AGENCY OWNER LAB

SOPs + Templates to grow your agency

PR Agency Client Onboarding
Done-For-You System

Trying to build out the structure of your agency so you can streamline and scale while increasing profit?

Done For You PR Agency System by Agency Owner Lab

DONE-FOR-YOU PR AGENCY SYSTEM

Client Onboarding

What’s Included:

Onboarding Process/SOP

Email template for clients

Onboarding checklist

Intake Questionnaire and Dashboard

Client/Agency Terms & Conditions Template, including out-of-scope and client responsibility clauses

More Money

Increase your revenue by offering value.

More Clients

Improve the client journey - from a cold lead to continuous results.

More Confidence

Create an environment that values your time and helps you be your best self to deliver outstanding work and results.

More Time

Get your time back and give your team some time back.

With a set system in place that is built around the need for efficieny and smart work not hard work, you and your team will have time to focus on the most important things while reducing time spent on back and forth questions and miscommunication.

Industry standard Done-for-You (DFY) SOPs and templates to help you keep clients happy, grow your team, and deliver your best work.

They're not just written on how to perform a task but how/when to share it with the team for review, how to track it, and how/when to even share with a client. There are even placeholders for you to put in frequency and deadlines for recurring tasks. This really is a full system.

Get the exact systems our dedicated Agency Coach uses to help 6-7+ figure 1:1 clients grow their PR & Marketing agencies and consultancies 2-3x+ (in revenue!). It doesn’t stop there… This system has helped business owners focus their minds, feel like a true CEO and Founder, and be confident in both the ups and downs of their journey.

You get templates and accompanying SOPs, guides, and checklists.

All you have to do is plug in your business specifics – such as the systems (tools) you use and who handles what.

Execute yourself or hand it off to a team member to review and act without eating up your time training them, especially as each new person comes in and has to learn how your business operates.

Please Note: These need to be customized for your business team/structure/tools. We’ve highlighted all places where you need to fill in team members, such as for review processes, and you are free to adjust the rest of the documents as you see fit.

Public Relations

Hi, I'm Erin James
Your PR + Marketing Agency Coach

I've helped agencies decrease people costs by an average of 30% in just a couple of months, and others have increased revenue by nearly 3x in 6 weeks!

Reach that next step with a little support.

I started Agency Owner Lab because I love helping entrepreneurs build their dream, their way. We should enjoy life, not just live at your computer.

My background is an equal mix of business operations / strategy and PR and marketing, the best of both worlds. I’ve been coaching and advising entrepreneurs for more than 10 years, and started my PR and marketing career not long after.

After years at botique and mid-sized agencies, helping with PR and marketing execution and business operations and strategy, I set out on my own to focus on coaching, mentoring and empowering agency owners. Coming from an entrepreneurial family, it was second nature to me.

My clients were not only seeing their wallets, profits, and client bases grow, but they were feeling more confident and happy. But I didn’t want to fall out of touch with providing my clients the best information possible, so I launched my own agency with my first client being a $10K / month retainer just for PR services. 

Agency Owner Lab is here to give you the resources and support to streamline your business, increase profits, and most importantly, be happier while getting time back to live the way you want!

Learn more about the system

Get access to a proven system for a limited time.

  • Downloadable files, immediate use. You cannot give these to anyone else or resell them. These are for internal use ONLY. Each purchase is for one business only.
  • INDUSTRY STANDARD Templates & SOPs – that means they are developed using the processes and systems I find most of my clients thrive using (agencies making multiple 6+ figures).
  • They were developed for maximum results with minimum frustration. You will need to customize them with details such as deadlines, roles/people, tools, and more. But the general step-by step (YES, STEP-BY-STEP) SOP and templates will help you scale and save time. Save months of work and thousands of dollars with this system.
  • Put them together and you have a reliable and easy to execute system that enables your entire business to run.

DONE-FOR-YOU PR AGENCY SYSTEM

Client Onboarding

What’s Included:

Onboarding Process/SOP

Email template for clients

Onboarding checklist

Intake Questionnaire and Dashboard

Client/Agency Terms & Conditions Template, including out-of-scope and client responsibility clauses

Who Is This For?

