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Bottled Water Business

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How to Start a Bottled Water Business

Written by: Carolyn Young

Carolyn Young is a business writer who focuses on entrepreneurial concepts and the business formation. She has over 25 years of experience in business roles, and has authored several entrepreneurship textbooks.

Edited by: David Lepeska

David has been writing and learning about business, finance and globalization for a quarter-century, starting with a small New York consulting firm in the 1990s.

Published on April 13, 2022 Updated on February 14, 2024

How to Start a Bottled Water Business

Investment range

$6,550 - $15,100

Revenue potential

$130,000 - $416,000 p.a.

Time to build

1 – 3 months

Profit potential

$46,000 - $83,000 p.a.

Industry trend

You drink it everyday, but you probably don’t think of water as a business. Well, maybe you should. Bottled water is a massive and fast-growing industry, set to more than double by 2028. Sugar-wary consumers increasingly view bottled water as a healthier choice than soft drinks, and safer than tap water. You could start your own bottled water company and tap into this booming market. Starting your own mineral water plant would cost a small fortune, so the smart move is to find a water producer that offers white labeling, which means they’ll let you put your label on their water.  

But before you start searching for water, you need to learn the ins and outs of starting a business. Fortunately, this step-by-step guide has all the entrepreneurial insights you need to start building bottled water success. 

Looking to register your business? A limited liability company (LLC) is the best legal structure for new businesses because it is fast and simple.

Form your business immediately using ZenBusiness LLC formation service or hire one of the Best LLC Services .

Step 1: Decide if the Business Is Right for You

Pros and cons.

Starting a bottled water business has pros and cons to consider before deciding if it’s right for you.

  • Good Money – Profit margins on bottled water are fairly high
  • Flexibility – Run your business from home as a white label company
  • Hot Market – Demand for bottled water is strong
  • Saturated Market – Competition is fierce in the bottled water industry
  • Partner Needed – Finding a white label water company can be challenging

Bottled water industry trends

Industry size and growth.

  • Industry size and past growth – The global bottled water industry was worth $240 billion in 2021 after more than 10% growth the previous year.(( https://www.grandviewresearch.com/industry-analysis/bottled-water-market ))
  • Growth forecast – The global bottled water industry is projected to more than double by 2028 to reach more than half a trillion dollars. 
  • Number of businesses – In 2021, 703 bottled water production businesses were operating in the US.(( https://www.ibisworld.com/united-states/market-research-reports/bottled-water-production-industry/ )) 
  • Number of people employed – In 2021, the US bottled water production industry employed 17,383 people. 

bottled water industry size and growth

Trends and challenges

Trends in the bottled water industry include:

  • Alkaline waters, which have a higher pH level than regular bottled water, are increasingly popular because they are thought to improve energy. The same is true for electrolyte-enhanced water.
  • New to the market is hydrogen water, made with more hydrogen and thought to increase energy and endurance as well as to provide antioxidants. Though it’s new, it’s increasing in popularity quickly despite its higher price. 

Challenges in the bottled water industry include:

  • Plastic water bottles are piling up in landfills, leading to environmental concerns and increased governmental regulation, spurring manufacturers to look for alternative bottling. Many manufacturers are using recycled plastic, but some are moving to cans and paper cartons as better alternatives.
  • Plastic bottle production in the United States annually requires about 17.6 million barrels of oil, which is of increasing concern due to the current energy situation.

bottled water industry Trends and Challenges

Consumer spending

  • Average consumer spend – The average person in the US consumes about 45 gallons of bottled water per year.(( https://www.statista.com/statistics/183377/per-capita-consumption-of-bottled-water-in-the-us-since-1999/ )) 
  • Potential customer base – In 2018, about 20% of Americans consumed mostly bottled water.
  • Average prices – Consumers tend to buy bottled water in bulk. The average price for a 24-bottle case is $6.99, while specialty waters sell for up to $15 or more. They are commanding a higher price due to the way they are presenting their water to consumers, creating the impression of more health benefits.(( https://bottledwater.org/bottled-water-prices-advertising/ ))

bottled water industry consumer spending

How much does it cost to start a bottled water business?

Startup costs for a bottled water business range from $6,500 to $15,000. Your costs will depend on the minimum your manufacturer will allow you to order, since the bulk of your startup costs are for your initial inventory. 

You could start your search for a manufacturer at this online platform .  

How much can you earn from a bottled water business?

The average price for a private labeled specialty case of bottled water is about $10. You can either sell your water online on a site like Amazon, or you can try to find local stores that will stock your water. Your profit margin after manufacturing and packaging costs will be around 35%. 

In your first year or two, you might sell 250 cases a week, bringing in $130,000 in annual revenue. This would mean nearly $46,000 in profit, assuming that 35% margin. As your brand gains recognition and you get your products into grocery stores, sales could climb to 800 cases per week. At this stage, you’d rent out a distribution center and hire staff, reducing your margin to about 20%. With annual revenue of $416,000, you’d still have a nice profit of more than $83,000.

bottled water business earnings forecast

What barriers to entry are there?

There are a few barriers to entry for a bottled water business. Your biggest challenges will be:

  • Finding a manufacturing partner
  • Competition from established firms

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Step 2: hone your idea.

Now that you know what’s involved in starting a bottled water business, it’s a good idea to hone your concept in preparation to enter a competitive market. 

Market research will give you the upper hand, even if you’re already positive that you have a perfect product or service. Conducting market research is important, because it can help you understand your customers better, who your competitors are, and your business landscape.

Why? Identify an opportunity

Research bottled water businesses in your area to examine their products, price points, and what sells best. You’re looking for a market gap to fill. For instance, maybe the local market is missing a spring water or sachet water company. Sachet water is pre-filtered water heat sealed in plastic bags instead of bottles.

smart water business plan

You might consider targeting a niche market by specializing in a certain aspect of your industry, such as mineral water or purified water.

This could jumpstart your word-of-mouth marketing and attract clients right away. 

What? Determine your products

Bottled water companies are legally allowed to offer:

  • Mineral water from an underground source with naturally occurring trace minerals
  • Spring water
  • Well water, artesian well water 
  • Purified water, or treated tap water 

You can choose any of those. Your key will be your labeling and how you brand your product. You could decide to offer vitamin or flavored water, but that would move you out of the bottled water category and into the soft drink category and would make production much more difficult. 

How much should you charge for bottled water?

If you present your water as a high-end specialty water, you can charge about $10 per case. The key to this is in packaging and branding that creates the impression of a superior product. Using phrases like “natural spring water” and giving your bottles a confident, appealing design goes a long way. If you go to Amazon and search for bottled water, you’ll see many ways in which water is presented as high-end and commands prices as high as $15 or even $20. 

You should aim for a profit margin of about 35% after manufacturing and packaging costs.

Once you know your costs, you can use this Step By Step profit margin calculator to determine your mark-up and final price points. Remember, the prices you use at launch should be subject to change if warranted by the market.

Who? Identify your target market

Your target market will be broad, but it may tend to be a younger crowd. You can find them on sites like TikTok and Instagram, but you could also advertise on Facebook, LinkedIn and beyond.  

Where? Choose a location

When selecting a location for a bottled water company, the approach varies depending on whether you have a partner manufacturer or not:

  • Water Source : Prioritize a location near a high-quality, sustainable water source like a spring or well.
  • Regulatory Compliance : Ensure compliance with water extraction and bottling regulations.
  • Market Proximity : Choose a location close to your target market to reduce transportation costs.
  • Infrastructure and Accessibility : Look for adequate infrastructure for bottling and packaging, and good transportation links.
  • Water Source : The same priority for a sustainable, high-quality water source applies.
  • Manufacturing Facilities : You’ll need space for your own bottling and packaging facilities.
  • Labor Availability : Ensure access to a skilled workforce for various operational roles.
  • Environmental and Community Impact : Assess and minimize environmental impact and build positive community relations.

In both scenarios, consider the local climate, potential for natural disasters, and the legal and political environment. Future expansion possibilities and overall costs are also important factors.

bottled water business idea rating

Step 3: Brainstorm a Bottled Water Business Name

Your business name is your business identity, so choose one that encapsulates your objectives, services, and mission in just a few words. You probably want a name that’s short and easy to remember, since much of your business, and your initial business in particular, will come from word-of-mouth referrals.

Here are some ideas for brainstorming your business name:

  • Short, unique, and catchy names tend to stand out
  • Names that are easy to say and spell tend to do better 
  • Name should be relevant to your product or service offerings
  • Ask around — family, friends, colleagues, social media — for suggestions
  • Including keywords, such as “mineral water” or “spring water”, boosts SEO
  • Name should allow for expansion, for ex: “AquaSource Bottling” over “AquaSource Sparkling Water” or “Coconut Bay Water”
  • Avoid location-based names that might hinder future expansion

Discover over 280 unique bottled water brand name ideas here . If you want your business name to include specific keywords, you can also use our bottled water name generator. Just type in a few keywords and hit “generate” and you’ll have dozens of suggestions at your fingertips.

Once you’ve got a list of potential names, visit the website of the US Patent and Trademark Office to make sure they are available for registration and check the availability of related domain names using our Domain Name Search tool. Using “.com” or “.org” sharply increases credibility, so it’s best to focus on these. 

Find a Domain

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Finally, make your choice among the names that pass this screening and go ahead with domain registration and social media account creation. Your business name is one of the key differentiators that sets your business apart. Once you pick your company name, and start with the branding, it is hard to change the business name. Therefore, it’s important to carefully consider your choice before you start a business entity.

Step 4: Create a Bottled Water Business Plan

Every business needs a plan. This will function as a guidebook to take your startup through the launch process and maintain focus on your key goals. A business plan also enables potential partners and investors to better understand your company and its vision:

  • Executive Summary: A concise overview of your bottled water business, highlighting key points and objectives.
  • Business Overview: Detailed information about the bottled water industry, your company’s mission, and its structure.
  • Product and Services: Explanation of the types of bottled water you offer, including any unique features or benefits.
  • Market Analysis: Examination of the target market for bottled water, considering demographics, trends, and potential growth.
  • Competitive Analysis: Assessment of other bottled water companies in the market, identifying strengths, weaknesses, opportunities, and threats.
  • Sales and Marketing: Strategies for promoting and selling your bottled water, including distribution channels and advertising plans.
  • Management Team: Introduction of key individuals involved in running the business, emphasizing their qualifications and roles.
  • Operations Plan: Details on how your bottled water business will operate, covering production, quality control, and distribution.
  • Financial Plan: Projections of your business’s financial performance, including income statements, balance sheets, and cash flow forecasts.
  • Appendix: Supplementary materials such as supporting documents, charts, and additional information to enhance the business plan.

what to include in a business plan

If you’ve never created a business plan, it can be an intimidating task. You might consider hiring a business plan specialist to create a top-notch business plan for you.

Step 5: Register Your Business

Registering your business is an absolutely crucial step — it’s the prerequisite to paying taxes, raising capital, opening a bank account, and other guideposts on the road to getting a business up and running.

Plus, registration is exciting because it makes the entire process official. Once it’s complete, you’ll have your own business! 

Choose where to register your company

Your business location is important because it can affect taxes, legal requirements, and revenue. Most people will register their business in the state where they live, but if you’re planning to expand, you might consider looking elsewhere, as some states could offer real advantages when it comes to bottled water businesses. 

If you’re willing to move, you could really maximize your business! Keep in mind, it’s relatively easy to transfer your business to another state. 

Choose your business structure

Business entities come in several varieties, each with its pros and cons. The legal structure you choose for your bottled water business will shape your taxes, personal liability, and business registration requirements, so choose wisely. 

Here are the main options:

  • Sole Proprietorship – The most common structure for small businesses makes no legal distinction between company and owner. All income goes to the owner, who’s also liable for any debts, losses, or liabilities incurred by the business. The owner pays taxes on business income on his or her personal tax return.
  • General Partnership – Similar to a sole proprietorship, but for two or more people. Again, owners keep the profits and are liable for losses. The partners pay taxes on their share of business income on their personal tax returns.
  • Limited Liability Company (LLC) – Combines the characteristics of corporations with those of sole proprietorships or partnerships. Again, the owners are not personally liable for debts.
  • C Corp – Under this structure, the business is a distinct legal entity and the owner or owners are not personally liable for its debts. Owners take profits through shareholder dividends, rather than directly. The corporation pays taxes, and owners pay taxes on their dividends, which is sometimes referred to as double taxation.
  • S Corp – An S-Corporation refers to the tax classification of the business but is not a business entity. An S-Corp can be either a corporation or an LLC , which just need to elect to be an S-Corp for tax status. In an S-Corp, income is passed through directly to shareholders, who pay taxes on their share of business income on their personal tax returns.

types of business structures

We recommend that new business owners choose LLC as it offers liability protection and pass-through taxation while being simpler to form than a corporation. You can form an LLC in as little as five minutes using an online LLC formation service. They will check that your business name is available before filing, submit your articles of organization , and answer any questions you might have.

Form Your LLC

Choose Your State

We recommend ZenBusiness as the Best LLC Service for 2023

smart water business plan

Step 6: Register for Taxes

The final step before you’re able to pay taxes is getting an Employer Identification Number , or EIN. You can file for your EIN online or by mail or fax: visit the IRS website to learn more. Keep in mind, if you’ve chosen to be a sole proprietorship you can simply use your social security number as your EIN. 

Once you have your EIN, you’ll need to choose your tax year. Financially speaking, your business will operate in a calendar year (January–December) or a fiscal year, a 12-month period that can start in any month. This will determine your tax cycle, while your business structure will determine which taxes you’ll pay.

smart water business plan

The IRS website also offers a tax-payers checklist , and taxes can be filed online.

It is important to consult an accountant or other professional to help you with your taxes to ensure you’re completing them correctly.

Step 7: Fund your Business

Securing financing is your next step and there are plenty of ways to raise capital:

  • Bank loans: This is the most common method but getting approved requires a rock-solid business plan and strong credit history.
  • SBA-guaranteed loans: The Small Business Administration can act as guarantor, helping gain that elusive bank approval via an SBA-guaranteed loan .
  • Government grants: A handful of financial assistance programs help fund entrepreneurs. Visit Grants.gov to learn which might work for you.
  • Friends and Family: Reach out to friends and family to provide a business loan or investment in your concept. It’s a good idea to have legal advice when doing so because SEC regulations apply.
  • Crowdfunding: Websites like Kickstarter and Indiegogo offer an increasingly popular low-risk option, in which donors fund your vision. Entrepreneurial crowdfunding sites like Fundable and WeFunder enable multiple investors to fund your business.
  • Personal: Self-fund your business via your savings or the sale of property or other assets.

Bank and SBA loans are probably the best option, other than friends and family, for funding a bottled water business. You might also try crowdfunding if you have an innovative concept. 

types of business financing

Step 8: Apply for Bottled Water Business Licenses and Permits

Starting a bottled water business requires obtaining a number of licenses and permits from local, state, and federal governments.

Federal regulations, licenses, and permits associated with starting your business include doing business as (DBA), health licenses and permits from the Occupational Safety and Health Administration ( OSHA ), trademarks, copyrights, patents, and other intellectual properties, as well as industry-specific licenses and permits. 

You may also need state-level and local county or city-based licenses and permits. The license requirements and how to obtain them vary, so check the websites of your state, city, and county governments or contact the appropriate person to learn more. 

You could also check this SBA guide for your state’s requirements, but we recommend using MyCorporation’s Business License Compliance Package . They will research the exact forms you need for your business and state and provide them to ensure you’re fully compliant.

This is not a step to be taken lightly, as failing to comply with legal requirements can result in hefty penalties.

If you feel overwhelmed by this step or don’t know how to begin, it might be a good idea to hire a professional to help you check all the legal boxes.

Step 9: Open a Business Bank Account

Before you start making money, you’ll need a place to keep it, and that requires opening a bank account .

Keeping your business finances separate from your personal account makes it easy to file taxes and track your company’s income, so it’s worth doing even if you’re running your bottled water business as a sole proprietorship. Opening a business bank account is quite simple, and similar to opening a personal one. Most major banks offer accounts tailored for businesses — just inquire at your preferred bank to learn about their rates and features.

