SIDECAR
Brand Fuel
Updated Jun 11, 2026
Sidecar engagement status
The plan is approved and the work is underway. Sidecar is installing HubSpot Marketing Hub now, with Alysse already working in the platform, so marketing has a working lead engine by early August. The lead process and SDR playbook get finalized this month, and once Danny and Robert sign off, the Sales Hub build and the SDR search both kick off in July, with your new SDR starting around the beginning of September and fully ramped by the end of November.
Marketing Hub
Account setup and domain connection
Platform live, domains verified, technical foundation in place
Target: Jun 19
In progress
Lead capture forms live
Website forms feeding directly into HubSpot
Target: Jun 26
In progress
Email and contact lists built
Core lists, segments, and email sending set up
Target: Jul 10
Upcoming
Marketing training
Alysse trained on lists, forms, workflows and reporting
Target: Jul 31
Upcoming
Lead engine running independently
Alysse operating the platform without outside help
Target: Aug 7
Upcoming
Sales Process
Lead process and SDR playbook
Capture, qualification, handoff, scripts, and KPI's final drafting
Target: Jun 26
In progress
AE playbook
Discovery, demo, and close process documented for the AE team
Target: Jun 26
In progress
Ideal customer profile defined
Led by Alysse
Target: Jun 30
In progress
Owner sign-off on process
Danny and Robert approve the final version
Target: Jul 3
Upcoming
Sales Hub Build
Pipeline and deal stages built
Sales pipeline structured to match the approved playbook
Target: Jul 17
Upcoming
Automation and follow-up sequences
Task templates and outreach sequences ready for the team
Target: Jun 24
Upcoming
Dashboards and reporting
Pipeline and activity reporting Lyle can read at a glance
Target: Jul 31
Upcoming
AE Team
AE selection finalized
Two to three AE seats confirmed before training begins
Target: Jul 24
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
Target: Jun 26
Upcoming
Posting live
Target: Jul 10
Upcoming
Screening and shortlist
5 to 8 candidates to first round
Target: Jul 31
Upcoming
Interviews
Final round includes Mark & Lyle
Target: Aug 14
Upcoming
Offer and signed
Start date set, onboarding plan handed to Lyle
Target: Aug 21
Upcoming
SDR day one
Ramp clock starts
Target: Sep 1
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
Danny and Robert sign off on the lead process and playbook in early July. Those two items hold the SDR posting date.