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Mobile Phlebotomy Business Plan [Sample Template]

Mobile Phlebotomy Business

A Mobile Phlebotomy Business is a type of healthcare service that provides phlebotomy services at the patient’s location, usually in their homes or workplaces.

Phlebotomy is the process of drawing blood from a patient for various diagnostic purposes, such as laboratory testing, blood donations, or medical research. Mobile phlebotomy businesses typically employ licensed and trained phlebotomists who travel to the patient’s location with the necessary equipment and supplies.

They perform the blood draw, ensuring the appropriate collection of samples while maintaining proper infection control measures.

The collected blood samples are then sent to a laboratory for analysis, and the results are communicated to the patient or their healthcare provider. Mobile phlebotomy businesses may operate independently or in collaboration with healthcare providers, laboratories, or other medical facilities.

Steps to Write a Mobile Phlebotomy Business Plan

  1. Executive Summary

Denise McCarthy® Mobile Phlebotomy Services, Inc. is a cutting-edge healthcare service provider that offers mobile phlebotomy services to the residents of Tallahassee, Florida. Our company is dedicated to delivering convenient, high-quality, and patient-centered blood collection services in the comfort of our client’s homes, workplaces, or other preferred locations.

At Denise McCarthy® Mobile Phlebotomy Services, Inc., we prioritize excellence in customer care and ensure the highest standards of professionalism and safety. Our team consists of licensed and experienced phlebotomists who are trained in the latest techniques and maintain strict adherence to infection control protocols.

We use state-of-the-art equipment and follow industry best practices to ensure accurate blood collection and sample handling. Denise McCarthy is the founder and CEO of Denise McCarthy® Mobile Phlebotomy Services, Inc.

  1. Company Profile

a. Our Products and Services

Our service offerings include blood collection for diagnostic testing, therapeutic monitoring, wellness screenings, and blood donations. We serve a diverse range of clients, including elderly individuals, individuals with limited mobility, busy professionals, and patients requiring regular blood work.

By offering our services outside the traditional healthcare setting, we aim to improve access to healthcare, enhance patient convenience, and contribute to better health outcomes.

With our commitment to exceptional customer care, safety, and accessibility, we aim to revolutionize the way blood collection services are delivered. By bringing convenience and quality directly to our client’s doorsteps, we are confident that our business will thrive.

b. Nature of the Business

Our mobile phlebotomy business will operate the business-to-consumer and business-to-business model. Our business model is designed to benefit patients, healthcare providers, and the community as a whole.

c. The Industry

Denise McCarthy® Mobile Phlebotomy Services, Inc. will operate in the healthcare industry.

d. Mission Statement

At Denise McCarthy® Mobile Phlebotomy Services, Inc., our mission is to provide exceptional mobile phlebotomy services to the residents of Tallahassee, Florida, and its surrounding areas. We are dedicated to delivering convenient, high-quality, and patient-centered blood collection services in the comfort of our clients’ preferred locations.

Through our commitment to professionalism, safety, and personalized care, we aim to enhance access to healthcare, improve patient experience, and contribute to better health outcomes.

e. Vision Statement

Our vision at Denise McCarthy® Mobile Phlebotomy Services, Inc. is to be the leading provider of mobile phlebotomy services in Tallahassee, Florida. We strive to be recognized for our excellence in customer care, innovation, and community engagement.

f. Our Tagline (Slogan)

Denise McCarthy® Mobile Phlebotomy Services, Inc. – “Convenience Meets Care: Your Blood, Your Location”

g. Legal Structure of the Business (LLC, C Corp, S Corp, LLP)

Denise McCarthy® Mobile Phlebotomy Services, Inc. will be formed as a Limited Liability Company (LLC).

h. Our Organizational Structure
  • Chief Executive Officer (Owner)
  • Phlebotomists
  • Accountants/Cashiers
  • Administrative Staff
  • Customer Care Executive
i. Ownership/Shareholder Structure and Board Members
  • Denise McCarthy (Owner and Chairman/Chief Executive Officer) 54 Percent Shares
  • Larry Watkins (Board Member) 16 Percent Shares
  • Elma Richards (Board Member) 10 Percent Shares
  • Vanesa Vock (Board Member) 10 Percent Shares
  • Shavonne Daveson (Board Member and Sectary) 10 Percent Shares.
  1. SWOT Analysis

