The Point
Owners who scale do the boring work, Systems, not heroics
Your job is not to kill bugs, your job is to build a machine that does it profitably without you
The CEO Shift, Technician to Owner
Technician thinking, I check every job
Owner thinking, The system checks every job
Quick win checklist
- Write a one sentence quality standard for each service, example, “Termite inspection, 45 minutes, 12 point checklist, photo proof in app”
- Map who owns each step, intake, dispatch, service, follow up, review ask
- Remove yourself from one step this week, record it, delegate it, verify the output
Habit 1, Document Everything, Even When It Feels Slow
Scope, not just treatments, document, greetings, pricing rules, complaint flow, upsell rules, follow ups, onboarding, offboarding
SOP template, copy and use
- Purpose, why this exists
- When, trigger to start
- Who, role by role
- How, steps 1 to N, with screenshots
- Done, definition of complete, proof required
- Time, target minutes
- Tools, form, link, script
Weekly cadence, one SOP per week, record yourself doing it on phone, transcribe, publish to a shared folder, train the newest tech on it, refine from their questions
Goal, 80 percent of recurring tasks documented in 12 weeks
Habit 2, Build a Self-Managing Team, Not Just Good Employees
Rituals that create autonomy
- Daily stand up, 10 minutes, yesterday wins, today plan, blockers
- Decision tree, what techs can comp, reschedule, or upgrade without you
- Scorecards, visible KPIs by tech, routes per day, callbacks, reviews, upsells
Leadership rotation, one tech per week runs stand up and quality checks, you coach for 15 minutes, you do not rescue
Script to build judgment
- You, “What do you think we should do”
- Tech answers, you confirm, add a rule to the decision tree if missing
Output, 90 percent of field issues resolved without calling the owner, owner hours drop under 45 per week
Habit 3, Automate Customer Touchpoints, Keep Humans Where It Matters
Automate
- Instant text on booking, date, window, prep checklist link
- Day before and morning of reminders, with reschedule link
- Review request, 24 hours after service, short link, first name merge
- Quarterly follow up, auto nurture, 3 reminders, stop after paid
- Invoice, receipt, card on file, simple terms
Keep human
- First sales consults, price ranges, scope, objections
- Complaint calls, one call resolution, empower a lead to fix it
- Commercial accounts, quarterly relationship calls
Tools owners actually run in 2026, Jobber, House call Pro, Pest Routes, Service Titan, plus Missed Call Text Back via your phone system
Target, 30 percent less admin time, 25 percent higher retention, measure it
Habit 4, Own Your Local Market, Do Not Just Buy Leads
Google Business Profile, non-negotiable
- Post, two times per week, proof posts, add neighborhood
- Photos, three per week, trucks, techs, attics, crawl spaces, geotag in caption
- Messages on, reply under 5 minutes during business hours, state your reply time in bio
- Reviews, ask after every job, one tap link, script below
Review ask script, 15 seconds
“Name, glad we solved it, quick favor, this link helps other homeowners find us, takes 20 seconds, thank you”
Local content engine
- Pages or posts by neighborhood and pest, example, “Spring termite swarms, Riverside Heights, what to do now”
- Short videos, 30 seconds, question, answer, CTA, DM a photo for ID
- Seasonal alerts by zip code, rodents, wasps, spiders, roaches
Outcome, stable inbound, lower CAC, fewer junk leads, higher close rate
Habit 5, Measure What Predicts, Not Just What Happened
Weekly dashboard, one page
- Calls to bookings, percent
- Revenue per tech per day, dollars
- Callback rate, percent per service type
- Review velocity, reviews per 10 jobs
- CAC by source, dollars
- Retention after first quarterly, percent
Targets to hit in 90 days
- Calls to bookings, 65 to 80 percent
- Revenue per tech per day, 800 to 1,400, market dependent
- Callback rate, under 3 percent on core services
- Reviews, 1 per 3 jobs, compounding
- CAC, keep under 10 to 15 percent of first job revenue
Rule, what gets displayed gets done, print it, wall mount it, review every Monday
The Weekend Freedom Formula, Systems plus Leadership
- Systems run the day, leaders grow the team
- You work on the business, strategy, offers, hiring, partnerships
- You do not chase trucks on Saturdays, the team and the SOPs handle it
30 Day Implementation Plan, Do This Now
Week 1, Foundations
- Write your org chart, current and 12-month target
- Install missed call text back, test it
- SOP, intake to dispatch, publish, train
Week 2, Team and Tech
- Daily stand up starts, 10 minutes, no exceptions
- Decision tree v1, comps, reschedules, upgrades
- CRM automation live, confirmations, reminders, reviews
Week 3, Market and Offer
- Google Business Profile overhaul, posts, photos, message reply time
- Build two local posts, neighborhood plus pest, publish
- Offer stack, quarterly plan plus exclusion sealing, price range sheet
Week 4, Measure and Improve
- Launch one-page KPI dashboard, review Monday
- Ride along audits, two per week, update SOPs
- Promote one tech to lead on rotation, you coach
Offer Stack, Make Saying Yes Easy
- Free photo ID via DM or text, reply in under 10 minutes during business hours
- Same day or next day window, limited slots, real availability
- Transparent price range on the call, no surprises
- Guarantee, retreatment within X days at no charge, written
- Add on, free attic or crawl check with any inspection this week
Scripts and Templates
Phone intake, 45 seconds
- Verify address and pest, set window, give prep checklist link
- Quote range, confirm payment method, set expectations
- Ask for review permission after service, yes or no
Tech arrival, 20 seconds
“Hi Name, plan is inspection, confirm entry points, treat, show proof before I leave, takes about Time, any concerns before I start”
Upsell, exclusion sealing
“Found X entry points, we can seal today for Price range, saves callbacks and future issues, want us to handle it now”
KPIs by Role
Dispatcher, answer rate, speed to answer, booked percent
Tech, revenue per day, callbacks, reviews per week, add on attach rate
Lead tech, first time fix rate, training completed, SOP updates completed
Owner, hiring pipeline, cash conversion cycle, route density by zip
Tech Stack, Keep It Light
- Field service, Jobber or House-call Pro or Pest-Routes or Service-Titan, choose one
- Phone, missed call text back, tracking numbers by source
- Reviews, built in or Gather-Up style tool, simple is best
- Dashboard, Looker Studio, sheet, or whiteboard, visible and updated weekly
- Content, phone camera, cap-cut, Google Sites for pages, Google Business Profile for posts
Common Mistakes to Avoid
- No SOPs, everything in your head, you become the bottleneck
- Buying junk leads, ignoring your map pack and reviews
- Vanity metrics, followers instead of calls booked
- Over automating complaints and commercial, keep humans where it matters
- Training once, never auditing, drift increases callbacks and refunds
People Also Ask, Fast Answers
How do pest control owners stop working weekends
Systems, decision trees, on call rotation, missed call text back, you coach not rescue
What should I delegate first
Intake, scheduling, review requests, basic treatment SOPs, keep sales consults and complaints with trained humans
How do I beat national chains
Dominate local search, neighborhood specific pages, fast replies, real proof posts, community reviews
What tech should I use in 2026
One field service platform, phone system with text back, review tool, simple dashboard, nothing else until these work
How fast will I see results
Time back in 30 days, measurable revenue lift in 60 to 90 days if you execute weekly
Find your lost revenue, book more calls today
Free 5 minute audit, we show you the exact leaks, CTAs, and response gaps costing you money
What you get
- Lead leak map, intake to review
- CTA upgrades, copy and placement
- Response time fix, missed call text back setup
- Google Business Profile quick wins
Get my free audit