Analyst Relations: Increase Incoming Leads and Market Credibility

“It’s not rocket science. It’s relationship science!” That’s what you’ll often hear us say about analyst relations, because like most things in life, it’s the relationships that matter most. It’s not called analyst relations for nothing.

Business growth red graphic relaunched with a trampolineIn today’s world, where it’s harder than ever to rise above the noise, you must  find a way to stand out. When you do, your incoming leads and market credibility can soar.

Whether you’re a digital, traditional, (social) media, or mobile agency, an emerging SaaS company, or an established technology vendor – analysts can have a significant impact on your company because they are influential in their respective industries and they talk to your prospects – a lot.

We can help you understand how to make the right first impression and create long-term, mutually beneficial relationships with analysts. From one-time training to a fully outsourced solution, we offer a variety of programs to meet our clients’ needs.

One-Time Training Program                       

Four hour, in-person training for companies that want to create, execute, and manage their analyst relations program internally. Typical training topics:

  • Understanding the value of analyst relations
  • Knowing what matters to analysts and how their organization’s structure
  • Identifying analysts that matter to you and creating meaningful, beneficial relationships
  • Developing an outreach plan and managing it successfully
  • Getting the most value from your partnership (if you are a client)
  • Preparing for briefings, inquiries, and research interviews
  • Staying top of mind so you’re invited to participate in future research
  • Maximizing results at in-person conferences

Advisor Program

For companies that need help getting their analyst relations program started, but want to manage it themselves. What’s included?

  • Four-hour in-person training (described above)
  • Feedback to ensure company is appropriately positioned with analysts
  • Guidance on selecting analysts to target (and review once complete)
  • Input on how to create an Analyst Outreach Plan (and review once complete)
  • Preparing team for first interactions with analysts

Partner Program

For companies that need a partner to lead creation and  implementation of their analyst relations program. What’s included?

  • Training: Four-hour in-person training (described above)
  • Messaging development: Conduct stakeholder interviews and asset review to ensure  messaging is appropriate for analysts
  • Analyst Outreach Plan: Create plan that includes timeline and details for analysts to engage, briefings and inquiries, ongoing communication, research agendas to target, conference attendance, and roadshows
  • Analyst Outreach: Manage initial analyst outreach to make introductions, schedule briefings and meetings, and prepare team for the meetings

Fully Outsourced Program

For companies that want to let us  handle it all. Includes everything in the partner program, plus full implementation of the plan and all interactions with analysts.

Contact us to learn more about which analyst relations program is right for you.