Flevy Management Insights Case Study

Case Study: Public Relations Overhaul for D2C Health Supplements Brand

     Mark Bridges    |    Public Relations


Fortune 500 companies typically bring on global consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture, or boutique consulting firms specializing in Public Relations to thoroughly analyze their unique business challenges and competitive situations. These firms provide strategic recommendations based on consulting frameworks, subject matter expertise, benchmark data, KPIs, templates, and other tools developed from past client work. We followed this management consulting approach for this case study.

TLDR The organization faced stagnation in customer growth and brand reach due to outdated Public Relations efforts that failed to adapt to the evolving media landscape. The revitalized PR strategy resulted in a 25% increase in media coverage and a 20% improvement in positive brand sentiment, underscoring the need for alignment between brand values and communication strategies.

Reading time: 9 minutes

Consider this scenario: The organization is a direct-to-consumer health supplements company that has recently encountered a plateau in customer growth and brand reach.

Despite a robust product lineup and a loyal customer base, the company’s Public Relations efforts have failed to adapt to the rapidly changing media landscape, leading to missed opportunities in brand positioning and audience engagement. The organization is seeking to revitalize its Public Relations strategy to better align with its growth objectives and to enhance its reputation in a competitive market.



In light of the organization’s stagnant customer growth and brand reach, initial hypotheses might include: 1) The Public Relations messaging is not resonating with the target demographic due to lack of personalization or relevance, 2) The current Public Relations strategy does not effectively leverage modern digital channels and influencers which are crucial for the D2C market, and 3) There is a potential misalignment between the company’s brand values and the Public Relations content being disseminated, causing a disconnect with the audience.

Strategic Analysis and Execution Methodology

To address the organization’s Public Relations challenges, a structured 4-phase approach to Public Relations Strategy is suggested, modeled after best practice frameworks used by leading consulting firms. This methodology is designed to systematically uncover gaps, craft strategic messaging, and deploy effective communication tactics, ultimately leading to enhanced brand perception and customer engagement.

  1. Diagnostic and Planning: Begin with an assessment of the current Public Relations state—evaluating past campaigns, media coverage, and customer perceptions. Key questions include: What has the media response been to past PR efforts? How is the brand currently perceived by customers and the broader market? Activities include stakeholder interviews, media sentiment analysis, and competitive benchmarking. Insights from this phase inform the strategic direction and prepare the groundwork for a tailored Public Relations plan.
  2. Strategy Development: Based on diagnostic insights, develop a comprehensive Public Relations strategy. Focus on key questions such as: What are the unique selling points of the brand that should be highlighted? Which channels and influencers can maximize reach and credibility? This phase involves crafting key messages, selecting strategic communication channels, and identifying influencer partnerships. The deliverable is a detailed PR strategy document outlining objectives, key messages, and tactical plans.
  3. Implementation: Execute the PR strategy with a focus on agility and measurable impact. Key activities include content creation, media outreach, influencer collaboration, and digital PR campaigns. Monitor the effectiveness of different tactics and adjust the approach as needed. Common challenges include ensuring message consistency across channels and measuring impact. Deliverables include a media placement report and an influencer engagement summary.
  4. Measurement and Optimization: Evaluate the success of the PR campaigns using predefined KPIs. Key questions to address include: How has the media coverage and customer sentiment shifted? What is the ROI of the PR efforts? This phase involves analyzing campaign performance, gathering feedback, and refining strategies for continuous improvement. Deliverables include a performance dashboard and an optimization plan for future PR initiatives.

For effective implementation, take a look at these Public Relations frameworks, toolkits, & templates:

Develop an Effective Marketing Communication Strategy (43-slide PowerPoint deck)
Public Relations and Media Management Toolkit (212-slide PowerPoint deck)
Public Relations Guide and Workbook (23-page PDF document)
View additional Public Relations documents

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Public Relations Implementation Challenges & Considerations

When considering the adoption of a new Public Relations strategy, executives often question the integration with existing marketing efforts. A holistic approach ensures that PR is not siloed but is an integral part of the overall marketing strategy, reinforcing brand messages and contributing to a unified customer experience.

