About PR Agency OS
A paid PR agency operating system combining clients, campaigns, tasks, media relationships, pitching, coverage, reporting, financial follow-up, risks, and executive priorities.
What’s included
- Client and campaign delivery records
- Media directory, pitches, and coverage
- Executive priorities, reporting, and financial follow-up
How to use it in practice
Start with one client account and a current campaign, then connect its task owners and next media outreach. Check the pitch and coverage records against actual correspondence before using the charts in a review. Introduce financial and management modules gradually so the core account workflow remains current.
Set it up in your workspace
- Open the original Notion Marketplace listing and add the template to your chosen workspace while signed in. Keep its example records until you understand how the pages connect.
- Start with one client account and a current campaign, then connect its task owners and next media outreach.
- Try one complete example before adding a large backlog. Check that its views and any calculations show what you expect, then replace the sample content with your own.
Who it suits and what to consider
Boutique PR agencies and communications teams coordinating account work and agency management. The creator describes a broad agency system. It does not establish automatic media monitoring, email sending, or a licensed journalist-contact database.
