SIDECAR
SRS
Updated Jul 17, 2026
Sidecar engagement status
John and Karen are deep in the Marketing Hub build, with handoff coming up and Sales Hub following right behind so the system is live before your new AE starts. Lead generation runs through August: Karen builds the target account list with ZoomInfo data supplied by Sidecar, then researches each account, so your AE has at least 100 researched accounts with proper contact info ready by mid September, right when they start outreach. On the hire, the playbook is in final review, the posting is live, and interviews run through early August toward a September 1 start. Fully ramped by December.
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: Aug 28
Upcoming
Sales Hub Pro
Kickoff
Starts once marketing Hub is complete
Target: Jul 31
Upcoming
Portal setup and pipeline build
Target: Aug 14
Upcoming
Handoff and training
Target: Aug 28
Upcoming
Lead Generation
Target profile and list criteria defined
Who we're going after: industries, materials, regions, company size
Target: Aug 7
Upcoming
ZoomInfo account data delivered
Sidecar provides ZoomInfo and coordinates with Karen so the first 100 accounts and contacts are the right ones
Target: Aug 14
Upcoming
AI research process running
Karen using AI to research each account, with the research connected to the HubSpot records
Target: Aug 21
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: Sep 14
Upcoming
AE Playbook
Playbook design and build
Complete
Review and approval
Your sign-off on fit and coverage
Target: Jul 24
In progress
Final playbook delivered
Target: Jul 31
Upcoming
AE Hire
Role foundation
Role mandate, job description, comp plan
Complete
Shortlist presented
Target: Jul 31
Upcoming
Signed, start date set
Target: Aug 18
Upcoming
New AE day one
Target: Sep 1
Upcoming
Onboarding and Ramp
Onboarding and training plan
Target: Aug 14
Upcoming
KPI framework with ramp targets
Target: Aug 14
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
WHAT WE NEED FROM YOU
Luke to provide feedback on account executive Playbook