water station business plan pdf

Water Refilling Station Business Plan Template & Guidebook

Starting a water refilling station can be a great way to make a substantial income. But, it can also be a daunting prospect if you're not prepared. With the right planning, however, you can create a successful business that serves your customers' needs and helps your business goals become a reality! The #1 Water Refilling Station Business Plan Template & Guidebook is the perfect resource to help you get started, with comprehensive instructions on how to develop a comprehensive plan for your business. With step-by-step guidance and tools, this guidebook will give you the resources you need to find success in the water refilling station industry.

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• How to Start a Profitable Water Refilling Station Business [11 Steps]

How to Write a Water Refilling Station Business Plan in 7 Steps:

1. describe the purpose of your water refilling station business..

The first step to writing your business plan is to describe the purpose of your water refilling station business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind thinking about the customers’ problems. It also helps you identify what makes your business different from others in its industry.

It also helps to include a vision statement so that readers can understand what type of company you want to build.

Here is an example of a purpose mission statement for a water refilling station business:

The mission of [name of business] is to provide the highest-quality water refilling services to our valued customers through ethical and innovative practices, utilizing the finest-grade resources, and striving for environmental sustainability in everything we do.

2. Products & Services Offered by Your Water Refilling Station Business.

The next step is to outline your products and services for your water refilling station business. 

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

• What is my business?
• What are the products and/or services that I offer?
• Why am I offering these particular products and/or services?
• How do I differentiate myself from competitors with similar offerings?
• How will I market my products and services?

You may want to do a comparison of your business plan against those of other competitors in the area, or even with online reviews. This way, you can find out what people like about them and what they don’t like, so that you can either improve upon their offerings or avoid doing so altogether.

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your water refilling station business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

A good marketing plan for your water refilling station business includes the following elements:

Target market

• Who is your target market?
• What do these customers have in common?
• How many of them are there?
• How can you best reach them with your message or product?

Customer base 

• Who are your current customers? 
• Where did they come from (i.e., referrals)?
• How can their experience with your water refilling station business help make them repeat customers, consumers, visitors, subscribers, or advocates for other people in their network or industry who might also benefit from using this service, product, or brand?

Product or service description

• How does it work, what features does it have, and what are its benefits?
• Can anyone use this product or service regardless of age or gender?
• Can anyone visually see themselves using this product or service?
• How will they feel when they do so? If so, how long will the feeling last after purchasing (or trying) the product/service for the first time?

Competitive analysis

• Which companies are competing with yours today (and why)? 
• Which ones may enter into competition with yours tomorrow if they find out about it now through word-of-mouth advertising; social media networks; friends' recommendations; etc.)
• What specific advantages does each competitor offer over yours currently?

Marketing channels

• Which marketing channel do you intend to leverage to attract new customers?
• What is your estimated marketing budget needed?
• What is the projected cost to acquire a new customer?
• How many of your customers do you instead will return?

Form an LLC in your state!

4. Write Your Operational Plan.

Next, you'll need to build your operational plan. This section describes the type of business you'll be running, and includes the steps involved in your operations. 

In it, you should list:

• The equipment and facilities needed
• Who will be involved in the business (employees, contractors)
• Financial requirements for each step
• Milestones & KPIs
• Location of your business
• Zoning & permits required for the business

What equipment, supplies, or permits are needed to run a water refilling station business?

• Reverse Osmosis (RO) system
• Storage tanks, pipes, and piping materials
• Automatic/Semi-automatic bottle cleaning and filling machines
• Packaging material for bottling
• Office equipment such as computers, printer, fax machines, etc.
• Heavy-duty vehicles for delivery of water containers
• Business permits from the local health department or the Bureau of Food and Drugs (BFAD)

5. Management & Organization of Your Water Refilling Station Business.

The second part of your water refilling station business plan is to develop a management and organization section.

This section will cover all of the following:

• How many employees you need in order to run your water refilling station business. This should include the roles they will play (for example, one person may be responsible for managing administrative duties while another might be in charge of customer service).
• The structure of your management team. The higher-ups like yourself should be able to delegate tasks through lower-level managers who are directly responsible for their given department (inventory and sales, etc.).
• How you’re going to make sure that everyone on board is doing their job well. You’ll want check-ins with employees regularly so they have time to ask questions or voice concerns if needed; this also gives you time to offer support where necessary while staying informed on how things are going within individual departments too!

6. Water Refilling Station Business Startup Expenses & Captial Needed.

This section should be broken down by month and year. If you are still in the planning stage of your business, it may be helpful to estimate how much money will be needed each month until you reach profitability.

Typically, expenses for your business can be broken into a few basic categories:

Startup Costs

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a water refilling station business varies based on many different variables, but below are a few different types of startup costs for a water refilling station business.

Running & Operating Costs

Running costs refer to ongoing expenses related directly with operating your business over time like electricity bills or salaries paid out each month. These types of expenses will vary greatly depending on multiple variables such as location, team size, utility costs, etc.

Marketing & Sales Expenses

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your water refilling station business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

A financial plan is an important part of any business plan, as it outlines how the business will generate revenue and profit, and how it will use that profit to grow and sustain itself. To devise a financial plan for your water refilling station business, you will need to consider a number of factors, including your start-up costs, operating costs, projected revenue, and expenses. 

Here are some steps you can follow to devise a financial plan for your water refilling station business plan:

• Determine your start-up costs: This will include the cost of purchasing or leasing the space where you will operate your business, as well as the cost of buying or leasing any equipment or supplies that you need to start the business.
• Estimate your operating costs: Operating costs will include utilities, such as electricity, gas, and water, as well as labor costs for employees, if any, and the cost of purchasing any materials or supplies that you will need to run your business.
• Project your revenue: To project your revenue, you will need to consider the number of customers you expect to have and the average amount they will spend on each visit. You can use this information to estimate how much money you will make from selling your products or services.
• Estimate your expenses: In addition to your operating costs, you will need to consider other expenses, such as insurance, marketing, and maintenance. You will also need to set aside money for taxes and other fees.
• Create a budget: Once you have estimated your start-up costs, operating costs, revenue, and expenses, you can use this information to create a budget for your business. This will help you to see how much money you will need to start the business, and how much profit you can expect to make.
• Develop a plan for using your profit: Finally, you will need to decide how you will use your profit to grow and sustain your business. This might include investing in new equipment, expanding the business, or saving for a rainy day.

Frequently Asked Questions About Water Refilling Station Business Plans:

Why do you need a business plan for a water refilling station business.

A business plan for a water refilling station business is needed to provide an outline of the goals and objectives of the business. It also provides a detailed review of the financial projections, operational strategies, competitive landscape, target market, and potential risks associated with the business. A well-constructed business plan helps guide the growth of the business and enables entrepreneurs to secure necessary financing or investments.

Who should you ask for help with your water refilling station business plan?

It is important to seek help from experts, such as a business consultant, an accountant, or a lawyer, who can provide advice and guidance on setting up a business and writing a business plan. Additionally, it might also be helpful to speak to experienced entrepreneurs in the industry to learn about any potential pitfalls associated with water refilling stations.

Can you write a water refilling station business plan yourself?

Writing a business plan for a water refilling station requires research and analysis. It is best to consult a professional business consultant who has experience in the industry and knowledge of the financial and operational aspects of running a business. They can help create an effective and comprehensive plan that includes market analysis, financial projections, operational processes, marketing plans, and other key components to ensure success.

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How To Write a Business Plan for Water Refill Station in 9 Steps: Checklist

By henry sheykin, get full bundle.

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Welcome to our comprehensive guide on how to write a business plan for a water refill station! Did you know that the bottled water industry has grown steadily over the past decade and is now worth an estimated $197 billion worldwide? By providing a convenient and eco-friendly way for people to access clean drinking water, starting a water refill station can be a lucrative and socially responsible business venture.

But before opening a business, it's important to do your research and create a solid plan. This guide will break down the essential steps to start and run a successful water refill station.

From defining your target market and analyzing your competition to developing a marketing strategy and building a team, we've got you covered. So, let's dive in!

Conduct Market Research

Before launching a water refill station, it is essential to conduct thorough market research. This will provide valuable insights about the demand for such a service, which will help in shaping the business strategy. Here are some key steps to follow when conducting market research:

• Identify the need for the service: Research the current water needs and consumption trends of your target market. This will help to determine if people are interested in using a refill station service.
• Assess target market demographics: Assess the age, gender, income range, education, and other attributes of your target audience. This information will help you better understand the needs and preferences of your target customers.
• Analyze competition: Identify the existing water refill stations and other water retailers in your area. Analyze what they offer, their pricing strategy, and their target audience. This will help you to identify what sets you apart from your competition and how your offerings will meet the needs of your target market.
• Understand market trends: Keep up with market trends and changes by researching industry trends and technological advancements. This will help you to understand the market better and stay ahead of the competition.
• Use online surveys to collect data from potential customers and understand their preferences.
• Collect data on the purchasing behavior and preferences of your target market through interactions with industry associations and relevant bodies.
• Attend trade shows, fairs, and other relevant events to learn more about the industry and meet potential customers.

Conducting market research is crucial in helping to make informed business decisions. This information will help to guide important decisions, such as choosing an optimal location, pricing strategy, and identifying the appropriate marketing channels. Taking the time to research before launching the water refill station will set the business up for success.

Define Your Target Market

Defining your target market is an essential step in creating a successful business plan for a water refill station. A clear understanding of who your target market is will help you tailor your products and marketing strategies to meet their specific needs and preferences.

