Onboarding Steps

Step 1:  Backgrounder on Client

• Objective: Compile comprehensive background information to inform PR strategies.

• Materials to Provide:
  • Client PR Mandate and proposed service overview and expectations. 
  • Company history, mission, vision, and values.
  • Key products or services and their unique selling points.
  • Relevant case studies, testimonials, or success stories.
  • Competitor matrix
  • Corporate presentation materials.

• Expectations in this step: Align internal teams and set up for the client intake call.

Step 2: PR Intake Call with Client

• Objective: Set up a call with the client and the PR Team to gather crucial information about the client’s goals, background, and expectations.

• Type of Information to gather and questions:
  • What are your primary business objectives and goals for public relations?
  • Who is your target audience, and what key messages do you want to communicate?
  • What challenges are you currently facing in your communications strategy?
  • Have you previously engaged in PR activities? If so, what were the outcomes?
  • What are your expectations for media coverage and brand visibility?
  • Are there any upcoming events, product launches, or announcements we should be aware of?
  • Company history, mission, vision, and values.
  • Key products or services and their unique selling points.
  • Relevant case studies, testimonials, or success stories.
  • Competitors’ key messaging and PR activities.
  • Market positioning and differentiators.
  • Strengths, weaknesses, opportunities, and threats (SWOT analysis).
  • News Distribution
    • Do you have a news distribution channel set up (e.g., press release service, media contacts database)?
    • What channels do you currently use for distributing news and updates (e.g., email, social media, website)?
    • Are there specific metrics or goals you want to achieve with your media outreach?

• Expectations in this step: Alignment with client on PR expectations.