a. Strength
  • Offering mobile phlebotomy services provides a unique selling proposition, as it caters to clients’ convenience by bringing the services to their preferred locations.
  • The company prioritizes excellence in customer care, maintains high standards of professionalism, and ensures accurate blood collection through licensed and experienced phlebotomists.
  • By eliminating the need for clients to travel to clinics or hospitals, the company improves accessibility to blood collection services, especially for elderly individuals and those with limited mobility.
  • The company offers personalized care, understands the specific needs and preferences of clients, and strives to provide a comfortable experience.
b. Weakness
  • The company’s services are currently confined to Tallahassee, Florida, which may limit its potential customer base and revenue growth.
  • Collaborations with healthcare providers and laboratories are vital for service expansion. Overreliance on these partnerships may pose challenges in terms of coordination and maintaining service quality.
c. Opportunities
  • The growing trend of personalized healthcare and the demand for home-based medical services present opportunities for the company to expand its services and cater to a broader range of clients.
  • Strengthening relationships with healthcare providers, laboratories, and medical facilities can facilitate business growth, enhance service offerings, and increase brand visibility.
  • Actively participating in health education programs, awareness campaigns, and blood donation drives can help promote the company’s services and foster community goodwill.
i. How Big is the Industry?

The mobile phlebotomy services industry is a niche segment within the broader healthcare industry hence it is not considered a big line of business.

ii. Is the Industry Growing or Declining?

While the mobile phlebotomy services industry is relatively new, it is expected to continue growing as more healthcare providers and patients recognize the benefits of this service.

As the industry expands, there may be increased competition, innovation, and collaboration between mobile phlebotomy providers, healthcare systems, and laboratories to meet the evolving demands of patients seeking convenient healthcare solutions.

iii. What are the Future Trends in the Industry?

The mobile phlebotomy services industry is expected to witness several future trends as it continues to evolve and adapt to changing healthcare needs.

The integration of technology into mobile phlebotomy services is anticipated to increase efficiency and improve patient experience. This may include the use of mobile apps for appointment scheduling, digital record-keeping, and real-time communication between phlebotomists and patients.

Mobile phlebotomy services are likely to expand beyond basic blood collection. Providers may offer additional services such as point-of-care testing, wellness screenings, and other diagnostic procedures. This expansion will enhance the convenience and comprehensiveness of mobile phlebotomy services.

The rise of telehealth and virtual care opens opportunities for integration with mobile phlebotomy services. Phlebotomists can work in collaboration with healthcare providers remotely, enabling patients to receive comprehensive care without leaving their homes. This can include remote blood testing and monitoring for chronic conditions.

iv. Are There Existing Niches in the Industry?

No, there are no existing niches when it comes to mobile phlebotomy business because mobile phlebotomy is a niche idea in the healthcare industry.

v. Can You Sell a Franchise of Your Business in the Future?

Denise McCarthy® Mobile Phlebotomy Services, Inc. intends to sell franchises in the near future, with a focus on major cities in the United States of America and Canada with a growing aging population and a burgeoning healthcare services industry.

d. Threats
  • The mobile phlebotomy market may become increasingly competitive with the entry of new players offering similar services.
  • Adhering to evolving healthcare regulations, and privacy laws, and maintaining compliance with industry standards can pose challenges and require ongoing updates and adjustments.
i. Who are the Major Competitors?
  • LabCorp
  • Quest Diagnostics
  • BioReference Laboratories
  • Any Lab Test Now
  • Premier Medical Laboratory Services
  • Mobile Phlebotomy Solutions
  • Phlebotek
  • J&B Mobile Phlebotomy
  • Mobile Blood Draw Services
  • Mobile Phlebotomy Services
  • Gentle Draw Mobile Phlebotomy
  • Phlebotomy Services of America
  • Pacific Mobile Phlebotomy
  • Vitality Mobile Phlebotomy Services
  • Empower Phlebotomy Services
  • ProHealth Mobile Phlebotomy
  • Reliable Mobile Phlebotomy Services
  • 1st Choice Mobile Phlebotomy
  • Mobile Lab Services
  • OnSite Phlebotomy Services.
ii. Is There a Franchise for Mobile Phlebotomy Business?

No, there are no franchise opportunities for mobile phlebotomy businesses.

iii. Are There Policies, Regulations, or Zoning Laws Affecting Mobile Phlebotomy Business?

Yes, there are policies, regulations, and zoning laws that can affect mobile phlebotomy businesses in the United States. Mobile phlebotomists are typically required to be licensed or certified in the states where they practice. The specific requirements vary by state, so it is important to research and comply with the regulations set by the state’s health department or medical board.

Mobile phlebotomy businesses need to adhere to regulations regarding the proper disposal of medical waste, including used needles, sharps, and biohazardous materials. These regulations are typically enforced by state and local health departments.