• Identify your customers: Who are the individuals or groups that are most likely to use your water refill station? Consider factors such as age, gender, income level, education, and lifestyle preferences.
• Understand your customers’ needs: What are the primary reasons why your target market would use a water refill station? For instance, are they environmentally conscious individuals who prefer sustainable practices or are they price-sensitive consumers who are looking for a cost-effective way to stay hydrated?
• Recognize your customers’ preferences: What type of water do they prefer? Is it purified water, mineral water, or alkaline water? Understanding their preferences will help you provide them with the right kind of water and gain their loyalty.
• Look out for market trends: Keep an eye on trends in the market that may influence the preferences and needs of your target market. For instance, during the summer months, there will be a higher demand for cold water to keep people cool.
• Find a unique selling proposition: Determine what sets your water refill station apart from your competitors. Highlight your unique selling proposition to your target market, whether it's the ability to refill a water bottle in seconds or the convenience of your mobile service.
• Observe your target market and their behaviors regarding water consumption.
• Conduct surveys to gather information on their needs, preferences, and pain points.
• Research the demographics of the area where you plan to establish your water refill station.
• Create customer profiles to have a clear picture of your target market.

Defining your target market is crucial in developing a profitable business plan for your water refill station. Knowing who your customers are, their needs, and preferences will enable you to provide the best value proposition possible and help you become more successful in your business venture.

Analyze And Understand Your Competition

One of the most critical steps in creating a business plan for a water refill station is analyzing and understanding your competition. This step is crucial in determining how to differentiate your business and attract customers. Here are some tips to help you:

• Conduct research on existing refill stations in your area to determine their offerings, pricing, and customer base
• Identify their strengths and weaknesses, such as location, marketing strategies, and customer feedback
• Compare and contrast their services and prices to determine how you can provide better value to customers
• Consider visiting their physical locations to learn from their setup and design

Through this research, you should be able to identify gaps in the market that your refill station could fill. For example, if you notice that existing stations are primarily located in urban areas, you could consider locating your refill station in a suburban or rural area.

Additionally, analyzing your competition can help you differentiate your business by offering unique services or products. For example, you could offer water filtration systems that other refill stations do not have, allowing you to cater to a different customer base.

Lastly, understanding your competition is important for determining your pricing strategy. By knowing what other refill stations in your area are charging, you can set competitive pricing that still allows you to earn a profit.

Ultimately, analyzing and understanding your competition is an ongoing process. Keep tabs on their marketing strategies, product offerings, and customer feedback to ensure that you continue to provide value to your customers.

Determine Funding and Financial Projections

Before starting your water refill station business, it is important to consider the financial aspect. You need to determine how much capital you need to start up the business and how much revenue you need to generate to break even. Here are some important steps to determine your funding and financial projections.

• Calculate startup costs: Determine the amount of money you need to start your business. This includes rent, equipment, permits, and licenses.
• Create a financial plan: Develop a financial plan that outlines your projected income, expenses, and profits. This plan should be based on realistic assumptions and should consider factors such as market demand, competition, and pricing.
• Seek funding: Evaluate your funding options and choose the best one for your business. You may consider loans from banks, crowdfunding, or angel investors.
• Monitor your finances: Regularly monitor your finances to ensure that your business is on track to meet its financial goals. This will help you to make informed decisions and adjust your strategies if needed.
• Be realistic with your financial projections. Avoid overestimating your revenue or underestimating your expenses.
• Consider creating a contingency plan in case your revenue falls short of projections.
• Get help from financial experts if needed. They can help you to create a financial plan, identify funding sources, and monitor your finances.

By determining your funding and financial projections, you will be able to make informed decisions and avoid financial pitfalls. This step is crucial to ensure the long-term success of your water refill station business.

Choose A Location

The location of your water refill station is crucial to its success. It is important to choose a location that has high foot traffic and is easily accessible to your target market. Here are the key factors to consider when choosing a location for your refill station.

• Demographics: Consider the demographics of the area to determine if your target market resides or works in that area. For example, if you are targeting health-conscious individuals, you may want to consider placing your refill station near a gym or yoga studio.
• Competition: Check whether there are any existing water refill stations or stores in the area that sell reusable water bottles. If there are, evaluate if your business can compete.
• Accessibility: Choose a location that is easily accessible for your target market. The location should be close to public transportation, bike lanes, and walking paths.
• Foot traffic: Choose a location with high foot traffic, people who are actively walking around and going about their day. For example, shopping centers, parks, or busy commercial streets are perfect for a refill station.
• Cost: Consider the rent and leasing costs as well as other expenses such as utilities, WiFi, and security. Choose a location where the monthly expenses are within your budget.
• Consider placing refill stations at locations that have long waiting times such as train stations or airports. This will increase your foot traffic and help build brand awareness.
• Partner with local businesses such as coffee shops or restaurants to increase your reach and promote your refill station.
• Consider starting with a mobile refill station before settling into a permanent location. This will help you evaluate the demand and determine the best location.

Take your time to evaluate possible locations and consider these key factors. Make sure to choose a location that aligns with your brand and that is easily accessible to your target market. Keep in mind that the perfect location may take time to find, so do not rush into signing a lease or a rental agreement. Choose a location that best suits your business and sets it up for success.

Research Necessary Permits And Regulations

Before setting up your water refill station, it is important to research the necessary permits and regulations required by your local and state government. Failure to comply with regulations can result in fines, closure of your business, or even legal action. Here are some important factors to consider:

• Permits and Licenses: Contact your local government to inquire about the permits and licenses required to operate a water refill station. Depending on your location, you may need a health permit, food handler's permit, or a special operating permit.
• Health and Safety Regulations: The health and safety of your customers should be a top priority. Research and implement proper cleaning and sanitizing procedures for your refill station equipment, and ensure that the water source meets local and national drinking water standards.
• Environmental Regulations: As a business that sells water, you may also need to comply with regulations related to water conservation and disposal. Research the proper disposal methods for any wastewater produced by your refill station.
• Zoning and Land Use: Certain areas may have zoning and land use regulations that limit the types of businesses that can operate in certain areas. Consult your local government to ensure that your chosen location is properly zoned for a water refill station.
• Consider hiring a lawyer and/or a permit expediter to ensure that your water refill station is compliant with all necessary permits and regulations.
• Stay up-to-date with any changes to regulations and permits affecting your business by checking in with your local government or regulatory authority on a regular basis.
• Be transparent about your water source, cleaning procedures, and any other relevant information with your customers to build trust and ensure compliance with regulations.

By researching and complying with necessary permits and regulations, you can ensure the success and longevity of your water refill station business while keeping your customers' health and safety as a top priority.

Create A Thorough Business Model

At its core, a business model is a blueprint for how your water refill station will operate. It details how you'll generate revenue, who your customers are, how you'll keep your operation running, and more. To create a successful business model, it's essential to take into account a variety of factors.

Identify your revenue streams: This is the backbone of your business model. You need to have a clear understanding of how you'll generate income – whether it's through the sale of water bottles or charging customers for the refill. Considerations like pricing and product variety are critical here.

Determine your target audience: Who is your ideal customer? Knowing this will help you hone your marketing plan and create a better experience for your customers. Consider demographics such as age, gender, and location, along with buying patterns and spending habits.

Design a customer experience: When customers visit your refill station, what do you want them to feel? Ensure that your design supports your brand values while accommodating customer needs easily. The entire process should be efficient, hygienic, and customer-friendly, from identifying what type of bottle a customer has to filling it with water.

Research and evaluate your competition: How can you differentiate yourself from other refill stations or even bottled water providers? Consider all aspects of your competition, like their prices, location, and branding, and highlight what sets you apart.

• Create a SWOT analysis as part of your research. This will help you identify your strengths, weaknesses, opportunities, and threats and help you create a plan to mitigate risks and capitalize on strengths.

Create a financial plan: A solid business model should outline your short-term and long-term financial goals. This includes profits, pricing strategies, operating expenses, and more. Your model should cover all potential costs and revenue streams, considering both initial capital investment and ongoing expenses and revenue.

• Always overestimate costs and underestimate profits to ensure you have realistic projections and avoid being caught off-guard.

Choose the right location: Where you place your refill station can make or break your business model. It needs to be easily accessible to consumers and in a high-traffic area. Anchor locations like malls can be a great choice, but consider the practicality of placing your unit in public areas like city parks too.

Define staffing needs and roles: Your business model needs to detail the number of employees you need, the positions required, and the typical responsibilities for each. If you opt for a mobile unit, appointing someone to be in charge of driving and setting up equipment is a must. Depending on your location, it may also be necessary to manage plumbing and maintenance.

• Once you have your roles identified, delegate responsibilities to your team from the outset and communicate these changes clearly to avoid confusion and ensure everyone is clear on their role within the business.

A successful business model helps you build a framework from which you can measure your success and identify any potential risks. Taking the time to consider each element will go a long way toward making your water refill station successful.

Develop A Marketing Strategy

Now that you have a solid business plan for your water refill station, it's time to develop a marketing strategy. Marketing plays a crucial role in attracting customers to your business and spreading awareness about the benefits of using your refill station.

To start, you need to have a clear picture of your target market. Who are the people that you want to attract to your business? What are their needs and preferences when it comes to water consumption? Once you have a better understanding of your target audience, you can tailor your marketing efforts to appeal to them.

