SIDECAR

REVEL

Updated Aug 19, 2026

Sidecar engagement status

Hubspot work is moving along nicely, John D and John T (from Side Car) are communicating to build the system for all growth roles at Revel (SDR, John, Melissa).

The AM playbook has been reviewed by John and will move to Ryan and Nicki for review this week.  

Mark will meet with your new director of leadership, Melissa, to align on her needs.

Finally, Hubspot training for the internal team will commence once the system is ready to go in late August.

 

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.
Complete
Set up automation and follow-up
Task reminders, follow-up sequences and handoffs built in, so nothing falls through the cracks.
Complete
Build dashboards and reporting
The dashboards you watch to see pipeline, activity and results at a glance.
Complete
Approve the build
A walkthrough of the finished system before it goes live.
Target: Aug 27
Upcoming
System live and tested
Live the first week of August, settled and ready well before the SDR starts.
Target: Aug 28
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.
Complete
Offer signed
Complete
Onboarding
SDR day one in a live system
Goal is to have SDR in the seat by mid-August
Target: Aug 24
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
Questions? Reply to any email from Mark or John.