Banks vary in terms of offerings, so it’s a good idea to examine your options and select the best plan for you. Once you choose your bank, bring in your EIN (or Social Security Number if you decide on a sole proprietorship), articles of incorporation, and other legal documents and open your new account. 

Step 10: Get Business Insurance

Business insurance is an area that often gets overlooked yet it can be vital to your success as an entrepreneur. Insurance protects you from unexpected events that can have a devastating impact on your business.

Here are some types of insurance to consider:

  • General liability: The most comprehensive type of insurance, acting as a catch-all for many business elements that require coverage. If you get just one kind of insurance, this is it. It even protects against bodily injury and property damage.
  • Business Property: Provides coverage for your equipment and supplies.
  • Equipment Breakdown Insurance: Covers the cost of replacing or repairing equipment that has broken due to mechanical issues.
  • Worker’s compensation: Provides compensation to employees injured on the job.
  • Property: Covers your physical space, whether it is a cart, storefront, or office.
  • Commercial auto: Protection for your company-owned vehicle.
  • Professional liability: Protects against claims from a client who says they suffered a loss due to an error or omission in your work.
  • Business owner’s policy (BOP): This is an insurance plan that acts as an all-in-one insurance policy, a combination of the above insurance types.

types of business insurance

Step 11: Prepare to Launch

As opening day nears, prepare for launch by reviewing and improving some key elements of your business. 

Essential software and tools

Being an entrepreneur often means wearing many hats, from marketing to sales to accounting, which can be overwhelming. Fortunately, many websites and digital tools are available to help simplify many business tasks. 

You may want to use industry-specific software, such as LS Retail , Vend , or Retail Pro , to manage purchasing, inventory, and invoicing.

  • Popular web-based accounting programs for smaller businesses include Quickbooks , Freshbooks , and Xero . 
  • If you’re unfamiliar with basic accounting, you may want to hire a professional, especially as you begin. The consequences for filing incorrect tax documents can be harsh, so accuracy is crucial. 

Develop your website

Website development is crucial because your site is your online presence and needs to convince prospective clients of your expertise and professionalism.

You can create your own website using website builders . This route is very affordable, but figuring out how to build a website can be time-consuming. If you lack tech-savvy, you can hire a web designer or developer to create a custom website for your business.

They are unlikely to find your website, however, unless you follow Search Engine Optimization ( SEO ) practices. These are steps that help pages rank higher in the results of top search engines like Google. 

For your bottled water business, the marketing strategy should focus on establishing a strong brand presence, highlighting your commitment to purity and sustainability, and connecting with health-conscious consumers. Here’s a marketing blueprint tailored to boost your brand’s image and engage your target market.

Digital Presence and Online Marketing

  • Engaging Social Media Campaigns: Utilize platforms like Instagram and Twitter to highlight the purity and source of your water.
  • SEO for E-commerce: Optimize your online shop for organic searches related to bottled water and hydration solutions.
  • Interactive Website Features: Develop an engaging website that educates visitors on the health benefits and sustainability efforts of your brand.

Content Marketing and Engagement

  • Health and Wellness Blogging: Share articles and posts on the importance of hydration, water purity, and eco-friendly practices in the water industry.
  • Customer Testimonials: Leverage positive customer feedback to build trust and encourage new customers to try your water.

Experiential and In-Person Engagements

  • Hydration Stations at Events: Set up branded hydration stations at local sports and wellness events to promote your water.
  • Product Sampling: Offer free samples at supermarkets, gyms, and health fairs to introduce people to the taste and quality of your water.

Collaborations and Community

  • Partnerships with Fitness Centers: Partner with gyms and yoga studios to provide your bottled water, aligning your brand with a healthy lifestyle.
  • Community Initiatives: Support local health and sustainability initiatives to demonstrate your brand’s commitment to community wellness.

Customer Relationship and Loyalty Programs

  • Rewards Program: Implement a program that incentivizes repeat purchases with discounts or rewards.
  • Referral Incentives: Encourage current customers to refer friends and family with benefits for both parties.

Promotions and Advertising

  • Targeted Advertising Campaigns: Use targeted ads to reach health-conscious consumers and those interested in sustainability.
  • Influencer Marketing: Collaborate with health and wellness influencers to promote the benefits of choosing your bottled water brand.

Kickstart Marketing

  • Striking Branding and Packaging: Design eye-catching labels and packaging that communicate the quality and values of your brand.
  • Point-of-Sale Displays: Create compelling point-of-sale displays in stores to attract attention and drive purchases.
  • Email Marketing: Keep in touch with your customer base through newsletters that offer hydration tips, company news, and special offers.

Focus on USPs

Unique selling propositions, or USPs, are the characteristics of a product or service that set it apart from the competition. Customers today are inundated with buying options, so you’ll have a real advantage if they are able to quickly grasp how your bottled water business meets their needs or wishes. It’s wise to do all you can to ensure your USPs stand out on your website and in your marketing and promotional materials, stimulating buyer desire. 

Global pizza chain Domino’s is renowned for its USP: “Hot pizza in 30 minutes or less, guaranteed.” Signature USPs for your bottled water business could be: 

  • Refreshing natural spring water to live your healthiest life 
  • Fortifying mineral water so you’re always at your best 
  • Hydrogen water to give you an energy boost

unique selling proposition

You may not like to network or use personal connections for business gain. But your personal and professional networks likely offer considerable untapped business potential. Maybe that Facebook friend you met in college is now running a bottled water business, or a LinkedIn contact of yours is connected to dozens of potential clients. Maybe your cousin or neighbor has been working in bottled water for years and can offer invaluable insight and industry connections. 

The possibilities are endless, so it’s a good idea to review your personal and professional networks and reach out to those with possible links to or interest in bottled water. You’ll probably generate new customers or find companies with which you could establish a partnership. 

Step 12: Build Your Team

If you’re starting out small from a home office, you may not need any employees. But as your business grows, you will likely need workers to fill various roles. Potential positions for a bottled water business include:

  • Distribution Center Workers – prepare bottled water for shipping
  • General Manager – ordering, accounting
  • Marketing Lead – SEO strategies, social media

At some point, you may need to hire all of these positions or simply a few, depending on the size and needs of your business. You might also hire multiple workers for a single role or a single worker for multiple roles, again depending on need. 

Free-of-charge methods to recruit employees include posting ads on popular platforms such as LinkedIn, Facebook, or Jobs.com. You might also consider a premium recruitment option, such as advertising on Indeed , Glassdoor , or ZipRecruiter . Further, if you have the resources, you could consider hiring a recruitment agency to help you find talent. 

Step 13: Run a Bottled Water Business – Start Making Money!

Ready to get in on the action? The bottled water industry is set to double, which means now is the perfect time to create your own bottled water brand. You can start for a relatively low investment if you can find a white label manufacturer and make a nice return on that investment. You just have to come up with an identity for your water and design your packaging well, and you can bring in some good money.

Now that you understand the business, it’s time to hit the ground running and launch your bottled water business!

  • Bottled Water Business FAQs

Yes, bottled water has good profit margins. Your key will be to brand your water in a way that is appealing to consumers. You also need to find a reliable manufacturer.

You can find a water company that will produce your water and packaging and put your own brand and label on it.

The United States is the country that buys the most bottled water in the world.

To increase the sales of your bottled water, focus on marketing and branding by highlighting the quality and unique features of your product. Target your advertising efforts to reach your desired market through various channels. Consider product placements and partnerships to increase visibility and availability. 

When it comes to distribution channels for selling your bottled water, consider a combination of options to reach a wider customer base. This can include:

  • Retail stores: Approach grocery stores, convenience stores, health food stores, or local markets to stock your bottled water on their shelves.
  • Online platforms: Utilize e-commerce platforms such as your own website, Amazon, or other online marketplaces to sell your product directly to customers.
  • Distributors: Partner with beverage distributors who specialize in the distribution of bottled beverages. They can help you reach a broader network of retailers and handle logistics.
  • Direct sales: Sell your bottled water at events, festivals, farmers’ markets, or through direct-to-consumer channels, such as home delivery or subscription services.
  • B2B sales: Explore partnerships with restaurants, cafes, offices, or gyms to supply your bottled water as part of their offerings.

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  • Decide if the Business Is Right for You
  • Hone Your Idea
  • Brainstorm a Bottled Water Business Name
  • Create a Bottled Water Business Plan
  • Register Your Business
  • Register for Taxes
  • Fund your Business
  • Apply for Bottled Water Business Licenses and Permits
  • Open a Business Bank Account
  • Get Business Insurance
  • Prepare to Launch
  • Build Your Team
  • Run a Bottled Water Business - Start Making Money!

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Bottled Water Business Plan Template

Written by Dave Lavinsky

bottle water business plan

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?

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Sustainable Water Management Plan Template

Sustainable Water Management Plan Template

What is a Sustainable Water Management Plan?

A Sustainable Water Management Plan is a comprehensive strategy created to ensure that water resources are managed in a way that meets current and future needs. It outlines how to manage water resources in a way that meets the needs of different stakeholders while also being sustainable and cost-effective. The plan should also address water availability, water quality, and equitable distribution while considering environmental and social aspects. It should also include plans for how to manage water in the future.

What's included in this Sustainable Water Management Plan template?

  • 3 focus areas
  • 6 objectives

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Sustainable Water Management Plan template for?

This sustainable water management plan template is for water resource management organizations and stakeholders who want to develop their own sustainable water management plans. It provides guidance on how to create a comprehensive strategy for managing water resources and outlines a framework for how to set goals and objectives for sustainable water management.

1. Define clear examples of your focus areas

A focus area is a broad topic or issue area that your plan will target. Some examples of focus areas for a sustainable water management plan are sustainable water management, water efficiency, water quality, and water resources management. Each of these focus areas should be broken down into measurable objectives and related projects.

2. Think about the objectives that could fall under that focus area

An objective is a specific goal that you want to achieve within the focus area. Examples of some objectives for the focus area of Sustainable Water Management could be: Increase Water Efficiency, and Improve Water Quality. The objective should be measurable and achievable.

3. Set measurable targets (KPIs) to tackle the objective

KPIs are measurable targets that will help you track progress towards your objectives. For example, for the objective to reduce water consumption, the KPI could be to reduce water consumption by 20%. KPIs should be specific, measurable, and achievable.

4. Implement related projects to achieve the KPIs

Projects are activities that you will undertake in order to achieve your objectives and KPIs. For example, for the objective to reduce water consumption, the related project could be to implement water conservation measures. Projects should be specific and achievable.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is a powerful tool for organizations to track progress and performance against their plan. The platform helps you accelerate the execution of your strategy by providing a clear and comprehensive view of your goals, objectives, KPIs, and projects. With Cascade, you can easily track progress and performance and make adjustments quickly and easily.

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

Nick

By Nick Cotter Updated Feb 05, 2024

image of a bottled water business

Business Steps:

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

Starting a bottled water business requires a thorough understanding of the market to identify your potential customers, competitors, and overall demand. A solid market analysis will guide your business strategy and help you carve out a niche in the competitive landscape. Consider these key points while performing your market analysis:

  • Examine the current market size for bottled water in your target region and project its growth rate.
  • Analyze the key players in the bottled water industry, including large corporations and small local brands, to understand their market share, products, and pricing strategies.
  • Identify your target demographic by considering factors like age, income level, lifestyle, and buying habits, and understand what drives their purchasing decisions.
  • Research consumer trends and preferences, such as the demand for flavored, mineral, spring, or purified water, and the growing interest in eco-friendly packaging.
  • Assess the legal and regulatory environment, including health standards, labeling requirements, and environmental regulations that may affect your business operations.
  • Explore the distribution channels used by existing bottled water companies, such as retail stores, online platforms, and direct delivery services.
  • Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to determine your potential competitive advantage in the market.

image of a bottled water business

Are bottled water businesses profitable?

Yes, bottled water businesses can be highly profitable. Many bottled water companies have seen significant increases in sales and profits in recent years as more people become aware of the health benefits of drinking quality water. Additionally, bottled water businesses may benefit from reduced operating costs due to the lack of large-scale infrastructure and production investments required for other beverage types.

Starting a bottled water business requires a well-thought-out plan to navigate the competitive landscape and regulatory requirements. A comprehensive business plan is essential for securing funding, understanding your market, and mapping out strategies for growth. Here are the key elements to include in your bottled water business plan:

  • Executive Summary: Briefly summarize your business concept, the problem you're solving, your target market, and financial projections.
  • Company Description: Detail your business's mission, goals, and the unique factors that will make your bottled water brand stand out.
  • Market Analysis: Research and describe your target audience, industry trends, and competitive landscape.
  • Organizational Structure: Outline your company's management team, roles, and experiences that contribute to the business's success.
  • Product Line: Describe the types of bottled water you'll offer, including any unique features or benefits.
  • Marketing and Sales Strategy: Explain how you plan to attract and retain customers, including branding, pricing, and sales channels.
  • Operational Plan: Detail the production process, equipment needed, supply chain logistics, and facility requirements.
  • Financial Projections: Offer realistic financial forecasts including start-up costs, profit and loss, cash flow, and balance sheet projections.

How does a bottled water business make money?

Bottled water businesses typically make money by selling water in bottles to customers. This type of business could target a variety of people such as athletes and gym-goers who need to hydrate throughout the day, busy professionals who don't have access to clean drinking water, or people going on hikes in the wilderness. By targeting a specific demographic, bottled water businesses can make money by selling their product to the right consumers. As an example, a 11 Steps To Starting a Successful Spice Business could target health-conscious individuals looking for natural ingredients and flavors to enhance their meals.

Developing a bottled water brand is crucial to differentiate your product in a competitive market. Your brand should resonate with your target audience and encapsulate your company's values and unique selling proposition. Consider the following steps to create a compelling brand identity:

  • Define your brand's mission and vision to guide your branding decisions and communicate your company's purpose.
  • Research your target market to understand your customers' preferences and create a brand that appeals to them.
  • Select a brand name that is memorable, easy to pronounce, and reflects the essence of your product.
  • Design a logo and packaging that stand out on shelves and align with your brand's image, ensuring it's also functional and sustainable.
  • Create a compelling brand story that connects emotionally with consumers and highlights the purity and source of your water.
  • Develop a marketing strategy that leverages social media, collaborations, and influencer partnerships to increase brand awareness.
  • Ensure your branding is consistent across all platforms, from your labels and website to your advertising and social media profiles.

How to come up with a name for your bottled water business?

Naming your bottled water business is an important part of establishing your brand in the marketplace. When coming up with a name, you should think of something creative and memorable that reflects the qualities of your product. Consider using words that denote purity, naturalness, and health, such as “Fresh” or “Natural.” Additionally, make sure the name is easy to pronounce and understand, so potential customers don’t have to struggle to remember or pronounce it. Finally, use a name that stands out from the competition so you can be sure to make an impression.

image of ZenBusiness logo

Formalizing your business registration is a critical step in establishing a legitimate bottled water business. This process lays the foundation for your operations, allowing you to conduct business legally, hire employees, and handle financial matters properly. Here's what you need to do:

  • Choose a Business Name: Select a unique and memorable name for your bottled water business, ensuring it's not already in use by checking with your local business registry.
  • Decide on a Business Structure: Determine whether you'll operate as a sole proprietorship, partnership, limited liability company (LLC), or corporation. Consider legal liability, taxation, and administrative complexity in your decision.
  • Register Your Business: File the necessary paperwork with your state's secretary of state office or equivalent. This may include articles of incorporation for corporations or articles of organization for LLCs.
  • Obtain an EIN: Apply for an Employer Identification Number (EIN) from the IRS for tax purposes, especially if you plan to hire employees.
  • Register for Taxes: Register with state and federal agencies to handle sales tax, payroll tax, and any other applicable taxes.
  • Obtain Necessary Permits and Licenses: Secure all required local, state, and federal permits and licenses, including those specific to water bottling and distribution.
  • Register Your Trademarks: Protect your brand and product names by registering trademarks with the United States Patent and Trademark Office (USPTO) if necessary.