Mobile phlebotomy businesses handle sensitive patient information and therefore must comply with federal regulations, such as the Health Insurance Portability and Accountability Act (HIPAA), which sets standards for the privacy and security of patient health information.

  1. Marketing Plan

a. Who is your Target Audience?

i. Age Range: The target audience primarily consists of individuals across various age ranges, with a focus on adults and seniors who may face challenges in accessing traditional healthcare services.

ii. Level of Education: The level of education may not be a specific criterion for the target audience, as mobile phlebotomy services are accessible to individuals regardless of their educational background.

iii. Income Level: Our target audience will include individuals from different income levels. Mobile phlebotomy services aim to provide accessible healthcare, which means catering to a diverse range of socioeconomic backgrounds.

iv. Ethnicity: Mobile phlebotomy services aim to serve individuals from diverse ethnic backgrounds. Our services will be inclusive and accessible to people from various ethnicities and cultures.

v. Language: Our target audience will include individuals who speak different languages. Effective communication and language support should be available to address the needs of clients who may have limited English proficiency or prefer services in a language other than English.

vi. Geographical Location: The geographical location of the target audience would primarily be Tallahassee, Florida, and its surrounding areas. Denise McCarthy® Mobile Phlebotomy Services, Inc. focuses on providing services within this specific region.

vii. Lifestyle: Our target audience includes individuals with various lifestyles, including busy professionals, individuals with limited mobility, seniors, and those who prefer the convenience of on-site healthcare services.

b. Advertising and Promotion Strategies
  • Content marketing
  • Deliberately Brand Our Office Facility
  • Email marketing
  • Events and sponsorships
  • Pay-per-click (PPC) advertising
  • Referral marketing
  • Search engine optimization (SEO).
i. Traditional Marketing Strategies
  • Broadcast Marketing -Television & Radio Channels.
  • Marketing through Direct Mail.
  • Print Media Marketing – Newspapers & Magazines.
  • Out-of-home (OOH) advertising – Public transit like Buses and Trains, Billboards, Street shows, and Cabs.
  • Leverage direct sales, direct mail (postcards, brochures, letters, fliers), tradeshows, print advertising (magazines, newspapers, coupon books, billboards), referral (also known as word-of-mouth marketing), radio, and television.
ii. Digital Marketing Strategies
  • Affiliate Marketing
  • Content Marketing.
  • Email Marketing.
  • Influencer Marketing.
  • Mobile Marketing.
  • Social Media Marketing Platforms.
  • Search Engine Optimization (SEO) Marketing.
iii. Social Media Marketing Plan
  • Create a personalized experience for our customers.
  • Create an efficient content marketing strategy.
  • Create a community for our target market and potential target market.
  • Create profiles on relevant social media channels.
  • Gear up our profiles with a diverse content strategy.
  • Start using chatbots.
  • Run cross-channel campaigns.
  • Use brand advocates.
c. Pricing Strategy

Denise McCarthy® Mobile Phlebotomy Services, Inc.’s pricing strategy will consider factors such as the cost of the value of service offering, and the level of competition in the market. We will also analyze the competition’s pricing and services to ensure the business remains competitive while maintaining profitability. Here is our pricing strategy:

  • Tiered Pricing
  • All-Inclusive Pricing
  • Ala Carte Pricing
  • Move-In Specials
  • Long-Term Contracts
  • Medicaid and Medicare Programs
  • Private Pay.
  1. Sales and Distribution Plan

a. Sales Channels

Denise McCarthy® Mobile Phlebotomy Services, Inc. can utilize various sales channels to reach and acquire customers. Our sales channels will include both direct and indirect channels. We will employ a direct sales approach where its representatives proactively engage with potential customers through in-person meetings, presentations, and events.

This approach allows for direct communication and relationship-building with individuals and businesses interested in mobile phlebotomy services.

We will collaborate with other healthcare providers, employers, insurance companies, and wellness organizations. Building partnerships allows for cross-promotion, referrals, and access to a wider customer base. Denise McCarthy® Mobile Phlebotomy Services, Inc. will evaluate and prioritize the most effective sales channels based on their target audience, market dynamics, and available resources.

b. Inventory Strategy

Our inventory strategy will involve managing and tracking the availability of essential medical supplies and equipment to provide mobile phlebotomy services.

This may include items such as phlebotomy needles, tourniquets, blood collection tubes and carriers, vacutainer tubes, bandages or adhesive strips, alcohol swabs or antiseptic wipes, gloves, and basic medical supplies. The inventory strategy should involve maintaining an adequate stock of these items to ensure smooth operations and meet patient needs.

