A healthy relationship with a PR firm begins before the contract is inked. Consider the following steps to select the firm
best suited for your needs.
1) Send a letter to request a proposal, specifying deliverables (written proposal and oral presentation? timing; length);
scope of relationship, offices involved, budget considerations.
2) Provide an overview of your organization - key decision-makers; marketing communications staff involved in evaluations;
primary liaison with the firm.
3) Note your top criteria for evaluating agencies. Examples:
- Right People
- Industry Expertise
- Media Relations Success (specific types of media)
- Program Implementation/Measurement
4) Ask specific questions for each of these criteria:
- Right People
- Request bios of account team, including senior counsel and day-to-day account manager
- Ask: "What percentage of each person's time would be devoted to My Company?"
- Find out why certain people are selected for My Company's team
- Industry Expertise
- Look for demonstrated knowledge of products; industry challenges; business approach
- Review relevant case study
- Ask: "What media do you think should be in our top tier? Why?"
- Secure writing examples (news releases, press kits, byline articles, white papers, etc.)
- Media Relations Success (specific types of media)
- Ask for "how-we-did-it" case studies of successful media placements (objective, pitch, reporter
relationships, business outcomes)
- Define media training capabilities
- Learn process for identifying media opportunities
- Ask about "Behind the scenes" media pitching approach - "How do you interest a reporter in a story if we
can't reference customers?"
- Learn spokesperson preparation approach (for every interview)
- Ask for relevant reporter relationships -- scope and depth -"Who do you contact regularly and why?"
- Program Implementation/Measurement
- Learn account structure to service all offices, worldwide
- Ask for approach for deploying consistent strategy across all regions, e.g. "How do your teams collaborate?"
- What other services can they offer? (graphic design, investor relations, analyst relations, etc.)
- Who is responsible for account team work?
- How are communications managed between the account team and My Company's contact?
- How/when is account activity reported?
5) Discuss Deliverables - Mention your expectations for first three to six months (list a few, i.e. initiated
relationships with 10 most influential reporters; generated exposure for five significant customers; perceived as subject
matter experts in three areas; achieved media placements in xxxxx; etc.; conducted analyst briefings with xx groups; etc.)
"What's your approach for meeting these expectations?"
"What outcomes can we expect?"
6) Cover Administrative Details - Learn:
- Conflicts of interest
- What is your fee structure?
- What is your invoice cycle?
- Do you mark up expenses? (copies, deliveries, phone, vendors, etc.)
- How do you handle inter-office billing?
- References?
Following the presentation, ask yourself these questions:
Culture Fit:
Does the agency demonstrate an awareness of cultural/organizational issues at My Company?
Action vs. Strategy:
- Did the agency manage our expectations by telling us what the biggest obstacles would be to getting prime media
placements?
- Did they explain our greatest opportunities?
- Did they demonstrate enthusiasm for "our story"?
- Did they leave us with the feeling that they're ready to roll?
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