Your Financial RoadmapGuide 19 · Role sheets 0 of 22 done

This sheet helps you decide when to add a sales rep or estimator: the signs to watch for, what the role owns, whether the math works and how to hire it right.

When the owner is the only one who can sell, growth stops at the owner.

Owns sold margin · see Who Owns What
$1M–$1.5MTypical revenue range
$750K–$1.5MNew work sold per rep, per year
$88KExample loaded cost per year
$146KAdded revenue to pay for it

Is it time?

Tick what's true for your company today

Signs it's time · check what's true today

What they own

  • Lead follow-up, site visits and proposals
  • Estimates priced to the target margin
  • Handoff meeting with production before scheduling
  • Pipeline and backlog by division
  • The sales budget by division and month

Their scoreboard

  • Close rate
  • Sold GM
  • Backlog months
  • Revenue vs. budget

Does the math work?

Example pay · 20% burden · 60.3% gross margin

The example (per year)

  • Base salary (example)$65,000
  • + Labor burden & benefits (20%)$13,000
  • + Vehicle, CRM & phone$10,000
  • = Loaded cost per year$88,000
  • ÷ Gross margin60.3%
  • = Added revenue to cover the role$145,937

Payback: At 60.3% GM, a rep who sells $750K of new work brings in about $452K of gross profit, roughly 5× the cost of the role.

Does the math work for you?

Put in the pay you would offer and your own gross margin.

Loaded cost per year
Added revenue to cover the roleLoaded cost ÷ gross margin

Making the hire

Hire it right

Common mistake

Paying commission on revenue. It rewards discounting. Pay on gross profit, or on margin above target, so the rep sells the work you want.

How to pay it

Base salary plus commission on gross profit, paid after the job is closed and collected.

The first 90 days

Day 30: bids alongside the owner. Day 60: bids alone with owner review. Day 90: owns the pipeline and the monthly sales number.

Ranges reflect common green-industry practice, not rules; your margins, service mix and the owner's strengths decide the timing. Salaries are examples only; use local market pay. Revenue needed uses the example company's 60.3% gross margin.

Key idea: Sales sells the margin. Hire for pricing discipline, not just a friendly handshake.

Put your own numbers in

Want David to walk through this with your books?

Every guide uses an example company. A free one-hour consultation puts your real numbers next to it.