WordPressWeek 1: read before touching
- Read the definitions sheet, the change log for the last 30 days and the current handover notes.
- Sit in on two client reviews and one daily account check, without speaking.
- Write down each client's break-even line in your own words, and check it with the lead.
Weeks 2 and 3: shadow, then draft
- Prepare the weekly update for one client. A senior person reviews it before it is sent.
- Make one approved change to a live account, with the request, the approval and the read-back logged.
- Run one daily check alone, then compare the result with the senior person's result for the same day.
Week 4: own one account, with a check
- Run the weekly review for one client alone. The senior person attends and notes any gaps.
- Handle one urgent request from start to finish, using the agency's triage rule.
- Review the training log with the lead: what the new person now does alone, and what still needs a check.
Made-up scenario: in week two, a new account manager drafts a weekly update where a figure labelled as sales is really revenue before returns. The reviewer fixes the label, adds the difference to the definitions sheet, and the update goes out the next morning.
