We offer in-person training for companies that want to create, execute, and manage their analyst relations program themselves. Topics include:

  • Understanding the value of analyst relations
  • Knowing what matters to analysts
  • Identifying key analysts and creating meaningful, beneficial relationships
  • Developing an outreach plan and managing it successfully
  • Getting the most value from your partnership (if you’re 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
  • We can also create customized training tailored specifically to your needs.

Partner Program

For companies that need a partner to create a strategic and tactical plan and help with getting started implementing the plan. What’s included?

  • In-person training (described above)
  • Tailored messaging for each target analyst
  • Analyst Outreach Tactical Plan
  • Initial analyst outreach to make introductions

Fully Outsourced

For companies that want us to handle it all. Includes everything in the partner program, plus full implementation of the plan and all interactions with analysts. You provide the subject matter expertise, and we do the rest.