1
Decide on the milestone and verify the data
Identify the specific achievement you are announcing — customer count, revenue figure, funding amount, or operational benchmark. Confirm the number from a primary source (CRM, financial statement, or board-approved metric) before drafting.
💡 A milestone that cannot be defended with a primary data source should not be announced publicly — journalist fact-checking requests are routine.
2
Set the embargo status and release date
Choose 'For Immediate Release' if distributing to wire services without pre-briefing. Set a specific embargo date and time if you are pre-briefing select journalists or coordinating with a partner announcement.
💡 Embargo times should be set for 9:00 AM in the target market's primary timezone — Eastern Time for North American distribution, GMT for UK and EU.
3
Write the headline in active voice
Draft a headline under 100 characters that states the company name, the milestone, and the significance. Avoid superlatives and jargon — write for a journalist who knows nothing about your company.
💡 Test the headline by reading it aloud. If it sounds like an ad, rewrite it to sound like a news story.
4
Draft the lead paragraph answering who, what, when, where, and why
State the company name, the milestone achieved, the date it was reached, and why it matters — all in 40–60 words. Every subsequent paragraph expands on this sentence.
💡 If you cut everything after the lead paragraph, it should still constitute a complete, publishable story. If it does not, revise the lead.
5
Add supporting data and comparators
Include at least two data points that contextualize the milestone — a year-over-year growth rate, a time-to-milestone figure, or an industry benchmark comparison. Cite the source for any third-party statistic.
💡 Third-party data from a named analyst firm (Gartner, IDC, Statista) is treated as more credible than company-generated statistics and is more likely to be reproduced in coverage.
6
Write and attribute the executive quote
Draft a quote for the CEO or relevant executive that provides strategic context — why this milestone matters and what comes next. Get written sign-off from the quoted individual before distributing.
💡 Quotes in press releases are legally attributed statements. Ensure the quoted executive has reviewed and approved the exact wording, not just the general sentiment.
7
Complete the boilerplate and media contact block
Update the company boilerplate with current statistics (founding year, headcount, product description, website). Add a named media contact with a direct email and phone number.
💡 Review the boilerplate against the company's most recent investor materials to ensure all figures are current and consistent.
8
Add the forward-looking statements disclaimer if required
For publicly traded companies, pre-IPO companies, or any release mentioning future revenue, customer growth, or product roadmap, add the standard forward-looking statements disclaimer after the boilerplate.
💡 Have your general counsel or investor-relations counsel review the disclaimer language before the first use — a template disclaimer may not match your jurisdiction's specific securities law requirements.