Work
Retainers, projects and campaigns
Each is work with a client, scope, recorded effort, activities and state.
Why it matters here The retainer is a fee against a scope that has to be recorded to be defended.
In practice Seven accounts over retainer by three hundred and forty hours.
Relationships
Journalists, outlets and clients
Media contacts and clients are records with interaction history, interests, coverage produced and preferences.
Why it matters here The agency’s asset is relationships, and personal relationships are not agency assets.
In practice Three accounts depending on one consultant’s media relationships.
Records
Pitches, releases and coverage
Pitches, materials and resulting coverage attach to the account, campaign and journalist.
Why it matters here Connecting coverage to the pitch is the only way the agency learns what works.
In practice Coverage recorded against the pitch and journalist that produced it.
Workflows
Scope, approvals and crisis protocols
Scope changes, approvals, crisis activation and escalation move through defined steps with recorded decisions.
Why it matters here Crisis activation and scope expansion are the two decisions that reshape a month.
In practice A crisis activated with its capacity impact recorded.
People
Consultants and senior counsel
Staff are modelled once, with effort recorded against accounts and crises.
Why it matters here Senior counsel is the constrained resource and crisis consumes it.
In practice Senior effort consumed by crisis against retained accounts.
Reports and analytics
Scope, capacity and coverage reporting
Effort against retainer scope, account profitability, capacity consumed by crisis, coverage by pitch and journalist, and relationship concentration come from the records.
Why it matters here PR agencies measure coverage and rarely measure what it cost to produce.
In practice Profitability by account after effort at cost.
Verity AI
Ask the agency a question
Verity AI answers from your own account, effort, media and coverage records, respects permissions, and can create assigned follow-ups.
Why it matters here The valuable questions are about scope creep and relationship concentration.
In practice "Which accounts are over retainer?" returns seven with scope reviews assigned.
Communication
Interactions on the record
Pitches, conversations and client approvals attach to the account or contact they concern.
Why it matters here A journalist relationship is a history of interactions, not a phone number.
In practice A journalist’s interests and past coverage, available to any consultant.
Control
Who can commit scope and activate crisis
One permission model and one audit trail across every record.
Why it matters here Absorbing scope is a margin decision made by account leads under relationship pressure.
In practice Scope beyond retainer requiring an explicit decision.
Locations
Practices, sectors and offices
Units roll into the agency with accounts, effort and reporting following the same structure.
Why it matters here Sector practices have different coverage dynamics and profitability.
In practice Profitability and scope creep by sector practice.
Orders
Retainer billing and project fees
Retainer invoices, project fees and pass-through costs are recorded against the account.
Why it matters here Pass-through costs in PR are smaller than in advertising but still leak.
In practice Event and monitoring costs recovered against the accounts that incurred them.
Suppliers
Monitoring, distribution and freelancers
Suppliers carry their costs, terms and the accounts they serve.
Why it matters here Monitoring and distribution costs attach to accounts and are often absorbed.
In practice Monitoring cost attributed to the accounts it covers.