30-60-90 Day Plan For Advertising Account Executives

  • Great for beginners
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
slide 1
"With the help of this practical 30-60-90 Day Plan For Advertising Account Executives, you can level up your productivity and organization."

Starting out as an Advertising Account Executive can be both thrilling and overwhelming. But fear not, because with ClickUp's 30-60-90 Day Plan Template, you'll hit the ground running and make a memorable impact from day one! This template empowers you to:

  • Set clear goals, strategies, and tasks to impress your new team and clients
  • Establish a roadmap for building lasting client relationships and exceeding sales targets
  • Achieve overall success in your role by outlining actionable steps for the crucial first 90 days

Ready to kickstart your advertising career with confidence? Let ClickUp's template be your guiding light!

Advertising Account Executive 30-60-90 Day Plan Benefits

Launching Your Success: The 30-60-90 Day Plan For Advertising Account Executives

Crafting a detailed 30-60-90 day plan for advertising account executives benefits both new hires and managers by setting a solid foundation for success:

  • For the New Hire:

    • Establishes clear goals, strategies, and tasks for the crucial first 90 days
    • Helps build strong client relationships and meet sales targets effectively
    • Provides a roadmap for success, ensuring a smooth transition into the role
  • For the Hiring Manager:

    • Offers visibility into the new hire's objectives and planned actions
    • Enables tracking of progress and early identification of any challenges
    • Facilitates alignment between the new hire's goals and the team's overall objectives

Main Elements of 30-60-90 Day Plan For Advertising Account Executives

As an advertising account executive, having a structured plan for your first 30, 60, and 90 days is crucial for success. ClickUp’s 30-60-90 Day Plan For Advertising Account Executives template includes:

  • Custom Statuses: Track progress easily with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure tasks are on track and deadlines are met
  • Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to assign responsibilities and track progress throughout your onboarding process
  • Custom Views: Access 7 different views including References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to manage your tasks, communicate with team members, and visualize your progress

With this template, hiring managers can effectively onboard new employees, while employees can set clear goals and stay organized as they navigate their new role in advertising account management.

How To Use This 30-60-90 Day Plan For Advertising Account Executives

Congratulations on your new role as an Advertising Account Executive! To help you hit the ground running and impress your hiring manager, follow these simple steps to effectively use the 30-60-90 Day Plan for Advertising Account Executives:

1. Understand the Expectations

For the Hiring Manager: Share the 30-60-90 Day Plan template from ClickUp with the new hire. Clearly outline your expectations for their first 90 days on the job, including goals, key tasks, and milestones.

For the New Employee: Study the plan provided by your hiring manager to gain an understanding of what is expected of you during each phase of your onboarding journey.

2. Research and Onboarding

For the Hiring Manager: Allocate time during the first 30 days to introduce the new employee to the team, company culture, and ongoing projects. Provide them with all necessary resources and access to tools.

For the New Employee: Dive deep into the company's history, values, current projects, and client portfolio within the first 30 days. Make sure to familiarize yourself with the advertising industry landscape.

3. Set Clear Goals and Objectives

For the Hiring Manager: Collaborate with the new hire to set specific, measurable goals for each phase of the plan. Ensure that these goals align with the company's overall objectives.

For the New Employee: Work with your hiring manager to establish SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for your first 30, 60, and 90 days on the job.

4. Build Client Relationships

For the Hiring Manager: Provide opportunities for the new employee to shadow experienced team members, attend client meetings, and start building relationships with key accounts.

For the New Employee: Begin reaching out to clients, understanding their needs, and identifying opportunities to add value to their advertising campaigns within the first 30 days.

5. Implement Strategies and Campaigns

For the Hiring Manager: Encourage the new hire to start implementing their ideas and strategies for advertising campaigns by the 60-day mark. Provide feedback and guidance as needed.

For the New Employee: Launch your first advertising campaign or project by the second month, ensuring that it aligns with the company's branding and messaging.

6. Review, Reflect, and Plan Ahead

For the Hiring Manager: Schedule regular check-ins with the new employee to review their progress, provide feedback, and adjust goals if necessary.

For the New Employee: Reflect on your achievements and challenges at the end of each 30-day period. Use this reflection to adjust your approach for the next phase of the plan and set new goals for continued growth.

By following these steps and utilizing ClickUp's 30-60-90 Day Plan template, both the hiring manager and the new employee can ensure a successful onboarding experience and a strong start to the new role. Cheers to exciting times ahead! 🚀

Get Started with ClickUp’s Advertising Account Executive 30-60-90 Day Plan

Advertising account executives and hiring managers can utilize the ClickUp 30-60-90 Day Plan template to set clear goals and tasks for the first 90 days on the job, ensuring a successful start to the role.

To get started, follow these steps:

  1. Add the template to your ClickUp Workspace and specify the location for application.
  2. Invite relevant team members to collaborate on the plan.
  3. Take full advantage of the template's features to streamline your onboarding process:
  • Use the References View to access important materials and resources.
  • Utilize the Onboarding Board to visualize your progress and tasks.
  • Communicate effectively with team members using the Chat View.
  • Stay organized with the Calendar View to keep track of important dates.
  • Begin your journey with the Start here View to kickstart your onboarding.
  • Create a detailed Onboarding Plan to outline tasks and milestones.
  • Monitor your progress with the Onboarding Progress View to ensure you're on track.

By organizing tasks into statuses like Complete, In Progress, To Do, and Waiting On Client, and utilizing custom fields for accountability and onboarding stage, both the new hire and the hiring manager can stay aligned and informed throughout the onboarding process.

Related Templates

Template details