime-cost control (wages, burden, job-board spend). In 2023, U.S. staffing companies hired about 12.7 million temporary and contract workers, underscoring the sector’s scale. Industry sales in 2024 totaled roughly $124 billion as firms adjusted to slower hiring, then began stabilizing in 2025. The takeaway for new agencies: show defensible margins (spread and DSO), proven sourcing channels, and capacity to ramp recruiters efficiently. Use the included 3-year model to set submittal/placement ratios, gross margin %, and cash-flow timing that lenders can trust.

What You’ll Turn In / What You’ll Customize / What’s Not Included

What You’ll Turn In

• Complete lender-style plan with 3-year financial model
• Operations playbook (req intake → submittals → interviews → placements → payroll/invoicing)
• Market research, competitive map, and bill-rate benchmarks
• Management & staffing structure (recruiters, sourcers, BD)
• Executive summary & funding request narrative

What You’ll Customize

• Niches (healthcare, IT, clerical, light-industrial) and geographies
• Bill/pay rates, spreads, and recruiter productivity targets
• ATS & payroll choices (Bullhorn/Greenhouse; ADP/Gusto)
• MSA terms, DSO assumptions, and collections workflow
• Marketing channels and account-based prospecting calendar

What’s Not Included

• Branding/design services or custom website builds
• Legal, tax, or HR consulting beyond the template
• Third-party software subscriptions (ATS, VMS, payroll)
• Client contracts or state-specific legal forms

Frequently Asked Questions

What Customers Say

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Helpful Reads

Unlocking Success: The Critical Role of a Business Plan
Why Every New Entrepreneur Needs a Professional Business Plan

Fill Roles Faster and Win Client Contracts

Every week you wait, competitors sign your clients. Present a polished plan, model spread and DSO realistically, and launch with confidence.