Here are some important steps to help you develop a successful marketing strategy:

• Define Your Brand Identity: Your brand identity should reflect your business's values, mission statement, and unique selling proposition. It's essential to establish your brand identity early on to help differentiate your business from competitors and create a memorable image in the minds of your customers.
• Utilize Digital Marketing: In today's digital age, having a strong online presence is crucial. Develop a website for your water refill station that is easy to navigate, visually appealing, and provides key information about the services you offer. Use social media platforms to engage with your customers and provide updates on your business.
• Partnerships: Consider partnering with local businesses, such as gyms, coffee shops, and health food stores, to increase awareness about your refill station. Reach out to event organizers and offer your services at public events to reach a wider audience.
• Loyalty Programs: Implement a loyalty program to incentivize repeat customers. For example, offer discounts or free refills after a certain number of visits. This will help build brand loyalty and encourage customers to refer their friends and family to your business.
• Offer free samples of water at high-traffic locations to attract new customers and showcase the quality of your water.
• Create eye-catching signage to attract attention to your refill station, especially if it's located in a busy area.
• Partner with local charities to donate a portion of your profits to a good cause. This can help build a positive image for your business and attract socially conscious customers.

Ultimately, the success of your water refill station depends on having a solid business plan and an effective marketing strategy. By following these steps, you can create a plan that resonates with your target audience and helps you stand out from the competition.

Build A Team And Define Roles And Responsibilities

Creating a successful water refill station business requires a team effort. From staffing the refill station to managing finances and marketing the business, every role is critical and should be filled by individuals with the right skills and experience. Here are some steps to help you build a team and define roles and responsibilities:

• Identify the key roles: Start by determining what roles will be essential, such as refill station operators, administrative staff, marketing experts, and financial analysts. Ensure you have enough hands to cover every aspect of the business.
• Define each role and responsibilities: Once you have identified the key roles, define the specific responsibilities each position will have. Ensure that each role has a clear and practical job description that outlines all of the expected duties, including timelines and targets.
• Establish a hierarchy: Establishing a clear hierarchy is crucial for any business. Clearly define who will be in charge of each department, who will report to whom, and how the chain of command will work to avoid confusion and potential conflicts.
• Find the right people: Finding quality employees is critical to the success of any business, especially a small one starting from scratch like a refill station. Hire individuals who have the necessary skills, experience, and passion needed for their respective roles, and who will fit well with the company culture.
• Develop a training program: Providing intensive training to all new employees is essential to ensure proficiency. Train staff on safety procedures, how to operate the refill station, how to handle money transactions, and how to provide excellent customer service.
• Hold frequent meetings with your team to discuss progress, issues, and strategies. Effective communication is critical for success.
• Encourage employees to provide feedback on their roles and responsibilities. Seek their input on how to improve operations and get ideas on how to make the business better.
• Establish a performance review plan to assess each employee's progress, outline expectations, and set performance goals. This will enable individuals to track their effectiveness and make improvements where needed.

Building a strong, competent team is essential to the success of any business venture. With proper planning and implementation of roles and responsibilities, you can create a cohesive team that will take your water refill station to new heights of success in a competitive market.

Writing a business plan for a water refill station can be daunting, but it is a crucial step in ensuring the success of your business. By following the nine steps outlined in this checklist, you can be sure that you have thoroughly researched and planned for every aspect of your business.

Remember to conduct market research, understand your target market and competition, determine financial projections and funding, choose a location and research necessary permits and regulations, create a thorough business model, develop a marketing strategy, and build a strong team with defined roles and responsibilities.

• Conduct market research
• Define your target market
• Analyze and understand your competition
• Determine funding and financial projections
• Choose a location
• Research necessary permits and regulations
• Create a thorough business model
• Develop a marketing strategy
• Build a team and define roles and responsibilities

By following these steps, you can create a successful and profitable water refill station business that provides a valuable service to your community and helps reduce plastic waste in the environment.

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Business Plan Template for Water Refilling Station

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Starting a water refilling station business can be a daunting task, but with the right plan in place, you can turn your entrepreneurial dreams into a reality. ClickUp's Business Plan Template for Water Refilling Station is here to guide you every step of the way!

This comprehensive template helps you create a solid business plan by:

• Outlining your strategy and goals, ensuring you stay on track
• Conducting a thorough market analysis to understand your target audience and competition
• Developing financial projections that demonstrate the profitability of your venture
• Defining operational procedures to ensure smooth day-to-day operations

Whether you're seeking investors or simply want a roadmap for success, ClickUp's Business Plan Template for Water Refilling Station has got you covered. Start planning your business journey today!

Business Plan Template for Water Refilling Station Benefits

A business plan template for a water refilling station can provide numerous benefits for entrepreneurs looking to start their business. Some of these benefits include:

• Comprehensive strategy: The template helps entrepreneurs outline a comprehensive strategy for their water refilling station, including market analysis, target audience, and competitive advantage.
• Financial projections: The template guides entrepreneurs in creating accurate financial projections, including revenue forecasts, operating expenses, and investment requirements, which are crucial for attracting investors.
• Operational procedures: Entrepreneurs can use the template to define operational procedures, such as water purification processes, quality control measures, and inventory management, ensuring smooth operations.
• Funding opportunities: A well-prepared business plan increases the chances of securing funding from investors, banks, or government agencies, providing the necessary capital to start and grow the water refilling station business.

Main Elements of Water Refilling Station Business Plan Template

When starting a water refilling station business, having a solid business plan is crucial. ClickUp's Business Plan Template for Water Refilling Station provides all the essential elements to help you create a comprehensive and professional plan:

• Custom Statuses: Track the progress of different sections of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do.
• Custom Fields: Utilize custom fields like Reference, Approved, and Section to add specific details and notes to each section of your business plan.
• Custom Views: Access different views, such as Topics, Status, Timeline, Business Plan, and Getting Started Guide, to organize and visualize your business plan data efficiently.
• Collaboration: Collaborate with team members, assign tasks, set due dates, and leave comments on specific sections of your business plan.
• Attachments: Attach relevant documents, images, or financial spreadsheets to each section of your business plan for easy reference.
• Integrations: Seamlessly integrate with other tools like Google Drive or Dropbox to import and centralize all your important business plan files.

How To Use Business Plan Template for Water Refilling Station

If you're starting a water refilling station and need to create a business plan, follow these steps to effectively use the Business Plan Template in ClickUp:

1. Define your business concept and goals

Start by clearly defining your business concept and overarching goals for your water refilling station. Consider factors like your target market, unique selling proposition, and long-term objectives. This will help set the foundation for your business plan.

Use a Doc in ClickUp to brainstorm and outline your business concept and goals for your water refilling station.

2. Conduct market research

Before diving into the details of your business plan, gather market research to understand the demand, competition, and potential challenges in the water refilling industry. Analyze customer preferences, market trends, and regulatory requirements to ensure your business plan is well-informed and strategic.

Use the Table view in ClickUp to organize and analyze your market research data effectively.

3. Develop your operational and financial strategies

In this step, outline the operational and financial strategies you'll implement to run a successful water refilling station. Define your pricing structure, distribution channels, marketing tactics, and operational processes. Additionally, project your financials including start-up costs, revenue forecasts, and profitability analysis.

Create custom fields in ClickUp to track and analyze your operational and financial strategies in your business plan.

4. Review and refine your business plan

Once you've completed the initial draft of your business plan, take the time to review and refine it. Ensure that all sections are comprehensive, cohesive, and aligned with your overall objectives. Seek feedback from mentors, advisors, or industry experts to strengthen your plan and make necessary revisions.

Set a recurring task in ClickUp to regularly review and update your business plan to reflect any changes or updates to your water refilling station.

By following these steps and utilizing the Business Plan Template in ClickUp, you can create a comprehensive and strategic plan for your water refilling station.

Get Started with ClickUp’s Business Plan Template for Water Refilling Station

Entrepreneurs looking to start a water refilling station business can use the ClickUp Business Plan Template to create a comprehensive business plan that covers all aspects of their venture.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a solid business plan:

• Use the Topics View to organize your business plan into different sections such as Executive Summary, Market Analysis, Financial Projections, and Operational Procedures
• The Status View will help you track the progress of each section of your business plan, with statuses like Complete, In Progress, Needs Revision, and To Do
• The Timeline View will provide a visual representation of your business plan's timeline, allowing you to set deadlines and milestones
• The Business Plan View will give you a comprehensive overview of your entire business plan, allowing you to easily navigate between sections
• The Getting Started Guide View will provide step-by-step instructions on how to use the template and fill out each section
• Utilize the custom fields, such as Reference, Approved, and Section, to add additional information and track the status of each section
• Collaborate with team members and stakeholders to gather input, feedback, and revisions
• Regularly update the statuses of each section to keep track of progress and ensure completion
• Monitor and analyze your business plan to ensure it aligns with your goals and objectives
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Water Refilling Station Business Financial Model

This financial model aims to develop a thorough business plan of 5 years monthly forecast to analyze the financial feasibility and profitability of starting a Water Refilling Station business.

Based on bottom-up assumptions, planning begins by determining up to three bottle sizes and their respective water volume. Target sales of water bottles per month assumptions are allocated to the water bottle sizes. From the water bottles sold, the expected number of customers can be calculated and used to determine another source of income, such as the sale of merchandise.

Other key assumptions include the project timeline, CAPEX schedule, uses and sources of funds, sources for debt financing, and the costs and expenses of a water refilling station business. These assumptions are then translated into a detailed monthly financial plan of 5 years that allows the potential business owners and management to see how the water refilling station business will perform from a financial perspective over the following years.

Relevant data calculated, such as the financial metrics – IRR, Funding Period, Payback Period, and NPV, in this financial model template are presented in various charts and tables that allow an easy understanding of the feasibility of the water refilling station business.

What makes this Water Refilling Station Financial Model Template Exceptional?

