Publicity Agent Templates

Publicity Agent Templates

There is a huge number of templates that someone in the Publicity Agent role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Publicity Agent. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly PR Report
2. Media Contact List
3. Press Release Template
4. Event Planning Checklist
5. Social Media Content Calendar
6. Client Meeting Agenda
7. Marketing Campaign Analysis
8. Budget Tracking Spreadsheet
9. Media Monitoring Report
10. Monthly Newsletter Template

Reports

Reports are often prepared by a Publicity Agent to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Media Coverage Report
2. Social Media Engagement Report
3. Website Traffic Report
4. Email Marketing Performance Report
5. Advertising Campaign ROI Report
6. Competitor Analysis Report
7. Influencer Partnership Report
8. Event Attendance Report
9. Press Release Distribution Report
10. Brand Perception Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Publicity Agent does and how they do it.

1. Press Release Template
2. Media Pitch Template
3. Social Media Content Template
4. Event Promotion Template
5. Blog Post Template
6. Email Newsletter Template
7. Interview Preparation Template
8. Crisis Communication Template
9. Client Report Template
10. Media Monitoring Template

Presentations

Publicity Agent presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Marketing Performance Report
2. Social Media Campaign Analysis
3. Brand Awareness Presentation
4. Influencer Marketing Strategy
5. Product Launch Presentation

Legal Docs

There are several key times when a Publicity Agent needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Media Release Form
3. Sponsorship Agreement
4. Influencer Contract
5. Copyright License Agreement

Health & Safety Templates

Health & Safety templates for a Publicity Agent ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Publicity Agent calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Content Calendar
2. Social Media Calendar
3. Event Calendar
4. Editorial Calendar
5. Campaign Calendar

Invoice Templates

Several types of Publicity Agent invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Marketing Services Invoice
2. Advertising Campaign Invoice
3. Social Media Management Invoice
4. Event Promotion Invoice
5. Public Relations Services Invoice

Survey Templates

For a Publicity Agent to get insights related to the work they do, they need to send out Publicity Agent surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Brand Awareness Survey
3. Market Research Survey
4. Product Feedback Survey
5. Social Media Engagement Survey

Meeting Agendas

Having premade Publicity Agent meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Update Meeting
3. Strategy Planning Meeting
4. Media Outreach Meeting
5. Campaign Evaluation Meeting

Budget Templates

To manage finances well, a Publicity Agent would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Advertising and Promotion Budget Template
3. Travel and Entertainment Budget Template
4. Client Project Budget Template
5. Staffing and Payroll Budget Template

Dashboards

Dashboards are a useful way for a Publicity Agent to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Social Media Engagement Dashboard
2. Website Traffic Dashboard
3. Email Marketing Performance Dashboard
4. PR Campaign Analytics Dashboard
5. Brand Reputation Monitoring Dashboard

Proposal Templates

For bidding or requesting work, a Publicity Agent needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Social Media Campaign Proposal
2. Influencer Collaboration Proposal
3. Event Sponsorship Proposal
4. Content Marketing Strategy Proposal
5. Brand Partnership Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Publicity Agent templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.