40+ SOPs + Templates to grow you agency

PR Agency Execution System Bundle

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 With You Public Relations (PR) Agency Execution System Bundle

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.

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 Marketing

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

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

Industry standard premade 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 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.

Who Is This For?

Get Your PR Agency Execution System Now

Scale Your Business

Full System

DFY System
997
$597 On-Demand
  • 40+ SOPs and templates to start, scale,and/or streamline your agency
  • for 1 business
  • Delivered via Google Drive

Done With You

System + Consultation
1997
$997 With Consultation
  • 40+ SOPs and templates to start, scale,and/or streamline your agency
  • 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.

Done For You

System + Consultation
3297
$2,297 Customized
  • 40+ SOPs and templates to start, scale,and/or streamline your agency
  • Agency Owner Lab team to customize your systems FOR YOU, following your 1:1 consultation
  • 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.
  • for 1 business
  • Delivered via Google Drive

Disclaimer

While we provide the highest and best level of content and services, Agency Owner Lab LLC 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 of 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.

FAQ

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 info@agencyownerlab.com

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 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.

Get Your PR Agency Execution System Now

Scale Your Business

Full System

DFY System
997
$597 On-Demand
  • 40+ SOPs and templates to start, scale,and/or streamline your agency
  • for 1 business
  • Delivered via Google Drive

Done With You

System + Consultation
1997
$997 With Consultation
  • 40+ SOPs and templates to start, scale,and/or streamline your agency
  • 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.

Done For You

System + Consultation
3297
$2,297 Customized
  • 40+ SOPs and templates to start, scale,and/or streamline your agency
  • Agency Owner Lab team to customize your systems FOR YOU, following your 1:1 consultation
  • 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.
  • for 1 business
  • Delivered via Google Drive

Disclaimer

While we provide the highest and best level of content and services, Agency Owner Lab LLC 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.

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