The following are the reasons why you should choose this in starting up a water refilling station business:

• Flexible Operations: This financial model is formulated to start calculation from the users’ selected year or months the operations, CAPEX funding, debt financing, and debt repayments will commence or end.
• Monthly CAPEX Schedule: CAPEX items are allocated in Years 0 and 1 through percentages and can be invested in the selected month/s for Year 1. The maintenance for the CAPEX items are also added at a scheduled selected month.
• Monthly Debt Schedule: The schedule for the drawdown of debt may start and end at specified months. Payment for the debt can be made monthly or annually for years, beginning at the selected year and month.
• Detailed Monthly Financial Plan:  The spreadsheet is designed comprehensively and logically, outlining the calculations of revenues and costs, which adds to the transparency and understanding of the model.
• Consumer Demand Analysis:  This allows users to analyze the market share and size of the service area where the water refilling station is located.

Water Refilling Station Business Model Template Structure

The financial model is simply structured which allows users to run simulations by varying the input assumptions. The elements of this financial model template are enumerated below:

Instructions and Terms  contain the cell color codes and the terms and abbreviations used.

Executive Summary presents the charts and graphs to understand the business plan for Water Refilling Station better and to answer significant questions such as:

• Is a water refilling station business profitable?
• What are the costs and expenses of water refilling business?
• Is the demand for water in the location of the business met?

These spreadsheets include a 5-year monthly and yearly summary of the following:

• Overview of Projected Financial Statements for a Water Refilling Station business – Income Statement, Balance Sheet, and Cash Flows Statement.
• Levered and Unlevered Free Cash Flows calculating key financial feasibility metrics such as the Internal Rate of Return (IRR), Payback Period, Net Present Value (NPV)
• Uses and Sources of Funds, and Debt Financing
• Forecasted Business Valuation
• Revenue and Number of Water Bottles Sold
• Consumer Demand Analysis

Detailed Summary  presents the selected year overview of the monthly plan, consumer demand analysis, and break-even analysis in charts and graphs.

Assumptions that will translate this financial model into a business plan for Water Refilling Station:

• Financial Forecast
• Default Business Days per Month
• Income Tax Rate
• Net Working Capital
• Year and Month of the Start of Operations
• Beginning Percentage of the Sales of Water Bottles
• Duration to Reach 100% Target
• Water Bottle Sizes and Volume
• Target Sales of Water Bottles
• Seasonality of Water Bottles Sales
• Average Water Bottle Purchase per Customer
• Price for Water Bottles and Other Income Assumptions
• Direct Costs
• Employee Positions and Expenses
• Operating Expenses
• CAPEX Items and Depreciation Period
• Spending Schedule and Funding Injection
• Maintenance CAPEX Rate and Schedule
• Cash Reserve and Net Working Capital
• Source of Debt, Amount and Period
• Drawdown Schedule
• Payment Term and Repayment Schedule
• Investment Period
• Discount Rate
• Exit Valuation Multiple
• Service Area Location and Radius
• Population and Average Household Size
• Water Consumption Demand

The Monthly worksheet contains the comprehensive operational forecasts for a Water Refilling Station Business:

• Water Bottles Sales Revenue
• Required Water Volume in Gallons
• Number of Customers
• Other Income – Merchandise Sales and Other specified Income
• Daily Analysis – Water Bottles Sold, Expected Number of Customers, Revenue and Required Market Size
• Costs and Expenses in Water Refilling Station – Direct Costs, Employee Expenses and OPEX
• Fixed Assets Schedule – Initial CAPEX, Spending Allocation, Maintenance and Depreciation
• Debt Schedule Summary – Drawdown and Repayment
• Financial Projections – Income Statement, Balance Sheet, and Cash Flow Statement
• Free Cash Flow Forecast
• Monthly Funding Required

Yearly contains the comprehensive overview of the 5-year financial forecast planning the feasibility of the Water Refilling Station Business:

• Financial Statements – Income Statement, Balance Sheet, Cash Flow Statement
• Financial Ratios and Standardized Income Statement
• Unlevered and Levered Free Cash Flows Statement, Funding Required and Financial Metrics
• Equity Funding

Break-Even Analysis shows the calculations of break-even at selected year at an EBIT level to answer the following:

• How many Water Bottles are needed to be sold to reach Break-Even?
• What is the Average Fee for Water Bottles to reach Break-Even?

This sheet also shows a simple break-even sensitivity analysis.

Start your own Water Refilling Station Business now!

Developing a well-prepared and comprehensive financial projection can clarify the possible profit margins, the funding required, and the expected returns. This detailed and exceptional financial model template contains valuable tools that allow potential business owners to analyze the financial plan of starting a water refilling station business in detail by testing various scenarios and assessing how it affects the project’s viability.

The current model version 1.4, is available in two Excel versions and a PDF Demo Preview:

• Excel Version – Consists of sample figures in the assumptions
• Excel Null Version – No values in the assumption sheet
• PDF Version – Outlines the details of the model structure

File types: .xlsx (MS Excel) .pdf (Adobe Acrobat Reader)

•   Full Excel Version  –  $89.95 Version 1.4
•   Full Excel Null Version  –  $89.95 Version 1.4
•   PDF Version  –  $0.00 Version 1.4

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Water Refilling Station Business 2023: How To Start, Capital, Profit (Plus, Tips To Succeed)

Struggling to come up with profitable ideas worthy of a spot in Shark Tank ? If your creative juices aren’t enough to create the next big invention, capitalize on what people already need and consider starting a water refilling station business .

We all need safe drinking water to quench our thirst and support our body’s vital functions.

The problem with tap water is it’s laden with chemicals or minerals, which you can only get rid of with expensive home filters. Bottled waters, however, are too expensive for daily consumption, not to mention the weird aftertaste they leave behind.

Enter the water refilling station business–a heaven-sent for those who need a cheaper and more convenient daily drinking water supply. There’s a demand almost everywhere, so you can spend less on marketing and advertising.

If you want to get a piece of the pie of this profitable idea, this definitive water refilling station business guide is for you.

Go back to the main article: Best Small Business Ideas in the Philippines with High Profit

Table of Contents

What is a water refilling station.

Most water refilling stations 2 in the Philippines have large water treatment machines that they use to fill large bottles with safe, clean drinking water (usually 5 gallons) that serve as their primary product. Their whole operation, from water treatment to bottle cleaning, must conform to national health standards as outlined by the Department of Health (DOH) 3 .

Customers can bring their water containers to be filled with drinking water for a smaller fee than bottled water brands. Due to high demand, it has become common practice for water refilling stations to deliver water straight to their customers.

Who Should Start a Water Refilling Station Business?

• People who live in or near an area with demand for safe drinking water.
• Entrepreneurs who want to open a business with lower risk and constant demand.
• Entrepreneurs with sales experience and the drive to push their water refilling service around their community.
• People who are healthy and fit due to the physically demanding nature of a water refilling station.
• Entrepreneurs with the time to handle the quality management of their water station, supervise and train their workers, and respond to emergency sales calls and deliveries.

How Much Does It Cost To Start a Water Refilling Station Business in the Philippines?

You need between Php 600,000 and Php 700,000 as an initial investment to start a water refilling station business in the Philippines.

Take note that this estimate already covers building construction (of course, the cost will be significantly lower if you own the property), the machine, permits, containers, motorcycle with a sidecar (which you will need for product deliveries), the cost of drilling the deep well (which will serve as your water source; more on this later), seminar, and other initial expenses.

The water refilling machine eats a considerable portion of the capital. Fortunately, you can own a water refilling station for as low as Php 150,000. The cost already includes all the equipment needed. Some companies even offer installments. After a downpayment of Php 40,000, you can pay the remaining balance within 36 months for only Php 2,000 to Php 3,000 per month.

Franchised water refilling station businesses, on the other hand, can range from Php 96,000 to Php 550,000 depending on the equipment’s type, number, and size. The cost of rental and overhead expenses are not included.

Have you only saved up the minimum amount of capital? We’ve interviewed and researched water refilling station owners who suggest not entering the battlefield too quickly. This is because you will need more money to pay for the operational expenses, which will most likely come from your pocket during the first few months of operations.

For this reason, it is also advisable not to resort to loans to fund the capital for your water refilling station. Businesses are unpredictable, more so if this is your first venture with absolutely no experience to rely on. So save up as much money as you can and study the ins and outs of the business carefully before making that leap of faith.

Is Water Refilling Bussines Profitable?

Yes, but it depends on a lot of factors. Just like any business, the success of a water refilling station largely depends on a combination of factors such as market demand, relationship with your customers, number of competitors, and how business-savvy the owner is.

It is recommended, especially during the first few months, to focus on the tasks that will grow your business – letting people know about your water service and getting potential customers to try it. You cannot leave this to your employees until they have received sufficient training.

Aside from that, be ready to do most of the administrative tasks yourself during the first few months, as you’re not profitable enough to hire additional employees yet. This is the ideal time to put your resourcefulness to good use.

For example, you can learn how to do simple accounting tasks instead of paying a bookkeeper to do it for you. You should also set up the business’s sales recording and customer tracking practices. This way, you can minimize expenses and learn more as a businessman.

Realistically, your first few months will not be profitable, but that is normal. Your goal would be to get long-term customers who call you whenever they run out of water. If you focus on this, you can watch your daily sales go from 0 jugs/bottles per day to 100 jugs/bottles per day.

Provided that you’ve done everything by the book and the market is large enough to sustain your business, you’ll be able to determine how long it will take to recoup your investment and whether or not the business is profitable. 

Suppose that after six months, your water refilling station sells 100 jugs daily, each costing Php 25. The monthly expenses, meanwhile, include your employees’ monthly salaries (Php 19,000, which is enough to pay a driver, a helper, and a manager), employee’s daily lunch meals (Php 2,700), the electric bill (Php 7,000), the cost of materials and gas (Php 7,000), maintenance fee to pay for unexpected things that can derail business operations if left unattended (Php 600 or more), and additional expenses like the cost of new filters that are ideally changed every month (roughly Php 2,500 or more).