The strategy will also involve setting par levels for inventory, monitoring usage, and ordering supplies in advance to ensure that there are no shortages. We will also implement software systems to automate inventory management and improve efficiency.

Having effective inventory management will help ensure that residents receive high-quality care while reducing waste and minimizing costs for the business.

c. Payment Options for Customers

Here are the payment options that Denise McCarthy® Mobile Phlebotomy Services, Inc. will make available to her clients;

  • Apple Pay and Google Wallet
  • Gift cards and store credit
  • Credit and debit cards
  • PayPal
  • Installment payments
  • Cash on service delivery.
d. Return Policy, Incentives, and Guarantees
Return Policy:

Mobile phlebotomy services may not typically have a return policy since they provide a service rather than tangible products. However, we will have policies in place to address issues related to customer satisfaction, such as rescheduling appointments if needed or addressing any concerns raised by the customer.


Our incentives include loyalty programs, referral programs, discounted rates for repeat customers, or special promotions during specific periods.


Ensuring that blood samples are collected accurately and handled with care to maintain the integrity of the samples.

Guaranteeing prompt arrival for appointments and minimizing wait times.

Committing to providing professional and compassionate service from skilled phlebotomists.

Ensuring that all patient information and test results are handled with strict confidentiality and adhere to privacy regulations.

e. Customer Support Strategy

Providing exceptional customer support is crucial for the success of our mobile phlebotomy business. Here are some customer support strategies that we will adopt:

  • Provide multiple communication channels for patients and their families
  • Offer personalized attention
  • Set clear expectations.
  • Maintain transparency.
  • Offer value-added services.
  1. Operational Plan

Our mobile phlebotomy business operational plan is a detailed document that defines the day-to-day operations of the business, such as staff roles, facility upkeep, and financial management. Specific goals and objectives, as well as strategies for accomplishing those goals, are often included in the plan.

It will also handle risk management, emergency readiness, and regulatory and policy compliance. The operational plan is an essential component of a mobile phlebotomy organization’s overall business strategy and acts as a guide for day-to-day management.

a. What Happens During a Typical Day at a Mobile Phlebotomy Business?
  • The day usually begins with phlebotomists and staff members preparing for the day ahead. This may involve reviewing schedules, checking messages, and setting up examination rooms with the necessary supplies and equipment.
  • Throughout the day, phlebotomists see patients for scheduled appointments and collect blood samples using appropriate techniques, which may include venipuncture or fingerstick methods.
  • Administrative tasks such as scheduling appointments, billing, invoicing, and managing supplies and equipment.
  • The business is closed for the day.
b. Production Process

There is no production process when it comes to the mobile phlebotomy business.

c. Service Procedure
  • Traveling to scheduled locations, which can include private residences, assisted living facilities, or other healthcare settings.
  • Setting up a portable phlebotomy station, including a phlebotomy chair or bed, necessary equipment, and supplies.
  • Greeting patients and establishing a rapport to make them feel comfortable.
  • Explaining the procedure and addressing any questions or concerns they may have.
  • Verifying patient identities and ensuring accurate labeling of samples.
  • Adhering to infection control protocols, maintaining a clean and sterile environment, and following proper phlebotomy techniques.
  • Collecting blood samples using appropriate techniques, which may include venipuncture or fingerstick methods
  • Properly handling and storing collected blood samples, adhering to temperature and transportation requirements.
  • Disposing of used needles and other medical waste safely and in accordance with regulations.
  • Cleaning and sanitizing equipment and work area between patient visits.
d. The Supply Chain

A supply chain is not applicable to a mobile phlebotomy business.

e. Sources of Income

Denise McCarthy® Mobile Phlebotomy Services, Inc. generates income by offering mobile phlebotomy services.

  1. Financial Plan

a. Amount Needed to Start your Mobile Phlebotomy Business?

Denise McCarthy® Mobile Phlebotomy Services, Inc. would need an estimate of $150,000 to successfully set up our mobile phlebotomy business in the United States of America. Please note that this amount includes the salaries of all our staff for the first month of operation.

b. What are the Costs Involved?
  • Business Registration Fees – $750.
  • Legal expenses for obtaining licenses and permits – $1,300.
  • Marketing, Branding, and Promotions – $1,000.
  • Business Consultant Fee – $2,500.
  • Insurance – $5,400.
  • Rent/Lease – $70,000.
  • Other start-up expenses include commercial satellite TV subscriptions, stationery ($500), and phone and utility deposits ($2,800).
  • Operational Cost (salaries of employees, payments of bills et al) – $30,000
  • Start-up Inventory – $25,000
  • Store Equipment (cash register, security, ventilation, signage) – $4,750
  • Vehicles – $45,000
  • Website: $600
  • Opening party: $4,000
  • Miscellaneous: $5,000
c. Do You Need to Build a Facility? If YES, How Much will it cost?