Resources to help get you started:

Access vital resources designed for bottled water entrepreneurs featuring market trends, operational best practices, and strategic growth advice:

  • Beverage Industry Magazine : Offers insights into beverage market trends, including bottled water, with articles on marketing, production, and distribution. Website .
  • IBWA (International Bottled Water Association) : Provides comprehensive industry reports, best practices guides, and regulatory updates for bottled water businesses. Website .
  • Mintel Reports : Features detailed market research reports on the bottled water industry, including consumer trends and competitive analysis. Website .
  • Beverage Daily Newsletter : Daily updates on the beverage industry, including significant movements within the bottled water sector. Website .
  • Euromonitor International : Offers global strategic market analysis, which includes the bottled water industry's growth forecasts, competitive landscapes, and consumer trends. Website .

Starting a bottled water business requires adherence to various regulations to ensure product safety and compliance with local, state, and federal laws. Before beginning operations, it is crucial to acquire the necessary licenses and permits. Here’s a guide to help you navigate this process:

  • Research local zoning regulations to ensure your business location is approved for bottled water production.
  • Obtain a business license from your city or county government, which is essential for operating legally.
  • Apply for a water bottling permit from the state health department, which will require demonstrating that your water meets safety standards.
  • Register with the Food and Drug Administration (FDA) as a food facility, since bottled water is regulated as a food product.
  • Ensure you have the proper labeling permits that comply with the FDA's requirements for bottled water, including nutritional labeling and claims.
  • Check if you need a permit for water rights or water extraction from your local water authority, especially if you source water from a natural spring or well.
  • Consider obtaining organic or other special certifications if your bottled water meets specific criteria, which might require additional permits or inspections.

What licenses and permits are needed to run a bottled water business?

In order to start and run a bottled water business, you will need to obtain several licenses and permits. Depending on the state or country your business is located in, some of the necessary licenses and permits may include a general business license, a food handlers license, a manufacturing license, and an occupational health license. In addition, you may need to obtain approval from your local zoning board as well as any other applicable local agencies. Finally, if you plan to sell your products outside of your state or country, you may need to obtain additional licensing and permits from those jurisdictions.

Opening a business bank account is a critical step for managing your finances and legitimizing your bottled water business. Alongside, securing the necessary funding will ensure that you have the financial resources to cover startup costs, production, and marketing. Follow these guidelines to set up your financial foundation:

  • Research banks that offer business banking services and compare their fees, services, and customer support to find the best fit for your company’s needs.
  • Prepare the required documentation, such as your business registration, EIN (Employer Identification Number), and personal identification, to open a business bank account.
  • Consider applying for a business credit card to help track business expenses and build your company's credit history.
  • Explore various funding options like small business loans, investors, crowdfunding, or grants specifically designed for startups or the beverage industry.
  • Create a detailed business plan that outlines your financial projections and growth strategy to present to potential lenders or investors.
  • Understand the terms and conditions of any funding you accept to ensure it aligns with your business goals and financial capabilities.

Setting the right price for your bottled water services is crucial for balancing customer satisfaction and your business's profitability. In determining your pricing strategy, consider factors like production costs, market demand, competition, and perceived value. Follow these guidelines to establish an effective pricing strategy:

  • Cost Analysis: Calculate the total cost of producing your bottled water, including sourcing, filtration, bottling, packaging, and distribution, to determine the minimum price per unit.
  • Competitive Pricing: Research the prices of competitors and position your product accordingly. You can choose to match, undercut, or exceed these prices based on your brand positioning and target market.
  • Value-based Pricing: Consider the unique selling points (USPs) of your bottled water, such as mineral content or eco-friendly packaging, to justify a premium price if applicable.
  • Volume Discounts: Offer discounts for bulk purchases to encourage larger orders and attract distributors or retailers.
  • Dynamic Pricing: Be prepared to adjust prices in response to market trends, seasonal demand, and promotional activities.

What does it cost to start a bottled water business?

Initiating a bottled water 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 $71500 for launching such an business. Please note, not all of these costs may be necessary to start up your bottled water business.

Starting a bottled water business entails ensuring that you have the right equipment and supplies to produce, bottle, and distribute your product efficiently. The following is a list of essential items and considerations to keep in mind when acquiring your bottled water equipment and supplies:

  • Water Source: Secure a reliable water source, such as a well or a natural spring, and ensure it meets safety standards.
  • Filtration System: Invest in a robust water filtration and purification system to guarantee the quality of your water.
  • Bottling Machine: Choose an appropriate bottling machine that can handle your production volume, whether it's automated or manual.
  • Washing and Rinsing Equipment: Acquire equipment for washing and rinsing your bottles to maintain hygiene and safety standards.
  • Labeling and Packaging Supplies: Obtain labeling machines and materials, as well as packaging equipment to present and protect your product.
  • Quality Control Tools: Implement quality control measures with the necessary tools to monitor the consistency and safety of your water.
  • Storage Facilities: Ensure you have adequate storage for both raw materials and the finished product, adhering to appropriate conditions.
  • Delivery System: Set up a reliable delivery system, which may include acquiring a fleet of delivery vehicles.

List of software, tools and supplies needed to start a bottled water business:

  • Bottled Water – approximately $0.50 to $1 per bottle
  • Water Filtration System – approximately $1,000 to $3,000
  • Water Testing Equipment – approximately $150 to $300
  • Manual Bottle Filler – approximately $500 to $750
  • Labeling Machine – approximately $500 to $1,000
  • Bottles – approximately 50 cents to one dollar each
  • Caps and other Sealing Products – approximately 10 cents per item
  • Water Delivery Vehicle – Approximately ranging from $15,000 for a used truck to over 30,000 for a new one.
  • Packaging and Shipping Supply Costs - Approximately from a few cents per label or envelope up to several dollars for boxes.
  • Marketing and Advertising Costs - Approximately varies depending on the type of advertising you choose.

Securing the right business insurance is an essential step in protecting your bottled water business from potential risks and liabilities. It's important to understand the various types of insurance available and to determine which ones are required or recommended for your specific business needs. Below are some guidelines to help you navigate the process:

  • General Liability Insurance: This coverage can protect your business from claims involving bodily injuries and property damage resulting from your products or operations.
  • Product Liability Insurance: Essential for bottled water businesses, this insurance covers legal fees and damages if your product is found to have caused harm to a consumer.
  • Commercial Property Insurance: This protects your business premises, equipment, and inventory in case of fire, theft, or other covered disasters.
  • Workers’ Compensation Insurance: If you have employees, most states require you to carry this insurance to cover medical costs and lost wages for work-related injuries or illnesses.
  • Commercial Auto Insurance: If your business involves delivery or transportation, this insurance covers vehicles used for business purposes.
  • Business Interruption Insurance: In the event of a disaster or unexpected event that disrupts operations, this insurance can help cover lost income.

Consult with an insurance agent who specializes in commercial policies to ensure you have comprehensive coverage tailored to your business needs.

Marketing is a crucial step in the success of your bottled water business, as it helps to create brand awareness and attract customers. A well-planned marketing strategy can set you apart from competitors and build a loyal customer base. Here are some effective strategies to market your bottled water services:

  • Develop a Brand Identity: Create a compelling logo, slogan, and brand story that resonate with your target audience and differentiate your product in the market.
  • Online Presence: Build a professional website and utilize social media platforms to engage with customers and promote your bottled water.
  • Content Marketing: Share informative content about the benefits of your water, hydration tips, and sustainability practices to educate and attract customers.
  • Local Partnerships: Partner with local businesses, gyms, and events to showcase your product and gain exposure.
  • Advertising: Invest in both online and offline advertising, such as PPC ads, radio spots, and local newspapers to reach a wider audience.
  • Customer Referral Programs: Encourage word-of-mouth marketing by offering incentives for customers who refer new clients.
  • Product Sampling: Distribute free samples at high traffic locations to let potential customers taste the quality of your water firsthand.

Once your bottled water business is up and running, it's time to think about expansion. Growing your business can involve a variety of strategies from increasing your product line to reaching new markets. Here are some key steps to consider:

  • Introduce New Products: Consider adding flavored, sparkling, or mineral-enhanced water options to attract a broader customer base.
  • Upgrade Production Capacity: Invest in more advanced bottling and purification equipment to increase output and efficiency.
  • Expand Distribution Networks: Partner with more retailers, or explore online sales channels to widen your market reach.
  • Pursue Bulk Sales: Target businesses, schools, and event organizers for bulk sales opportunities.
  • Engage in Marketing Campaigns: Increase brand awareness through social media, influencer partnerships, and traditional advertising.
  • Export Internationally: Research and comply with international trade regulations to start exporting your bottled water.
  • Focus on Sustainability: Emphasize eco-friendly packaging and practices to appeal to environmentally conscious consumers.
  • Franchise Your Business: If your brand is strong, consider franchising to allow others to open locations under your business model.

Water Purification Business Plan for Package Drinking Water

Rakesh Patel

  • Last Updated: November 7, 2023

Water purification business plan

  • 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 for water purification business plan

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

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

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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Financial Model, Business Plan and Dashboard Templates - FinModelsLab

How To Create a Water Purification Business Plan: Checklist

By alex ryzhkov, resources on home water purification installation.

  • Financial Model
  • Business Plan
  • Value Proposition
  • One-Page Business Plan
  • SWOT Analysis

Are you considering starting a business in the home and health industry? Look no further than the growing demand for clean and safe drinking water. With concerns over water contamination on the rise, the need for home water purification installation services has never been higher. In fact, the global water purification market is projected to reach a staggering $69.2 billion by 2027, according to a recent report by Grand View Research.

To tap into this lucrative market and establish a successful business, it is crucial to have a well-written and comprehensive business plan. This step-by-step guide will walk you through the process of creating a business plan for your home water purification installation venture, ensuring that you cover all the necessary aspects to thrive in this industry.

Conducting thorough market research is the first crucial step in developing your business plan. By gathering relevant industry data and consumer insights , you can gain a solid understanding of market trends, customer preferences, and potential challenges.

Once you have a clear understanding of the market, you need to identify your target market . Determine who your ideal customers are, their demographics, and the geographical areas you wish to serve.

Next, it's time to analyze your competitors . Understand their strengths, weaknesses, and the unique selling points that differentiate your business from theirs. This analysis will enable you to develop a strong competitive advantage and position your business effectively.

A pricing strategy is crucial for any business. Determine how much you will charge customers for your home water purification installation services. Consider your costs, market demand, and the value that your service brings to customers.

Developing a value proposition is essential to attract customers. Clearly articulate the benefits of your home water purification installation services, including how you address customers' pain points, ensure water safety, and provide convenience.

Set clear business goals and objectives . Outline what you want to achieve with your business, such as sales targets, market share, and customer satisfaction levels. This will keep you focused and provide direction throughout your journey.

A comprehensive marketing and sales plan is essential to reach your target market effectively. Outline your marketing strategies, including online and offline channels, to generate leads and convert them into paying customers.

Consider the necessary resources and equipment required to start and operate your home water purification installation business successfully. This may include purification systems, installation tools, vehicles, and office space.

Last but not least, be aware of the legal and regulatory requirements associated with operating a home water purification installation business. Familiarize yourself with the necessary permits, licenses, and certifications required to comply with local, state, and national regulations.

By following these nine steps, you can create a solid business plan for your home water purification installation venture. Armed with this plan, you'll be well-prepared to serve customers, meet their needs for clean drinking water, and succeed in this rapidly growing industry.

Conduct Market Research

Market research is an essential step in developing a successful business plan for home water purification installation. It involves gathering and analyzing relevant data to gain insights into the target market, including its size, demand, competition, and trends. By conducting thorough market research, you can identify opportunities and challenges, make informed decisions, and develop effective strategies to position your business for success.

When conducting market research for your home water purification installation business, consider the following key aspects:

  • Market Size and Potential: Determine the size of the market and its potential growth rate. Evaluate the demand for home water purification systems and understand the factors driving this demand, such as increasing awareness about water contamination and health concerns.
  • Target Customers: Identify your target customers based on demographics, geographic location, and buying behavior. Understand their preferences, needs, and pain points related to water purification, which will help you tailor your services to meet their specific requirements.
  • Competitor Analysis: Analyze the existing market players offering similar services in your area. Evaluate their strengths, weaknesses, pricing strategies, marketing tactics, and customer satisfaction levels. This analysis will help you differentiate your business and develop a competitive edge.
  • Industry Trends: Stay updated with the latest trends, technology advancements, and regulatory changes in the home water purification industry. Consider the growing popularity of eco-friendly solutions, smart home integration, and the importance of certifications in building trust among customers.

Tips for Conducting Market Research:

  • Use a combination of primary and secondary research methods to gather data. Primary research includes surveys, interviews, and focus groups, while secondary research involves analyzing existing reports, industry publications, and online resources.
  • Utilize online tools and platforms to gather insights about consumer behavior and preferences. Social media monitoring, online forums, and review websites can provide valuable information about customer experiences and expectations.
  • Consider hiring a market research professional or consulting firm if you require in-depth analysis and expert guidance in interpreting the gathered data.
  • Maintain accurate records and document your research findings. These insights will serve as a foundation for developing a robust business plan and making informed decisions in the future.

Identify Target Market

In order to effectively market and sell your home water purification installation services, it is crucial to identify your target market . Understanding the demographics, needs, and preferences of your potential customers will allow you to tailor your offerings and messaging to better meet their requirements.

Market segmentation is an essential step in identifying your target audience. Divide the market into smaller segments based on factors such as age, location, income level, and lifestyle. This will help you create targeted marketing strategies and reach the right audience with your messaging.

Conduct market research to gain insights into the characteristics and behaviors of your potential customers. This can be done through surveys, focus groups, or analyzing existing data. By understanding their pain points, preferences, and purchasing habits, you can create a compelling value proposition that addresses their specific needs.

Tips for identifying your target market:

  • Consider conducting surveys or interviews with your existing customers to gather feedback and insights.
  • Utilize online tools and platforms to analyze demographic data and trends in your target market.
  • Study your competitors to identify their target market and find ways to differentiate your offerings.
  • Take into account any specific regulations or guidelines related to home water purification installations in your target market.

By clearly identifying your target market, you can focus your marketing efforts and resources on reaching the right customers. This will allow you to tailor your messages, pricing, and promotions to better resonate with potential buyers, leading to increased customer satisfaction and business success.

Analyze Competitors

Analyzing your competitors is a crucial step in developing a successful business plan for home water purification installation. Understanding the competitive landscape will help you identify opportunities, differentiate your business, and develop effective strategies that will give your company a competitive edge. Here are important aspects to consider when analyzing your competitors:

  • Identify key competitors: Start by identifying the main competitors in your target market. Look for companies that offer similar home water purification installation services or alternative solutions for clean drinking water.
  • Assess their strengths and weaknesses: Take the time to analyze the strengths and weaknesses of your competitors. This will help you identify any gaps in the market that you can capitalize on and determine areas where you can differentiate your business.
  • Evaluate their pricing and offerings: Study your competitors' pricing structures and the features they offer in their purification systems. This will allow you to position your own offerings competitively and better understand the value your business can bring to customers.
  • Consider their marketing and branding: Take note of your competitors' marketing strategies and branding efforts. Understanding how they promote their services and establish their brand identity will give you valuable insights into what works and what doesn't in the industry.
  • Stay updated on your competitors by signing up for their newsletters or following them on social media.
  • Visit their websites and analyze their customer reviews to understand how customers perceive their services.
  • Consider conducting mystery shopping or reaching out to their customers to gain firsthand knowledge of their customer experience.

By thoroughly analyzing your competitors, you can identify opportunities to differentiate your business and develop strategies that will help you stand out in the market. This will enable you to offer unique value to your customers and position your home water purification installation services for long-term success.

Determine Pricing Strategy

Determining the right pricing strategy is crucial for the success of your home water purification installation business. It involves carefully considering various factors to ensure that your pricing is competitive, profitable, and aligns with your business goals. Here are some important steps to follow when determining your pricing strategy:

  • Research competitors' pricing: Conduct a comprehensive analysis of your competitors' pricing strategies to gain insight into the market standards and expectations. This will help you understand how your pricing should be positioned to attract customers.
  • Evaluate your costs: Calculate all the costs associated with providing your services, including equipment, installation labor, maintenance, marketing, and overhead expenses. It is essential to have a clear understanding of your costs to set a pricing structure that ensures profitability.
  • Consider value-based pricing: Assess the unique value proposition of your home water purification installation services and consider pricing based on the benefits and advantages you provide to customers. If you offer superior quality, efficiency, and personalized solutions, you can justify charging a premium price.
  • Choose a pricing model: Decide on a pricing model that suits your business objectives and customer preferences. Common pricing models in the home water purification industry include upfront pricing, subscription-based pricing, or tiered pricing based on the level of purification needed.
  • Factor in market demand: Take into account the demand for home water purification installation services in your target market. If the demand is high, you may have more flexibility to set higher prices. However, if the market is saturated or price-sensitive, you may need to be more competitive with your pricing.

