Advertising Agent Onboarding Checklist

Advertising Agent Onboarding Process

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

Advertising Agent Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new advertising agent 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 HR department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: The new advertising agent needs to be acquainted with the company’s policies and procedures, including those related to client communication, project management, and ethical guidelines. The HR department or a designated team member responsible for policy enforcement typically performs this task.

3. Introduction to team members and key stakeholders: It is crucial for the advertising agent to meet and get to know their team members, as well as key stakeholders within the company. This task helps foster collaboration, establish relationships, and understand the roles and responsibilities of each team member. The team lead or manager typically performs this task.

4. Overview of client portfolio: The new advertising agent should receive an overview of the company’s existing client portfolio, including key accounts, ongoing projects, and client expectations. This task helps the agent understand the scope of work and the specific needs of each client. The account management team or a designated team member typically performs this task.

5. Training on advertising tools and software: The advertising agent needs to be trained on the various tools and software used in the industry, such as advertising platforms, analytics tools, and project management software. This task ensures the agent can effectively utilize these tools to execute advertising campaigns. The IT department or a designated trainer typically performs this task.

6. Introduction to company’s creative process: The new advertising agent should be familiarized with the company’s creative process, including brainstorming sessions, concept development, and design approval procedures. This task helps the agent understand how ideas are generated and executed within the company. The creative team lead or manager typically performs this task.

7. Review of past successful campaigns: The new advertising agent should be provided with case studies and examples of past successful advertising campaigns executed by the company. This task helps the agent understand the company’s approach to advertising and learn from previous successes. The marketing department or a designated team member typically performs this task.

8. Introduction to industry trends and best practices: The advertising agent should be kept up to date with the latest industry trends, emerging technologies, and best practices. This task ensures the agent can stay competitive and deliver innovative advertising solutions. The marketing department or a designated team member typically performs this task.

9. Shadowing experienced advertising agents: The new advertising agent should have the opportunity to shadow experienced agents to observe their workflow, client interactions, and project management techniques. This task helps the agent learn from experienced professionals and gain practical insights into the job. The team lead or manager typically arranges this task.

10. Performance expectations and goal setting: The new advertising agent should have a clear understanding of their performance expectations and goals. This task involves setting measurable targets, discussing key performance indicators, and establishing a performance review schedule. The team lead or manager typically performs this task.

11. Introduction to reporting and analytics: The advertising agent should be trained on how to generate reports, analyze campaign performance, and present data to clients. This task ensures the agent can effectively measure the success of advertising campaigns and make data-driven decisions. The analytics team or a designated team member typically performs this task.

12. Ongoing professional development opportunities: The new advertising agent should be informed about ongoing professional development opportunities, such as industry conferences, webinars, and training programs. This task encourages continuous learning and growth within the advertising field. The HR department or a designated team member typically performs this task.

13. Introduction to company communication channels: The new advertising agent should be familiarized with the company’s communication channels, such as email, project management tools, and internal messaging platforms. This task ensures effective communication within the team and across departments. The IT department or a designated team member typically performs this task.

14. Introduction to company’s code of conduct and ethics: The new advertising agent should be provided with the company’s code of conduct and ethics guidelines. This task helps the agent understand the expected behavior, professional standards, and ethical considerations within the company. The HR department or a designated team member typically performs this task.

15. Introduction to company’s organizational structure: The new advertising agent should receive an overview of the company’s organizational structure, including reporting lines, departmental responsibilities, and key decision-makers. This task helps the agent understand the company’s hierarchy and navigate internal processes. The HR department or a designated team member typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Advertising Agent checklist above, you’ll now have an idea of how you can apply best practices to getting your new Advertising Agent 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.