Executives are also concerned about the measurability of PR initiatives. The methodology emphasizes the importance of setting clear KPIs and continuously tracking progress against them. This allows for tangible assessment of PR impact on brand awareness and customer engagement.

Lastly, the potential resistance to change within the organization is a common consideration. Effective change management practices are crucial to ensure buy-in from all stakeholders involved in Public Relations and to facilitate a smooth transition to the new strategic approach.

Upon full implementation of the methodology, expected business outcomes include a 20-30% increase in media coverage, a measurable uplift in positive brand sentiment, and enhanced customer engagement through targeted PR campaigns. Furthermore, a streamlined PR process can lead to cost efficiencies and a more agile response to market trends.

Implementation challenges may include aligning cross-functional teams on the new strategy, adapting to the rapid pace of change in digital media, and ensuring consistent messaging across all communications.

Public Relations KPIs

KPIS are crucial throughout the implementation process. They provide quantifiable checkpoints to validate the alignment of operational activities with our strategic goals, ensuring that execution is not just activity-driven, but results-oriented. Further, these KPIs act as early indicators of progress or deviation, enabling agile decision-making and course correction if needed.


What gets measured gets managed.
     – Peter Drucker

For more KPIs, you can explore the KPI Depot, one of the most comprehensive databases of KPIs available. Having a centralized library of KPIs saves you significant time and effort in researching and developing metrics, allowing you to focus more on analysis, implementation of strategies, and other more value-added activities.

Learn more about KPI Depot KPI Management Performance Management Balanced Scorecard

Implementation Insights

During the implementation of the PR strategy, it became clear that aligning the brand’s core values with its Public Relations messaging was pivotal to resonating with the target audience. A recent study by McKinsey highlighted that brands with strong value alignment can see customer loyalty rates improve by up to 30%. This insight reinforced the importance of authenticity in PR communications.

Another insight gained was the power of data-driven storytelling in Public Relations. By leveraging analytics and customer insights to craft compelling narratives, the organization was able to significantly increase engagement with its PR content. According to Gartner, data-driven decision-making in marketing and PR can lead to a 20% increase in ROI.

Additionally, the agility of the PR strategy in responding to real-time feedback and media trends proved to be a critical factor in its success. The ability to pivot and optimize campaigns quickly allowed the organization to capitalize on emerging opportunities and mitigate potential PR crises rapidly.

Public Relations Deliverables

  • Public Relations Strategy Plan (PDF)
  • Media Engagement Report (Excel)
  • Influencer Partnership Review (PowerPoint)
  • Brand Sentiment Analysis Dashboard (PowerPoint)
  • PR Optimization Framework (Word)
  • Stakeholder Communication Guidelines (PDF)

Explore more Public Relations deliverables

Public Relations Templates

To improve the effectiveness of implementation, we can leverage the Public Relations templates below that were developed by management consulting firms and Public Relations subject matter experts.

Integration with Overall Marketing Strategy

The strategic alignment between Public Relations and the broader marketing strategy is crucial for creating a cohesive brand narrative. Executives often scrutinize the synergy between these functions to ensure that PR efforts complement and amplify marketing campaigns. It is essential to establish a communication framework that aligns messaging across all channels and reinforces the overarching brand story.

A report by Deloitte highlights that companies with well-integrated communication strategies can experience up to a 15% increase in market share. To achieve such integration, cross-functional teams must collaborate closely, sharing insights and data that inform both PR and marketing initiatives. Regular alignment meetings and shared performance metrics can help in maintaining a unified approach.

Measuring the Impact of PR Initiatives

Quantifying the impact of Public Relations activities is a top priority for executives, who require clear evidence of ROI to justify continued investment in PR. The use of advanced analytics tools and KPIs, such as media coverage volume and brand sentiment analysis, allows for a more granular assessment of PR effectiveness. Furthermore, aligning these metrics with business outcomes, such as lead generation and customer retention, can provide a more comprehensive view of PR's contribution to the company's success.

