Promoter Onboarding Checklist

Promoter Onboarding Process

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

Promoter Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new promoter 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 promoter needs to be acquainted with the company’s policies and procedures, including those related to marketing activities, client interactions, and ethical guidelines. This task ensures that the promoter adheres to the company’s standards and avoids any potential legal or ethical issues. The HR department or a designated supervisor typically performs this task.

3. Introduction to the marketing team: The new promoter should be introduced to the marketing team members, including their roles and responsibilities. This task helps the promoter build relationships, understand the team dynamics, and collaborate effectively. The marketing manager or team lead typically performs this task.

4. Product and service training: The new promoter should receive comprehensive training on the company’s products or services. This includes understanding the features, benefits, target audience, and competitive landscape. The product or service manager, along with the marketing team, typically performs this task.

5. Familiarization with marketing tools and software: The new promoter needs to be trained on the various marketing tools and software used by the company. This includes CRM systems, email marketing platforms, social media management tools, and analytics software. The marketing operations team or designated trainers typically perform this task.

6. Understanding the target audience: The new promoter should be provided with insights into the company’s target audience, including demographics, preferences, and behaviors. This task helps the promoter tailor their marketing strategies and messages effectively. The marketing research team or designated market analysts typically perform this task.

7. Review of past marketing campaigns: The new promoter should be given an overview of past marketing campaigns, their objectives, strategies, and outcomes. This task helps the promoter understand the company’s marketing approach and learn from previous successes or failures. The marketing manager or designated campaign leads typically perform this task.

8. Introduction to key stakeholders: The new promoter should be introduced to key stakeholders within the company, such as senior management, sales teams, and client services. This task helps the promoter understand the organizational structure and build relationships with important internal partners. The marketing manager or HR department typically performs this task.

9. Setting performance goals and expectations: The new promoter should have a clear understanding of their performance goals, targets, and expectations. This task helps align the promoter’s efforts with the company’s objectives and ensures clarity in their role. The marketing manager or supervisor typically performs this task.

10. Shadowing experienced promoters: The new promoter should have the opportunity to shadow experienced promoters to observe their day-to-day activities, client interactions, and marketing strategies. This task provides practical insights and helps the new promoter learn from experienced colleagues. Senior promoters or designated mentors typically perform this task.

11. Ongoing training and professional development: The new promoter should have access to ongoing training and professional development opportunities to enhance their marketing skills and stay updated with industry trends. This task ensures the promoter’s continuous growth and improvement. The marketing manager, HR department, or designated trainers typically perform this task.

12. Performance evaluation and feedback sessions: The new promoter should have regular performance evaluation and feedback sessions to assess their progress, identify areas for improvement, and provide guidance. This task helps the promoter track their performance and receive constructive feedback. The marketing manager or supervisor typically performs this task

Setting Up Your Employee Onboarding Process

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