Tips for Determining Pricing Strategy:

  • Regularly monitor and revisit your pricing strategy to adapt to market changes and stay competitive.
  • Consider offering package deals or bundle pricing to attract customers and increase sales.
  • Offer flexible payment options, such as installment plans or financing, to make your services more affordable to a wider range of customers.
  • Factor in any additional value-added services, warranties, or guarantees provided to customers when setting your pricing.

Develop a Value Proposition

Creating a strong value proposition is essential for distinguishing your home water purification installation business from competitors and capturing the attention of potential customers. Your value proposition should clearly communicate the unique benefits and advantages that your services offer. Here are some important factors to consider when developing your value proposition:

  • Identify the key features of your purification systems: Highlight the specific functionalities and performance capabilities of your systems, such as advanced filtration technology or the ability to remove a wide range of contaminants. Emphasize how these features address the customers' need for clean and safe drinking water.
  • Address customer pain points: Determine the most common challenges or concerns that customers face when it comes to home water purification. Tailor your value proposition to alleviate these pain points by emphasizing the convenience, cost-effectiveness, and reliability of your installation services.
  • Highlight the long-term benefits: Showcase the positive outcomes and lasting benefits that customers can expect from choosing your purification systems. This may include improved health and well-being, reduced reliance on bottled water, and potential cost savings in the long run.

Tips for developing an effective value proposition:

  • Keep it concise and clear, ensuring that potential customers can immediately understand the value your business offers.
  • Focus on what sets your services apart from competitors, whether it's your expertise, exceptional customer service, or unique product features.
  • Use persuasive language and compelling messaging to capture the attention and interest of your target market.
  • Consider conducting surveys or market research to gather insights on customer preferences and pain points, helping you tailor your value proposition to their needs.

Developing a strong value proposition is crucial for positioning your home water purification installation business as a trusted provider in the market. By effectively communicating the benefits and advantages of your services, you can attract and retain customers who prioritize clean and safe drinking water for their households.

Define Business Goals And Objectives

Defining clear business goals and objectives is crucial for the success of your home water purification installation business. These goals will serve as a roadmap, guiding your company towards growth and profitability. Here are some key steps to help you define your business goals and objectives:

  • Identify your mission statement: Start by clearly stating the purpose and values of your business. This will help you align your goals with your company's overall mission.
  • Set measurable goals: Your goals should be specific, measurable, attainable, relevant, and time-bound (SMART). This will make it easier to track your progress and adjust your strategies accordingly.
  • Focus on revenue targets: Determine your desired revenue targets and set a timeline for achieving them. This will help you gauge the financial success of your business and make necessary adjustments to your pricing and sales strategies.
  • Consider customer satisfaction goals: In addition to financial goals, prioritize customer satisfaction. Define what level of customer experience and service you aim to provide and set objectives to measure and improve upon it.
  • Plan for expansion: If you have ambitions for expanding your business in the future, define short-term and long-term objectives that align with your growth plans. This could include entering new markets or introducing additional services.

Tips for Defining Business Goals and Objectives:

  • Involve your team: Discuss and involve key stakeholders within your business in the goal-setting process. Their insights and perspectives can provide valuable input.
  • Regularly review and reassess: Set aside time periodically to review your goals and assess your progress. Adjust them if necessary to ensure they remain aligned with the evolving needs of your business and market conditions.
  • Be realistic: While it's important to set ambitious goals, make sure they are realistic and attainable. Setting unrealistic goals can lead to frustration and hinder progress.
  • Communicate your goals: Share your business goals and objectives with your team members. This will help align their efforts towards achieving those goals and foster a shared sense of purpose.

By defining clear and actionable business goals and objectives, your home water purification installation business will be well-positioned to drive success and meet the needs of your target market.

Create A Marketing And Sales Plan

Creating a comprehensive marketing and sales plan is essential to effectively promote your home water purification installation business and attract customers. This plan outlines your strategies for reaching your target market, promoting your services, and ultimately driving sales. Here are the key steps to consider:

  • Identify your target market: Before you can effectively market your services, it's crucial to understand who your ideal customers are. Consider factors such as demographics, location, and water quality concerns to narrow down your target market.
  • Develop a marketing strategy: Once you have identified your target market, determine the most effective marketing channels to reach them. Consider online advertising, social media platforms, direct mail, and local partnerships to maximize your reach.
  • Create a branding strategy: Establish a strong and memorable brand identity for your business. This includes designing a logo, developing a consistent color palette, and crafting a compelling brand message that highlights the benefits of your services.
  • Utilize digital marketing: In today's digital age, having a strong online presence is crucial. Build a professional website that showcases your services, and optimize it for search engines to improve your visibility. Additionally, leverage social media platforms to engage with potential customers and share valuable content.
  • Invest in targeted advertising: Consider running targeted online advertisements to reach your specific target market. This may include pay-per-click ads, social media ads, or sponsored content on relevant websites.
  • Offer special promotions: Attract customers with special promotions or discounts. This could include discounted installation fees, free water quality assessments, or referral programs that incentivize satisfied customers to spread the word about your services.
  • Establish strategic partnerships: Collaborate with other local businesses or organizations to increase your visibility and credibility. This could involve partnering with wellness centers, real estate agencies, or home improvement stores to promote your services to their customers.
  • Provide exceptional customer service: Word-of-mouth recommendations can be incredibly powerful in attracting new customers. Focus on delivering exceptional customer service by promptly responding to inquiries, addressing concerns, and providing thorough explanations of your services.
  • Track and analyze results: Regularly monitor the effectiveness of your marketing and sales strategies. Utilize tools such as website analytics and customer feedback to assess which channels and tactics are yielding the best results, and make adjustments accordingly.
  • Offer free educational resources, such as blog posts or downloadable guides, to position yourself as an industry expert and build trust with potential customers.
  • Consider partnering with local influencers or health-focused bloggers who can endorse your services and expand your reach.
  • Utilize customer testimonials and case studies on your website and social media platforms to showcase the positive experiences of satisfied customers.
  • Regularly engage with your audience through social media by sharing tips on water purification, answering questions, and providing educational content.

Identify Necessary Resources And Equipment

Once you have determined your target market, analyzed your competitors, and developed a pricing strategy, it is crucial to identify the necessary resources and equipment needed to efficiently provide home water purification installation services. Having the right resources and equipment will not only ensure the smooth operation of your business but also significantly impact the quality of the services you offer.

1. Water purification systems: Research and select the appropriate water purification systems that align with your business goals and objectives. Consider factors such as the capacity, efficiency, and effectiveness of the systems in removing contaminants from water.

2. Installation tools: Invest in high-quality installation tools such as wrenches, pipe cutters, and pliers to ensure proper installation of purification systems.

3. Testing equipment: Acquire reliable testing equipment to assess the quality of water before and after installation. This will help you demonstrate the effectiveness of your services to customers.

4. Maintenance tools: Purchase essential maintenance tools such as replacement filters, cleaning agents, and leak detectors to provide ongoing servicing and ensure the longevity of installed systems.

5. Service vehicles: Depending on the size of your operation, consider investing in service vehicles equipped with the necessary tools and equipment to transport your team and materials efficiently.

  • Regularly update your knowledge about new purification systems and technologies to stay ahead of industry trends and offer the best solutions to your customers.
  • Maintain a well-organized inventory system to track and manage your resources and equipment effectively.
  • Establish partnerships with reputable suppliers to ensure a steady supply of high-quality resources and equipment.

By identifying and acquiring the necessary resources and equipment, you are positioning your home water purification installation business for success. Remember, investing in reliable and efficient tools will not only streamline your operations but also create trust and confidence in the services you provide.

Consider Legal And Regulatory Requirements

When starting a business in the home water purification installation industry, it is essential to consider the various legal and regulatory requirements that govern this sector. Adhering to these requirements not only ensures compliance with the law but also helps maintain the reputation and credibility of your business. Here are some important aspects to consider:

  • Licensing and permits: Check with your local authorities to identify the specific licenses and permits required to operate a home water purification installation business. This may include obtaining permits for water treatment systems and compliance with health and safety regulations.
  • Water quality standards: Familiarize yourself with the national and regional standards that dictate the acceptable levels of various contaminants in drinking water. Ensure that your purification systems meet these standards to provide safe and clean water to your customers.
  • Contractor regulations: If your business involves installation and maintenance of the purification systems, ensure that you comply with all contractor regulations. This may include licensing requirements for plumbing or electrical work, depending on the services you provide.
  • Product liability: As you offer water purification systems, it is crucial to understand and address product liability issues. Make sure the systems you install comply with product safety standards, have appropriate warranties, and determine any necessary insurance coverage to protect your business and customers in case of any product-related issues.
  • Marketing and advertising regulations: Promoting your services requires compliance with advertising regulations set by local authorities. Be aware of any restrictions or guidelines related to claims you make about the benefits and effectiveness of your purification systems.

Tips for navigating legal and regulatory requirements:

  • Consult with a legal professional experienced in the water purification industry to ensure compliance with local, state, and federal regulations.
  • Stay informed about any updates or changes in regulations that may impact your business operations.
  • Maintain proper documentation and records to demonstrate compliance with legal and regulatory requirements.
  • Regularly assess your business practices to ensure they align with existing regulations and address any potential risks or violations.

In conclusion, writing a comprehensive business plan for a home water purification installation service is crucial for success in this growing industry. By following the nine essential steps outlined in this checklist, entrepreneurs can assess the market, analyze competitors, establish a pricing strategy, develop a value proposition, set business goals, create effective marketing and sales plans, identify necessary resources and equipment, and consider legal and regulatory requirements.

With a well-structured business plan in hand, entrepreneurs can confidently pursue their goal of providing affordable and efficient home water purification installation services. By catering to the increasing demand for clean and safe drinking water, and offering tailored solutions to various customer needs, businesses in this industry have the potential for long-term success and customer satisfaction. By continuously adapting to market trends and providing regular maintenance and servicing, entrepreneurs can build a reputation as a trusted provider of high-quality water purification systems for households.

In conclusion, the importance of a well-crafted business plan cannot be overstated. It acts as a roadmap for entrepreneurs, guiding them through the necessary steps to start and grow their home water purification installation service. By conducting thorough market research, identifying target markets, analyzing competitors, and considering legal and regulatory requirements, entrepreneurs can position themselves for success in this thriving industry.

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Step-by-Step Guide to Writing a Simple Business Plan

By Joe Weller | October 11, 2021

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A business plan is the cornerstone of any successful company, regardless of size or industry. This step-by-step guide provides information on writing a business plan for organizations at any stage, complete with free templates and expert advice. 

Included on this page, you’ll find a step-by-step guide to writing a business plan and a chart to identify which type of business plan you should write . Plus, find information on how a business plan can help grow a business and expert tips on writing one .

What Is a Business Plan?

A business plan is a document that communicates a company’s goals and ambitions, along with the timeline, finances, and methods needed to achieve them. Additionally, it may include a mission statement and details about the specific products or services offered.

A business plan can highlight varying time periods, depending on the stage of your company and its goals. That said, a typical business plan will include the following benchmarks:

  • Product goals and deadlines for each month
  • Monthly financials for the first two years
  • Profit and loss statements for the first three to five years
  • Balance sheet projections for the first three to five years

Startups, entrepreneurs, and small businesses all create business plans to use as a guide as their new company progresses. Larger organizations may also create (and update) a business plan to keep high-level goals, financials, and timelines in check.

While you certainly need to have a formalized outline of your business’s goals and finances, creating a business plan can also help you determine a company’s viability, its profitability (including when it will first turn a profit), and how much money you will need from investors. In turn, a business plan has functional value as well: Not only does outlining goals help keep you accountable on a timeline, it can also attract investors in and of itself and, therefore, act as an effective strategy for growth.

For more information, visit our comprehensive guide to writing a strategic plan or download free strategic plan templates . This page focuses on for-profit business plans, but you can read our article with nonprofit business plan templates .

Business Plan Steps

The specific information in your business plan will vary, depending on the needs and goals of your venture, but a typical plan includes the following ordered elements:

  • Executive summary
  • Description of business
  • Market analysis
  • Competitive analysis
  • Description of organizational management
  • Description of product or services
  • Marketing plan
  • Sales strategy
  • Funding details (or request for funding)
  • Financial projections

If your plan is particularly long or complicated, consider adding a table of contents or an appendix for reference. For an in-depth description of each step listed above, read “ How to Write a Business Plan Step by Step ” below.

Broadly speaking, your audience includes anyone with a vested interest in your organization. They can include potential and existing investors, as well as customers, internal team members, suppliers, and vendors.

Do I Need a Simple or Detailed Plan?

Your business’s stage and intended audience dictates the level of detail your plan needs. Corporations require a thorough business plan — up to 100 pages. Small businesses or startups should have a concise plan focusing on financials and strategy.

How to Choose the Right Plan for Your Business

In order to identify which type of business plan you need to create, ask: “What do we want the plan to do?” Identify function first, and form will follow.

Use the chart below as a guide for what type of business plan to create:

Is the Order of Your Business Plan Important?

There is no set order for a business plan, with the exception of the executive summary, which should always come first. Beyond that, simply ensure that you organize the plan in a way that makes sense and flows naturally.

The Difference Between Traditional and Lean Business Plans

A traditional business plan follows the standard structure — because these plans encourage detail, they tend to require more work upfront and can run dozens of pages. A Lean business plan is less common and focuses on summarizing critical points for each section. These plans take much less work and typically run one page in length.

In general, you should use a traditional model for a legacy company, a large company, or any business that does not adhere to Lean (or another Agile method ). Use Lean if you expect the company to pivot quickly or if you already employ a Lean strategy with other business operations. Additionally, a Lean business plan can suffice if the document is for internal use only. Stick to a traditional version for investors, as they may be more sensitive to sudden changes or a high degree of built-in flexibility in the plan.

How to Write a Business Plan Step by Step

Writing a strong business plan requires research and attention to detail for each section. Below, you’ll find a 10-step guide to researching and defining each element in the plan.

Step 1: Executive Summary

The executive summary will always be the first section of your business plan. The goal is to answer the following questions:

  • What is the vision and mission of the company?
  • What are the company’s short- and long-term goals?

See our  roundup of executive summary examples and templates for samples. Read our executive summary guide to learn more about writing one.

Step 2: Description of Business

The goal of this section is to define the realm, scope, and intent of your venture. To do so, answer the following questions as clearly and concisely as possible:

  • What business are we in?
  • What does our business do?

Step 3: Market Analysis

In this section, provide evidence that you have surveyed and understand the current marketplace, and that your product or service satisfies a niche in the market. To do so, answer these questions:

  • Who is our customer? 
  • What does that customer value?

Step 4: Competitive Analysis

In many cases, a business plan proposes not a brand-new (or even market-disrupting) venture, but a more competitive version — whether via features, pricing, integrations, etc. — than what is currently available. In this section, answer the following questions to show that your product or service stands to outpace competitors:

  • Who is the competition? 
  • What do they do best? 
  • What is our unique value proposition?

Step 5: Description of Organizational Management

In this section, write an overview of the team members and other key personnel who are integral to success. List roles and responsibilities, and if possible, note the hierarchy or team structure.

Step 6: Description of Products or Services

In this section, clearly define your product or service, as well as all the effort and resources that go into producing it. The strength of your product largely defines the success of your business, so it’s imperative that you take time to test and refine the product before launching into marketing, sales, or funding details.

Questions to answer in this section are as follows:

  • What is the product or service?
  • How do we produce it, and what resources are necessary for production?

Step 7: Marketing Plan

In this section, define the marketing strategy for your product or service. This doesn’t need to be as fleshed out as a full marketing plan , but it should answer basic questions, such as the following:

  • Who is the target market (if different from existing customer base)?
  • What channels will you use to reach your target market?
  • What resources does your marketing strategy require, and do you have access to them?
  • If possible, do you have a rough estimate of timeline and budget?
  • How will you measure success?

