SIDECAR

SRS

Updated Aug 19, 2026

Sidecar engagement status

Karen is off on maternity leave, so we're moving on a replacement. Mark starts interviewing candidates through an offshore hiring agency early next week with the goal of having someone hired in August. John keeps moving on Marketing Pro in the meantime and will have it finished regardless. The one knock-on effect is lead generation, which slides about 30 days while the new marketer gets up to speed. That timing still works: the new AE trains through September and won't start outreach until October, so the account list is ready when they need it rather than sitting idle.

John starts the Sales Hub Pro build this month. The only thing holding that up is seat approval, so Will signing off on seats this week is what gets John in and building.

On the hire, Luke has sent back his changes to the SRS playbook and it's in Will's hands this week. Interviews for the AE are happening this week with three candidates, Will and Luke running them. We're also building the onboarding and training plan this month so there's a real 30, 60, 90 in place the day the new rep starts, not a document we write in week two.

Marketing Hub Pro
Marketing Hub purchased
Licence in place
Complete
Portal setup and foundations
John build the core setup with Karen
Complete
Build-out of assets and automation
Emails, forms, and workflows configured
Complete
Handoff and training
Marketing lead trained and running day to day
Target: Sep 14
Upcoming
Sales Hub Pro
Kickoff
Starts once marketing Hub is complete
Complete
Portal setup and pipeline build
Target: Aug 28
In progress
Handoff and training
Target: Sep 11
Upcoming
Lead Generation
Target profile and list criteria defined
Who we're going after: industries, materials, regions, company size
Target: Sep 11
Upcoming
ZoomInfo account data delivered
Sidecar provides ZoomInfo and coordinates with Karen so the first 100 accounts and contacts are the right ones
Target: Sep 18
Upcoming
AI research process running
Karen using AI to research each account, with the research connected to the HubSpot records
Target: Sep 25
Upcoming
100 target accounts researched
At least 100 SRS accounts in HubSpot with verified contact info and research attached, ready when your AE starts outreach
Target: Oct 2
Upcoming
AE Playbook
Playbook design and build
Complete
Review and approval
Your sign-off on fit and coverage
Target: Aug 7
In progress
Final playbook delivered
Target: Aug 21
In progress
AE Hire
Role foundation
Role mandate, job description, comp plan
Complete
Posting live
Complete
Shortlist presented
Complete
Interviews
Complete
Signed, start date set
Target: Aug 18
In progress
New AE day one
Target: Sep 1
Upcoming
Onboarding and Ramp
Onboarding and training plan
Target: Aug 21
Upcoming
KPI framework with ramp targets
Target: Aug 21
Upcoming
Week one onboarding
Target: Sep 1
Upcoming
30-day checkpoint
Target: Oct 1
Upcoming
60-day checkpoint
Target: Nov 2
Upcoming
90-day checkpoint
Target: Dec 1
Upcoming
Marketing Manager Hire
Post offshore role
Engage with offshore agency and post role
Complete
Receive candidates
Candidates to Side Car to Interview
Complete
Interview candidates
Side Car to Interview and Screen candidates
Target: Aug 17
In progress
Present final candidates to Will and Luke
Luke & Will to interview final candidates
Target: Aug 21
Upcoming
Offer to selected candidate
Offer out to candidate of choice
Target: Aug 28
Upcoming
First Day
First day of new marketing manager
Target: Sep 14
Upcoming

WHAT WE NEED FROM YOU

Will's feedback on the SRS playbook.

Questions? Reply to any email from Mark or John.