Employee onboarding in Agency
Agencies staff new hires onto client accounts quickly and bill their time. Onboarding has to transfer client context and creative standards fast, while relationships stay with account leads.
Client context is the real onboarding
Each client has its own brand rules, history and preferences. Account handover notes matter more than agency-wide material.
Time tracking and scope
Billable time and scope creep determine profitability. Hires need to understand both before they start client work.
Creative and quality standards
Agencies sell quality. Examples of approved work set the standard better than style guides alone.
Examples
- A content marketer reads the client brand book and three approved pieces before drafting.
- A project manager learns the scope-change process before running a client call.
- A marketing manager reviews the account's reporting history.
How the first week differs
- Client-by-client handovers
- Time tracking from day one
- Examples of approved work
Common mistakes
- No account handover notes
- Explaining scope rules after the first overrun
- Style guides without examples