Based on the figures above, your gross profit, if your water refilling station is open every day, will be Php 75,000. Subtract the monthly expenses, and you’ll be left with a net profit (before taxes) of more or less Php 36,000, which will give you an idea of how many months it will take to earn back the capital you initially invested.

What Are the Benefits and Drawbacks of a Water Refilling Station?

• Water is an essential commodity, so demand is not a problem . There is increased demand during the hot summer and a slowdown in the cooler rainy season. Still, overall a water refilling station can be profitable all year round. You will also serve your community with customers from high to low-income backgrounds.
• It’s simpler than other businesses since your primary product is water service. You only need to focus on maintaining your water’s quality and relationship with your customers.
• You don’t necessarily need to find a location in crowded places where rental costs can go through the roof . By offering delivery services, you can go to your customers directly instead of them going to your store. Just be careful about accepting deliveries that would cost you more on gasoline than what you’d earn from the sale.
• The required initial investment, monetary and time, can be too high for beginner entrepreneurs. Depending on your area’s existing demand and competition, it may take longer to recoup the initial investment.
• The water station equipment requires maintenance, which can consume your budget and revenue. The same applies to your delivery vehicles, which are subject to heavy wear and tear. Aside from that, the bottles and jugs must be replaced after much use.
• The business lacks proprietary value , so anyone with the capital and entrepreneurial experience can open their water refilling station and directly compete with you.
• Customers can be prone to switching to your competition if they have a lower-priced product. That’s why it’s crucial to maintain a strong relationship with your customers.
• Water quality is held to a strict national standard. If you fail a surprise check by a water quality inspector, you may be asked to pay a fine or, worse, to close down your business . Health officials recommend regular water sampling and examination as water sources such as deep wells are prone to E. coli and amoeba contamination that causes acute gastroenteritis 4 . Contamination happens when the ultraviolet light disinfection system fails, so water refining station owners are encouraged to perform maintenance checks on their machines.

How To Start a Water Refilling Station Business in the Philippines: 13 Steps

1. know what you’re getting into.

Every business is hard, and a water refilling station business is no exception. You don’t have to be very passionate about the idea, but a little interest in the business can go a long way to sustain you during tough times.

Study the business carefully and evaluate whether this is the suitable model for you. Consider your strengths or skills, risk appetite, and the amount of money you’re willing to invest .

Since water is an easy product to market and there are ready buyers everywhere, expect to face stiff competition. You should also be ready to put in the work since a water refilling station involves a lot of deliveries.

When your delivery staff aren’t available or fail to show up at work, you must do the tasks yourself lest you disappoint your customers.  As a word of warning, improper lifting of water bottles can lead to hand, back, or arm injuries. Therefore, you must learn how to safely lift a 5-gallon water bottle 5 .

2. Learn More About the Business and the Product

If you’re convinced the water refilling station business is the right fit for you, it’s time to get into a crash course.

There are two ways to learn more about this venture. One is to enroll in a seminar to teach you theory and hands-on experience.

Franchisors often conduct free seminars for interested entrepreneurs as part of their marketing strategies. The University of the Philippines Manila’s Department of Environmental and Occupational Health also has a certification course 6 for water refilling station and plant operators.

You can also conduct research and learn everything about the business independently. This is a viable option if you have a technical background.

Although anyone can quickly grasp the business, it will be easier if you’re genuinely interested in water purification’s science and technical aspects.

In general, products sold in water refilling stations are of three varieties:

• Mineral water – a product of a filtration system that eliminates impurities easily seen by the naked eye. Ultraviolet is also applied to kill bacteria. It’s known for lowering blood pressure, aiding digestion, reducing skin blemishes, and improving bone health.
• Purified water – made by removing all impurities or “hardness” of the water through reverse osmosis. Drinking this helps reduce your chances of developing gallstones. It also absorbs toxins from your body and flushes them through your urinary system.
• Alkaline water – or alkalized ionized water is produced by removing the acid content of the water and increasing its pH level. Alkaline water helps reduce the acid in our bloodstream, boosts metabolism, and prevents oxidation, leading to premature aging and diseases.

3. Conduct a Feasibility Study

A feasibility study assesses a business idea in terms of practicality and its likelihood to succeed.

To produce a reliable feasibility study, the following factors are explored in great detail:

• Market demand : Conduct a simple survey to determine how many prospective customers live in your area. You don’t want to start a business that sells a product nobody needs, do you?
• Competition : How many similar businesses already exist in your area? The more competitors you have, the more difficult it is to penetrate the market.
• Location : Although water refilling station businesses can thrive with their delivery services alone, you still need a strategic location to attract your first few customers. Consider opening your store near or inside a subdivision or exclusive village – remember that these places may have their own rules about water deliveries. You can rent or convert your garage into a commercial space to save on rental fees. To operate a water refilling station, you should have a minimum area of  20 – 25 sq.m.
• Water source : Where will the water come from? It will come from either the water district or a deep well. The latter is more practical since you don’t have to pay steep monthly fees for commercial use. The water district is also unreliable because of water service interruptions that may occur without prior warning. However, if you opt for a deep well as a water source, build it at least 25 meters from the septic tank. It should also be a safe distance from piggeries, funeral parlors, gas stations, cemeteries, and other places that contaminate the water.
• pH level of water : The total dissolved solids (TDS) in the water supply, also known as the water’s ” hardness, ” will determine the types of treatment or purifying processes that can be applied to the water source.

Here are some sample water station feasibility studies (in pdf, needs an account to download) that you can refer to when making your own:

• 4 Marias Water Station from Jennifer Macarat for Graduate School (July 2020)
• Feasibility of Alpha Best Water Station by students from the Philippine State College of Aeronautics (2014).

4. Decide Whether To Put Up Your Brand or Get a Franchise

While starting from scratch can potentially bring you more profit in the long run, the stress and risk of failure can overwhelm any first-time entrepreneur.

Competing with more established brands is also more difficult since people are inclined to buy from stores with familiar names.

Fortunately, franchising is always an option . While you’re bound to a contract and have less control over some aspects of the business, you can look at it as a training ground where you can learn as much as you can before going solo in the future.

Franchise packages can cost anywhere between Php 96,000 to Php 550,000, including all the filters and other equipment. Franchisors also help their franchisees get their businesses off the ground by providing technical assistance, marketing support, and training programs for the staff and managers.

Below is a list of the most popular water refilling station businesses in the Philippines that are open for franchising:

a. Bluewaters Global

• Franchise cost : Php 96,000 to Php 241,000
• Address : Unit 1003 Future Point Plaza, 112 Panay Avenue, Quezon City, Metro Manila​
• Email addres s: [email protected]
• Contact numbers : Globe: 0977-771-6147; Smart: 0921-881-7991; Sun: 0932-119-4522; PLDT: +63 2 775 5010
• Social Media : Facebook , Instagram

b. Livingwater

• Franchise cost : Php 112,000 to Php 201,000
• Address : W8B CCMC Compd., Industrial Area, Veterans Center, Taguig, Metro Manila
• Email address : [email protected]
• Contact numbers : 0917-807-4933/ 0917-852-7126
• Social Media : Facebook

c. Alkaviva

• Franchise cost : Php 171,000 to Php 400,000 (can be paid through monthly installments)
• Address : 35 TS Evalle Dr, Quezon City, Metro Manila 
• Contact numbers : PLDT: (027) 745-6244-; Globe: 0917-836-6194; Smart:0947-997-6438; Sun: 0932-847-9-675

d. Aquabest

• Franchise cost : Php 100,000+ (exact figures available upon inquiry)
• Address : 21 Examiner St, Brgy. West Triangle, ​Quezon City, Metro Manila 
• Contact numbers : +63-2-371-0478

e. Aquahealth

• Franchise cost : No franchise fee. Call for machine & product costs
• Address : 103 OMM CITRA Bldg, San Miguel Ave, Ortigas Center, Pasig City, Metro Manila
• Contact numbers : (02) 8636-1140, (02) 8636-1153, 0922-833-1670

f. Crystal Clear

• Franchise cost : Php 100,000 to 550,000
• Address : Arnaldo Highway, Brgy. San Francisco, General Trias City, Cavite
• Contact numbers : (02)7622-8572, 0998-590-3543

If you’re interested in getting a franchise, you may need to submit one or all of the following:

• A letter of intent (including site location)
• Duly accomplished application form
• Business proposal

Franchisors usually specify the location requirements, including the lot size, availability of parking space, absence of competitors, number of adjacent households or offices, etc.

They also strictly follow a floor plan or a store layout to ensure all the equipment, wiring, and piping will be installed correctly for a seamless purification process.

5. Write a Business Plan

A business plan is a written document that shows how your water refilling station business will evolve from start to finish.

You will probably not need this, especially if you have no plans of borrowing money from the bank but creating your business plan will help. It will provide you with a clearer, more objective view of your business and lay down the foundation that will prevent you from losing money on unnecessary expenses.

For more information about the business plan and how to write one, click here .

6. Choose the Right Location

Foot traffic is at the heart of any successful business, and a water refilling station is no exception.

It’s hard to attract potential customers if there are a limited number of people in your area, so when building your business, pick a location near subdivisions, condominiums, hospitals, clinics, schools, or offices. The more people you’ll be able to interact with and promote your business to, the better.

