We've designed incentive plans for 200+ service businesses at ShareWillow. This past weekend, I decided to open up our processes for you all and give it away for FREE.
With my new Bonus Plan Calculator you can create and manage employee incentive plans with precision. It enables you to calculate bonuses based on salary, tenure, and performance metrics, and more.
I don’t plan on keeping it free forever, so get it now while you can.
P.S. Want to run through the calculator with my team? Book a call here.
You hit a million in revenue. You're crushing it, right?
But then something weird happens...
You add more marketing spend. You get more leads. But your bottom line barely budges.
Sound familiar?
You're not alone. Most service businesses get stuck right around $1-3M. And the reason why might surprise you.
The One-Person Show Problem
Since starting ShareWillow, I’ve spoken to hundreds (maybe thousands) of service business owners. Here’s one of the biggest learnings I’ve had:
One person can muscle their way to a million. They can’t muscle their way to five million.
When you started out, you probably did everything:
Answered the phones
Scheduled the jobs
Did the estimates
Performed the work
Handled customer service
You hustled your way to making six-figures, maybe even seven-figures per year (with a few techs). But after that point, things start to plateau or even break…
Why "More Leads" Won't Save You
Most owners think the solution is simple: "I just need more leads."
So they dump more money into marketing. Google Ads, Facebook, door hangers, radio spots.
But what happens when those leads come in?
You're still the bottleneck.
You're booking jobs fourteen days out because you can't handle the volume. And here's something I learned from Brandon (a Florida HVAC owner):
The algorithms work against you when you book too far out.
Even after a customer books with you, they're still getting served ads from your competitors. Because the algorithm knows they searched for "AC repair."
Then your competitor's ad pops up: "Next day availability. Call now."
Guess what happens next? You just lost a customer.
The Real Problem: You've Maxed Yourself Out
The brutal truth is this, you don’t really have a marketing or growth problem. You have an operations problem.
You're relying on one person (you) to do too many things.
Breaking through a growth plateau, usually means making a fundamental shift to how you operate. You can't just get someone to help you here and there. You need to create an actual team where people own specific functions.
At ShareWillow, I look at it as “firing myself” from parts of the business as it scales. Back when we started, I’d handle every single customer strategy call. Now, my team does 90% of them.
Once a part of the business is working, I bring in someone to replace me. It’s difficult to let go, for sure. But necessary.
For a service business, you might want to look at bringing in people to handle the following:
Scheduler/dispatcher who lives and breathes your calendar
Sales estimator who converts leads into jobs
Lead technician who delivers consistent quality
This means the business operates smoothly without you touching every part of every customer interaction and job.
How to Break Free and Grow Your Revenue
Here's what the successful service business owners do differently:
1. Document Everything (And I Mean Everything)
Before you can step away from running the day-to-day in any part of your business, you need to document exactly how you do it. Not just the big stuff, the tiny details that create your customer experience.
Start with your customer interaction playbook:
Response times: Do you text back within 15 minutes? 2 hours? Be specific.
Arrival protocol: Do you knock or ring the doorbell? (Friends knock, strangers ring.) Do you text when you're 10 minutes away?
Home entry routine: When exactly do you put on shoe covers? (Putting them on in the driveway, then walking across a muddy lawn defeats the purpose.)
Job site behavior: Do you play with the dog? How do you interact with customers? What do you do when the job is complete?
Communication style: Do you say "contract" or "agreement"? (Tip: Use "agreement" – it feels less formal and intimidating.) How do you ask for reviews? How do you educate customers about their new system?
Then document your sales process:
Exact words you use to transition from diagnosis to quote
How you handle price objections
Your maintenance plan pitch (word-for-word)
Follow-up sequence after completing work
These can’t be rough guidelines, they have to be exact processes. And if executed, they create consistent experiences regardless of who's on the job.
2. Train Like Lives Depend On It
Documentation is essential, but only if you truly train your team on how to bring it all to life. You need role-playing, multiple training sessions, and constant reinforcement.
Here's how to build a bulletproof training system:
Week 1: Shadow and observe New hires ride along on 10+ jobs, watching every interaction. They don't touch anything, they just observe and take notes.
