Integration Collective · Comp Planning
Earnings Roadmap
Start with what you want to take home. The roadmap turns it into deals per month — and shows how the recurring revenue you stack does more of the work every year.
$
= $10,000 a month
$
Monitoring or service plans you already bill. Leave at 0 if none.
1
Your Average Job
What a typical job bills, what it costs you, and what you keep. Equipment margin varies a lot by product line and supplier — use your honest average.
You bill
$
Your cost
$
You keep
$
25% margin
You bill
$
Paid to helpers
$
You keep
$
Your labor is your income. Leave helpers at 0 if you do the work yourself.
You bill / mo
$
Your cost / mo
$
You keep / mo
$
Monitoring, cloud, cellular — whatever you pay per account each month. This is the annuity: every deal adds to it for good.
Average job ticket$10,000+ $45/mo
You keep per job$2,000+ $27/mo for as long as it bills
2
Deals You Need
Deals per month to hit your number
—
From one-time work
$0
equipment + labor you keep
From recurring
$0
—
Recurring you carry into next year
$0/mo
—
—
3
Track the Year
Deals start at your planned pace — overwrite each month with what you actually closed. Every figure here is what you keep.
| Month | # Deals Closed | One-Time Kept | New Recurring (/mo) | Recurring Collected (mo.) | Kept This Month | YTD Kept |
|---|---|---|---|---|---|---|
4
Progress to Goal
0%
Of your target already in the bank
—
—
—
Planned—/ mo
Actual so far—/ mo
Needed from here—/ mo
—
—
—
Deals a month you need from here
—
YTD Take-Home
$0
—
YTD From One-Time Work
$0
YTD From Recurring
$0
Current recurring: $0/mo
Deals Still Needed for Goal
—
5
Where the Deals Come From
Estimate monthly leads, closes, and value by channel. This becomes your sales pipeline plan.
| Lead Source | # Leads / Mo | # Closed / Mo | Close Rate | Avg. Job Value ($) | Revenue / Mo ($) |
|---|---|---|---|---|---|
| Total | 0 | 0 | 0% | $0 |
6
Lead Generation Best Practices
Click a channel to expand. A few principles to keep your pipeline full and predictable.
Google (Search, Maps & Local Service Ads)
- Keep your Google Business Profile complete and current — hours, service areas, photos of real completed jobs, licensing info.
- Ask every satisfied customer for a Google review within 48 hours of project completion; aim for a steady trickle, not a one-time push.
- Use Google Local Services Ads (LSA) for pay-per-lead exposure if budget allows — it tends to convert better than standard search ads for local trades.
- Publish short posts or photos of completed jobs to your Business Profile monthly to stay active in local search.
Nextdoor
- Claim and verify your Nextdoor Business Page; respond to every recommendation request in your service neighborhoods.
- Encourage happy customers to post a recommendation directly in their neighborhood feed — these carry more local trust than third-party reviews.
- Use sponsored posts or local deals sparingly, and only in neighborhoods where you already have completed work to point to.
Facebook & Social Media
- Post before/after project photos and short install videos — visual proof of work performs best for integrators.
- Join and participate genuinely in local community and homeowner groups; lead with helpful answers, not pitches.
- Run small geo-targeted ad campaigns around seasonal triggers (back-to-school, holiday package theft, summer pool/camera season).
- Keep a consistent posting cadence (weekly minimum) — inconsistent pages lose algorithm reach.
Networking & Referral Partners
- Build relationships with complementary trades who see your ideal customer before you do: electricians, general contractors, roofers, alarm companies, real estate agents, property managers.
- Set up a simple, no-friction referral arrangement (discount, finder's fee, or reciprocal referrals) and put it in writing.
- Attend local trade associations, chamber events, and Integration Collective networking events consistently — referral relationships compound over time.
- Follow up with referral partners quarterly, even when you don't have an active referral, to stay top of mind.
Past Clients & Existing Relationships
- Your lowest-cost, highest-trust lead source. Check in 6–12 months after install for maintenance, upgrades, or expansions.
- Ask directly for referrals at the moment of highest satisfaction — typically right after a successful walkthrough, not weeks later.
- Consider a simple maintenance or monitoring plan to keep recurring touchpoints with past clients.
General Pipeline Discipline
- Track every lead source in one place so you know which channels actually convert, not just which feel busiest.
- Respond to new inquiries within the first hour when possible — response speed is one of the strongest predictors of close rate in home services.
- Revisit this worksheet quarterly. Shift effort toward the lead sources with the best close rate and project value, not just the highest lead count.
7
Quarterly Check-In
At the end of each quarter, revisit your numbers and adjust.
Q1
Q2
Q3
Q4
Actual YTD Take-Home
$0
% of Annual Target Achieved
0%
Questions to ask each quarter
- Am I on pace to hit my annual target? If not, by how much am I behind or ahead?
- Which lead source delivered the best return for the least effort/cost?
- Should my average revenue per deal change rather than just chasing more volume?
- What's one lead source I should test or drop next quarter?
Every dollar figure is what you keep — bills minus your costs — so the target is your take-home from the business before personal income tax; talk to your CPA about the tax side. The plan assumes a steady pace all year, that recurring accounts stay active (no churn), and that a new account starts billing the month it's closed. Deals-still-needed re-weights the months left by how much recurring each new deal can still collect this year.