Step 8: Sales Plan

Write an overview of the sales strategy, including the priorities of each cycle, steps to achieve these goals, and metrics for success. For the purposes of a business plan, this section does not need to be a comprehensive, in-depth sales plan , but can simply outline the high-level objectives and strategies of your sales efforts. 

Start by answering the following questions:

  • What is the sales strategy?
  • What are the tools and tactics you will use to achieve your goals?
  • What are the potential obstacles, and how will you overcome them?
  • What is the timeline for sales and turning a profit?
  • What are the metrics of success?

Step 9: Funding Details (or Request for Funding)

This section is one of the most critical parts of your business plan, particularly if you are sharing it with investors. You do not need to provide a full financial plan, but you should be able to answer the following questions:

  • How much capital do you currently have? How much capital do you need?
  • How will you grow the team (onboarding, team structure, training and development)?
  • What are your physical needs and constraints (space, equipment, etc.)?

Step 10: Financial Projections

Apart from the fundraising analysis, investors like to see thought-out financial projections for the future. As discussed earlier, depending on the scope and stage of your business, this could be anywhere from one to five years. 

While these projections won’t be exact — and will need to be somewhat flexible — you should be able to gauge the following:

  • How and when will the company first generate a profit?
  • How will the company maintain profit thereafter?

Business Plan Template

Business Plan Template

Download Business Plan Template

Microsoft Excel | Smartsheet

This basic business plan template has space for all the traditional elements: an executive summary, product or service details, target audience, marketing and sales strategies, etc. In the finances sections, input your baseline numbers, and the template will automatically calculate projections for sales forecasting, financial statements, and more.

For templates tailored to more specific needs, visit this business plan template roundup or download a fill-in-the-blank business plan template to make things easy. 

If you are looking for a particular template by file type, visit our pages dedicated exclusively to Microsoft Excel , Microsoft Word , and Adobe PDF business plan templates.

How to Write a Simple Business Plan

A simple business plan is a streamlined, lightweight version of the large, traditional model. As opposed to a one-page business plan , which communicates high-level information for quick overviews (such as a stakeholder presentation), a simple business plan can exceed one page.

Below are the steps for creating a generic simple business plan, which are reflected in the template below .

  • Write the Executive Summary This section is the same as in the traditional business plan — simply offer an overview of what’s in the business plan, the prospect or core offering, and the short- and long-term goals of the company. 
  • Add a Company Overview Document the larger company mission and vision. 
  • Provide the Problem and Solution In straightforward terms, define the problem you are attempting to solve with your product or service and how your company will attempt to do it. Think of this section as the gap in the market you are attempting to close.
  • Identify the Target Market Who is your company (and its products or services) attempting to reach? If possible, briefly define your buyer personas .
  • Write About the Competition In this section, demonstrate your knowledge of the market by listing the current competitors and outlining your competitive advantage.
  • Describe Your Product or Service Offerings Get down to brass tacks and define your product or service. What exactly are you selling?
  • Outline Your Marketing Tactics Without getting into too much detail, describe your planned marketing initiatives.
  • Add a Timeline and the Metrics You Will Use to Measure Success Offer a rough timeline, including milestones and key performance indicators (KPIs) that you will use to measure your progress.
  • Include Your Financial Forecasts Write an overview of your financial plan that demonstrates you have done your research and adequate modeling. You can also list key assumptions that go into this forecasting. 
  • Identify Your Financing Needs This section is where you will make your funding request. Based on everything in the business plan, list your proposed sources of funding, as well as how you will use it.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

Microsoft Excel |  Microsoft Word | Adobe PDF  | Smartsheet

Use this simple business plan template to outline each aspect of your organization, including information about financing and opportunities to seek out further funding. This template is completely customizable to fit the needs of any business, whether it’s a startup or large company.

Read our article offering free simple business plan templates or free 30-60-90-day business plan templates to find more tailored options. You can also explore our collection of one page business templates . 

How to Write a Business Plan for a Lean Startup

A Lean startup business plan is a more Agile approach to a traditional version. The plan focuses more on activities, processes, and relationships (and maintains flexibility in all aspects), rather than on concrete deliverables and timelines.

While there is some overlap between a traditional and a Lean business plan, you can write a Lean plan by following the steps below:

  • Add Your Value Proposition Take a streamlined approach to describing your product or service. What is the unique value your startup aims to deliver to customers? Make sure the team is aligned on the core offering and that you can state it in clear, simple language.
  • List Your Key Partners List any other businesses you will work with to realize your vision, including external vendors, suppliers, and partners. This section demonstrates that you have thoughtfully considered the resources you can provide internally, identified areas for external assistance, and conducted research to find alternatives.
  • Note the Key Activities Describe the key activities of your business, including sourcing, production, marketing, distribution channels, and customer relationships.
  • Include Your Key Resources List the critical resources — including personnel, equipment, space, and intellectual property — that will enable you to deliver your unique value.
  • Identify Your Customer Relationships and Channels In this section, document how you will reach and build relationships with customers. Provide a high-level map of the customer experience from start to finish, including the spaces in which you will interact with the customer (online, retail, etc.). 
  • Detail Your Marketing Channels Describe the marketing methods and communication platforms you will use to identify and nurture your relationships with customers. These could be email, advertising, social media, etc.
  • Explain the Cost Structure This section is especially necessary in the early stages of a business. Will you prioritize maximizing value or keeping costs low? List the foundational startup costs and how you will move toward profit over time.
  • Share Your Revenue Streams Over time, how will the company make money? Include both the direct product or service purchase, as well as secondary sources of revenue, such as subscriptions, selling advertising space, fundraising, etc.

Lean Business Plan Template for Startups

Lean Business Plan Templates for Startups

Download Lean Business Plan Template for Startups

Microsoft Word | Adobe PDF

Startup leaders can use this Lean business plan template to relay the most critical information from a traditional plan. You’ll find all the sections listed above, including spaces for industry and product overviews, cost structure and sources of revenue, and key metrics, and a timeline. The template is completely customizable, so you can edit it to suit the objectives of your Lean startups.

See our wide variety of  startup business plan templates for more options.

How to Write a Business Plan for a Loan

A business plan for a loan, often called a loan proposal , includes many of the same aspects of a traditional business plan, as well as additional financial documents, such as a credit history, a loan request, and a loan repayment plan.

In addition, you may be asked to include personal and business financial statements, a form of collateral, and equity investment information.

Download free financial templates to support your business plan.

Tips for Writing a Business Plan

Outside of including all the key details in your business plan, you have several options to elevate the document for the highest chance of winning funding and other resources. Follow these tips from experts:.

  • Keep It Simple: Avner Brodsky , the Co-Founder and CEO of Lezgo Limited, an online marketing company, uses the acronym KISS (keep it short and simple) as a variation on this idea. “The business plan is not a college thesis,” he says. “Just focus on providing the essential information.”
  • Do Adequate Research: Michael Dean, the Co-Founder of Pool Research , encourages business leaders to “invest time in research, both internal and external (market, finance, legal etc.). Avoid being overly ambitious or presumptive. Instead, keep everything objective, balanced, and accurate.” Your plan needs to stand on its own, and you must have the data to back up any claims or forecasting you make. As Brodsky explains, “Your business needs to be grounded on the realities of the market in your chosen location. Get the most recent data from authoritative sources so that the figures are vetted by experts and are reliable.”
  • Set Clear Goals: Make sure your plan includes clear, time-based goals. “Short-term goals are key to momentum growth and are especially important to identify for new businesses,” advises Dean.
  • Know (and Address) Your Weaknesses: “This awareness sets you up to overcome your weak points much quicker than waiting for them to arise,” shares Dean. Brodsky recommends performing a full SWOT analysis to identify your weaknesses, too. “Your business will fare better with self-knowledge, which will help you better define the mission of your business, as well as the strategies you will choose to achieve your objectives,” he adds.
  • Seek Peer or Mentor Review: “Ask for feedback on your drafts and for areas to improve,” advises Brodsky. “When your mind is filled with dreams for your business, sometimes it is an outsider who can tell you what you’re missing and will save your business from being a product of whimsy.”

Outside of these more practical tips, the language you use is also important and may make or break your business plan.

Shaun Heng, VP of Operations at Coin Market Cap , gives the following advice on the writing, “Your business plan is your sales pitch to an investor. And as with any sales pitch, you need to strike the right tone and hit a few emotional chords. This is a little tricky in a business plan, because you also need to be formal and matter-of-fact. But you can still impress by weaving in descriptive language and saying things in a more elegant way.

“A great way to do this is by expanding your vocabulary, avoiding word repetition, and using business language. Instead of saying that something ‘will bring in as many customers as possible,’ try saying ‘will garner the largest possible market segment.’ Elevate your writing with precise descriptive words and you'll impress even the busiest investor.”

Additionally, Dean recommends that you “stay consistent and concise by keeping your tone and style steady throughout, and your language clear and precise. Include only what is 100 percent necessary.”

Resources for Writing a Business Plan

While a template provides a great outline of what to include in a business plan, a live document or more robust program can provide additional functionality, visibility, and real-time updates. The U.S. Small Business Association also curates resources for writing a business plan.

Additionally, you can use business plan software to house data, attach documentation, and share information with stakeholders. Popular options include LivePlan, Enloop, BizPlanner, PlanGuru, and iPlanner.

How a Business Plan Helps to Grow Your Business

A business plan — both the exercise of creating one and the document — can grow your business by helping you to refine your product, target audience, sales plan, identify opportunities, secure funding, and build new partnerships. 

Outside of these immediate returns, writing a business plan is a useful exercise in that it forces you to research the market, which prompts you to forge your unique value proposition and identify ways to beat the competition. Doing so will also help you build (and keep you accountable to) attainable financial and product milestones. And down the line, it will serve as a welcome guide as hurdles inevitably arise.

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Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

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Printing Business Guide

How to Start A Custom Water Bottle Business: Comprehensive Guide

Customization has taken over the world!

From phone cases to sneakers, people want to make everything they own uniquely theirs. And what could be more basic, yet important, than a water bottle?

We all need water to survive, but with custom water bottles, we can make a statement, show our personality, and even help the environment.

That’s exactly what S’well did when they started their custom water bottle business.

( Sarah Kauss- Founder of S’well )

S’well began with a simple idea: create a stylish and eco-friendly water bottle that could keep drinks cold for 24 hours and hot for 12.

Founder Sarah Kauss wanted to replace the plastic bottles that were polluting the planet with something beautiful and sustainable. She launched S’well in 2010 with a line of stainless steel water bottles in eye-catching designs.

But S’well’s success really took off when they started offering custom printed water bottles.

Customers could choose from a wide range of colors and patterns and even upload their own designs to the custom printed water bottles.

Suddenly, a simple water bottle became a canvas for self-expression.

S’Well’s custom water bottles have become popular with individuals, companies, and organizations alike. They’ve been used for everything from wedding favors to charity events.

If S’well’s story inspires you and you’re interested in starting your own custom water bottles business, you’re in the right place.

In this blog post, we walk you through everything you need to know to start a successful custom water bottles business of your own.

From planning and branding to storefronts and online tools, we’ve got you covered.

So let’s get started!

Here is a quick roadmap

1. Plan your Custom Water Bottle Business

2. Form your Custom Water Bottle Business into a Legal Entity

  • Register your Water Bottle Business for Taxes
  • Open a Business Bank Account & Credit Card
  • Set up Accounting for your Custom Water Bottle Business
  • Get the Necessary Permits & Licenses for your Custom Water Bottle Business
  • Get Custom Water Bottle Business Insurance

3. Define your Custom Water Bottle Business Brand

4. Create your Custom Water Bottle Business Storefront

5. Choose Between Product Designer Tool & 3D Configurator

Plan your Custom Bottle Business

Starting a custom water bottles business may seem challenging, but with proper planning and execution, you can succeed in meeting your target market’s needs and desires.

To get started, you need to identify your target audience and their specific requirements. Follow these steps to identify your audience and create a solid plan for your business.

Identify your target market:

Before starting a custom branded water bottles business, it’s important to find answers to the following questions:

Who will be your customers? Are they individuals, businesses, or organizations? What type of customization are they looking for in a water bottle?

For example, if you offer custom designs for businesses, your target market will be different than if you provide custom water bottles for individuals.

It’s important to do market research to understand your target market’s demographics, preferences, and behavior. This can be done through surveys, focus groups, and analyzing data on social media and online forums.

Choose a niche:

Choosing a niche is also important for setting your business apart from competitors.

Some popular niches in the custom printed water bottles industry include sustainable materials, unique designs, and personalization for specific occasions (such as weddings or sports teams).

For example, a company called EcoVessel focuses on sustainable materials and offers custom stainless steel water bottles, JUST Water offer boxed water where 88% of the materials used to make their cartons start out as plants, while another company called Vapur offers collapsible custom plastic water bottles for hikers and travelers.

By choosing a niche that aligns with your target market’s preferences, you can stand out in a crowded market.

Ready to stand out in the custom printed water bottle market?

Choose a niche that aligns with your target audience and deliver them an effortless customization experience with our web-to-print solutions.

Research your competition:

To be successful in any business, you need to know your competition.

Researching your competition is essential for understanding the market landscape and identifying opportunities to differentiate your business.

Some major players in the custom printed water bottles industry include S’well, Hydro Flask, and CamelBak.

By analyzing their pricing, marketing strategies, and product offerings, you can identify areas where your business can stand out.

Create a business plan:

A plan for a custom branded bottle water business can include sections on the business concept, market analysis, marketing strategy, operations and management, and financial projections.

In the market analysis section, you would describe your target market and competition in more detail, while the marketing strategy section would outline how you plan to reach and engage with your target market.

The operations and management section would include details on how your business will operate, such as production processes and staffing, and the financial projections would include revenue and expense projections over a certain time period.

By having a comprehensive business plan, you can ensure that your custom branded water bottles business is set up for success and that you are prepared for any challenges that may arise.

Form your Custom Water Bottle Business into a Legal Entity

Select your business structure.

The type of legal entity you choose will determine how you file taxes and how you will be held accountable for the business’s financial and legal obligations .

For example, you could choose to form a sole proprietorship , partnership, limited liability company (LLC), or corporation.

Register your Custom Branded Water Bottles Business for Taxes:

You will need to register your business with the Internal Revenue Service (IRS) to obtain an Employer Identification Number (EIN). An EIN is a unique nine-digit number that identifies your business for tax purposes. You will need this number to file taxes, hire employees, and open a business bank account.

Open a Business Bank Account & Credit Card:

It is essential to keep your business and personal finances separate. By opening a business bank account and credit card, you can track expenses and revenue more efficiently. You will need to provide your EIN and business registration documents to open an account. Shop around for a bank that offers low fees and good interest rates.

Set up Accounting for your Custom Branded Water Bottles Business:

It is crucial to keep accurate records of your custom design water bottles business’s financial transactions, including income and expenses. This will help you prepare for tax season, apply for loans, and track the performance of your business.

Get the Necessary Permits and Licenses for Your Custom Branded Bottle Water Business:

The specific permits and licenses you will need may vary depending on your state and country.

Generally, you will need a custom water bottles business license, and permits for bottling and labeling your custom water bottles.

Get Insurance for your Custom Branded Bottle Water Business Insurance:

As a business owner, it is crucial to protect your business against potential risks and liabilities. Business insurance can provide coverage for property damage, liability claims, and other risks associated with your business. Consult with an insurance agent to determine the right coverage for your specific needs.

Define your Custom Water Bottle Business Brand

Your custom reusable water bottles brand is how customers perceive your business. Develop a unique brand identity that reflects your values and differentiates you from the competition. This includes:

Define your brand identity:

Determine your brand’s values, mission, and vision. Think about what makes your business unique and how you want customers to perceive you. For instance, your brand identity could be focused on empowering customers to express themselves and showcase their individuality through their custom printed water bottles.

Choose a brand name:

Your brand name should be memorable, easy to pronounce, and relevant to your business. Consider using a name that reflects your values and differentiates you from the competition. For example, “MyBottle” or “CustomAqua” could work well.

Create a unique logo:

Your logo should be simple, memorable, and reflect your brand’s values. Consider using colors and imagery that are associated with personalization and customization.

