SIDECAR

REVEL

Updated Jul 27, 2026

Sidecar engagement status

The growth team plan is approved and we're moving. The SDR job description and playbook are signed off, the posting is live, and candidates are starting to come in. With the posting up, we're working to pull day one forward toward mid-August. The official target stays Tuesday September 8, but the goal is to beat it.

On the build, we have HubSpot partner access and we're standing up the system now, built straight off the SDR playbook so the process is wired in before anyone starts. The CRM goes live well ahead of day one, so the SDR walks into a working system rather than an empty one.

 

Approvals
Approve the growth team plan
Sign-off on the overall plan and timeline. This is the first gate and it opens everything else.
Complete
SDR job description reviewed
The SDR description is written and in front of you. Final approval comes with the playbook.
View document
Complete
SDR Playbook
Playbook for SDR Role
View document
Complete
HubSpot Build
Hubspot Sales Pro approved
The platform is signed and ready to build on.
Complete
Set up the account and import data
Account configured, users added, and contacts and companies brought in clean. Starts next week.
Complete
Build the pipeline and deal stages
The pipeline stages mirror the approved playbook, so the system matches the way the team actually sells.
Target: Jul 24
Upcoming
Set up automation and follow-up
Task reminders, follow-up sequences and handoffs built in, so nothing falls through the cracks.
Target: Jul 31
Upcoming
Build dashboards and reporting
The dashboards you watch to see pipeline, activity and results at a glance.
Target: Aug 7
Upcoming
Approve the build
A walkthrough of the finished system before it goes live.
Target: Aug 14
Upcoming
System live and tested
Live the first week of August, settled and ready well before the SDR starts.
Target: Aug 21
Upcoming
Hiring
Post the SDR Role
Role is posted
View document
Complete
Source and screen candidates
Sourcing and screening the candidates
Complete
Shortlist and final interviews
We bring you a vetted shortlist. You sit on the final interviews.
Target: Jul 24
In progress
Offer signed
Target: Jul 31
Upcoming
Onboarding
SDR day one in a live system
Goal is to have SDR in the seat by mid-August
Target: Aug 17
Upcoming
First 30 days, learn the business
Live in the playbook and the Head Coach story, shadow John on real conversations, learn the system, build the first target list.
Target: Sep 17
Upcoming
Days 31 to 60, build the rhythm
Own the full account-based motion, run the daily and weekly cadence, start handing qualified conversations to John.
Target: Oct 16
Upcoming
Days 60 to 90, run the engine
Carry a self-managed pipeline, book qualified meetings at a steady clip, own the handoff cleanly, with coaching shifting from daily to weekly.
Target: Nov 20
Upcoming

WHAT WE NEED FROM YOU

Nothing at the moment

Questions? Reply to any email from Mark or John.