Just take note of the following things to consider depending on the type of customer:

• Establishments, such as offices or schools, may not pay you immediately after delivery and instead pay for all deliveries in bulk at the end of the month. This may lead to cash flow problems if you rely solely on them for your business.
• Depending on the size of the establishment, it might be hard to contact the person in charge of purchasing supplies (and water). You’ll need to work hard to make the right connections.
• Gated communities, such as condominiums and subdivisions, have their own delivery rules. You’ll need to build a strong relationship with the organization in charge, usually, the homeowners association or building management, to succeed.

If you’re lucky enough to live in or near an area with a lot of foot traffic, you can also consider setting up your business in your lot or converting an unused building to house your water refilling station.

7. Build Your Water Refilling Station

After finding a suitable location for your water refilling station business, it’s time to look for a supplier to provide you with the needed equipment.

It can either be a franchisor offering water refilling station equipment as part of its packages or a company offering only water refilling machines.

Never finalize a deal with a supplier without exploring other options. Compare the prices and features of the water refilling machines you find.

If you’re short on cash, you can avail of equipment from companies that offer their products in monthly installments. Since it’s not a franchise deal, you can buy the equipment from them and put up your water refilling station bearing a business name of your choice.

Ensure that after-sales support like warranty, technical assistance, and maintenance are available.

After doing your due diligence and signing a contract with the supplier you’re most confident with, it’s time to build the water refilling station. Here are the basic steps you need to follow:

• Work with the supplier in creating a store layout or floor plan that complies with the company’s standards. Someone will be sent to the location to survey the building and create a floor plan based on the findings. A standard water refilling station consists of a water purification room, a refilling and selling room, a container washing and sanitizing room, a storage room for the refilled and empty containers, an office, a toilet, and a source water storage facility.
• Pay the downpayment to the supplier to have your equipment ready. Keep the official receipt.
• After the layout or floor plan has been approved, the contractor will start building the water refilling station. Give or take, it may take a month to finish the construction, depending on the size of the water refilling station.
• While awaiting its completion, you can start securing the needed permits and documents to legalize your business (see next step).
• The supplier will oversee the construction to ensure it follows the layout or floor plan down to its minute details, like the piping, drainage, and washing area.

8. Register Your Business and Secure Needed Permits

To avoid legal troubles, any water refilling station business in the Philippines must secure the following permits/registrations:

• DTI registration – is available from your local DTI branch. Requirements include barangay clearance, residence certificate, etc. Don’t forget to prepare at least 5 to 10 business names for faster transactions. DTI business registration can now also be done online.
• Mayor’s permit – is issued by the municipal office two to three weeks from the date of application. You may be required to submit (a) a water analysis of potability from your water source (physical, chemical, and bacteriological tests); and (b) engineering drawings signed by a sanitary engineer.
• BIR – registration is done by filling out Form 0506 and paying the required fees.

Learn More: How to Register a Business in the Philippines: The Ultimate Guide

9. Install the Equipment

Now that your water refilling station is complete, it’s time for the supplier to install the equipment.

Installation may take 2 to 3 days to complete, after which you can dry-run the machine for another three days to ensure the safety of the water supply.

Remember, the water quality you sell depends primarily on the machine that filters it. You want the water to be free from microorganisms and chlorine, which pose serious health risks to your consumers.

To ensure that the machine’s filtration system produces the quality you desire, get water samples and take them to a DOH-accredited laboratory for analysis. If it passes the DOH requirements, you can open your water refilling station business.

Otherwise, contact your supplier to determine the cause of the contamination and replace the machines if needed.

According to the Sanitation Code of the Philippines, local health offices regularly monitor water refilling stations. Expect to have the monitoring done during these times:

• Bacteriological quality – once a month.
• Physical quality – every six months.
• Chemical quality – every six months.
• Biological quality – once a year.
• Monitoring of radioactive contaminants – is only conducted if there’s a significant amount of radiation input from the surrounding environment.

10. Purchase Transportation and Other Necessities

Delivery service is essential for a water refilling station business to thrive.

For smaller stations, a motorcycle with a sidecar is enough to deliver water containers in bulk. Take note that not all motorcycles are built for water delivery. You need a powerful enough vehicle to move the heavy load through steep inclines. As your business grows, you may need to invest in delivery trucks to manage the inventories of several stores.

A motorcycle with a two-tier sidecar can carry around 8-12 bottles per trip, depending on the size of the bottle. Depending on how far your deliveries are, you can finish a trip in about 30 minutes to 1 hour. You should estimate how many daily trips you need to make a good profit.

Consider the cost of fuel, manpower, and maintenance when adding transportation to your list of expenses. Also, invest in preparing your delivery vehicles and people for rainy weather.

If you’re not a franchisee, you must also shell out money for supplies like a heat gun, water containers, sanitizer soap, signage, and stickers bearing your business logo/name.

11. Hire Employees

Running a water refilling station alone is impossible, so you need helping hands for every task.

A water refilling station business needs at least 3 to 5 employees covering the following roles:

• Manager – oversees the business for at least 4 hours a day.
• Front Liner – receives and refills the water containers from the customers.
• Accountant/Bookkeeper – handles the financial aspect of the business.
• Technical Asst. – takes care of the water refilling machines and troubleshoots technical problems.
• Administrative Assistant – keeps a record of all sales and purchases.
• Driver/Delivery Man – transports the refilled water containers to customers’ homes.

You can assume the role of one or two of these employees when you’re still starting. As the profit increases, you can use the money to hire additional manpower to oversee the daily business operations as a supervisor. Just set guidelines for your customer management, bottle handling, water quality checking, and other processes before transitioning all the tasks to your employees.

12. Set Prices for Your Products

Pricing depends on the product type you’ll offer and the presence of other water refilling stations competing for the same market.

Commercially sold water comes in three varieties: mineral, purified, and alkaline. They differ in price because the filtration processes by which they are produced vary in complexity.

Your pricing strategy will also be based on the market price. Determine how much your competitors charge for every water container and price your products accordingly.

Offer competitive prices without sacrificing profit.

13. Promote Your Business

In the beginning, don’t expect people to swarm your store. You must get your business name in front of many people as possible.

Assuming that you’re in a strategic location with a fair amount of foot traffic, one way to introduce your business is by distributing flyers.

If you live in a subdivision, your first few customers will come from the neighborhood. Impress them with your product and service so they can help you find more customers through word of mouth. You’ll stand out from the rest if you have clean, uniformed delivery personnel that offers professional, prompt, and reliable service.

If your location fails to drive enough human traffic, move to another place with enough crowd. Or, you can distribute another set of flyers in this place to deliver water to their homes without them visiting your store.

There’s also the lucrative option called institutional selling, wherein you convince big establishments like schools, churches, BPO companies , and restaurants to get their water supply directly from you. It sounds intimidating, but if you have the will, there’s a way.

Navigating Your First Few Months (on the Road to Success)

Just to put things into perspective: don’t expect your first few months to turn into a profit. Water refilling stations are not an overnight success; you must try to succeed. There’s nothing like the feeling of turning a turnover of 0 jugs/bottles per day to 100 bottles per day (or even more).

To succeed, your goal is to get long-term customers that consistently get water from you despite the competition . To do this, you must show your customers that you are a reliable water service that provides consistent, high-quality water.

On your road to success, there are some common problems that you need to be prepared for:

• Your delivery person does not show up for the day (gets sick, quits, or goes AWOL), or your delivery vehicle breaks down. This can affect your relationship with your customer if you cannot deliver on time. If you don’t have a backup, you may need to negotiate with the customer or deliver independently.
• You get a customer complaint about your water: ‘ May Dumi ’ (Dirty) or ‘ May Lasa ’ (Weird Taste) . Always conduct water quality testing to ensure that this does not happen.
• Wear and tear of your bottles. Ensure your staff does not mishandle your bottles (e.g., throwing them). Another option is to sell the bottles to your customers but ensure to take care of them during deliveries.
• Lost or inaccurate customer records. Your customer records are the bread and butter of your business, so make backups. Make sure to track the number of bottles delivered and the delivery date to your customers. That way, you can follow up with them if they have not had any deliveries lately.

Tips and Warnings

• The number one priority of your customers is reliability, both in terms of delivery time and water quality. Make these your priority.
• If possible, offer 24/7 delivery service to establish your store as a reliable one your customers can always count on.
• Be innovative. Research the latest trend or technology in purifying water and offer them to your customers ahead of your competitors.
• Focus on providing top-notch customer service all the time. Quickly fulfill orders and deliver them to your customers’ homes without delay.
• Go the extra mile for your customers. For example, you can lend out water dispensers to your customers in exchange for a low monthly fee. In addition to the extra profit, you will also give your customers access to hot and cold drinking water without the need to buy a dispenser.
• Monitor daily operations. Being a hands-on business owner allows you to prevent pilfering ( “pangungupit” ) among your employees or any breach in sanitation that may affect the water quality.
• Take care of your employees. Motivate them to work harder by giving commissions on top of their monthly salary for every X amount of water containers they can deliver.
• Work hard. Even though the water refilling station business looks easy at first due to steady demand and fast ROI, there’s still no shortcut to success.
• Be ready for delivery spikes during big holidays such as Christmas. Customers tend to order more, expecting most businesses to close during holidays. You can also be proactive in delivering to your customers by contacting them and asking if they need water to be ready for the holidays.
• Be resourceful. Water refilling stations waste a lot of water during the purification process. To help the environment, you can recycle water by opening a laundry shop business adjacent to your water refilling station. By opening this combo business, you increase your net profit and help conserve water simultaneously.

Frequently Asked Questions

1. how has the water refilling business been affected by covid-19.

According to the International Labour Organization, the demand for clean water increased 7 during the COVID-19 pandemic. Water refilling stations play a significant role in ensuring that communities get clean and safe drinking water.