Get Your Done-For-You System Now

Scale Your Business

Single

DFY System
197
$97 On-Demand
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Client Onboarding

FULL SYSTEM KIT

All 6 SYSTEMS + 4 BONUS SYSTEMS
1997
$497 One-Time
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Agency Structure System
  • Client Lead Generation System
  • Client Onboarding System
  • Client Management System
  • Media Relations System
  • Client Reporting System
  • BONUS Tech Tools Guide/System
  • BONUS Case Studies Guide/System
  • BONUS Team Success Guide/System
  • BONUS Content Marketing System

VIP

Strategy Call + 6 SYSTEMS + 4 BONUS SYSTEMS
4997
$1,497 One-Time
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Agency Structure System
  • Client Lead Generation System
  • Client Onboarding System
  • Client Management System
  • Media Relations System
  • Client Reporting System
  • BONUS Tech Tools Guide/System
  • BONUS Case Studies Guide/System
  • BONUS Team Success Guide/System
  • BONUS Content Marketing System
  • 1 Strategy Call with Coach Erin James for guidance, coaching, strategy on your agency's growth and challenges (cirtual, up to 90 minutes)
  • Personalized Recommendation following call on how to customize templates for your goals and agency

Disclaimer

While we provide the highest and best level of content and services, Agency Owner Lab is unable to make promises or guarantees with respect to any outcome from any purchase. We cannot and do not guarantee success or any specific level of income or results associated with the services or content provided. By making a purchase, you understand that ultimately you are responsible for your own success in business and this content is designed to enhance, supplement, and support your business in your efforts to grow. We are not lawyers, so please consult with your lawyer for questions about finalizing your contract/proposal template. All content is created as a baseline example and delivered to your inbox. Because of this, no refunds are offered. Either way, we’ve never had anyone who wanted a refund! By purchasing, you agree to this disclaimer.

Learn more about the full
PR Agency
Execution System...

Get access to a proven system for a limited time.

  • Downloadable files, immediate use. You cannot give these to anyone else or resell them. These are for internal use ONLY. Each purchase is for one business only.
  • INDUSTRY STANDARD Templates & SOPs – that means they are developed using the processes and systems I find most of my clients thrive using (agencies making multiple 6+ figures).
  • They were developed for maximum results with minimum frustration. You will need to customize them with details such as deadlines, roles/people, tools, and more. But the general step-by step (YES, STEP-BY-STEP) SOP and templates will help you scale and save time. Save months of work and thousands of dollars with this system.
  • Put them together and you have a reliable and easy to execute system that enables your entire business to run.

system 1:

Agency Structure

Agency Structure – Who Does What Chart/Template 

Who Does What SOP for each role

*These LITERALLY build the structure of your agency*

system 2:

Client Lead Generation

New business/lead generation SOP

Email template to potential clients

Template: New Business Lead Tracking Spreadsheet

Proposal Template (Doc) – this proposal has won accounts worth more than $10K/month

SOP: Creating a Client Case Study

Template: Case Study PPT

Template: Case Study Doc

system 3:

Hiring Process

Hiring Process/SOP

Email template for potential candidates

Job Description templates

NDA template

Interview Question Checklist

system 4:

Team Success

Agency Expectations (Cheatsheet for team members on expectations and how the agency works from the start so everyone can be successful)

Freelancer Success Guide/SOP (a guide for freelancers/people you outsource to in terms of how you work and expectations)

Employee Onboarding Guide + Structure

system 3:

Client Onboarding

Onboarding Process/SOP

Email template for clients

Onboarding checklist

Intake Questionnaire and Dashboard

Client/Agency Terms & Conditions Template, including client responsibility and out of scope clauses

system 4:

Client Management

Template: Call Notes + Client Action Items/Recap Email

SOP: Client Filing System for Success

Template: Client PR Dashboard

PR Dashboard SOP

system 5:

Media Relations

Template: Client PR Planning Strategy

SOP: Vetting Inbound/Media Requests

Template: Media Interview/Briefing Sheet

Template: Internal New Media Contact Recommendation

SOP: Google – Trend Monitoring and Identifying New Media Contacts

SOP: New Target/Contact Research via LinkedIn

Template: Internal Influencer Recommendation

SOP: Identifying New Influencers

Template: Media List

Template: Influencer Target List

SOP: Long Lead Editorial Calendars

system 6:

Influencer Relations

Template: Internal Influencer Recommendation

SOP: Identifying New Influencers

Template: Influencer Target List

system 7:

Automation

Our favorite tech tools to automate the PR process…

SOP: Automating the pitching and follow-up process to save time and money

SOP: Coverage Book

Template: Current Client Email CoverageBook Integration

system 8:

