Advertising Account Manager Onboarding Checklist

Advertising Account Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Advertising Account Manager 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 Marketing onboarding experience or just need an onboarding checklist for your new Advertising Account Manager, you’re in the right place. We’ve put together a sample Advertising Account Manager onboarding checklist below and have created onboarding templates & resources to help.

Advertising Account Manager Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Advertising Account Manager with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The Human Resources department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: The new Advertising Account Manager needs to be acquainted with the company’s policies and procedures, including those related to client communication, project management, and reporting. This task ensures that they understand the guidelines and can adhere to them effectively. The Human Resources department or a designated supervisor typically performs this task.

3. Introduction to team members and key stakeholders: It is crucial for the new Advertising Account Manager to meet and get to know their team members, as well as key stakeholders within the company. This task facilitates relationship-building and collaboration, enabling the Account Manager to understand the dynamics of the team and establish effective communication channels. The team lead or supervisor typically performs this task.

4. Review of client accounts and projects: The new Advertising Account Manager should receive a comprehensive review of the existing client accounts and ongoing projects. This task helps them understand the current status, objectives, and requirements of each account, enabling them to seamlessly take over responsibilities and provide effective support. The outgoing Account Manager or a designated supervisor typically performs this task.

5. Training on company-specific tools and software: The Advertising Account Manager needs to be trained on the specific tools and software used by the company for project management, client communication, and reporting. This task ensures that they can navigate these systems efficiently and utilize them to their full potential. The IT department or a designated trainer typically performs this task.

6. Shadowing experienced Account Managers: The new Advertising Account Manager should have the opportunity to shadow experienced Account Managers to observe their day-to-day activities, client interactions, and project management techniques. This task provides valuable insights and practical knowledge, helping the new Account Manager learn best practices and gain confidence in their role. Experienced Account Managers or a designated mentor typically perform this task.

7. Review of client contracts and agreements: The new Advertising Account Manager should review the client contracts and agreements to understand the terms, deliverables, and expectations set with each client. This task ensures that they are aware of the contractual obligations and can effectively manage client relationships. The legal department or a designated supervisor typically performs this task.

8. Introduction to the company’s creative and production teams: The Advertising Account Manager needs to be introduced to the company’s creative and production teams, as they will collaborate closely with them on client projects. This task facilitates relationship-building and fosters effective teamwork, ensuring smooth coordination and delivery of high-quality work. The team lead or supervisor typically performs this task.

9. Familiarization with industry trends and competitors: The new Advertising Account Manager should be provided with resources and information to familiarize themselves with industry trends, market dynamics, and competitors. This task helps them stay updated and informed, enabling them to provide valuable insights and strategic recommendations to clients. The marketing department or a designated supervisor typically performs this task.

10. Goal-setting and performance expectations: The new Advertising Account Manager should have a clear understanding of their performance expectations and goals. This task involves setting measurable targets and discussing key performance indicators, ensuring that the Account Manager knows what is expected of them and can work towards achieving those goals. The team lead or supervisor typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Advertising Account Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Advertising Account Manager up to speed and working well in your Marketing 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.