Advertising Account Executive Onboarding Checklist

Advertising Account Executive Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Advertising Account Executive starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Sales onboarding experience or just need an onboarding checklist for your new Advertising Account Executive, you’re in the right place. We’ve put together a sample Advertising Account Executive onboarding checklist below and have created onboarding templates & resources to help.

Advertising Account Executive Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Advertising Account Executive with an overview of the company’s culture, values, and mission. This task is typically performed by the Human Resources department or a designated company representative.

2. Familiarization with company policies and procedures: The new Advertising Account Executive should be provided with a comprehensive understanding of the company’s policies and procedures, including those related to sales, client management, and ethical guidelines. This task is typically performed by the Human Resources department or a designated company representative.

3. Introduction to the sales team: The new Advertising Account Executive should be introduced to the sales team, including their colleagues, managers, and other key stakeholders. This task is typically performed by the Sales Manager or a designated team member.

4. Training on company products and services: The new Advertising Account Executive should receive thorough training on the company’s products and services, including their features, benefits, and target audience. This task is typically performed by the Sales Manager or a designated trainer.

5. Shadowing experienced Account Executives: The new Advertising Account Executive should have the opportunity to shadow experienced Account Executives to observe their sales techniques, client interactions, and overall workflow. This task is typically coordinated by the Sales Manager or a designated mentor.

6. Introduction to existing clients and accounts: The new Advertising Account Executive should be introduced to existing clients and accounts, allowing them to understand the client’s needs, preferences, and ongoing campaigns. This task is typically performed by the Sales Manager or a designated Account Manager.

7. Familiarization with sales tools and software: The new Advertising Account Executive should receive training on the various sales tools and software used by the company, such as CRM systems, project management tools, and reporting platforms. This task is typically performed by the Sales Operations team or a designated trainer.

8. Understanding the sales process: The new Advertising Account Executive should be provided with a detailed understanding of the company’s sales process, including lead generation, prospecting, pitching, negotiation, and closing deals. This task is typically performed by the Sales Manager or a designated trainer.

9. Introduction to key internal departments: The new Advertising Account Executive should be introduced to key internal departments that support the sales process, such as marketing, creative, and finance. This task is typically coordinated by the Sales Manager or a designated team member.

10. Setting performance goals and expectations: The new Advertising Account Executive should have a clear understanding of their performance goals, targets, and expectations. This task is typically performed by the Sales Manager or a designated supervisor.

11. Reviewing client case studies and success stories: The new Advertising Account Executive should review client case studies and success stories to gain insights into successful campaigns and strategies. This task is typically performed by the Sales Manager or a designated trainer.

12. Attending sales meetings and team huddles: The new Advertising Account Executive should actively participate in sales meetings and team huddles to stay updated on ongoing projects, discuss challenges, and share best practices. This task is typically coordinated by the Sales Manager or a designated team member.

13. Establishing relationships with external stakeholders: The new Advertising Account Executive should be encouraged to establish relationships with external stakeholders, such as industry professionals, media representatives, and potential clients. This task is typically performed by the Advertising Account Executive themselves, with guidance from the Sales Manager.

14. Reviewing and understanding the company’s pricing structure: The new Advertising Account Executive should review and understand the company’s pricing structure, including rates, discounts, and negotiation strategies. This task is typically performed by the Sales Manager or a designated team member.

15. Ongoing professional development: The new Advertising Account Executive should be encouraged to engage in ongoing professional development activities, such as attending industry conferences, webinars, and workshops. This task is typically supported by the Sales Manager and the Human Resources department

Setting Up Your Employee Onboarding Process

From reading through the items in the example Advertising Account Executive checklist above, you’ll now have an idea of how you can apply best practices to getting your new Advertising Account Executive up to speed and working well in your Sales team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.