Curated AirTable template specific to PR agencies to track projects, PR outreach, and results. Includes 7 preset client views/filters and a 10-page how-to guide for customization and execution.
Curated AirTable template specific to Public Relations (PR) agencies and/or projects to track (you can easily edit/duplicate these to customize for your business/services):
The Public Relations Agency Tracker / AirTable template comes with:
The template works with the free version of AirTable, but you may need to upgrade in the future depending on how much content you have.
Please note: The PR Agency project tracker tab can help track all work that needs to be done for accounts but is an optional bonus and does not have to be used if your team using another project tracker.
The real magic here is the ability to track media contacts, pitches, conversations/opportunities, and results all in one place and link them to each other (so you can see all coverage from a specific reporter, or all opportunities that came from a pitch).
PLUS you get a 10-page guide on how to use the tracker that can be shared with your team and 7 preset client views and filters across the template. All you need to do is replace CLIENT 1 with the client name, for example. The guide walks you through how to customize it for your agency. And if you need more clients, just press duplicate and edit filters and tags.
This template has been successful for solopreneurs who want to be more efficient to teams of 30 who need to work together in both in-office and virtual settings.
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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!"Jasmine Spencer
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.Tara Bethany
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Empowering public relations (PR) and marketing agency owners and consultants to increase profit with less stress.