PR Agency System - Agency Owner Lab

Course Curriculum

Start Next Lesson Ways You Can and Can't Use These Documents

Overview

Ways You Can and Can't Use These Documents

What Does Industry Standard Mean?

Agency Structure

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SOP_ WHO DOES WHAT

Agency Who Does What Overivew

Client Management

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(WITH AIRTABLE INTEGRATION) AGENCY _ CLIENT Dashboard Template

AGENCY _ CLIENT PR Dashboard TEMPLATE

AGENCY Call Notes + Recap Template

Current Client Email template - new tool integration

SOP_ How To Use the Client PR Dashboard

Client Onboarding

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Checklist for New Client Onboarding

CLIENT PR Onboarding_Intake Spreadsheet Template - Company Overview

New Client Email for PR Dashboard and Folder

New Client Onboarding Email Template

PR Client Folder System (File Tree)

SOP_ New PR Client Onboarding

Client Reporting

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SOP + Email Template_ PR Monthly Client Report

SOP_ How to Send a coverage Email to A Client

SOP_ Media Monitoring (for client placements)

SOP_ Weekly Client PR Update

TEMPLATE_ Client Monthly Report

Template_ New Coverage Email for Client

Template_ Weekly Client Update

Influencer Relations

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Influencer Target List Template

Internal Influencer Recommendation Email Template

SOP Vetting Influencer Inbound Requests

SOP_ Identifying New Influencers

Media Relations

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Client Keywords + Competitors .X

Media Interview_Briefing Sheet

Media List Template

SOP Vetting Media_Inbound Requests

SOP_ Google - Trend Monitoring + Identifying New Contacts

SOP_ Long Lead Editorial Calendars

SOP_ New Target_Contact Research via LinkedIn

Template_ (Internal) New Media Contact Recommendation

Template_ CLIENT PR Planning_Strategy

New Business

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Agency _ Client Terms _ Conditions

SOP_ New Business Lead Generation Research

Template_ Email to Potential Clients

Template_ New Business Lead Generation

Template_ Proposal

Bonus Team Success

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Agency Expecations_ Team Member Success Guide

Employee Onboarding Guide

SOP_ Freelancer Success

Bonus Tech Tools

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GMASS Mail Merge Template

How To Mail Merge Using G Suite _ Gmail Browser

SOP_ Coverage Book

Bonus Case Studies

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Case Study Template PPT version

Client Case Study SOP

Template Case Study (DOC)

Bonus Content Marketing

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CLIENT Content Marketing Strategy_Outline TEMPLATE