Marketing Team Onboarding Checklist

Effective onboarding is essential. Ensure you're covering all the important areas and starting your new hires off on the right foot by using this marketing team onboarding checklist.

Marketing data framework template

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What's inside

75+ tasks with recommended timelines

Work through the tried-and-tested onboarding checklist we've seen work for dozens of marketing departments. 

Checklists for new hires and onboarding teams

Get clear tasks for the existing team to work through to successfully onboard new hires, and a separate checklist for the new hire to follow.


Set deadlines, assign responsibility, and add status updates

Track progress and performance so it's easy to avoid falling behind schedule.  

Private Equity Firms we've worked with

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Michael Libert

SVP, TA Associates

“We always pull in the How To SaaS team into our portfolio companies where demand gen is core to our investment thesis.”

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Bryce Youngren

Managing Partner, Polaris

“The How To SaaS team is my first call when my investments need help with digital marketing."

Get the checklist

Instantly access the marketing onboarding checklist.

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