Commercial, Sales Or Marketing Manager Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Commercial, Sales Or Marketing 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 Commercial, Sales Or Marketing Manager, you’re in the right place. We’ve put together a sample Commercial, Sales Or Marketing Manager onboarding checklist below and have created onboarding templates & resources to help.
Commercial, Sales Or Marketing Manager Onboarding Checklist
1. Introduction to company culture and values: The task involves providing a comprehensive overview of the company’s culture, values, and mission. This helps the new sales or marketing manager understand the organization’s core principles and align their work accordingly. Typically, the HR department or a designated company representative performs this task.
2. Familiarization with company policies and procedures: This task involves acquainting the new manager with the company’s policies, procedures, and code of conduct. It ensures that they are aware of the guidelines and regulations they need to follow while performing their duties. The HR department or a designated company representative is responsible for providing this information.
3. Introduction to the team and key stakeholders: The new sales or marketing manager should be introduced to their team members, including direct reports and colleagues from other departments. Additionally, they should be introduced to key stakeholders, such as senior management, clients, and partners. The immediate supervisor or a team lead typically performs this task.
4. Review of job responsibilities and expectations: This task involves a detailed discussion about the specific responsibilities and expectations associated with the sales or marketing manager role. It helps the new manager understand their key deliverables, targets, and performance indicators. The immediate supervisor or a designated company representative performs this task.
5. Training on company products or services: The new manager should receive comprehensive training on the company’s products or services. This includes understanding the features, benefits, and competitive advantages of the offerings. The product or service experts, along with the sales or marketing team, are responsible for providing this training.
6. Introduction to sales or marketing tools and systems: The new manager should be familiarized with the various tools and systems used in the sales or marketing department. This includes CRM software, marketing automation platforms, analytics tools, and any other relevant software. The IT department or a designated company representative typically provides this training.
7. Review of sales or marketing strategies and plans: The new manager should be provided with an overview of the existing sales or marketing strategies and plans. This includes understanding the target market, competitive landscape, and current marketing campaigns. The immediate supervisor or a designated company representative performs this task.
8. Review of sales or marketing budget and resources: The new manager should be briefed on the allocated budget and available resources for sales or marketing activities. This includes understanding the financial constraints, resource allocation process, and any budgetary restrictions. The finance department or a designated company representative provides this information.
9. Introduction to existing clients and accounts: The new manager should be introduced to existing clients and accounts they will be responsible for managing. This includes understanding the client’s history, current relationship, and any ongoing projects or contracts. The immediate supervisor or a designated company representative performs this task.
10. Review of sales or marketing performance metrics: The new manager should be provided with an overview of the key performance metrics used to evaluate sales or marketing success. This includes understanding metrics such as conversion rates, customer acquisition costs, revenue targets, and return on investment. The immediate supervisor or a designated company representative performs this task.
11. Shadowing experienced team members: The new manager should have the opportunity to shadow experienced team members to gain practical insights into the day-to-day activities and best practices. This helps them understand the team dynamics and learn from experienced professionals. Senior team members or mentors within the department typically perform this task.
12. Introduction to external partners and vendors: The new manager should be introduced to external partners and vendors that the company collaborates with for sales or marketing activities. This includes understanding the nature of the partnerships, ongoing projects, and communication channels. The immediate supervisor or a designated company representative performs this task.
13. Review of sales or marketing collateral and materials: The new manager should be provided with an overview of the sales or marketing collateral and materials available for their use. This includes brochures, presentations, case studies, and any other relevant materials. The marketing department or a designated company representative provides this information.
14. Setting up performance goals and objectives: The new manager should work with their immediate supervisor to set clear performance goals and objectives. This ensures alignment with the company’s overall objectives and provides a roadmap for success. The immediate supervisor or a designated company representative performs this task.
15. Introduction to internal communication channels: The new manager should be familiarized with the internal communication channels used within the company. This includes email systems, project management tools, and any other platforms used for collaboration and information sharing. The IT department or a designated company representative provides this training.
16. Review of sales or marketing reporting and analysis: The new manager should be provided with an overview of the reporting and analysis processes used in the sales or marketing department. This includes understanding the data sources, reporting templates, and key performance indicators. The immediate supervisor or a designated company representative performs this task.
17. Introduction to industry trends and market research: The new manager should be updated on the latest industry trends and market research relevant to their role. This includes understanding the competitive landscape, emerging technologies, and consumer behavior. The marketing department or a designated company representative provides this information.
18. Review of legal and compliance requirements: The new manager should be briefed on the legal and compliance requirements associated with sales or marketing activities. This includes understanding data protection regulations, advertising guidelines, and any industry-specific regulations. The legal department or a designated company representative provides this information.
19. Introduction to professional development opportunities: The new manager should be made aware of the professional development opportunities available within the company. This includes training programs, conferences, workshops, and certifications that can enhance their skills and knowledge. The HR department or a designated company representative provides this information.
20. Ongoing performance feedback and coaching: The new manager should receive regular performance feedback and coaching sessions to support their growth and development. This includes constructive feedback, guidance on improvement areas, and recognition of achievements. The immediate supervisor or a designated company representative performs this task
Setting Up Your Employee Onboarding Process
From reading through the items in the example Commercial, Sales Or Marketing Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Commercial, Sales Or Marketing 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.