40+ SOPs + Templates to grow you agency

PR Agency Execution System "in a box"

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. 

Done For You PR Agency System by Agency Owner Lab

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 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.

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 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 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, 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 after realizing that not all agencies and consultants could afford or even needed my 1:1 services.

But I know that each and every one of you still deserves to build and grow the business you dream about. To have more time, freedom, and MONEY!

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 systems included...

Get access to a proven system for a limited time.

  • 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 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

system 3:

Client Onboarding

Onboarding Process/SOP

Email template for clients

Onboarding checklist

Intake Questionnaire and Dashboard

Client/Agency Terms & Conditions Template

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:

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

A Look at the BONUSES...


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

Bonus 2:

Case Studies

SOP: Creating a Client Case Study

Template: Case Study PPT

Template: Case Study Doc

Bonus 3:

Team Success

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

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

Employee Onboarding Guide

bonus 4:

Content Marketing

Template: Client Content Marketing Strategy/Outline​

Who Is This For?

Get Your Done-For-You System Now

Scale Your Business


DFY System
$995 On-Demand
  • for 1 business
  • Delivered via Google Drive


System + Consultation
$4,995 With Consultation
  • for 1 business
  • Delivered via Google Drive
  • 1 VIP Workshop with Agency Coach Erin James via Zoom (up to 2 hours) 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. This can be with just you or you and your leadership team.


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. Asa small but mighty team, we didn't have a buge 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 ahve everything fall apart. Thank you so much Erin and the Agency OWner Lab team for creating this and sharing it with us!"

Jasmine S., Agency Owner

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 given and organization increased. I cannot recommend the system enough.

Tara B., Agency Owner
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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 system now

It's Time to Scale With Less Stress


DFY System
$995 On-Demand
  • for 1 business
  • Delivered via Google Drive


System + Consultation
$4,995 With Consultation
  • for 1 business
  • Delivered via Google Drive
  • 1 VIP Workshop with Agency Coach Erin James via Zoom (up to 2 hours) 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. This can be with just you or you and your leadership team.