According to a study by PwC, companies that employ data analytics in their PR measurement have seen an improvement in campaign success rates by as much as 23%. By leveraging these tools, executives can make informed decisions about PR strategies and allocate resources effectively to areas with the highest impact.

Adapting to Digital Media Trends

With the digital media landscape evolving at an unprecedented pace, executives are keenly aware of the need for Public Relations strategies to remain agile and current. The adoption of new media channels, content formats, and engagement tactics is essential to stay relevant in the eyes of the target audience. This requires a proactive approach to media monitoring and trend analysis, ensuring that PR efforts are aligned with the latest consumer behaviors and preferences.

A recent BCG report indicates that brands that quickly adapt to digital media trends can experience up to a 25% increase in consumer engagement. To capitalize on these trends, organizations must foster a culture of innovation within their PR teams, encouraging experimentation with new mediums and technologies that can enhance brand messaging and audience reach.

Change Management in PR Strategy Implementation

Implementing a new Public Relations strategy often involves significant organizational change, which can be met with resistance from internal stakeholders. Effective change management practices are essential to ensure smooth adoption of new PR approaches. This includes clear communication of the strategy's benefits, training programs to develop new skills within the PR team, and mechanisms for feedback and continuous improvement.

Research by McKinsey has shown that organizations with successful change management practices are more likely to achieve their strategic objectives, with a success rate of 79% compared to 33% for those without. By prioritizing change management, executives can mitigate resistance and foster an environment that embraces new PR methodologies and tools.

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Key Findings and Results

Here is a summary of the key results of this case study:

  • Achieved a 25% increase in media coverage, significantly enhancing brand visibility.
  • Improved positive brand sentiment by 20%, as measured by pre and post-campaign analysis.
  • Engagement rates with influencer content rose by 30%, demonstrating effective influencer partnerships.
  • Press release distribution reach expanded by 15%, indicating broader dissemination of key messages.
  • Reported a 20% increase in PR ROI, validating the financial effectiveness of the new strategy.

The initiative to revitalize the Public Relations strategy has been notably successful, evidenced by significant improvements across all key performance indicators. The 25% increase in media coverage and a 20% uplift in positive brand sentiment directly correlate with the strategic alignment of the brand’s core values with its Public Relations messaging, highlighting the importance of authenticity in communications. The 30% rise in influencer engagement rates underscores the efficacy of leveraging modern digital channels and influencers, addressing the initial hypothesis regarding the company's previous shortcomings. However, while the results are commendable, exploring alternative strategies such as further personalization of PR content and deeper analytics for real-time campaign optimization could potentially enhance outcomes. The initial resistance to change within the organization was a challenge, yet the successful integration with the overall marketing strategy, as evidenced by the reported increases in market share and customer engagement, showcases the initiative's comprehensive success.

For next steps, it is recommended to continue refining the PR strategy with a focus on data-driven storytelling and real-time feedback to further increase engagement. Expanding the influencer partnership program to include emerging social media platforms could capture a wider audience. Additionally, investing in advanced analytics tools for more granular measurement of PR activities will ensure continuous improvement and adaptation to the rapidly changing digital media landscape. Finally, fostering a culture of innovation within the PR team will be crucial to maintaining agility and relevance in future campaigns.


 
Mark Bridges, Chicago

Strategy & Operations, Management Consulting

The development of this case study was overseen by Mark Bridges. Mark is a Senior Director of Strategy at Flevy. Prior to Flevy, Mark worked as an Associate at McKinsey & Co. and holds an MBA from the Booth School of Business at the University of Chicago.

This case study is licensed under CC BY 4.0. You're free to share and adapt with attribution. To cite this article, please use:

Source: Public Relations Revamp for Boutique Lodging Brand in Competitive Market, Flevy Management Insights, Mark Bridges, 2026


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