Design your packaging:

Your packaging should be eye-catching, practical, and consistent with your brand’s identity. You can also use a design that showcases the personalization options available to customers. You can also feature images of different bottle designs and color options on the packaging.

Create your Custom Water Bottle Business Storefront

Create a storefront that showcases your products and brand. This can include a physical store, an online store, or both.

However, selling custom bottles online can be a better option for your business than a physical store.

(Source: Insider Intelligence )

It helps you reach a wider audience, reduce overhead costs, and provide a convenient shopping experience for your customers.

There are two options for building your online storefront: hosted and self-hosted.

Hosted ecommerce platforms like Shopify and BigCommerce are easy to set up and use, but they come with limitations such as restricted customization options, monthly fees, transaction fees, and less control over your data.

On the other hand, self-hosted ecommerce platforms provide greater flexibility and control over your online store but require more technical expertise to set up and maintain. You will need to find your own hosting, set up your website, and handle security and maintenance.

While this option requires more technical knowledge and effort, it provides you with greater flexibility and control over your online store.

If you choose to go the self-hosted route, you will definitely need some expertise.

Brush Your Ideas can help you create a tailor-made storefront for your custom bottled water business. Our ready-to-go templates can help you get started in no time.

You can also seamlessly integrate other tools, like online product design software, into your store and allow your customers to customize their bottles with their own designs.

With M-commerce growing at a rapid pace, it’s important to have a web store that functions consistently across all devices. Thus, we provide you with a web-responsive site, meaning your storefront will look great on any device, while also ensuring fast response times for an optimal user experience.

Setting up an online storefront for your custom bottled water business can be a smart move to reach a wider customer base and take advantage of the growing ecommerce trend. Consider your options for hosted or self-hosted ecommerce platforms, and choose a solution that fits your budget and needs.

Are you looking to create a customized storefront for your custom bottled water business that will make your brand stand out from the competition? Look no further.

With our web storefront platform, you can create a tailor-made storefront that reflects your brand’s unique identity and captures the attention of your target audience.

Click the button below to check out our web storefront features.

Choose Between Product Designer Tool & 3D Configurator

Customization is becoming increasingly important for businesses looking to stand out in today’s competitive market. In fact, a recent survey found that 71% of consumers are more likely to make a purchase if the product is customized to their preferences.

For custom water bottles businesses, this means giving customers the ability to create their own unique designs and labels for their bottles. But how can you offer this level of customization in a way that is both user-friendly and efficient for your business?

That’s where “Brush Your Ideas” comes in.

We offer two great tools for customizing your water bottle products: our Product Designer Tool and our 3D Product Configurator.

Here’s a quick rundown of the features and benefits of each:

So which tool is right for your business? It depends on your specific needs and preferences.

The Product Designer Tool is a great option if you want to offer a wide range of customization options and a more traditional design experience. The 3D Product Configurator, on the other hand, is a great option if you want to offer a more immersive and interactive experience for your customers.

No matter which tool you choose, you can be confident that you’re offering a level of customization that will set your water bottle business apart from the competition.

So why not give Brush Your Ideas a try and see how easy and fun it can be to create custom water bottle products that your customers will love?

If you’re ready to get started or want to learn more about the functionalities of these tools, click the link below to set up a free, personalized demo.

All set to start your own custom water bottle business

Starting a custom water bottle business can be a lucrative and rewarding venture, but it requires hard work, dedication, and a willingness to innovate and adapt to changing market trends.

By following the steps outlined in this guide and learning from the success of established businesses, you can turn your dream of owning a successful custom water bottle business into a reality.

And with our easy-to-use platform, you’ll have everything you need at the tip of your fingers, so you can focus on making your business a success. So, what are you waiting for?

Contact us to learn more and get started. Who knows? You might just be the next big splash in the industry!

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Neha Jain is a content writer and has recently completed her master's in Business Administration. A newly-turned-writer, she spends most of her time exploring and learning about the technicalities of writing. Her goal is to help readers understand highly complex processes or concepts in a straightforward way. In her free time, she likes to groove to Taylor Swift's music and read poetry.

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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.

Water purification business plan, executive summary chart image

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.

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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.

Water purification business plan, company summary chart image

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

For a simplified explanation of how deionization purifies water please see Section 3.5 (Technology).

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.

Based on a recent quotation received by US Filter for a typical portable DI exchange set-up for a 5-gallon per minute customer, the costs come to $590 for a total of 14.4 cu ft of regenerated resin. This amounts to $41 per cubic foot. A sales level of $25 million would translate into 610,000 cubic feet. Assuming that US Filter has as much as 90% of the market, 100% of the market for portable DI exchange in the Northern California states would total approximately 670,000 cu ft annually.

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.

Water purification business plan, market analysis summary chart image

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.

Water purification business plan, strategy and implementation summary chart image

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.

Water purification business plan, financial plan chart image

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.

Water purification business plan, financial plan chart image

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.

Water purification business plan, financial plan chart image

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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Starting Bottled Water Business Plan (PDF)

Bottled Water Business Plan

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)

bottled water business plan pdf

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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.

ClearRiver Bottled Water Company Pro Forma Projections

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

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Water Purification and Bottling Business Plan Template

MAR.14, 2022

Water Purification and Bottling Business Plan Template

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.

Water Purification and Bottling Business Plan - 3 Years Profit Forecast

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.

Water Purification and Bottling Business Plan - Startup Cost

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:

Water Purification and Bottling Business Plan - Marketing Segmentation

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

Water Purification and Bottling Business Plan - Sales Monthly

6.4 Sales Yearly

Water Purification and Bottling Business Plan - Sales Yearly

6.5 Sales Forecast

Water Purification and Bottling Business Plan - Unit Sales

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.

Water Purification and Bottling Business Plan - Break-even Analysis

8.3 Projected Profit and Loss

8.3.1 profit monthly.

Water Purification and Bottling Business Plan - Profit Monthly

8.3.2 Profit Yearly

Water Purification and Bottling Business Plan - Profit Yearly

8.3.3 Gross Margin Monthly

Water Purification and Bottling Business Plan - Gross Margin Monthly

8.3.4 Gross Margin Yearly

Water Purification and Bottling Business Plan - Gross Margin Yearly

8.4 Projected Cash Flow

Water Purification and Bottling Business Plan - Project 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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ProfitableVenture

Bottled Water Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Food Processing Industry » Bottled Water Production

Bottle Water Production Business

Are you about starting a bottled water production business ? If YES, here is a complete sample bottled water production business plan template & feasibility report you can use for FREE .

Starting a bottled water business is one of the best steps to take. This is especially so because of the level of profitability in the industry. One of the thing that you should look to do before getting your business started is to do some thorough ground work and write a business plan

A Sample Bottled Water Production Business Plan Template

1. industry overview.

Bottled water is one commodity that is consumed in all parts of the world and of course those that are in the business of producing bottled water are known to generate sales year in year out if the business is well – managed. As a matter of fact, economic downturn hardly affects the consumption of bottled water simple because it is a commodity that is as important as the air we breathe in.

Production companies in the bottled water industry basically purify and bottle water into plastic and glass bottles for consumption.

The bottled water are properly capped and labeled accordingly before being sold to the general public. Companies in this industry usually have an assortment of water offerings, such as spring water, mineral water, sparkling water and flavored water in a range of sizes and prizes.

Players in this industry are also involved in the manufacturing of ice manufacturing. It is common to find big corporations who are into production of soft drinks and food and beverages engage in the production of bottled water. Research conducted by IBIS World shows that in the united states of America, the level of concentration in the Bottled Water Production industry is modest, as the top four players are expected to generate 65.5 percent of revenue.

Given the heavy bulk weight of industry products and the relatively low value per unit sold, bottled water production is generally taken on by large companies with major economies of scale and heavy investments in transportation.

While the majority of bottled water production is performed as one of many activities within the corporate portfolios of international food and beverage companies, the remaining portion of the industry’s production is performed through small-sized local players.

The Bottled Water Production industry is a thriving sector of the economy of the United States of America and they generates a whooping sum of well over $5 billion annually from more than 565 registered and licensed bottle water production companies scattered all around the United States of America.

The industry is responsible for the employment of well over 14,360 people. Experts project the bottle water production industry to grow at a 4.0 percent annual rate. The Coca Cola Company, Nestle and Pepsi Co are the world leaders in the bottled water industry; they have the lion market share in the United States of America and in most countries of the world.

Despite the fact that there are big corporations who are into the production of bottled water, the fact remains that starting a small scale bottled water production business has minimal barriers to entry, with low start – up capital. Most players in the bottled water production industry are small- to medium-size establishments that cater to the local community.

With this kind of business, if you want to start on a small scale, you can choose to start servicing your local community. All you would need is contacts, packaging, networking and good marketing and customer service skills. However, if you intend starting it on a large scale, then you should consider spreading beyond your local community to state level and even national level.

Over and above, the bottled water production industry is a profitable industry and it is open for any aspiring entrepreneur to come in and establish his or her business; you can chose to start on a small scale servicing a community or you can chose to start on a large scale with several outlets in key cities all around the United States of America.

2. Executive Summary

Sparkles® Bottled Water Production Company is a licensed and standard bottled water production company that will be located in an industrial area in Bay – 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 an agreed terms and conditions that is favorable to us.

The facility has government approval for the kind of business we want to run and it is easily accessible and we are deliberate about that to facilitate easy movement of raw materials (plastics and bottles et al) and finished products (bottled waters).

We are in the bottled water production business to engage in purifying and bottling water, purifying and bottling carbonated water, labeling bottled water products, promoting bottled water brands, production bottled still water, production of bottled flavored water, production of bottled sparkling water and manufacturing ice et al.

We are also in business to make profits at the same to give our customers value for their money; we want to give people and businesses who patronize our bottled water the opportunity to be part of the success story of Sparkles® Bottled Water Production Company.

We are aware that there are several big scale and small scale bottled water production companies scattered all around the United States and Canada whose products can be found in every nooks and crannies of The United States and Canada.

This is why we spent time and resources to conduct our feasibility studies and market survey so as to enable us locate the business in an area that will support the growth of the business and also for us to be able offer much more than our competitors will be offering.

We ensured that our facility is easy to locate and we have mapped out plans to develop a wide distribution network for wholesalers all around Bay Orleans – Massachusetts and the United States of America.

Much more than producing healthy, portable and well packaged bottled water, our customer care is going to be second to none. We know that our customers are the reason why we are in business which is why we will go the extra mile to get them satisfied when they visit purchase any of our bottled water and also to become our loyal customers and ambassadors.

Sparkles® Bottled Water Production Company will ensure that all our customers (wholesale distributors) are given first class treatment whenever they visit our Depot / Plant. We have a CRM software that will enable us manage a one on one relationship with our customers (wholesale distributors) no matter how large the numbers of our customer base may grow to.

We will ensure that we get our customers involved when making some business decisions that will directly or indirectly affect them.

Sparkles® Bottled Water Production Company is family business that will be owned by Mark Harrison Clay and Family. Mark Harrison who is the Chief Executive Officer of the Company is Graduate of Micro Biology (B.Sc.) and he holds a Master’s Degree in Business Management (MBA).

He has well over 15 years of experience working in related industry as a senior manager prior to starting Sparkles® Bottled Water Production Company. He will be working with a team of professionals to build the business and grow it to enviably height.

3. Our Products and Services

Sparkles® Bottled Water Production Company is going to operate a standard and licensed bottled water production company whose products will not only be sold in Bay Orleans – Massachusetts but also throughout the United States of America.

We are in the bottled water production business to make profits and also to give our customers value for their money. These are some of the products that we will be offering;

  • Purifying and bottling water
  • Purifying and bottling carbonated water
  • Labeling bottled water products
  • Promoting bottled water brands
  • Manufacturing ice
  • Still water
  • Flavored water
  • Sparkling water

4. Our Mission and Vision Statement

  • Our vision is to establish standard bottled water Production Company whose products will be not only be sold in Bay Orleans – Massachusetts, but also throughout the United States of America and Canada, and in other parts of the world.
  • Our mission is to establish a standard and world class bottled water Production Company that in our own capacity will favorably compete with leaders in the industry such as Nestle Foods, The Coca Cola Company, and Pepsi Co et al.
  • We want to build a bottled water production business that will be listed amongst the top 20 bottled water brands in the United States of America and Canada

Our Business Structure

Sparkles® Bottled Water Production Company is a business that is established with the aim of competing favorably with other leading bottled water brands in the industry. This is why we will ensure that we put the right structure in place that will support the kind of growth that we have in mind while setting up the business.

We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target. In view of that, we have decided to hire qualified and competent hands to occupy the following positions;

  • Chief Executive Officer (Owner)

Plant Manager

Human Resources and Admin Manager

Merchandize Manager

Sales and Marketing Manager

  • Information Technologist
  • Accountants/Cashiers

5. Job Roles and Responsibilities

Chief Executive Officer – CEO (Owner):

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization
  • Responsible for overseeing the smooth running of the bottled water production plant
  • Part of the team that determines the quantity of bottled water that are to be produced
  • Map out strategy that will lead to efficiency amongst workers in the plant
  • Responsible for training, evaluation and assessment of plant workers
  • Ensures that the steady flow of both raw materials to the plant and easy flow of finished products through wholesale distributors to the market
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Ensures that the plant meets the expected safety and health standard at all times.
  • Responsible for overseeing the smooth running of HR and administrative tasks for the organization
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out staff induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Oversee the smooth running of the daily office and factory activities.
  • Manages vendor relations, market visits, and the ongoing education and development of the organizations’ buying teams
  • Helps to ensure consistent quality of bottled water
  • Responsible for the purchase of raw materials and packaging materials (bottles, and plastics et al)
  • Responsible for planning sales, monitoring inventory, selecting the merchandise, and writing and pricing orders to vendors
  • Ensures that the organization operates within stipulated budget.
  • Manages external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
  • Models demographic information and analyze the volumes of transactional data generated by customer purchases
  • Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
  • Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represents the company in strategic meetings
  • Helps to increase sales and growth for the company

Accountant/Cashier

  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensuring compliance with taxation legislation
  • Handles all financial transactions for the organization
  • Serves as internal auditor for the organization

Client Service Executive

  • Ensures that all contacts with customer (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with customers on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Manages administrative duties assigned by the store manager in an effective and timely manner
  • Consistently stays abreast of any new information on Sparkles® Bottled Water Production Company products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries

Production Workers/Machine Operators:

  • Responsible for purifying and bottling water
  • Handles purifying and bottling carbonated water
  • Handles labeling of bottled water products
  • Promotes bottled water brands
  • Responsible for the manufacturing of ice
  • Responsible for the bottling of still water
  • Responsible for the bottling of flavored water
  • Responsible for the bottling of sparkling water
  • Assists in packaging and loading bottled water into distribution trucks
  • Any other duty as assigned by the restaurant manager.

Distribution Truck Drivers

  • Assists in loading and unloading bottled water.
  • Maintains a logbook of their driving activities to ensure compliance with federal regulations governing the rest and work periods for operators.
  • Keeps a record of vehicle inspections and make sure the truck is equipped with safety equipment
  • Assists the transport and logistics manager in planning their route according to a delivery schedule.
  • Local-delivery drivers may be required to sell products or services to stores and businesses on their route, obtain signatures from recipients and collect cash.
  • Transport finished goods and raw materials over land to and from manufacturing plants or retail and distribution centers
  • Inspects vehicles for mechanical items and safety issues and perform preventative maintenance
  • Complies with truck driving rules and regulations (size, weight, route designations, parking, break periods etc.) as well as with company policies and procedures
  • Collects and verify delivery instructions
  • Reports defects, accidents or violations

6. SWOT Analysis

We know that if a proper SWOT analysis is conducted for our business, we will be able to position our business to maximize our strength, leverage on the opportunities that will be available to us, mitigate our risks and be welled equipped to confront our threats.

Sparkles® Bottled Water Production Company employed the services of an expert HR and Business Analyst with bias in start – up business to help us conduct a thorough SWOT analysis and to help us create a Business model that will help us achieve our business goals and objectives.

This is the summary of the SWOT analysis that was conducted for Sparkles® Bottled Water Production Company;

Part of what is going to count as positives for Sparkles® Bottled Water Production Company is the vast experience of our management team, we have people on board who are highly experienced and understands how to grow business from the scratch to becoming a national phenomenon.

