SIDECAR

Brand Fuel

Updated Aug 19, 2026

Sidecar engagement status

The plan is approved and the build is running. Marketing Hub is live and Alysse is working in it daily. There are a lot of moving parts on that front and there will be for a while, which is normal at this stage. John stays close to her for another 30 days or so, then she's running the platform on her own by mid-September.

Sales Hub Pro is signed. John starts the build this week, so the pipeline, sequences, and reporting land through August as planned.

The lead process and SDR playbook are done. The discovery to close playbook comes to you this week. We're adding Allison's notes now and will share it as soon as they're in. AE seats confirm in August and team training starts by the end of the month.

The SDR search is in Lyle's hands. He and Mark are interviewing over the next week or so to keep us on schedule, with your new SDR starting September 8 and the ramp finishing at the end of November.

Mark is building the onboarding and training plan for every new role launching in September, so nobody starts without a clear first 90 days.

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
Complete
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: Aug 14
In progress
Contact data cleaned and segmented
The 10,000 existing contacts cleaned and organized into lists before anything gets sent.
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.
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.
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 11
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
Complete
Owner sign-off on process
Danny and Robert approve the final version
Target: Aug 21
Upcoming
Sales Hub Build
Owner sign-off on HS contract
Danny/Robert sign documents
Complete
Pipeline and deal stages built
Sales pipeline structured to match the approved playbook
Target: Aug 18
In progress
Automation and follow-up sequences
Task templates and outreach sequences ready for the team
Target: Aug 21
In progress
Dashboards and reporting
Pipeline and activity reporting Lyle can read at a glance
Target: Aug 28
In progress
AE Team
AE selection finalized
Two to three AE seats confirmed before training begins
Complete
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
Complete
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 14
Upcoming
SDR Ramp
30-day checkpoint
Onboarding, platform training, full playbook walkthrough
Target: Oct 19
Upcoming
60-day checkpoint
First outbound volume, meetings booked, AE handoffs
Target: Nov 16
Upcoming
Fully ramped at 90 days
SDR at target activity, AE's working a live pipeline
Target: Dec 14
In progress
Onboarding/Training
Before Day One
Circuit seats confirmed and HubSpot seats ordered, one per hire.
Target: Sep 4
Upcoming
Logins live, HubSpot Academy paths assigned by role, an individual 30/60/90 checklist written for each person by name, kickoff booked.
Target: Sep 11
Upcoming
Month one
Day one. Ninety-minute Ramp kickoff, one session, everyone in the room together. SDRs get the prospecting and qualification playbook, AMs get the discovery to close playbook.
Target: Sep 14
Upcoming
First Lyle leadership session of the ramp. He starts getting coached the day after his team does. Bi-weekly from here.
Target: Sep 15
Upcoming
Ramp coaching begins, weekly through month one. Two cohort sessions each Wednesday, one for the SDR track with both SDRs in it, one for the AM track.
Target: Sep 16
Upcoming
First Circuit skill drop lands. Three-minute video and a one-page sheet before every session.
Target: Sep 21
Upcoming
Live hour with John in the Brand Fuel portal, everyone together. Their pipeline, their customers, their deals, not a demo account.
Target: Sep 23
Upcoming
Circuit rotation one opens. Session 1, prospecting. Thursdays at 9:30, forty-five minutes, every hire has a seat.
Target: Sep 24
Upcoming
HubSpot Academy track complete for every person, timed to when their hands are already in the tool.
Target: Oct 2
Upcoming
Day 30 reviews run inside the week-four cohort sessions.
Target: Oct 7
Upcoming
Day 30 written check-in issued individually, one per person. Knows the process. SDRs: playbook understood, sequences running unassisted, first activity targets hit, meetings logged without reminders. AMs: running full discovery to the playbook, deal stages accurate, notes and next steps in HubSpot every time.
Target: Oct 16
Upcoming
Month Two
Cohort coaching moves to bi-weekly. The taper is deliberate.
Target: Oct 21
Upcoming
Day 60 reviews run inside the cohort sessions.
Target: Nov 4
Upcoming
Day 60 written check-in issued individually, one per person. Running real conversations. SDRs: hitting meeting targets, qualifying to the agreed standard, contribution visible in Lyle's reporting. AMs: discovery through close without a script, proposals moving, forecast entries Lyle can actually read.
Target: Nov 13
Upcoming
Month three
No Circuit, Thanksgiving week. The rotation stretches, the session count holds at twelve.
Target: Nov 26
Upcoming
Day 90 working review, run in the cohort sessions. If month one was done right, this one is short.
Target: Dec 9
Upcoming
Day 90 written close-out issued individually, one per person. Ramp ends. SDRs: consistent meeting volume, clean CRM habits holding, Circuit seat carries on. AMs: owning a pipeline Lyle can forecast off, coaching drops to normal management cadence.
Target: Dec 11
Upcoming
Lyle owns the coaching cadence from here. Mark's bi-weekly with Lyle continues.
Target: Dec 15
Upcoming
Circuit rotation one complete. Twelve sessions done, seats renew into rotation two.
Target: Dec 17
Upcoming
Questions? Reply to any email from Mark or John.