Table of Contents
1. Administrative Setup #
- Setup Google email in Google Workspace Admin
- Add the new team member to:
- Add new team member to 1Password for shared logins.
- Add new team member to Basecamp for project management.
- Add new team member to the team Airtable base for agency workflows.
- Add new team member to Gusto OR Wise.com and setup payroll / paperwork for payroll and paperwork.
- Add a new message thread in All Hands welcoming the new team member
- Provide access to shared drives and folders (e.g., Google Drive, Dropbox).
- Share the team directory with roles and contact information.
- Assign a buddy or mentor for the first 90 days to assist with informal processes.
2. Role-Specific Training #
- Send the new hire a 30–60–90-day plan tailored to their role.
- Provide role-specific SOPs (e.g., campaign setup, client onboarding).
- Walk them through the client portfolio overview, including top clients, active campaigns, and key deliverables.
- Offer an introduction to your marketing tech stack (e.g., Google Ads, Facebook Ads Manager, HubSpot, Pipedrive).
- Share access to past reports, templates, and workflows relevant to their tasks.
- Send a training video on time tracking and logging in TeamTime.
3. Culture and Values #
- Share your agency’s mission, vision, and core values in a short orientation.
- Introduce them to your agency’s history, milestones, and notable case studies.
- Send a welcome kit (e.g., branded materials like a hoodie or notebook).
- Post a welcome message in the All Hands message thread to introduce them to the team.
4. Team Integration #
- Schedule a dedicated introduction meeting where the new hire can share their background and goals.
- Add them to relevant team meetings:
- Wednesday Team Call and team check-in.
- Link Building Call.
- Content Call.
- Design Call, etc.
- Organize cross-functional introduction calls with leaders from other teams (e.g., Client Success, Content, Design).
5. Continuous Learning and Development #
- Provide access to the training library (e.g., past agency webinars, recorded trainings).
- Discuss their professional development plan, including opportunities for certifications (e.g., Google Ads, Meta Blueprint).
- Share curated resources on industry trends and best practices.
- Schedule weekly check-ins to review progress and answer questions.
6. Security and Tools #
- Train them on using security tools like 1Password and managing sensitive client data.
- Provide clear instructions on your agency’s security protocols.
- Ensure all agency-provided devices are properly configured with tools and security measures (e.g., VPNs, antivirus).
7. Long-Term Checkpoints #
- Schedule feedback loops:
- Week 1 check-in to address initial impressions and concerns.
- Week 3 check-in to monitor progress.
- End of month 1 feedback session to gather thoughts on onboarding so far.
- Conduct a formal 90-day review to assess performance and identify growth opportunities.
- Discuss their long-term growth path and potential within the agency.
Checklist For Employee To Confirm Onboarding Is Complete #
Master Employee Onboarding Checklist #
1. Administrative Setup #
- Confirm access to your Google Workspace email.
- Log into 1Password and confirm you have access to shared logins.
- Log into Basecamp and review your assigned projects and to-dos.
- Log into Airtable and confirm access to team bases.
- Log into Gusto and complete payroll setup and paperwork.
- Verify access to shared drives and folders (e.g., Google Drive, Dropbox).
- Review the team directory to familiarize yourself with team roles and contact details.
- Confirm who your buddy or mentor is and schedule an introductory meeting.
2. Role-Specific Training #
- Review your 30–60–90-day plan and note any questions.
- Go through role-specific SOPs provided to you.
- Review the client portfolio overview to understand top clients and active campaigns.
- Attend any walkthroughs for the marketing tech stack (e.g., Google Ads, Facebook Ads Manager, HubSpot, Pipedrive).
- Access past reports, templates, and workflows related to your role.
- Watch the time tracking video and set up your TeamTime account.
- Confirm you are added to the weekly check-in for time tracking.
3. Culture and Values #
- Attend the culture orientation session or review the agency’s mission, vision, and values.
- Read the provided document on the agency’s history, milestones, and case studies.
- Acknowledge receipt of your welcome kit (if applicable).
- Respond to the welcome message in the All Hands thread and introduce yourself to the team.
4. Team Integration #
- Attend your introduction meeting and share your background and goals.
- Join all relevant team meetings:
- Wednesday Team Call.
- Link Building Call.
- Content Call.
- Design Call, etc.
- Schedule or attend introductory calls with leaders from adjacent teams (e.g., Client Success, Content, Design).
- Confirm you’ve been added to all relevant Slack channels, email groups, or communication threads.
5. Continuous Learning and Development #
- Access the training library and review at least one recorded session or webinar.
- Discuss and confirm your professional development plan, including any certifications (e.g., Google Ads, Meta Blueprint).
- Review any resources shared on industry trends and best practices.
- Attend weekly check-ins to discuss progress and address questions.
6. Security and Tools #
- Complete training on using 1Password and managing sensitive client data.
- Review the agency’s security protocols and acknowledge understanding.
- Verify that your agency-provided device (if applicable) is set up with necessary tools and security features (e.g., VPNs, antivirus).
- Test and confirm access to all tools required for your role (e.g., marketing platforms, project management tools).
7. Long-Term Checkpoints #
- Attend your week 1 check-in and share feedback on the onboarding process so far.
- Attend your week 3 check-in and discuss your progress and any blockers.
- Complete your month 1 feedback session and share thoughts on your onboarding experience.
- Prepare for and attend your formal 90-day review to discuss performance and growth opportunities.
- Discuss your long-term growth path and goals within the agency.
