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The Claude AI Prompt BookA plain-English guide, a fill-in plan and a projections workbook that turn your prices, jobs per week and startup quotes into a plan a lender or partner can read.
✦ In the box
✦ About this product
Most business plan templates are written for restaurants and startups. A home service business runs on different math: what a job costs you, how many you can do in a week and what's left to pay the bills, the loan and you. This kit builds the whole plan from that math.
The 30-page Business Plan Guide takes you through it in seven short chapters with worked examples: pick the plan your reader expects (one page or the full nine sections the SBA describes), price one job, add up startup costs from real quotes with a 10% buffer, work out a loan payment and how much to ask for, forecast jobs per week month by month, find break-even and your pay, check cash month by month and write the plan.
The Business Plan Financial Projections workbook (Excel and Google Sheets, no macros) does the math: services and average job, startup costs and funding, monthly costs, a 12-month forecast with sales, operating profit, loan payment, tax set-aside, owner pay, cash at the end of each month and a capacity check, a 3-year projection, break-even and a Plan Summary with the numbers to copy into your plan. It comes blank plus three filled-in examples.
The Plan Template (Word and PDF) gives you a One-Page Plan and a full plan in nine sections with prompts, tables and placeholders, and three sample plans show it finished for fictional house cleaning, lawn care and pressure washing businesses. Every example number is made up to show the method. The kit can't promise sales or a loan approval, and it is not legal, tax or financial advice.
Built on job math
Price, crew hours and direct cost per job become sales, profit, cash and break-even.
How much to ask for
Startup costs, a 10% buffer and your cash low point show the funding you need.
The plan lenders expect
A One-Page Plan and a full plan in nine sections, in plain words.
Three finished examples
Sample plans and workbooks for fictional cleaning, lawn care and pressure washing businesses.
✦ What's included
✦ Features
7 chapters: pick the plan, start with one job, startup costs and funding, forecast, break-even and pay, cash and 3 years, write it.
Settings, Services, Startup & Funding, Monthly Costs, 12-Month Forecast, 3-Year Projection, Break-Even and Plan Summary tabs.
One-Page Plan, cover and nine sections with prompts, tables and placeholders.
Three filled-in plans that match the three EXAMPLE workbooks.
✦ How it works
Checkout is handled by Gumroad, with no subscription.
Your receipt has the download link; open 0 - START HERE.pdf first.
Fill in your services and startup quotes in the workbook, then copy the Plan Summary into the template.
✦ FAQ
Buying, downloads, refunds and how the app keeps your data: see all questions
One ZIP with 12 files: the 30-page guide, the plan template and the 3 sample plans (each as PDF and editable Word), the projections workbook blank plus 3 filled-in examples (Excel, opens in Google Sheets), a START HERE page and a license file.
Any home service business that sells jobs: house cleaning, lawn care, pressure washing, window cleaning, handyman, junk removal, car detailing and similar. The examples are a fictional house cleaner, lawn care business and pressure washing business.
We can't promise that: every lender decides for itself. The full plan follows the sections the SBA lists for a traditional plan and includes monthly first-year projections. Ask your lender what else they need, such as five-year figures or a balance sheet your accountant can prepare.
Yes. Upload the workbook to Google Drive and open it with Google Sheets. It has no macros.
Yes, if you need a plan for a loan, a partner or a second crew. Put your real prices and costs in the workbook. For yearly goal planning, the Business Planner 2027 is the better fit.
No. It is a planning tool. The SBA and IRS facts link to their sources; check loan terms, licensing and your tax set-aside with qualified professionals.
Yes. Share your completed plan and projections with lenders, partners and advisers. The license covers one business and doesn't allow sharing or reselling the blank templates.
Only verified buyers can review, using the license key from their purchase. We publish every review that follows our review policy, positive or negative.
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Email support@ownerkits.com or visit the support page.
Full refund within 14 days of purchase. Refund policy.
One business. Use and edit the files for your own business and share your finished plan with lenders and partners; don't resell or share the templates. Read the license
Home Service Business Plan Template + Financial Projections$27 one-time
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