AgilisCA – Marketing Team Onboarding Checklist

AgilisCA – Marketing Team
Onboarding Checklist

Confidential · Internal Use Only

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New Team Member Details

Complete before proceeding with the onboarding checklist

Full name is required.
Position is required.
Start date is required.
Please select a manager.
Please select an office location.
1
Welcome & Team Introduction
Meet Internal Marketing Team
Ashwin Singh
Marketing Manager
Ashwin guides our marketing efforts by overseeing team operations, managing client outreach, and handling communications. He is responsible for managing events across all sectors of the AgilisCA Group within Australia, while also leading and managing our offshore marketing team based in Sri Lanka to ensure seamless global collaboration.
The Offshore Marketing Team · Sri Lanka
Thenuka Bulathsinhala
Senior Marketing Executive
Thenuka handles the day-to-day creative and coordination work that keeps our audience informed. From managing social media channels to crafting content, he focuses on clear communication that tells our story, while coordinating digital marketing campaigns and specialised marketing activities across the group to support our broader goals.
Kavindi Gamagedara
Website Developer
Kavindi is the technical hands-on professional behind our digital platforms, overseeing everything related to our websites. From initial structural development to ongoing day-to-day management, she works to ensure our online spaces remain reliable, secure, and easily accessible for our clients and visitors.
Meet Directors & Key Stakeholders
...
Business Overview · Introduction to AgilisCA
AgilisCA
Chartered Accounting
Summary
A professional services and chartered accounting firm that focuses on delivering real value and financial peace of mind, moving businesses away from reactive administration and toward predictable, system-driven growth.
Key Services
Strategic business advisory, tax planning, accounting/GST compliance, business development, and property investment services.
Target Audience
Small-to-Medium Enterprise (SME) clients, business owners, and employees looking to engage with corporate content.
Industries Served
Professional services, property/real estate, and general Australian SMEs.
Agilis Media
Digital Marketing
Summary
An extension of the firm that serves as a growth infrastructure and marketing partner, specialising in digital marketing strategies that humanise corporate copy and build reliable lead generation systems.
Key Services
Search engine optimisation (SEO), conversion rate analysis, creative designing, social media planning, and content management.
Target Audience
Established SMEs looking to scale their digital presence, improve lead generation, and professionalise their marketing assets.
Industries Served
B2B companies, local professional services, and growing small-to-medium business enterprises.
Smart Succession Services
BPO & Offshore Ops
Summary
Based in Sri Lanka and Fiji, this division functions as the core offshore operational hub, handling crucial back-office work, finance, and BPO support for the Australian team.
Key Services
Back-office support, outsourced financial solutions, BPO accounting tasks, and global workforce coordination.
Target Audience
The onshore Australian corporate team requiring reliable, 24/7 backend support, and partners seeking seamless cross-border operational efficiency.
Industries Served
Business Process Outsourcing (BPO), professional financial services, and corporate backend operations.
Tradies Tax
Trade Specialists
Summary
A highly specialised division of AgilisCA dedicated to stripping away the administrative and tax bottlenecks specifically faced by tradespeople.
Key Services
Trade-specific tax return preparation, bookkeeping, business expense structuring, and asset-tracking advice.
Target Audience
Individual tradespeople, subcontractors, and trade-based small business owners.
Industries Served
Construction, electrical, plumbing, carpentry, and all specialised manual trade sectors.
Key Items to Complete
Understanding key service offerings
Understanding target audiences and industries
2
Brand & Communication Setup
Email & Signature
Email account setup completed
Marketing email signature installed
Out-of-office template provided
Internal communication channels setup
Meet the Team Profile
Staff bio submitted
Professional headshot completed/uploaded
Website "Meet the Team" profile setup
LinkedIn profile updated/aligned with AgilisCA branding
Brand Guidelines
Brand tone of voice reviewed
Writing style guide reviewed
Logo and brand asset folder access provided
Social media guidelines reviewed
3
Company Merchandise & Brand Representation
Merchandise Issued
AgilisCA company t-shirt
Polo shirt (if applicable)
Event attire (if applicable)
Name badge/lanyard (if applicable)
Brand Representation Expectations
Wear AgilisCA Merchandise
On Fridays
At networking events
During sponsored/community events
During external activations where appropriate
General Expectations
Maintain professional and brand-aligned presentation online and offline
4
Marketing Team Culture & Expectations
Team Expectations
Understanding AgilisCA brand values
Understanding client-first communication
Collaboration expectations
Content approval expectations
Internal communication etiquette
Marketing Participation
Participation in team campaigns/events
Assistance during activations or sponsored events
Team photo/content participation where appropriate
5
Key Contacts
Area Contact Email
Marketing Manager Ashwin Singh A.Singh@agilismedia.com.au
Directors Jay jaynesh.gounder@agilisaccountants.com.au
IT Support helpdesk@sbsystems.com.au
Website Support Kavindi Gamagedara K.Gamagedara@agilismedia.com.au
6
Final Sign-Off
Task Completed
Email Setup Completed
Meet the Team Profile Completed
Brand Induction Completed
Merchandise Issued