AI Team Training for Marketing Agencies. New hire onboarding for marketing agencies, taught by Lisa
AI Team Training runs new hire onboarding for marketing agencies: the person who knows the process explains it once, by talking or typing, and Lisa teaches it to every new account manager or designer by voice and on screen. The new hire asks at any moment, answers a spoken test, and the attestation is signed.
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7 days free · per company, never per seat · nothing to install
Tell me
Press Tell me and explain how the agency takes in a brief; your words become a clear lesson, with a picture, a page or a video beside it.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Invite every new user to the agency onboarding book.”
Lisa“Every new user of the dashboard will be invited to the agency onboarding book automatically. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Marketing Agencies use it
The head of accounts explains by voice how a brief is taken in; the section comes back as BEFORE and AFTER for her yes.
A new designer starting Monday receives the studio's books on Sunday night and plays them on her phone, asking as she goes.
When your approval process changes, you edit the book once, invite the team again, and the register shows who played which version.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Courses generated from your own material
- Quizzes and progress per person; transcripts and results exportable
- Updated when your knowledge changes
Available on its own or inside a solution · See pricing › · Per company, never per seat.
The books
Agency SOP training that new hires can question
Explain it once
Type each section or say it to the assistant in the drawer; it comes back as BEFORE and AFTER, in your words, for your yes.
Show while she teaches
A sample brief, a past campaign report, a web page or a video sits beside each section on the trainee's screen.
Review my book
Before it goes out, Review my book names the thin sections, so a weak step is fixed before a new hire hears it.
Versions kept
Every saved book keeps its versions, and the register says which version each trainee played and when.
Invite and follow
Account manager training for agencies, followed in one register
A seven-day link
Each trainee plays on a personal link valid seven days on any device, with no dashboard login and reminders sent for you.
Who played
Who played, when, in full or not, which version, every question asked and the transcript of the session.
Now or later
After the last chapter Lisa asks now or later; a test left for later shows TEST TO FINISH until it is taken.
Questions & answers
AI Team Training for Marketing Agencies: questions & answers
How do agencies onboard new hires faster?
By explaining each process once instead of in every shadowing session. The book is taught by Lisa on a personal link, the new hire asks what is unclear, and the register shows what was heard.
What can a training book hold?
Chapters and sections in the order of the job, each with a picture, a web page, a video or a document from the File Cabinet, such as a sample brief or a past report.
Where do Lisa's answers come from during a lesson?
From the book first, then from your company's internal knowledge; a question neither holds is noted for the trainer under Questions, never guessed.
How is the new hire tested when the agency onboarding course ends?
Lisa asks the test questions by talking at the end, marks each answer against your own lines without revealing them, and the result goes on the attestation PDF.
Can we export training records?
Yes. Export CSV on the Results tab asks your password once, and Attestations PDF brings every signed attestation in one file for the personnel record.
Does employee training for creative agencies work for designers as well as account managers?
Yes. Any process can be a book: how the studio takes in a brief, prepares files for print or runs a creative review. The person who knows it explains it once, and Lisa teaches it to each new designer or account manager with your pictures shown as she speaks.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Marketing Agencies ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.