DFY PR Agency Execution System

40+ SOPs + Templates Like Never Before!!

From onboarding to reporting, a streamlined system that helps you and your team do your best work while keeping clients happy and delivering results is what will help you scale and thrive. 

Streamline. Scale. Thrive. Your Way.

The execution machine for PR agencies that want to

transform their business and scale 2-3x+ in revenue with less headaches

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 PR 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 I use to help my 6+ figure 1:1 clients grow their PR & Marketing agencies and consultancies 2-3x+ (in revenue!). It doesn’t stop there… My 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.

I’ve helped businesses 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!

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 are written with the option to use CoverageBook to help create reports, or you can use any tool you prefer.

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.

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.

What is included in the DFY system?

With a set sysyem 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.

Delivered via Google Drive for easy access and 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 prefer (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.

Get access to my proven systems for a limited time.


Agency Structure System

Agency Structure - Who Does What Chart/Template
Who Does What SOP for each role *These LITERALLY build the structure of your agency*


Client Lead Generation System

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


Client Onboarding System

Onboarding Process/SOP
Email template for clients
Onboarding checklist
Intake Questionnaire and Dashboard
Client/Agency Terms & Conditions Template


Client Management System

Template: Call Notes + Client Action Items/Recap Email
SOP: Client Filing System for Succcess
Client PR Dashboard
PR Dashboard SOP


Media Relations System

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


Client Reporting System

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



Tech Tools

Template: Gmail/Gmass Mail Merge
SOP: How to Mail Merge with G Suite, GMASS & Gmail Browser
SOP: Coverage Book
Template: Current Client Email CoverageBook Integration


Case Studies

SOP: Creating a Client Case Study
Template: Case Study PPT
Template: Case Study Doc


Team Success

Freelancer Success Guide/SOP (a guide for freelancers/people you outsource to in term os how you work and expectations)
Agency Expecations (Cheatsheet for team members on expecations and how the agency works from the start so everyone can be successful)
Employee Onboarding Guide


Content Marketing

Template: Client Content Marketing Strategy/Outline

Is This For You?

Turn your business into your dream

40+ SOPs + Templates Like Never Before!!

Developed exclusively for PR agencies and consultants

It’s time to
invest in yourself
& your dreams.

DFY System
$ 997
  • 6 DFY Systems
  • 4 BONUS Systems
  • Templates, Checklists & SOPs
  • Save hours of time and thousands of dollars
$ 3997
  • Everything in DFY System
  • 1 Coaching Workshop with Erin via Zoom to assess your company's current structure, challenges, and tools. You'll receive a personalized recommendation on how to edit the documents to help you be most efficient as well as any structure recommendations Erin has to help you streamline and scale. (up to 90 minutes). This can be with just you or you and your team.
  • 1 Laser Coaching Session for Any Follow Up Questions (up to 20 minutes). This can be for you or a team member who is updating the documents.
  • Email Support for 30 days after purchase- Email questions on set up and usage and get responses with 48 business hours


While I provide the highest and best level of content I, Erin James Murphy, am unable to make promises or guarantees with respect to any outcome from any purchase. I 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. I am not a lawyer, so please consult your contract/proposal with a lawyer. All content is created as a baseline example. Because of this, no refunds are offered. Either way, I’ve never had anyone who wanted a refund! By purchasing, you agree to this disclaimer.


Frequently Asked Questions

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 me. If you’re looking for even more, I also offer ongoing coaching, VIP sessions and consulting. Check out www.erinjames.co or join the Agency Owner Lab Collective Membership.

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.