Denise McCarthy® Mobile Phlebotomy Services, Inc. will not build a new facility for our mobile phlebotomy business; we intend to start with a long-term lease and after 10 years, we will start the process of acquiring our own facility.

d. What are the Ongoing Expenses for Running a Mobile Phlebotomy Business?
  • Staffing costs (salaries, benefits, and training for physicians, and administrative staff)
  • Facility expenses (rent, utilities, property taxes, maintenance, and insurance)
  • Medical Supplies and Equipment such as phlebotomy needles, tourniquets, blood collection tubes and carriers, vacutainer tubes, bandages or adhesive strips, alcohol swabs or antiseptic wipes, gloves, and basic medical supplies.
  • Marketing and advertising
  • Administrative expenses (office supplies, legal fees, accounting services, and software or technology systems)
  • The cost of purchasing pharmaceuticals and maintaining an inventory of commonly prescribed medications.
  • Taxes
  • Compliance and Regulatory Costs.
e. What is the Average Salary of your Staff?
  • Chief Executive Officer (Owner) – $72,000 Per Annum
  • Phlebotomists – $62,000 Per Annum
  • Accountants/Cashiers – $38,000 Per Annum
  • Administrative Staff – $35,000 Per Annum
  • Customer Care Executive – $32,000 Per Annum
f. How Do You Get Funding to Start a Mobile Phlebotomy Business?
  • Raising money from personal savings and sale of personal stocks and properties
  • Raising money from investors and business partners
  • Sell shares to interested investors
  • Applying for a loan from your bank/banks
  • Pitching your business idea and applying for business grants and seed funding from the government, donor organizations, and angel investors
  • Source for soft loans from your family members and your friends.
  1. Financial Projection

a. How Much Should You Charge for Your Product/Service?

Basic Blood Draw: The cost of a basic blood draw typically ranges from $30 to $100 per visit. This may include the collection of a single blood sample or a few standard tests.

Additional Tests: If additional tests or panels are requested, the cost may increase. The price for specific tests can range from $10 to $200 or more, depending on the complexity and type of test.

Travel Fee: This fee will range from $10 to $50 or more, depending on the distance traveled.

Packages and Bundles: We offer packages or bundled services at a discounted rate. These packages may include multiple tests or services tailored to specific health screenings or wellness programs.

b. Sales Forecast?
  • First Fiscal Year (FY1): $320,000
  • Second Fiscal Year (FY2): $440,000
  • Third Fiscal Year (FY3): $560,000
c. Estimated Profit You Will Make a Year?
  • First Fiscal Year (FY1) (Profit After Tax): 25%
  • Second Fiscal Year (FY2) (Profit After Tax): 30%
  • Third Fiscal Year (FY3) (Profit After Tax): 35%
d. Profit Margin of a Mobile Phlebotomy Business 

The ideal profit margin we hope to make at Denise McCarthy® Mobile Phlebotomy Services, Inc. will be between 20 and 35 percent on each job carried out irrespective of the distance covered.

  1. Growth Plan

a. How do you intend to grow and expand? By opening more retail outlets/offices or selling a franchise?

Denise McCarthy® Mobile Phlebotomy Services, Inc. will grow our mobile phlebotomy business by first opening our offices in key cities in the United States of America within the first five years of establishing the business and then starting a franchise in the nearest future.

b. Where do you intend to expand to and why?

Denise McCarthy® Mobile Phlebotomy Services, Inc. plans to expand to;

  • Phoenix, Arizona
  • San Diego, California
  • Houston, Texas
  • Seattle, Washington
  • Denver, Colorado
  • Portland, Oregon
  • Charlotte, North Carolina
  • Indianapolis, Indiana
  • Nashville, Tennessee
  • Atlanta, Georgia.

The cities listed above have a growing aged population and a significant demand for mobile phlebotomy services, making them potentially viable markets for mobile phlebotomy services.

  1. Exit Plan

The founder of Denise McCarthy® Mobile Phlebotomy Services, Inc. aims to exit the company through a merger and acquisition. We wish to merge with a global mobile phlebotomy firm so that when the founder retires, the company’s management can be placed in trusted hands.

The purpose of globalizing two or more international mobile phlebotomy firms is to achieve synergy, in which the total (the new company) is greater than the sum of its parts (the former two distinct entities), and with a well-structured management team and board of trustees.