Roofing Business Plan Template: Start Smart, Stay Profitable
- Nate Jones, CPCU, ARM, CLCS, AU
- Aug 12
- 2 min read
Updated: Aug 19
Starting a roofing business is a smart move—but without a solid business plan, even the most skilled roofer can struggle to grow and stay profitable. A well-crafted business plan helps you define your goals, understand your market, organize your finances, and prepare for long-term success.
In this guide, we’ll walk you through the key components of a roofing business plan and how Wexford Insurance can support your business with tailored insurance coverage from day one.
Why You Need a Roofing Business Plan
A business plan isn’t just for investors—it’s a roadmap for your company. It helps you:
Clarify your services and target market
Estimate startup and operating costs
Set pricing and revenue goals
Plan marketing and sales strategies
Prepare for risks and insurance needs
Key Sections of a Roofing Business Plan
1. Executive Summary
A brief overview of your business, mission, and goals.
2. Company Description
Details about your roofing services, business structure, and location.
3. Market Analysis
Research on your local competition, customer demographics, and industry trends.
4. Organization and Management
Outline your team structure, roles, and experience.
5. Services Offered
List the types of roofing services you’ll provide (e.g., residential, commercial, repairs, installations).
6. Marketing and Sales Strategy
How you’ll attract and retain customers—include digital marketing, referrals, and partnerships.
Simplify Your Marketing and Sales Workflow
Executing a solid marketing and sales strategy takes time and coordination. Contractor Back Office helps roofing contractors stay organized by managing bids and estimates, maintaining your website, and handling social media outreach. With our support, you can focus on closing deals and scaling your business—without getting buried in admin work.
7. Financial Projections
Include startup costs, pricing strategy, revenue forecasts, and break-even analysis.
8. Insurance and Risk Management
Explain how you’ll protect your business with insurance coverage.
At Wexford Insurance, we help roofing contractors secure:
Final Thoughts
A strong business plan sets the foundation for a successful roofing company. With clear goals, smart financial planning, and the right insurance coverage from Wexford Insurance, you’ll be ready to build a business that lasts.
