SIDECAR

Abatement

Updated Jul 27, 2026

Sidecar engagement status

The Diagnosis is well underway. The three surveys are built, approved, and out in the field, with responses completed. One-on-one interviews are running now and wrap by July 10th, which puts all the data in hand.

The two day session will be held on July 21st and July 22nd. 

From there, Mark and Greg run a series of working sessions through the end of July and August to dig into what the data is telling us, shape a clear game plan, and start shaping what comes next. 

Typeform Surveys
Three surveys created
Senior leadership, sales leadership, and frontline reps.
Complete
Surveys approved
Reviewed and approved by Greg.
Complete
Surveys designed and built
Built and ready to send.
Complete
Surveys administered
Sent out to all three groups.
Complete
Responses returned
Closing this week.
Complete
One-on-One Interviews
Interviews scheduled
Times assigned and claendar invites sent
Complete
Interviews underway
Conversations running across Canada and the U.S
Complete
All interviews complete
All data in hand
Complete
Two-Day Leadership Session
Agenda and game plan approved
Confirming the final plan for the session.
In progress
Session dates confirmed
July 21/22
Complete
Two-day session delivered
Target: Aug 14
Upcoming
Working Sessions
Data & People
Working through the data together, then who is selling, how, and to whom.
Target: Aug 7
Upcoming
Process
How each segment develops and closes sales.
Target: Aug 14
Upcoming
Platform
What tools the business needs and in what order.
Target: Aug 21
Upcoming
Phase 2 Planning
Early framing conversation
First look at the next phase, running alongside the working sessions.
Target: Jul 21
Upcoming
Direction confirmed
Aligning on what the next phase covers and roughly when it starts.
Target: Aug 7
Upcoming
Phase 2 proposal delivered
Formal scope and timing for the build.
Target: Aug 18
Upcoming
Questions? Reply to any email from Mark or John.