Build a Strong Analyst Relations Foundation
Effective AR leaders align to corporate priorities and work with operational leaders to apply analyst insights to build better products.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.Challenges plague early- to mid-stage tech providers who are looking to get started in AR to build a successful program that is effective and long lasting:
- CEO support for AR is weak.
- Lack of product management and marketing (PMM) support to engage properly with analysts.
- Analysts disagree with your positioning.
- Sales loses deals due to poor analyst ratings.
- You are unsure which analysts to target.
- Your staff have little experience working with analysts or managing the analyst briefing and research process.
This SoftwareReviews workshop provides the guidance and tools required to enable AR leaders to:
- Ramp up quickly and successfully when new in an AR role.
- Understand what analysts want in an AR relationship.
- Strengthen analyst relationships.
- Refine analyst coverage strategies.
- Optimize analyst engagement around product design, build, and launch cadence.
- Win executive support for your AR program.
Book Your Workshop
Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Module 1: Diagnose Gaps and Opportunities for AR Program Improvement
The Purpose
- Assess maturity, identify 90-day goals, and align on target markets and analysts.
Key Benefits Achieved
- Plan for attaining higher levels of AR program maturity.
- Identify target markets and analysts.
- Self-assess capabilities against market inclusion criteria.
Activities: | Outputs: | |
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1.1 | Discuss current AR program maturity and vision for strategic AR. |
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1.2 | Identify 90-day goals and current state of analyst coverage of your company. |
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1.3 | Prioritize the top research markets you will pursue. |
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1.4 | Assess your product and company capabilities against the inclusion criteria of each market selected. |
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Module 2: Align on a Strategic Vision for Analyst Relations
The Purpose
- Align with executives and key operations staff on the value of strategic AR.
- Align on shared goals and key performance indicators (KPIs).
Key Benefits Achieved
- Win AR program support from executives, product teams, and sales team. Understand how AR program success will be measured.
Activities: | Outputs: | |
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2.1 | Create the AR vision and gain support among senior leaderships stakeholders. |
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2.2 | Define AR KPIs. |
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2.3 | Outline operational support for the program among product, marketing, CEO, and sales. |
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2.4 | Turn KPIs into shared goals. |
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Module 3: Develop Customer References and Reviews Plan
The Purpose
- Target customers for references and reviews as needed by analysts.
Key Benefits Achieved
- Develop sources to prove or testify to your capabilities.
Activities: | Outputs: | |
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3.1 | Assess market segments where references are needed. |
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3.2 | Develop plan to work with sales and customer success teams to cultivate those references. |
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3.3 | Set up your reference tracker and process plan for ongoing recruitment and management. |
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Module 4: Plan Initial Analyst Briefings
The Purpose
- Build readiness for initial/improved analyst briefings.
Key Benefits Achieved
- Improve analyst engagement.
- Participate in the research process.
- Use analyst insights more effectively.
Activities: | Outputs: | |
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4.1 | Establish process for analyst briefing planning. |
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4.2 | Build request-for-information data tracker and identify data field ownership and process for completion and updates. |
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4.3 | Understand analyst briefing information needs. |
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4.4 | Tailor analyst briefing presentation template for upcoming analyst briefings. |
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Module 5: Develop Inbound Analyst Engagement
The Purpose
- Develop the rationale and plan for bringing analyst insights into the business to build better solutions
Key Benefits Achieved
- Make product and go-to-market improvements.
- Increase executive and product team support.
- Achieve greater AR program ROI.
Activities: | Outputs: | |
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5.1 | Create the vision for analyst engagement – ongoing in support of the product lifecycle. |
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5.2 | Identify aligned goals with product team and identify how to drive and measure AR program ROI. |
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5.3 | Set milestone dates for analyst engagement. |
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