To ensure you receive senior-level strategy and relationships, avoid large PR agencies where your company would be one of their smallest accounts. Instead, opt for boutique firms. During the pitch, ask specifically which senior people in the room will be on your day-to-day team to avoid being passed to a junior team post-sale.
For companies that aren't yet household names, securing top-tier media coverage is incredibly difficult. A more effective PR strategy is to set internal expectations and focus on achieving a consistent presence in niche trade publications. This builds credibility with the most relevant audience and is a more achievable goal.
While the initial RFI pool can be large, the final presentation stage should be limited to just three agencies, with four as an absolute maximum. This ensures the client team can remain engaged, properly differentiate the proposals, and avoid decision fatigue.
It's common for a highly experienced agency leader to handle the sales process, only to pass the daily work to a junior-level employee after the contract is signed. To prevent this bait-and-switch, ask to meet the specific team members who will manage your account day-to-day before you commit.
The marketing landscape evolves too quickly for long-term commitments. Locking into even a 12-month contract can trap you with an underperforming agency while wasting money. Insist on month-to-month agreements to retain flexibility and ensure the partnership remains effective and accountable.
Securing executive buy-in is its own sales stage, distinct from champion agreement. Don't just repeat the demo for the boss. Use executive-level tactics like reference calls with their peers, exec-to-exec meetings to build relationships, or roadmap presentations to sell the long-term vision and partnership.
Startups can't compete with established leaders on credibility, but they have a unique advantage: access. Position your offer not as being "better," but as providing direct contact with the founder, contrasting it with the impersonal, multi-layered support of a large corporation.
Instead of paying a continuous high retainer for PR, brands should deploy it in focused 'sprints' around specific story-worthy moments. This includes new product launches, funding announcements, or major partnerships, maximizing impact and ROI for the brand.
Bypass C-suite gatekeepers by interviewing lower-level employees who experience the problem daily. Gather their stories and pain points. Then, use this internal "insight" to craft a highly relevant pitch for executives, showing them a problem their own team is facing that they are unaware of.
The defining characteristic of a great agency relationship isn't just delivering work, but true integration. They should feel like an extension of the internal team—challenging existing ideas, helping the team grow, and working as a complementary partner rather than a transactional vendor.
Brands can host a single "immersion day" for all shortlisted agencies together. This format allows competitors to meet the team, ask questions openly, and gain deep brand insight simultaneously, fostering transparency and leading to higher-quality, better-informed proposals.