While some things have changed (for example, customers are more discerning about the safety of their water and its quality), it’s business as usual for the water refilling stations.

2. How much does a water refilling station franchise cost?

The cost of a water refilling station varies depending on the franchise. You can get an estimate by checking the franchise part of our guide. Please note that these may change at the discretion of the franchise due to discounts, cost increases, and other factors. For accurate information on franchise costs, please get in touch with the franchise directly.

• Clean water for life and livelihoods amid pandemic. (2020). Retrieved 26 November 2021, from https://www.ilo.org/asia/media-centre/articles/WCMS_754439/lang--en/index.htm
• Water Refilling Stations in the Philippines. Retrieved 26 November 2021, from https://www.koshland-science-museum.org/water/html/en/Distribution/Water-Stores-and-Refilling-Stations-in-the-Philippines.html
• Department of Health (DOH). (2017).  Administrative Order No. 2017-0010 (Philippine National Standards for Drinking Water of 2017) . Manila.
• Partlow, M. J. (2023). Retrieved from https://www.pna.gov.ph/articles/1196468
• How to Safely Change a 5-Gallon Water Cooler Bottle . [PDF]. Retrieved from https://www.csueastbay.edu/riskmanagement/files/docs/ehs/safety-tips/how-to-safely-change-a-5-gallon-water-cooler.pdf
• Certification Course for Water Refilling Station and Plant Operators. Retrieved 26 November 2021, from https://deoh.cph.upm.edu.ph/content/certification-course-water-refilling-station-and-plant-operators
• Clean water for life and livelihoods amid pandemic. (2020). Retrieved 26 November 2021, from https://www.ilo.org/asia/media-centre/articles/WCMS_754439/lang–en/index.htm

Written by Rod Michael Perez

in Business and Finance , Juander How

Last Updated June 4, 2023 08:56 PM

Rod Michael Perez

Rod Michael Perez is a freelance writer with over 7 years of experience in writing long-form articles, ad copy, and SEO content for local and foreign clients. He is also an aspiring startup founder and believes that the Philippines could be the next hub for startup culture. He takes care of his dog, a poodle-Shih Tzu hybrid, in his spare time.

Browse all articles written by Rod Michael Perez

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Water Purification Plant Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Food Processing Industry » Water Purification

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

Okay, so we have considered all the requirements for starting a water purification plant . We also took it further by analyzing and drafting a sample water purification plant marketing plan template backed up by actionable guerrilla marketing ideas for water purification plants. So let’s proceed to the business planning section .

The need for clean water will continue to exist as long as human beings exist. Water is one of the commodities in our world that doesn’t have any substitute.

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If you want to take a bathe, you use water; if you want to quench your thirst, you need water, if you want to fix a meal, you need water. The need for water could go on and on. This points to the fact that clean drinkable water is as important as the air we breathe.

The essence of going into any form of business should be basically to fill in a need or solve a problem. Therefore, going into the water purification business would surely help you solve the challenges of people who don’t have access to clean water.

Water purification is all about removing particles, color and odor from water meant for consumption. One good thing about the water purification plant business is that it is less expensive to start and maintain. You don’t need a comprehensive business plan from a business school before you get started.

If you are sure you want to do this type of business after you must have conducted your market research and feasibility studies, then the next step to follow is to write a good business plan. The truth is that it is one thing to have a fantastic idea cum business plan, it is entirely another thing for the business plan to translate to money.

You can hardly run this type of business alone especially if you want to operate a standard water purification plant business. Below is a sample water purification plant business plan template that will help you successfully write yours with little or no stress.

A Sample Water Purification Plant Business Plan Template

1. industry overview.

Water is an essential commodity in life and as such The Public Health Department ensures that all water purification plants meet certain health and safety standards. It is important to note that if the water in a community is contaminated; it can result to an epidemic in that community.

A water purification plant must enforce strict hygiene standards and the environment must be clean at all times if they want to continue to be in business. A breach of these measures might result in the Public Health Department shutting down the business.

Be sure that all the storage tanks and delivery tankers undergo routine cleaning and chlorination. You can visit your Public Health Department to know more about health measures to adopt in your water purification plant.

It is important to state that you would be required to obtain a license before you are permitted to drill a bore hole for your water purification plant. This measure is put in place to guide against people drilling bore holes in places that are prone to earthquakes and tremors or places that have sanitary issues.

Your choice of location would be supervised and screened before you can be issued the permission to go ahead and install your water purification plant.

Establishments in the water purification line of business sell water as a public utility to households, businesses and public entities throughout the united states. Water purification plant business has performed well over the decade. Population growth, as well as occurrence of drought and other hostile weather conditions, have indeed increased demand for water supplied by industry operators.

Nonetheless, while per capita consumption rates are expected to depreciate, cumulative water consumption is projected to expand as the population and economy grow.

The Water Supply and Irrigation Systems industry that water purification plant is a part of is a thriving sector of the economy of the United States of America and they generate over $73 billion annually from more than 48,738 registered and licensed water supply and irrigation systems companies scattered all around the United States of America.

The industry is responsible for the employment of over 232,714 people. Experts project the Water Supply and Irrigation Systems industry to grow at a 1,3 percent annual rate within the next 5 years. American Water Works Company Inc. has the lion market share of the available market in the United States of America.

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

2. Executive Summary

Pascal Windsor® Water Purification Plant, Inc. is a licensed and standard water purification company that will be located in a residential area, 5 miles away from Phillips Avenue – Sioux Falls, South Dakota, USA.

We have been able to secure a long-term lease for a facility in a strategic location on a major road 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.

We are in the water purification plant business to engage in the sale and supply of treated water to residential apartments, offices and industrial plants.

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 water the opportunity to be part of the success story of Pascal Windsor® Water Purification Plant, Inc.

We are aware that there are several large and small scale water purification plants and even water refill stations scattered all around Sioux – South Dakota which 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 supply network for offices and manufacturing plants all around Sioux – South Dakota and neighboring cities.

Much more than selling and supplying purified and treated 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 purchase water from us.

We have a CRM software that will enable us manage a one-on-one relationship with our customers no matter how large the number 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.

Pascal Windsor® Water Purification Plant, Inc. is family business that will be owned and managed by Pascal Windsor and his immediate family members. Pascal Windsor who is the Manager of the Company has a Degree in Water Resources from South Dakota State University.

He has well over 10 years of experience working in related industry as a senior manager prior to starting Pascal Windsor® Water Purification Plant, Inc. He will be working with a team of experienced employees (family members inclusive) to build the business and grow it to an enviable height.

3. Our Products and Services

Pascal Windsor® Water Purification Plant, Inc. is going to operate a standard and licensed water purification plant in Sioux – South Dakota.

We are in the water purification plant line of business to supply treated water to households, offices and industrial plants via hygienic water tankers and we are going to do all that is permitted by the law in the United States of America to achieve our business goals and objectives.

4. Our Mission and Vision Statement

• Our vision is to establish a standard water purification plant in Sioux – South Dakota and in other cities throughout the United States of America that will become the number one choice for households, offices and industrial plants.
• Our mission is to establish a standard and world class water purification plant that will favorably compete with leaders in the industry. We want to build a water purification plant business that will be listed amongst the top 10 water purification plants in the United States of America.

Our Business Structure

Pascal Windsor® Water Purification Plant, Inc. is a business that is established with the aim of competing favorably with other leading water purification plants in the industry and also to open our outlets all across key cities in the United States of America.

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 our stakeholders.

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)

Water Purification Plant Manager

• Sales and Marketing Officers
• Accountants/Cashiers
• Pump Operators

Water Tanker Drivers

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.
• Responsible for fixing prices and signing business deals
• Responsible for providing direction for the business
• 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 signing checks and documents on behalf of the company
• Evaluates the success of the organization
• Responsible for overseeing the smooth running of the water purification plant
• Maps out strategy that will lead to efficiency amongst workers
• Responsible for training, evaluation and assessment of workers
• Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs
• Ensures that the water purification plant meets the expected safety, hygiene and health standard at all times.
• Defines job positions for recruitment and managing interviewing process
• Carries out induction for new team members
• Responsible for training, evaluation and assessment of employees

Sales and Marketing Manager

• 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 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
• Ensures compliance with taxation legislation
• Handles all financial transactions for the organization
• Serves as internal auditor for the organization

Pump Operators:

• Responsible for selling and refilling water for customers as requested
• Ensures that the pumps are performing and dispensing treated water as required
• Assists in filling water tankers with water as requested
• Handles any other duty as assigned by the water purification plant manager
• 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 water tanker/truck is equipped with safety equipment
• Assists the water refill station manager in planning their route according to a delivery schedule
• Local-delivery drivers may be required to sell products to households and businesses on their route, obtain signatures from recipients and collect cash
• Inspects vehicles for mechanical and safety issues and perform preventative maintenance
• Complies with water tanker/truck driving rules and regulations (size, weight, route designations, parking, break periods etc.) as well as with company policies and procedures
• Collects and verifies delivery instructions
• Reports defects, accidents or violations
• Responsible for handling core services that revolve around tanks, water containers and reservoirs cleaning, parking lot sweeping , snowplowing, drain, duct and gutter cleaning, parking lot and driveway washing and other related cleaning services
• Maintains a clean working area by sweeping, vacuuming, dusting, cleaning of glass doors and windows, etc. if required.
• Ensures that toiletries and supplies don’t run out of stock
• Handles any other duty as assigned by the water refill station manager

6. SWOT Analysis

We are quite aware that there are several water purification plants and water refill stations in Sioux – South Dakota which is why we are following the due process of establishing a business so as to compete favorable with them.

