AGENCY OWNER LAB
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.
Increase your revenue by offering value.
Improve the client journey - from a cold lead to continuous results.
Create an environment that values your time and helps you be your best self to deliver outstanding work and results.
Get your time back and give your team some time back.
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. All you need to do is customize the SOP to your agency and favorite tool.
Please Note: These need to be customized for your business team/structure/tools. We’ve highlighted all key 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.
Get access to a proven system for a limited time.
system 1:
Agency Structure – Who Does What Chart/Template
Who Does What SOP for each role
*These LITERALLY build the structure of your agency*
system 2:
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/SOP
Email template for potential candidates
Job Description templates
NDA template
Interview Question Checklist
system 4:
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:
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:
Template: Call Notes + Client Action Items/Recap Email
SOP: Client Filing System for Success
Template: Client PR Dashboard
PR Dashboard SOP
system 5:
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:
Template: Internal Influencer Recommendation
SOP: Identifying New Influencers
Template: Influencer Target List
system 7:
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:
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
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.
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.
You will get an email with links/downloads to your systems, typically within minutes of purchase. You can also login to your account at agencyownerlab.com/login to see all past downloads and orders.
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):
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 an Agency Growth !:1 Coaching Program, seasonal group coaching programs, and VIP workshops.
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. We highly recommend purchasing a Breakthrough session with Agency Coach and Growth Specialist Erin James to help you get started on the right track, saving you time and money.
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!
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.
Hear from other agency owners
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.
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.
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!
Empowering public relations (PR) and marketing agency owners and consultants to increase profit with less stress.