Client Reporting

SOP: Weekly Client Update

Template: Weekly Client Update

Template: Monthly Client PR Report (Doc)

SOP: Monthly Client PR Report (Doc)

SOP: Media Monitoring (checking for client placements)

Template: New Coverage Email for Client

SOP: How to send a coverage email to client

Get Your Done-For-You System Now

Scale Your Business

Single

DFY System
197
$97 On-Demand
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Client Onboarding

FULL SYSTEM KIT

All 6 SYSTEMS + 4 BONUS SYSTEMS
1997
$497 One-Time
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Agency Structure System
  • Client Lead Generation System
  • Client Onboarding System
  • Client Management System
  • Media Relations System
  • Client Reporting System
  • BONUS Tech Tools Guide/System
  • BONUS Case Studies Guide/System
  • BONUS Team Success Guide/System
  • BONUS Content Marketing System

VIP

Strategy Call + 6 SYSTEMS + 4 BONUS SYSTEMS
4997
$1,497 One-Time
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Agency Structure System
  • Client Lead Generation System
  • Client Onboarding System
  • Client Management System
  • Media Relations System
  • Client Reporting System
  • BONUS Tech Tools Guide/System
  • BONUS Case Studies Guide/System
  • BONUS Team Success Guide/System
  • BONUS Content Marketing System
  • 1 Strategy Call with Coach Erin James for guidance, coaching, strategy on your agency's growth and challenges (cirtual, up to 90 minutes)
  • Personalized Recommendation following call on how to customize templates for your goals and agency

Disclaimer

While we provide the highest and best level of content and services, Agency Owner Lab is unable to make promises or guarantees with respect to any outcome from any purchase. We cannot and do not guarantee success or any specific level of income or results associated with the services or content provided. By making a purchase, you understand that ultimately you are responsible for your own success in business and this content is designed to enhance, supplement, and support your business in your efforts to grow. We are not lawyers, so please consult with your lawyer for questions about finalizing your contract/proposal template. All content is created as a baseline example and delivered to your inbox. Because of this, no refunds are offered. Either way, we’ve never had anyone who wanted a refund! By purchasing, you agree to this disclaimer.

Agency owners share their
story and success

The PR Agency System is a LIFESAVER! I came from the corporate world and was able to start and grow my agency but I knew that I didn't have enough systems and processes in place to take it to the next level. And I honestly didn't know how to create them myself nor did I have the time. As a small but mighty team, we didn't have a huge budget to bring on a Fractional COO but Erin offered the PR Agency System as our first step and we went with the VIP option to get some additional coaching, and all I can say is it was so easy to implement these into the business. It has given us the systems to bring in more clients, add more team members, and not have everything fall apart. Thank you so much Erin and the Agency Owner Lab team for creating this and sharing it with us!"

I was so tired of being caught up in the day to day work with clients that I honestly started to question why I worked for myself. I felt like I was still working for someone else. Then I found the PR Agency DFY System and purchased it immediately. I took one full day to customize it to my business and team of both employees and contractors/freelancers and then put it all together as suggested to create our Agency Handbook. Everyone was so happy to have processes written down with such specific instructions and details, and something to refer to rather than having to ask questions. It not only helped new team members but current ones who were trying to figure out how things were changing as we were growing. Our team is happier. Our clients are happier because we have a systemized approach now and they feel we are delivering even more value, yet we are not doing any extra work. If anything, it has saved us time! And we were able to increase retainers and revenue because the value giveb and organization increased. I cannot recommend the system as well as any products from Agency Owner Lab enough.

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Some things you want to know and understand

You will get an email with links to your systems, typically within the hour of purchase. You have the option to copy documents to your Google Drive or download to your computer.

Due to the nature of these documents, no refunds are offered. If you have questions before purchasing, please email [email protected]

Results you may experience include (but are not limited to):

  • Streamline Your Operations And Processes
  • Set Up New Systems And Create Relevant SOPs
  • Continue To Innovate Your Business
  • Restructure Your Business For Higher Profits And Lower Operational Costs
  • Create High Performance Habits In Your Life And Business
  • Be Happier And Healthier Each And Every Day Because You Have Less Stress

Make sure to choose the VIP option to get 1:1 and set up support with Erin. If you’re looking for even more, we also offer ongoing coaching, VIP sessions and consulting. 