So also, the wide varieties of bottled water in terms of flavor, packaging and size et al that we produce, our large national distribution network and of course our excellent customer service culture will definitely count as a strong strength for the business.

A major weakness that may count against us is the fact that we are a new bottled water production company and we don’t have the financial capacity to engage in the kind of publicity that we intend giving the business especially when big names like Nestle Foods, The Coca Cola Company and Pepsi Co et al are already determining the direction of the market both in the United States and in the global market.

  • Opportunities:

The opportunities for bottled water production companies with a wide range of bottled water products are enormous. This is due to the fact that almost all Americans and people from all over the world can afford bottled water and they drink it regularly.

As a result of that, we were able to conduct a thorough market survey and feasibility studies so as to position our business to take advantage of the existing market for bottled water and also to create our own new market. We know that it is going to requires hard work, and we are determine to achieve it.

We are quite aware that just like any other business, one of the major threats that we are likely going to face is economic downturn and unfavorable government policies. It is a fact that economic downturn affects purchasing power.

Another threat that may likely confront us is the arrival of a new bottled water production company in same location where ours is located.

7. MARKET ANALYSIS

  • Market Trends

If you are conversant with the trend in the bottled water production industry, you will quite agree that despite the fact that there are competitions in different stages of the industry. That is competitions amongst bigger corporations such as Pepsi Co, The Coca Cola Company and Nestle et al and also competitions amongst smaller and medium scale bottled water production companies.

Most bottled water company are leveraging on creativity in terms of packaging and marketing to continue to stay afloat in the industry. One creativity approach that is common is ensuring that their bottled water conforms to the appropriate PH – level.

As a matter of fact it is common to find bottled water production companies especially medium scale and small scale bottled water companies specially labeling their bottled water for specific occasions to meet the demand of their clients. For example, a client that is celebrating his or her birthday may strike an agreement with a bottled water company to specially label the bottled water that will be served in the occasion to conform with the occasion.

Lastly, another trend in the bottled water production industry is the adoption of eco – friendly approach towards the production and packaging of bottled water. As a matter of fact, the industry’s adoption of eco-friendly practices will likely persuade environmentally conscious consumers to buy its products, while increasing operators’ efficiency.

8. Our Target Market

When it comes to selling bottled water, there is indeed a wide range of available customers. In essence, our target market can’t be restricted to just a group of people, but all those who resides in our target market locations.

In view of that, we have conducted our market research and we have ideas of what our target market would be expecting from us. We are in business to engage in wholesale distribution and to retail bottled water to the following groups of people;

  • Restaurants and Canteens
  • Event Planners, Parties and Corporate Functions
  • Corporate Executives
  • Government Officials
  • Business People
  • Celebrities
  • Military Men and Women
  • Sports Men and Women
  • Everybody in our target market location

Our Competitive Advantage

A close study of the bottled water production industry reveals that the market has become much more intensely competitive over the last decade. As a matter of fact, you have to be highly creative, customer centric and proactive if you must survive in this industry.

We are aware of the stiffer competition and we are well prepared to compete favorably with other bottled water production companies in Bay Orleans – Massachusetts and throughout the United States and Canada.

Sparkles® Bottled Water Production Company is launching a standard bottled water brand that will indeed become the preferred choice of residence of Bay Orleans – Massachusetts and every city where our bottled water will be retailed.

Part of what is going to count as competitive advantage for Sparkles® Bottled Water Production Company is the vast experience of our management team, we have people on board who are highly experienced and understands how to grow business from the scratch to becoming a national phenomenon.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category ( startups bottled water companies ) in the bottled water industry, meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

We will also give good working conditions and commissions to freelance sales agents that we will recruit from time to time.

9. SALES AND MARKETING STRATEGY

  • Sources of Income

Sparkles® Bottled Water Production Company is established with the aim of maximizing profits in the bottled water production industry in both the United States of America and Canada and we are going to go all the way to ensure that we do all it takes to sell a wide range of bottled water products to a wide range of customers.

Sparkles® Bottled Water Production Company will generate income by selling the following products;

10. Sales Forecast

One thing is certain when it comes to bottled water production business, if your bottled water are well – packaged and branded and if your production plant is centrally positioned and easily accessible, you will always attract customers cum sales and that will sure translate to increase in revenue generation for the business.

We are well positioned to take on the available market in Bay Orleans – Massachusetts and every city where our bottled water will be sold and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base.

We have been able to critically examine the bottled water production industry and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to startups in Bay Orleans – Massachusetts.

Below is the sales projection for Sparkles® Bottled Water Production Company, it is based on the location of our business and other factors as it relates to small scale and medium scale bottled water production company start – ups in the United States;

  • First Fiscal Year-: $100,000
  • Second Fiscal Year-: $250,000
  • Third Fiscal Year-: $750,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same products and customer care services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales Strategy

Before choosing a location for Sparkles® Bottled Water Production Company and also the kind of distilled drinks to produce, we conduct a thorough market survey and feasibility studies in order for us to be able to be able to penetrate the available market in our target market locations.

We have detailed information and data that we were able to utilize to structure our business to attract the numbers of customers we want to attract per time and also for our products to favorable compete with other leading brands in the United States of America and Canada.

We hired experts who have good understanding of the bottled water production industry to help us develop marketing strategies that will help us achieve our business goal of winning a larger percentage of the available market in Bay Orleans – Massachusetts and other cities in the United States of America and Canada.

In other to continue to be in business and grow, we must continue to sell our products to the available market which is why we will go all out to empower or sales and marketing team to deliver our corporate sales goals. In summary, Sparkles® Bottled Water Production Company will adopt the following sales and marketing approach to sell our distilled alcoholic drinks;

  • Introduce our bottled water brand by sending introductory letters to residence, bottled water merchants and other stakeholders in Bay Orleans – Massachusetts and other cities both in the United States of America and Canada
  • Open our bottled water production company with a party so as to capture the attention of residence who are our first targets
  • Engage in road show in targeted communities from time to time to sell our products
  • Advertise our products in community based newspapers, local TV and radio stations
  • List our business and products on yellow pages ads  (local directories)
  • Leverage on the internet to promote our bottled water brands
  • Engage in direct marketing and sales
  • Encourage the use of Word of mouth marketing (referrals)

11. Publicity and Advertising Strategy

Despite the fact that our bottled water production plant is a standard one with a wide range of bottled water products that can favorably compete with other leading brands, we will still go ahead to intensify publicity for all our products and brand. We are going to explore all available means to promote Sparkles® Bottled Water Production Company.

Sparkles® Bottled Water Production Company has a long term plan of distributing our bottled water in various locations all around the United States of America and Canada which is why we will deliberately build our brand to be well accepted in Bay – Orleans, Massachusetts before venturing out.

As a matter of fact, our publicity and advertising strategy is not solely for selling our products but to also effectively communicate our brand. Here are the platforms we intend leveraging on to promote and advertise Sparkles® Bottled Water Production Company;

  • Place adverts on both print (community based newspapers and magazines) and electronic media platforms
  • Sponsor relevant community programs
  • Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, et al to promote our bottled water brand
  • Install our Bill Boards on strategic locations all around major cities in the United States of America and Canada
  • Engage in road show from time to time in targeted communities
  • Distribute our fliers and handbills in target areas
  • Position our Flexi Banners at strategic positions in the location where we intend getting customers to start patronizing our products.
  • Ensure that our bottled water is well branded and that all our staff members wear our customized clothes, and all our official cars and distribution vans are customized and well branded.

12. Our Pricing Strategy

When it comes to pricing for products such as bottled watered, there are two sides to the coin. We are aware of the pricing trend in the bottled water production industry which is why we have decided to produce various sizes of bottled water.

In view of that, our prices will conform to what is obtainable in the industry but will ensure that within the first 6 to 12 months our products are sold a little bit below the average prices of various bottled water production brands in the United States of America.

We have put in place business strategies that will help us run on low profits for a period of 6 months; it is a way of encouraging people to buy into our bottled water brands.

  • Payment Options

At Sparkles® Bottled Water Production Company, our payment policy is all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that will be available in every of our outlets;

  • Payment by cash
  • Payment via Point of Sale (POS) Machine
  • Payment via online bank transfer (online payment portal)
  • Payment via Mobile money
  • Payment via check (for wholesale distributors)

In view of the above, we have chosen banking platforms that will help us achieve our payment plans without any itches.

13. Startup Expenditure (Budget)

  • The Total Fee for Registering the Business in Massachusetts – $750.
  • Legal expenses for obtaining licenses and permits as well as the accounting services (software, P.O.S machines and other software) – $1,300.
  • Marketing promotion expenses for the grand opening of Sparkles® Bottled Water Production Company in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of – $3,580.
  • Cost for hiring Business Consultant – $2,500.
  • Insurance (general liability, workers’ compensation and property casualty) coverage at a total premium – $2,400.
  • Cost for payment of rent for 12 month at $1.76 per square feet in the total amount of $105,600.
  • Cost for construction of a standard bottled water production plant – $100,000.
  • Other start-up expenses including stationery ($500) and phone and utility deposits ( $2,500 ).
  • Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $100,000
  • The cost for Start-up inventory (raw materials, bottles and packaging materials et al) – $80,000
  • Storage hardware (bins, rack, shelves, food case) – $3,720
  • The cost for counter area equipment (counter top, sink, ice machine, etc.) – $9,500
  • Cost for water purifying, bottling and packaging equipment – $100,000
  • Cost for store equipment (cash register, security, ventilation, signage) – $13,750
  • Cost of purchase of distribution vans – $100,000
  • The cost for the purchase of furniture and gadgets (Computers, Printers, Telephone, Fax Machines, tables and chairs et al) – $4,000.
  • The cost of Launching a Website – $600
  • The cost for our opening party – $10,000
  • Miscellaneous – $10,000

We would need an estimate of $500,000 to successfully set up our bottled water production plant in Bay – Orleans, Massachusetts. Please note that this amount includes the salaries of all the staff for the first 3 month of operation.

Generating Funding/Startup Capital for Sparkles® Bottled Water Production Company

Sparkles® Bottled Water Production Company is a family business that is owned and financed by Mark Harrison Clay and Family. They do not intend to welcome any external business partners, which is why he has decided to restrict the sourcing of the start – up capital to 3 major sources.

These are the areas we intend generating our start – up capital;

  • Generate part of the start – up capital from personal savings and sell of stocks
  • Source for soft loans from family members and friends
  • Apply for loan from my Bank

N.B: We have been able to generate about $200,000 (Personal savings $150,000 and soft loan from family members $50,000) and we are at the final stages of obtaining a loan facility of $300,000 from our bank. All the papers and document have been signed and submitted, the loan has been approved and any moment from now our account will be credited with the amount.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Sparkles® Bottled Water Production Company is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to retail our bottled water and other products a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Sparkles® Bottled Water Production Company will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

  • Business Name Availability Check: Completed
  • Business Registration: Completed
  • Opening of Corporate Bank Accounts: Completed
  • Securing Point of Sales (POS) Machines: Completed
  • Opening Mobile Money Accounts: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Purchase of Insurance for the Business: Completed
  • Leasing of facility and construction of standard bottled water plant: In Progress
  • Conducting Feasibility Studies: Completed
  • Generating capital from family members and friends: Completed
  • Applications for Loan from the bank: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents and other relevant Legal Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Graphic Designs and Printing of Packaging Marketing / Promotional Materials: In Progress
  • Recruitment of employees: In Progress
  • Purchase of the Needed furniture, racks, shelves, computers, electronic appliances, office appliances and CCTV: In Progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business both online and around the community: In Progress
  • Health and Safety and Fire Safety Arrangement (License): Secured
  • Opening party / launching party planning: In Progress
  • Establishing business relationship with vendors – wholesale suppliers / merchants: In Progress

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Bottled Water Business Plan

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Your bottled water business will give your clients plenty of hydration whether it uses; filtered, distilled, or natural spring water. Thus are you ready to hydrate people and start your business out of it? But before starting it you will need careful planning.

Need help writing a business plan for your bottled water business? You’re at the right place. Our bottled water business plan template will help you get started.

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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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Plans starting from $7/month

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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.

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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

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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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Download Bottled Water Business Plan

To achieve our vision of trust beyond water we have created 
long term and shorter term plans that look at our plans.

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Our Business Plan 2025 - 30

Informed and founded on your feedback, we are delighted to share a summary of Our Plan for Change 2025 – 30.

Read Our Plan For Change

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Plans for all

"> "> We've been on a long journey with our customers as we've built our plans for the future.

Read about our plans

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Our long-term ambition

"> "> Our vision for the future is “Trust beyond water – providing excellent customer experiences.” Learn more about our ambitions below...

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Planning for drought

"> "> Our resources are well managed and so, hopefully, we will never be in a drought. But we plan for it just in case.

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"> "> Managing our water resources is critical to what we do. Over the next 25 years our area will face increasing pressures due to growth and climate change.

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Regulatory & policy

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WaterShare+ is a scheme designed to give you a share in what we do or money off your bill.

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Our customers are the life and energy of our business and everything we do is to improve the experience we give them.

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How this heir can head off challenges to her mother’s estate

Estate planning documents.

Your mother would be smart to consult an experienced estate planning attorney who can assess her situation and offer recommendations on the best way to structure her estate plan.

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Dear Liz: My mother and her second husband have been married for over 25 years. They are both in their 60s. I am her only child. Mother has created a will in which I am the sole beneficiary. She owns three properties, two of which are here in California and one is abroad. Do I have any reason to be concerned that my mother’s wishes would be challenged by her second husband or my father, who also lives in California, whom she divorced over 33 years ago?

Answer: Anyone can challenge an estate plan. That doesn’t mean they will be successful. A long-divorced spouse, for example, probably wouldn’t have much standing to dispute a will.

A current spouse, however, could overturn the bequests if the properties were purchased during the marriage because California is a community property state.

That means assets acquired during marriage are generally considered jointly owned. Even if the properties were acquired before the marriage, the current spouse could successfully challenge the will if he contributed to a property — by helping to pay the mortgage, for example.

The chances of a successful challenge are greater if your mother is trying to do her own estate planning, rather than seeking expert advice. The fact that she’s created a will, rather than a living trust — which avoids probate and which is typically advisable in California — is concerning. In addition, bequeathing property abroad can be complicated, to say the least.

Your mother would be smart to consult an experienced estate planning attorney who can assess her situation and offer recommendations on the best way to structure her estate plan. You can help her find someone by asking friends and financial professionals for recommendations. If she’s balking at the cost, offer to pay the bill if you can. You’ll probably avoid future hassles and costs, so it should be a sound investment.

College expenses and 529 plans

Dear Liz: You’ve been writing about what to do with leftover money in 529 college savings plans. Our grandchild went to a great state university with low tuition. To manage this ahead of time, we have carefully withdrawn some “excess” funds every year. This must be payable to the beneficiary student. The tax on non-qualified distributions applies only to earnings, not contributions, and will be negligible while the student is in college and has no or very low income. We paid for our CPA to prepare the tax filings. We have used this to pay for “non-eligible” living, travel and other expenses. I also recommend that parents start a college savings account in addition to a 529, because the strict definition of eligible costs leaves out a lot of expenses.

Answer: Previous columns have mentioned that withdrawals from 529 plans can be tax free when used to pay qualified expenses, which include tuition, fees, books and certain living costs, such as on-campus room and board or off-campus living expenditures up to the college’s “cost of attendance” limits, which are listed on its site.

Other common expenses, such as transportation and health insurance, typically aren’t considered qualified. Withdrawals that aren’t qualified will incur not just taxes on the earnings portion of the withdrawal but also penalties. The federal penalty is 10%, said Mark Luscombe , principal analyst for Wolters Kluwer Tax & Accounting.

Your approach could be a good way to use up excess 529 funds, as long as you’re reasonably sure your grandchild won’t need the money for graduate school and you’re not interested in other options, such as naming another family member as beneficiary or rolling up to $35,000, subject to annual contribution limits, into a Roth IRA for your grandchild . (The Roth rollover option is new this year and applies only to accounts that are at least 15 years old. In 2024, up to $7,000 can be transferred for someone under 50, assuming they have at least that much earned income.)

As you noted, it’s important to ensure the non-qualified withdrawals are paid to the student if the idea is to minimize the tax bite. Otherwise the taxes would be calculated based on the account owner’s tax rate.

