Guided workflows

PR workflows that take you from a blank page to a finished plan

Each workflow carries your answers from one step to the next. The research steps are set to link the pages they used. Pick the job you have in front of you.

4 steps

Crisis communications

A four-step guided crisis communications workflow: assess the issue, draft a holding statement, prepare your spokesperson, and build a media response plan.

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6 steps

New business and proposals

A six-step guided workflow for winning a new PR client: research the prospect, sharpen your positioning, outline a strategy, pick proof points, and plan the follow-up.

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9 steps

Event PR

A nine-step guided event PR workflow covering objectives, media strategy, audiences, invitations, speaker profiles, messaging, run sheet, on-the-day media, and post-event coverage.

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7 steps

New client onboarding

A seven-step guided workflow for onboarding a new PR client: business snapshot, brand voice, boilerplate, media coverage, priorities, first strategy, and pitch windows.

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7 steps

Monthly PR planning

A seven-step monthly PR planning workflow: client priorities, announcements, industry events, news opportunities, a week-by-week content calendar, media targets, and measurement goals.

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6 steps

Award submissions

A six-step guided workflow for writing an award entry: analyze the criteria, develop the story, list achievements, draft the submission, strengthen the evidence, and edit for judges.

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4 steps

Communications campaigns

A four-step guided workflow for planning an integrated communications campaign: brief, strategy and positioning, channel selection, and a plan for each channel.

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8 steps

Creator campaigns

An eight-step guided workflow for creator campaigns: objectives, audience, strategy, vetting criteria, outreach, creator brief, content plan, and reporting.

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4 steps

Personal branding

A four-step guided personal branding workflow: define your positioning, plan LinkedIn content, find podcasts to guest on, and draft an opinion piece.

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