Yes! Just remove/skip the internal approval processes and team member assignments. The actual processes of how to perform these tasks are relevant whether you are a one person team or 30 person team.

Yes! Just fill yourself in as the owner for the approval processes (as needed, or remove) and we even have a freelancer success SOP so that freelancers know what you expect and how you work.

Yes! Although we are based in the USA, the business systems apply to businesses all around the world. Just make sure to double check your specific laws and rules when it comes to operating your business. All pricing you see is in USD.

This DFY system is great for all stages. If you feel your business could use a streamlined process and growth plan, this is for you. If you are starting your business and want to reduce start up time so you can start getting clients right away, this is for you.

Get Your Done-For-You System Now

It's Time to Scale With Less Stress

Single

DFY System
197
$97 On-Demand
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Client Onboarding

FULL SYSTEM KIT

All 6 SYSTEMS + 4 BONUS SYSTEMS
1997
$497 One-Time
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Agency Structure System
  • Client Lead Generation System
  • Client Onboarding System
  • Client Management System
  • Media Relations System
  • Client Reporting System
  • BONUS Tech Tools Guide/System
  • BONUS Case Studies Guide/System
  • BONUS Team Success Guide/System
  • BONUS Content Marketing System

VIP

Strategy Call + 6 SYSTEMS + 4 BONUS SYSTEMS
4997
$1,497 One-Time
  • for 1 business
  • Delivered via Google Drive (Downloadable, Google Drive Account Not Required)
  • Agency Structure System
  • Client Lead Generation System
  • Client Onboarding System
  • Client Management System
  • Media Relations System
  • Client Reporting System
  • BONUS Tech Tools Guide/System
  • BONUS Case Studies Guide/System
  • BONUS Team Success Guide/System
  • BONUS Content Marketing System
  • 1 Strategy Call with Coach Erin James for guidance, coaching, strategy on your agency's growth and challenges (cirtual, up to 90 minutes)
  • Personalized Recommendation following call on how to customize templates for your goals and agency

Disclaimer

While we provide the highest and best level of content and services, Agency Owner Lab is unable to make promises or guarantees with respect to any outcome from any purchase. We cannot and do not guarantee success or any specific level of income or results associated with the services or content provided. By making a purchase, you understand that ultimately you are responsible for your own success in business and this content is designed to enhance, supplement, and support your business in your efforts to grow. We are not lawyers, so please consult with your lawyer for questions about finalizing your contract/proposal template. All content is created as a baseline example and delivered to your inbox. Because of this, no refunds are offered. Either way, we’ve never had anyone who wanted a refund! By purchasing, you agree to this disclaimer.

Testimonials

What They Say

Hear from other agency owners

Justin testimonial
Justin Goldstein Agency Owner

I can definitely attribute our success in terms of growing revenue and just avoiding some really simple, easy mistakes to Erin’s council and ability to even take calls on demand when I need help in the moment to counsel me and steer me out of a negative situation, which has definitely helped, again, from a revenue perspective, a reputation perspective, and a leadership perspective. I would highly recommend Erin to any agency owner, big, small, medium size, whatever it might be. She has fantastic expertise and if you're looking for someone to consult you and really navigate you to the promise land, Erin is the best fit for it. So I hope you take my advice and hire Erin.

Testimonial
Taryn Adams/Membership beta tester Agency Owner/Membership beta tester

If you're like me, you don't have a lot of time to waste. And with all the moving pieces in my agency, it’s hard to focus on the bigger picture of actually growing my agency. That's where Agency Owner Lab comes in, it’s the best program I’ve found for agency owners and comes with coaching, resources, guides, blueprints, templates, SOPs, and an awesome community.

    team 3
    Amy M. Agency Owner

    If you are looking for a coach to help you get a full business and life transformation, Erin is the best choice! She helped me realize that I come first and I need to take care of myself for my business to be sustainable. In addition to growing my business, we worked on mindset, productivity, and building healthy habits that help me and my business grow. I am so happy I decided to believe in Erin, she did not disappoint!

    1611757421221
    Irina R. Agency Owner

    Erin has been a blessing for my confidence and business. She’s a great coach and mentor for anyone willing to scale. She’s professional and knows her area. Would definitely recommend her as a business coach but also as a marketing expert in general.

    shehla
    Shehla Faizi Agency Owner

    Thank you so much, Erin! I honestly didn’t know where to start when it came to creating my marketing agency. For the first time, I feel I can do this.