Marketer Onboarding Workbook by MarketerHire

	A	C	D
1	Marketer Onboarding Checklist.
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3	Instructions: To use this workbook, go to File > Make a copy
4	NOTE: The following are not mandatory and may not apply to all marketers. They are recommendations to help you get started. Please feel free to adapt to your organization and marketing needs.
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6	Task	Status	Notes/Links

7	Day 0
8	Systems Access
9	Email address created	To Do — Mark
10	Internal communication account created (E.g., Slack)	To Do — Sally
11	Add to relevant channels (If using Slack)	To Do	Marketing & Social Media channels
12	Preferred video chat app established (E.g., Zoom)	To Do
13	Project management app access granted (E.g., Asana)	Done
14	CRM access granted (E.g., Hubspot)	Done
15	Email automation access granted (E.g., Campaign Monitor)	Done
16	Access to social media accounts granted (E.g., Facebook)	Done	Instagram, Facebook, LinkedIn, Twitter
17	Google Analytics access	Done
18	Google Search Console access	Done
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20	Onboarding Tasks
21	Any other systems we need to grant access to?	To Do
22	Training/Onboarding meeting scheduled	To Do
23	Add to email groups	Done
24	Weekly standup time established	Done
25	Add to relevant team meetings	To Do
26	Share marketing design assets	To Do
27	Share brand & style guide	To Do
28	Share marketing plan	To Do
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30	Day 1
31	Onboarding kick-off (video call)	Done
32	Team intro	Done
33	Weekly One-on-One Calls with Manager Scheduled	Done
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35	Week 1
36	Review 30/60/90 day goals	To Do
37	Tech overview (project management software, preferred time tracking)	To Do
38	Marketing overview	To Do
39	Send customer call recordings and reviews	To Do
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41	Week 2
42	Bi-Weekly Engagement Check-in with MH	To Do
43	Weekly one-on-One with Manager	To Do
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45	Week 3
46	Weekly one-on-One with Manager	To Do
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48	Week 4
49	Bi-Weekly Engagement Check-in with MH	To Do
50	End-of-Month Performance Check-In/Review 30 day Goals	To Do	Can be part of the weekly one-on-one
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52	Week 6
53	Bi-Weekly Engagement Check-in with MH	To Do
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55	Day 60
56	Review 60 Day Goals	To Do
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58	Day 90
59	Review 90 Day Goals	To Do
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