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PR Agency Tracker – AirTable Template

Original price was: $597.00.Current price is: $197.00.

PR Agency Tracker – AirTable Template is designed to help you keep track of all your PR agency relationships and activities. With this template, you can easily organize your contacts, monitor media coverage and track progress towards goals.

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):

  • Projects (Internal and client-facing) – optional
  • Pitches, results, and conversations
  • Media Contacts
  • Awards, events, and conferences

 

The Public Relations Agency Tracker / AirTable template comes with:

  • 7 preset clients – views and filters already set (but you can create as many as you want by pressing duplicate and editing filters and tags)
  • 10-page guide on how to customize and use the template

 

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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