SIDECAR

Brand Fuel

Updated Jul 27, 2026

Sidecar engagement status

The plan is approved and the build is running. Marketing Hub is live and Alysse is already working in it. Forms and contact data are done by the end of July, email shifts off Mailchimp in August, and Alysse is running the platform on her own by early September.

The lead process and SDR playbook are finished. The AE playbook is drafting now and comes to you for sign-off in August, with AE seats confirmed in  August and the team training starts by the end of the month.

The Sales Hub build and the SDR search are both moving. The SDR posting is live. Both stall without the Sales Pro seats, so once Danny and Robert sign, the pipeline, sequences, and reporting land through August, your new SDR starts September 8, and the ramp finishes at the end of November.

Marketing Hub
Platform live and technical foundation set
Account is live and branding is being refined. Domain, tracking through Google Tag Manager, and Mimecast deliverability are being connected with
Target: Jul 24
In progress
Website forms feeding HubSpot
The roughly 20 site forms rebuilt in HubSpot and embedded on the site, so every lead lands in one place.
Target: Jul 31
In progress
Contact data cleaned and segmented
The 10,000 existing contacts cleaned and organized into lists before anything gets sent.
Target: Jul 31
In progress
Email moved off Mailchimp
First templates built, test sends run, then a gradual shift of the monthly email into HubSpot. Slow and steady, no hard cutover.
Target: Aug 7
In progress
Alysse trained on the platform
Hands-on training across lists, forms, workflows, and reporting so the day-to-day runs without outside help.
Target: Aug 15
In progress
Marketing platform in Alysse's hands
Alysse running lists, forms, email, and reporting on her own. The lead engine itself keeps building as the SDR comes on and ramps through the fall.
Target: Sep 1
Upcoming
Sales Process
Lead process and SDR playbook
Capture, qualification, handoff, scripts, and KPI's final drafting
View document
Complete
AE playbook
Discovery, demo, and close process documented for the AE team
Target: Aug 7
In progress
Owner sign-off on process
Danny and Robert approve the final version
Target: Aug 14
Upcoming
Sales Hub Build
Owner sign-off on HS contract
Danny/Robert sign documents
Target: Jul 31
Upcoming
Pipeline and deal stages built
Sales pipeline structured to match the approved playbook
Target: Aug 11
In progress
Automation and follow-up sequences
Task templates and outreach sequences ready for the team
Target: Aug 18
In progress
Dashboards and reporting
Pipeline and activity reporting Lyle can read at a glance
Target: Aug 25
In progress
AE Team
AE selection finalized
Two to three AE seats confirmed before training begins
Target: Aug 7
Upcoming
AE training
AE's trained on pipeline, deal stages and SDR handoff
Target: Aug 28
Upcoming
AE's working new business in HubSpot
New business in HubSpot
Upcoming
SDR Hire
Role defined and approved
Role mandate, job description, and compensation reviewed and approved by owners
Complete
Posting live
Complete
Screening and shortlist
5 to 8 candidates to first round
Target: Aug 7
Upcoming
Interviews
Final round includes Mark & Lyle
Target: Aug 21
Upcoming
Offer and signed
Start date set, onboarding plan handed to Lyle
Target: Aug 28
Upcoming
SDR day one
Ramp clock starts
Target: Sep 8
Upcoming
SDR Ramp
30-day checkpoint
Onboarding, platform training, full playbook walkthrough
Target: Oct 2
Upcoming
60-day checkpoint
First outbound volume, meetings booked, AE handoffs
Target: Oct 30
Upcoming
Fully ramped at 90 days
SDR at target activity, AE's working a live pipeline
Target: Nov 27
In progress

WHAT WE NEED FROM YOU

Robert/Danny we need you to sign off on the Hubspot sales pro seats.

Questions? Reply to any email from Mark or John.