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DMR.agency

Digital PR + Whitehat SEO

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    • Earned Media [D.F.Y.]
    • 30-DAY EARNED MEDIA SPRINT [D.W.Y.]
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THE DMR.AGENCY CLIENT ONBOARDING PROCESS

The DMR.agency Client Onboarding Process

A transparent, systematic approach to launching successful EARNED MEDIA campaigns

Whether you’re considering working with us or looking to replicate our process in-house, this is exactly how we onboard every client to ensure maximum results from day one.

Our 6-Step Onboarding Process

From kickoff to campaign launch in a structured, proven framework

1

Discovery & Goal Setting

We start by understanding your business, target audience, and specific goals. This includes analyzing your current authority, identifying key competitors, and mapping out the media landscape in your industry. We define clear KPIs and success metrics that align with your broader business objectives.

2

Brand Positioning & Messaging

We develop your unique value proposition and craft compelling narratives that resonate with journalists and your target audience. This phase includes creating expert positioning statements, identifying your competitive angles, and building a media-ready messaging framework that makes your pitches stand out.

3

Campaign Strategy Development

We create a comprehensive campaign roadmap tailored to your industry and goals. This includes identifying target publications, developing content themes, planning seasonal opportunities, and mapping out a 90-day tactical plan. Every strategy is backed by data and proven methodologies from our previous campaigns.

4

Systems & Tools Setup

We establish all necessary tracking systems, reporting dashboards, and communication channels. This includes setting up campaign spreadsheets, configuring monitoring tools, and creating custom reporting templates. You’ll have full visibility into every metric and activity from day one.

5

Team Alignment & Training

We ensure everyone on your team understands the strategy and their role in the process. This includes stakeholder briefings, establishing approval workflows, and setting communication cadences. We also provide training on our tools and processes so you’re equipped to collaborate effectively.

6

Campaign Launch & Optimization

With everything in place, we launch your first campaigns and begin executing on the strategy. We monitor performance daily, optimize based on real-time data, and iterate on messaging and angles. Weekly check-ins keep you informed, and monthly reports track progress against your KPIs.

Watch Our Onboarding Process Explained

See how we transform clients from onboarding to campaign success

Related Resources

Download our templates and see real examples of our work

📝

Campaign Google Sheet Sample

See exactly how we track campaigns, outreach, and results in our proprietary spreadsheet system

View Template
📈

Sample Monthly Report

Real example of the monthly reports we provide to clients, showing metrics, insights, and next steps

View Sample

Ready to Get Started?

If your team wants results like this, here are the two smartest ways to work with us:

Done-For-You Earned Media

Delegate strategy, positioning, and outreach to us — we handle it end-to-end.

30-Day Earned Media Sprint

Learn the process, acquire the skills, and execute in-house without an agency retainer.

Not sure which path fits your team? → Get a recommendation

  • HOME
  • ABOUT
  • CLIENTS
  • TESTIMONIALS
  • RESOURCES
  • CASE STUDIES
  • EARN ATTENTION
  • CONTACT

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