Week 2: Role-play everything Practice every scenario in your shop:
Angry customer whose AC died in summer
Price-sensitive customer comparing quotes
Customer whose previous contractor did shoddy work
Emergency calls at 9pm
Week 3: Supervised execution They handle interactions while you watch and provide real-time feedback. Debrief after every job.
Ongoing: Weekly skill sessions Never stop training. Dedicate 30 minutes every week to practicing specific scenarios or introducing new techniques.
Your new team member needs to deliver the EXACT same experience you've been delivering for years. That means they need to know not just what to do, but exactly how you do it.
As I’ve said before, in the short term, this may lead to delays on your new techs bringing in revenue. But to grow, you have to slow down to speed up.
Bonus: Incentivize the actions that grow your business
Documentation and training gets you 80% there. But if you want your team to actually CARE about growing your business? Pay them for it.
Here's what I mean: Without incentives, your techs are thinking "I gotta go to this house, then that one... whatever, I'm making my $26/hour regardless."
But with performance pay? Everything changes.
Want more reviews? Pay your techs $25 for every 5-star Google review that mentions their name
Want to reduce callbacks? Give your best performers a $50 bonus for zero callbacks in a month
Want on-time arrivals? $10 bonus for every on-time first appointment of the day
At ShareWillow, we’ve helped over 200 service businesses design and implement performance pay plans that incentivize the actions that directly impact your business goals.
Want to learn more? 👇
3. Finance the Gap Smartly
Most service business owners bootstrap everything, but scaling requires capital. When you’re ready to grow, speak to your accountant or a financial advisor to help figure out how to get access to the capital you need.
A few options include:
A line of credit
SBA loans
Equipment or truck financing
Selling equity to investors
Each has its own pros and cons. But whatever opinion you choose, the key is having capital available BEFORE you need it.
4. Focus on Capacity, Not Just Leads
Before you spend another dollar on marketing, ask yourself: "If I doubled my leads tomorrow, could I actually handle them?"
If the answer is no, fix your capacity first.
Capacity audit questions:
How quickly can you schedule new jobs? (Next day availability beats everyone booking 5+ days out)
What's your current technician utilization? (If they're at 90%+ capacity, you need another tech before more leads)
How many estimates can you complete per week? (Bottleneck = lost revenue)
What's your callback rate? (High callbacks = quality issues = capacity problems)
Smart capacity building: Start with your biggest constraint and figure out how to fix it. Usually it's one of these:
Scheduling bottleneck: Hire a dedicated dispatcher before your next tech. A good dispatcher can optimize routes and handle 3-4 techs efficiently.
Estimate bottleneck: Train your lead tech to do estimates, or hire a dedicated estimator. Don't let hot leads cool off because you can't get quotes out fast enough.
Quality bottleneck: If you're rushing jobs to handle volume, you'll create more problems than you solve. Fix training and processes before adding more work.
Geographic bottleneck: Sometimes the issue isn't people, it's territory. Maybe you need to focus on a tighter service area before expanding your team.
The goal isn't just handling more leads. It's handling them so well that your conversion rate actually improves as you scale.
The Bottom Line
You don’t often break through a growth plateau by justworking harder. It usually comes down to systems and operations.
It's about transforming from a one-person show into a business that can operate without you in the driver's seat 24/7.
Yes, it requires investment. Yes, it's scary. But the alternative is staying stuck forever, watching your competitors who make this leap leave you behind.
Often, the hardest part about scaling isn't the money or the systems. It's the identity shift. You have to go from being the guy who fixes everything to being the guy who manages the guys who fix everything.
Want to dig into anything we’ve shared today? Let’s hop on a call to discuss how ShareWillow can help.
New Podcast: Zach Molzer on Why You Should Take More Risks
Last week, I sat down with Zach Molzer, a 20-something real estate developer who's turning heads in Kansas City. In this episode, Zach shares:
How he pre-leases entire buildings before closing
Why he builds in public by sharing everything from purchase prices to profit margins
The exact process he uses to find distressed properties that everyone else overlooked
Watch on YouTube below or listen on Spotify here.
At ShareWillow, we're helping home service companies design and manage performance pay plans that align tech incentives with business goals.
If you want to implement a plan that helps balance your leads and staffing needs, let's chat. 👇