A scope-of-work workspace for PR agency engagements covering pitch volume, target outlet tier, announcement scope, media training, and outlet-coverage tracking with the AI Outlet Agent in Taskade.
What's Included
- Pitch Volume: Pitch count by tier (Tier 1, Tier 2, trade) with monthly cadence.
- Target Outlet List: Named outlets and journalists per tier with relationship history.
- AI Outlet Agent: Tracks coverage placement, sentiment, and message-pull-through across coverage.
- Announcement Scope: Funding, product launches, executive moves, awards with explicit exclusions.
- Media Training Scope: Spokespeople, sessions, and rehearsal cadence.
Why This Template Wins
- Outlet tier locked: Tier 1 vs trade coverage scope documented at SOW so client expectations are aligned.
- Coverage sentiment tracked: AI Outlet Agent reads placements and surfaces sentiment shifts the moment coverage publishes.
- Announcement scope explicit: What counts as a covered announcement vs out-of-scope documented at kickoff.
How to Use
- Clone this template into your Taskade workspace.
- Customize pitch volume, target outlets, and announcement scope.
- Connect Slack, your media database, your CRM.
- Train the AI Outlet Agent on the target outlet list.
- Set up automation triggers for coverage alerts and sentiment shifts.
FAQ
Does this work for retainer vs project-based PR engagements?
Yes. Retainer emphasizes monthly pitch volume and ongoing relationships; project-based emphasizes announcement scope and outlet coverage. Switch the engagement mode in workspace settings.
Can the agent track coverage sentiment?
Yes. Train the agent on your messaging framework. It reads placement coverage and surfaces sentiment shifts and message pull-through.
What plan supports a PR agency engagement?
Pro ($16/mo annual) handles the engagement. Business ($40/mo) adds audit logs and approval workflows for client transparency.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Marketing Plan Templates. Browse PR apps in the Community Gallery.