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 equipped to confront our threats.

Because of our quest for excellence, Pascal Windsor® Water Purification Plant, Inc. employed the services of an expert HR and Business Analyst with bias in startup businesses 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 Pascal Windsor® Water Purification Plant, Inc.;

Part of what is going to count as positives for Pascal Windsor® Water Purification Plant, Inc. is the vast experience of our management team, we have people on board who are highly experienced and understand how to grow a business from the scratch to becoming a national phenomenon.

So also, the location of our water purification plant, our large 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 water purification plant in Sioux – South Dakota 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 American Water Works Company Inc. and co are already determining the direction of the market all across the United States America.

• Opportunities:

The opportunities for water purification plants and any water related business are enormous. This is due to the fact that water is an essential commodity that we use on a daily basis for different purposes.

As a result of that, we were able to conduct a thorough market survey and feasibility studies so as to position our water purification plant in the right location to be able to take advantage of the existing market and also to create our own new market.

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 . Another threat that may likely confront us is the arrival of a new water purification plant and water refill station in same location where ours is located.

7. MARKET ANALYSIS

• Market Trends

It is known fact that water is a fundamental need for our existence. It is something we all cannot do without. The need for clean water will continue to exist as long as human beings exist. Water is one of the commodities in our world that doesn’t have any substitute. This points to the fact that clean water is as important as the air we breathe.

If you are up-to-date with water purification plant business, you will quite agree that you would not necessarily need aggressive marketing skills to be able to market your water business. People that need your water will most likely look for ways to get to your water refill station.

The reason why you would need to market your water purification plant is to let people know about your water purification plant and to create general awareness. Schools, public facilities, homes and even companies are places where your water might be needed. This is especially when their existing water supply system fails or is under repairs and general maintenance.

Lastly, another trend in water purification plant line of business is the adoption of eco – friendly approach towards the treatment and supply of 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 treated 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 sale and supply of treated water to the following groups of people;

• Industrial Plants
• Laundries and Laundromats
• Restaurants and Canteens
• Event Planners, Parties and Corporate Functions
• Corporate Executives
• Government Officials
• Business People
• Everybody in our target market location

Our Competitive Advantage

A close study of the water purification plant business 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 competition and we are well prepared to compete favorably with other water purification plants in Sioux – South Dakota and throughout the United States of America where we intend opening outlets of our water refill stations.

Part of what is going to count as competitive advantage for Pascal Windsor® Water Purification Plant, Inc. is the vast experience of our management team; we have people on board who are highly experienced and understand 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 in the 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

Pascal Windsor® Water Purification Plant, Inc. is established with the aim of maximizing profits in the water purification plant line of business in the United States of America and we are going to go all the way to ensure that we do all it takes to sell and supply our treated water to a wide range of customers.

In essence, Pascal Windsor® Water Purification Plant, Inc. will generate income by selling and supplying treated and purified water.

10. Sales Forecast

One thing is certain when it comes to water purification plant business, if your water is well – treated and your water tanker hygienic and if your water purification plant is centrally positioned and easily accessible, you will always attract customers cum sales that will translate to revenue generation for the business.

We are well positioned to take on the available market in Sioux – South Dakota and every city where we intend opening outlets and we are quite optimistic that we will meet our set target of generating enough profits from the first six months of operation and grow the business and our clientele base.

We have been able to critically examine the water purification plant line of business, we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in Sioux – South Dakota.

• First Fiscal Year: $120,000
• Second Fiscal Year: $250,000
• Third Fiscal Year: $550,000

N.B : This projection was 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

Prior to choosing a location for Pascal Windsor® Water Purification Plant, Inc., we conducted a thorough market survey and feasibility studies in order for to penetrate the available market in our target market location. We have detailed information and data that we were able to utilize to structure our business to attract the number of customers we want to attract per time.

We hired experts who have good understanding of the water purification plant line of business to help us develop marketing strategies that will help us achieve our business goal of winning a larger percentage of the available market in Sioux – South Dakota and other cities in the United States of America where we intend opening outlets of our water purification plant.

In other to continue to be in business and grow, we must continue to sell our treated and purified water 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, Pascal Windsor® Water Purification Plant, Inc. will adopt the following sales and marketing approach to sell our treated and purified water;

• Introduce our water purification plant by sending introductory letters to residents, offices, laundries and laundromats, industrial plants, event planners and other stakeholders in Sioux – South Dakota and other cities both in the United States of America
• Open our water purification plant with a party so as to capture the attention of residents who are our first targets
• Engage in roadshows in targeted communities from time to time to sell our brand
• Advertise our water purification plant 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 water purification plant
• 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 water purification plant is a standard and licensed one and centrally located in a location that has good human and vehicular traffic, we will still go ahead to intensify publicity for all our product and brand.

Pascal Windsor® Water Purification Plant, Inc. has a long – term plan of opening our water purification plants in various locations all around the United States of America which is why we will deliberately build our brand to be well accepted in Sioux – South Dakota before venturing out.

As a matter of fact, our publicity and advertising strategy is not solely for selling our product but to also effectively communicate our brand. Here are the platforms we intend leveraging on to promote and advertise Pascal Windsor® Water Purification Plant, Inc.;

• 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 water purification plant brand
• Install our billboards in strategic locations all around major locations in Sioux – South Dakota
• Engage in roadshows 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 treated and purified water
• Ensure that all our staff members wear our customized clothes, and all our official cars and water tankers and water storage facilities are customized and well branded.

12. Our Pricing Strategy

When it comes to placing prices for products such as treated water, there are two sides to the coin. We are aware of the pricing trend in the water refill line of business which is why we have decided to have various sizes of gallons and water tankers.

In view of that, our prices will conform to what is obtainable in the industry but we will ensure that within the first 6 to 12 months, our treated water will be sold a little bit below the average price in the industry. 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 water purification brand

• Payment Options

The payment policy adopted by Pascal Windsor® Water Purification Plant, Inc. is all inclusive because we are aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that Pascal Windsor® Water Purification Plant, Inc. will make available to her clients;

• Payment via bank transfer
• Payment with cash
• Payment via credit cards/Point of Sale Machines
• Payment via online bank transfer
• Payment via check
• Payment via mobile money transfer

In view of the above, we have chosen banking platforms that will enable our clients make payment for the purchase of our treated and purified water without any stress on their part. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash or make online transfer for our treated water.

13. Startup Expenditure (Budget)

In setting up any business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

The tools and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked. As for the detailed cost analysis for starting a water purification plant; it might differ in other countries due to the value of their money.

These are the key areas where we will spend our startup capital in setting up Pascal Windsor® Water Purification Plant, Inc.;

• The total fee for registering the business in the United States of America – $750
• Legal expenses for obtaining licenses (Health department license and business license) and permits (Fire department permit, Air and water pollution control permit, and Sign permit et al) as well as accounting services (CRM software, Payroll software, P.O.S machines and other software- $2,300
• Marketing promotion expenses for the grand opening of Pascal Windsor® Water Purification Plant, Inc. 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
• The cost for hiring business consultant (including writing business plan) – $2,500
• The cost for insurance (general liability, theft, workers’ compensation and property casualty) coverage at a total premium – $2,400
• Cost for payment of rent for 12 months at $1.76 per square feet in the total amount of $50,600
• Cost for construction of a standard water purification plant (drilling borehole and water treatment channel inclusive) – $80,000
• 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) – $50,000
• The cost for start-up inventory (Storage Tanks, Gallons, Funnels with Filters, Granular Activated Carbon, Magnetic Flow Meter, Pressure Tank with Pump, Automatic Wash with Stainless Steel Jackets, Water Purifier, Chlorine and other required approved chemicals for water purification and preservation et al) – $80,000
• Cost for store equipment (cash register, security, ventilation, signage) – $3,750
• Cost of purchase of water supply tankers/trucks – $50,000
• The cost for the purchase of furniture and gadgets (Computers, Printers, Telephone, Fax Machines, tables and chairs et al) – $4,000.
• The cost for building and hosting a website – $600
• The cost for our opening party – $5,000
• Miscellaneous – $5,000

We would need an estimate of two hundred and fifty thousand Dollars ( $250,000 ) to successfully set up our water purification plant in Sioux – South Dakota.

Generating Startup Capital for Pascal Windsor® Water Purification Plant, Inc.

Pascal Windsor® Water Purification Plant, Inc. is a private business that is solely owned and financed by Pascal Windsor and his immediate family members. They do not intend to welcome any external business partners which is why he has decided to restrict the sourcing of the startup capital to 3 major sources.

These are the areas we intend generating our startup capital;

• Generate part of the startup capital from personal savings
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $50,000 ( Personal savings $30,000 and soft loan from family members $20,000 ) and we are at the final stages of obtaining a loan facility of $200,000 from our bank. All the papers and documents 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 number of loyal customers that they have, the capacity and competence of their employees, their investment strategy and business structure. If all of these factors are missing from a business, then it won’t be too long before the business closes shop.

One of our major goals of starting Pascal Windsor® Water Purification Plant, Inc. 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 purified water 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.

Pascal Windsor® Water Purification Plant, Inc. 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.

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 water purification 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
• Graphics Design and Printing of Promotional Materials: In Progress
• Recruitment of employees: In Progress
• Purchase of the needed Storage Tanks, Gallons, Funnels with Filters, Granular Activated Carbon, Magnetic Flow Meter, Pressure Tank with Pump, Automatic Wash with Stainless Steel Jackets, Water Purifier, Chlorine and other required approved chemicals for water purification, preservation, computers, 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 planning: In Progress
• Purchase of water tankers – Completed