“If the grandparents kept the excess earnings, it would be taxed to the grandparents plus a 10 percent penalty, so it would almost always be the case that it would be better to have the excess funds paid to and taxed to the beneficiary,” Luscombe said.

Qualified charitable distributions

Dear Liz: This is the year I turned 73, and I’m planning how to take my required minimum distribution from my IRA and 403(b) accounts. I know from a Google search that I can redirect this distribution to charities without being taxed, up to a certain amount. However, the financial services company holding my 403(b) money tells me they can’t do that and won’t engage. They say take the money, pay the taxes, then donate it and take the tax write-off. Why would they make this difficult?

Answer: Because they’re correct. You can’t make a qualified charitable distribution from a workplace retirement plan. That option is available only for IRAs.

Liz Weston, Certified Financial Planner, is a personal finance columnist for the Los Angeles Times and NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City, CA 91604, or by using the “Contact” form at asklizweston.com .

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Russia-Ukraine latest: Alexei Navalny's wife shares goodbye photograph as Russians defy authorities to pay tribute

Yulia Navalnaya has shared a photo of her and her late husband on social media after his death was confirmed. Watch live below as mourners lay flowers in tribute to the Putin critic in Moscow - in defiance of the authorities after hundreds of arrests.

Sunday 18 February 2024 22:58, UK

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  • Alexei Navalny's wife shares photo and message online
  • Wave of political arrests in Russia as 400 detained at Navalny memorials
  • Putin congratulates troops after 'important victory' over Avdiivka
  • Deborah Haynes: Zelenskyy needs weapons, not hero-worship
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In the days since Alexei Navalny's death, people have kept coming to lay flowers at two sites in the heart of Moscow that commemorate the victims of Soviet repression.

One is the Solovetsky Stone, right beside the FSB's headquarters on Lubyanka Square; the other is the so-called 'Wall of Grief', a more recent memorial site.

Police tell them to move on, not to linger.

After close to 400 arrests in cities across the country, people are aware they risk being detained if they outstay their welcome or do so much as unfurl a banner or photo of Navalny.

Read our Moscow correspondent Diana Magnay 's full account here...

It is more important than ever talk about Ukraine at the BAFTAs, 20 Days In Mariupol filmmaker Mstyslav Chernov said at the awards ceremony.

The documentary - which won the film not in the English language award tonight - tells the story of the 20 days Chernov spent with his colleagues from the Associated Press in Mariupol after Russia began its war on Ukraine.

He said he is "grateful" they were nominated in a category that would make the film visible to people who might not usually watch documentaries.

"Still I keep thinking about Ukraine, I keep thinking about what is happening there right now," he said.

"And the only comfort to me, that I'm not filming out there… is that we give voice to Ukrainians.

"We keep reminding the world about what is happening right now."

With the frontline city of Avdiivka falling to Russian forces this weekend, he added it is more important than ever to keep Ukraine in the public's consciousness.

"We have to make sure that we keep reminding everyone," he added.

"This is for the people of Mariupol, they have saved our lives.

"They have helped us every step of the way. This film is about them and this is for them."

An investigation has been launched into alleged shootings by Russian forces on eight unarmed Ukrainian soldiers. 

The prosecutor's office in Donetsk region referred to information around "the execution of six prisoners" at a position in Avdiivka - a city Russia claims it has taken over after months of intense fighting.

All six were "seriously injured and awaiting evacuation", according to the prosecutor's office.

Ukrainian public broadcaster Suspilne quoted military spokesman Dmytro Lykhoviy as saying there is "still no possibility to confirm or refute" the killings at Avdiivka, as an investigation is ongoing. 

It would not be the first time Russia had committed war crimes, he added.

Two 'shot dead' on video

Another two captured soldiers were reportedly shot from close range in the village of Vesele, which is in the same region as Avdiivka.

Video taken by a drone showed a Russian soldier shooting two captured Ukrainian soldiers at close range at the village of Vesele, the prosecutor's office said.

"Not wanting to leave the prisoners alive, the occupier kills them with automatic weapons," the office added, without saying when the incident had occurred.

Earlier today, the official Telegram channel of Ukraine's land forces shared video apparently shot from a drone of people in uniform in a narrow trench.

An armed person - whom the post identifies as Russian - approaches two uniformed people identified as Ukrainian and apparently shoots both.

The Ukrainians do not appear to defend themselves and are in a narrow trench as another soldier approaches and appears to grab them.

The two injured people are seen collapsing on to their sides in the trench, twitching. 

The other person is then seen standing back briefly, before appearing to shoot them again.

This footage has not been independently verified.

Russia's defence ministry has not commented on the allegations, but has previously denied it has killed prisoners of war.

People continue to lay flowers at by the Solovetsky Stone, in Moscow, which is a monument commemorating victims of political oppression.

That's despite warnings by Russian authorities, who say visitors should not spend too long by the memorial.

More than 400 people have been arrested at events in memory of Alexei Navalny, according to rights group OVD-Info.

Rishi Sunak and European Commission President Ursula von der Leyen have "expressed their outrage" over the death of Alexei Navalny.

The pair also discussed Ukraine in a call today, just days ahead of the second anniversary of Russia's invasion.

A Downing Street spokeswoman said they "underscored the importance of providing continuing support to the Ukrainian people".

"The prime minister welcomed the recent announcement that the EU will provide €50bn (£42.7bn) support to Ukraine, and outlined the work the UK is doing through our security cooperation agreement," she added.

"The prime minister and President Von der Leyen expressed their outrage at the death of Alexei Navalny, and underscored the utmost importance of holding those responsible within the Russian system to account."

Estonia's prime minister says she is "not afraid" after Russia issued a warrant for her arrest.

Kaja Kallas -  a vocal critic of Russia - was among several Baltic politicians placed on Moscow's wanted list last week for destroying Soviet-era monuments.

"It is meant to intimidate and make me refrain from the decisions that I would otherwise make," she said on the sidelines of the Munich Security Conference.

"But it's Russia's playbook. It's nothing surprising and we are not afraid."

Ms Kallas has used her high profile to drum up support for Ukraine and this has led to speculation she may be in line for a senior role within the EU - possibly as the next foreign policy chief after elections in June.

She believes that speculation is contributing to Russia's aggression towards her.

"It's hard to be popular," she said ironically. 

"The Russians have also seen that, and that's why they issued the arrest warrant to really emphasise the biggest argument against me, that I am a provocation to Russia."

When asked whether she was interested in any future European role, she said: "We are not there yet. I'm the prime minister of Estonia."

The politicians risk arrest only if they cross the Russian border, otherwise declaring them wanted has no real consequences.

Estonia was once part of the Soviet Union, but is now a member of the EU and NATO.

Alexei Navalny's wife will attend the EU's foreign affairs council on Monday.

That's according to the bloc's foreign policy chief Josep Borrell.

"On Monday, I will welcome Yulia Navalnaya at the EU Foreign Affairs Council," he posted on X.

EU Ministers will send a "strong message of support", he added. 

With more than 400 people believed to have been detained across Russia for paying tribute to opposition leader Alexei Navalny, here's some insight into what happens to them next.

Courts in St Petersburg, where the majority of arrests are believed to have occurred, have ordered 42 of those detained on Friday to serve from one to six days in jail, while nine others were fined, court officials said.

In Moscow, at least six people were ordered to serve 15 days in jail, according to prominent rights group OVD-Info. 

One person was also jailed in the southern city of Krasnodar and two more in the city of Bryansk, the group said.

The figure of over 400 arrests also came from OVD-Info this morning, but that number is expected to rise as people have been seen continuing to lay flowers in Mr Navalny's memory.

By Sean Bell , military analyst

The fall of Avdiivka has handed Russia its most important battlefield victory since it seized Bakhmut after nine months of gruelling attritional warfare. 

But was a lack of Ukrainian ammunition to blame for this battlefield loss, and is this rare Russian success the start of a dangerous new phase of the war?

Avdiivka has been the scene of some of the fiercest and most bloody battles of the war.  Russian forces have laid siege to the small Ukrainian city for the past four months.

The Ukrainian forces have been significantly overmatched by Russian troops, with some reports suggesting that areas of the frontline had 10 times as many Russian soldiers as Ukrainian.  

The Russian air force has also been playing an increasingly prominent role in the battle, taking advantage of the relatively close proximity of the sanctuary of Russian airspace and delivering more than 60 bombs a day on to Ukrainian frontline positions.

Ukraine's decision to retreat from the front-line city appears justified militarily, but that has not stopped Volodymyr Zelenskyy and Joe Biden highlighting Ukraine's shortage of weapons and the increasingly critical nature of further delays to securing the $60bn of aid currently delayed by the US Congress. 

Although Ukraine will be keen to secure long-term funding support from the US, the critical Ukrainian need at this time is weapons and ammunition.  

The EU has approved ongoing funding support for Ukraine, but converting this commitment into ammunition available to front-line soldiers is a challenge.  

For the past two years, the majority of the weapons provided to Ukraine have been sourced from the war chests of Western nations. However, those stocks are now running low, and there are no ready supplies available commercially.  

Activating individual nations' defence industrial base to design, build and deliver replacement weapons is one of the only ways to meet Ukraine's future military requirements.

The West has successfully sourced some replacement ammunition - such as artillery shells - but these tend to be used in attritional warfare which favours the larger force, so this is not Ukraine's priority.  

In contrast, Ukraine has seized the initiative in this war through the West providing high-technology, precision strike weapons such as the UK Storm Shadow missile.  

This weapon has proven very effective at attacking Russian targets in occupied Ukraine, but stocks are running low - Ukraine want more.  

However, this missile is 30 years old, and many of the components are obsolete, so industry cannot easily provide replacement stock. 

The West could provide Ukraine with more modern weapons from its inventory or directly from the manufacturers; however, technology is the West's asymmetric advantage on the battlefield.  

There is always a risk that some of the West's donated weapons will end up on the black market and eventually in the hands of the Russians or Chinese, and the West cannot afford to compromise its own national security.  

As a result, the only sustainable way to provide Ukraine with enduring military support is through a coordinated investment in the international defence industrial base. However, the investment, development, production and testing process all takes time - which Ukraine does not have.

Although Russia has achieved a rare victory by seizing Avdiivka, its military forces suffered very high casualties during the 4-month siege of the city.  

Offensive action in the winter is difficult; the cold weather is unforgiving, there is limited natural cover from leaves and foliage, and the ground is frozen, making it hard to dig foxholes.  

Why was Avdiivka such a priority for Russia?

24 February marks the two-year anniversary of Russia's invasion of Ukraine, and Vladimir Putin will have been very keen to demonstrate battlefield success to boost the moral of its forces.   

Mr Putin will also want to demonstrate progress in his "special military operation" in advance of the Russian presidential elections being held next month.  

However, most analysts believe that neither Russia nor Ukraine have sufficient military resources to mount a significant offensive anytime soon, and that the coming year could be characterised by a series of smaller indecisive actions along the frontline.

But, if the West fails to address Ukraine's desperate need for munitions, that will create a window of opportunity for Russian forces, and one that Mr Putin might be tempted to exploit.

The body of Alexei Navalny, which his family and allies have been trying to locate since Friday, has been found, according to reports.

Novaya Gazeta Europe has reported his body is in the morgue of the Salekhard District Clinical Hospital. 

It also reported that its sources said no autopsy had yet been performed as of Saturday.

Novaya reported his body was initially taken to the town of Labytnangi, about 20 miles away from the penal colony where he died, before it was transferred to the hospital in the regional capital of Salekhard later on Friday.

Novaya Gazeta Europe is a project launched by newspaper staff after Novaya Gazeta, Russia's leading independent newspaper, suspended its work in 2022 under government pressure.

Mr Navalny's family and allies say they have been "driven around in circles" by Russian authorities while attempting to locate his body.

Kira Yarmysh, the Russian opposition leader's spokesperson, previously said Mr Navalny's mother had been told by a prison official that her son's body had been taken to the nearby city of Salekhard as part of a probe into his death.

But when she and Mr Navalny's lawyers arrived at the morgue, it was closed, and workers said the body was not there.

Hours later, Ms Yarmysh said lawyers for the politician were told Mr Navalny's body would not be handed over to his relatives until an investigation into his death had been completed.

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smart water business plan

Create a form in Word that users can complete or print

In Word, you can create a form that others can fill out and save or print.  To do this, you will start with baseline content in a document, potentially via a form template.  Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to database information.  Following are the recommended action steps in sequence.  

Show the Developer tab

In Word, be sure you have the Developer tab displayed in the ribbon.  (See how here:  Show the developer tab .)

Open a template or a blank document on which to base the form

You can start with a template or just start from scratch with a blank document.

Start with a form template

Go to File > New .

In the  Search for online templates  field, type  Forms or the kind of form you want. Then press Enter .

In the displayed results, right-click any item, then select  Create. 

Start with a blank document 

Select Blank document .

Add content to the form

Go to the  Developer  tab Controls section where you can choose controls to add to your document or form. Hover over any icon therein to see what control type it represents. The various control types are described below. You can set properties on a control once it has been inserted.

To delete a content control, right-click it, then select Remove content control  in the pop-up menu. 

Note:  You can print a form that was created via content controls. However, the boxes around the content controls will not print.

Insert a text control

The rich text content control enables users to format text (e.g., bold, italic) and type multiple paragraphs. To limit these capabilities, use the plain text content control . 

Click or tap where you want to insert the control.

Rich text control button

To learn about setting specific properties on these controls, see Set or change properties for content controls .

Insert a picture control

A picture control is most often used for templates, but you can also add a picture control to a form.

Picture control button

Insert a building block control

Use a building block control  when you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document's specific purpose. You can create rich text content controls for each version of the boilerplate text, and then use a building block control as the container for the rich text content controls.

building block gallery control

Select Developer and content controls for the building block.

Developer tab showing content controls

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

combo box button

Select the content control, and then select Properties .

To create a list of choices, select Add under Drop-Down List Properties .

Type a choice in Display Name , such as Yes , No , or Maybe .

Repeat this step until all of the choices are in the drop-down list.

Fill in any other properties that you want.

Note:  If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

Click or tap where you want to insert the date picker control.

Date picker button

Insert a check box

Click or tap where you want to insert the check box control.

Check box button

Use the legacy form controls

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

Click or tap where you want to insert a legacy control.

Legacy control button

Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

Select the content control that you want to change.

Go to Developer > Properties .

Controls Properties  button

Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

Open the form that you want to lock or protect.

Select Developer > Restrict Editing .

Restrict editing button

After selecting restrictions, select Yes, Start Enforcing Protection .

Restrict editing panel

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break .

Sections selector on Resrict sections panel

If the developer tab isn't displayed in the ribbon, see Show the Developer tab .

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Go to File > New from Template .

New from template option

In Search, type form .

Double-click the template you want to use.

Select File > Save As , and pick a location to save the form.

In Save As , type a file name and then select Save .

Start with a blank document

Go to File > New Document .

New document option

Go to File > Save As .

Go to Developer , and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

Adding content controls to your form

In the document, click or tap where you want to add a content control.

On Developer , select Text Box , Check Box , or Combo Box .

Developer tab with content controls

To set specific properties for the control, select Options , and set .

Repeat steps 1 through 3 for each control that you want to add.

Set options

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

Set common properties.

Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

Bookmark Set a unique name or bookmark for each control.

Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

Add Help Text Give hints or instructions for each field.

OK Saves settings and exits the panel.

Cancel Forgets changes and exits the panel.

Set specific properties for a Text box

Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

Default text sets optional instructional text that's displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

Maximum length sets the length of text that a user can enter. The default is Unlimited .

Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case .

Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

Set specific properties for a Check box .

Default Value Choose between Not checked or checked as default.

Checkbox size Set a size Exactly or Auto to change size as needed.

Check box enabled Lets the user check or clear the text box.

Set specific properties for a Combo box

Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.

Drop-down enabled Lets the user open the combo box and make selections.

Protect the form

Go to Developer > Protect Form .

Protect form button on the Developer tab

Note:  To unprotect the form and continue editing, select Protect Form again.

Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

Protect the form.

Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

You can create the form with the desktop version of Word with the instructions in Create a fillable form .

When you save the document and reopen it in Word for the web, you’ll see the changes you made.

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