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.
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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.
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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.
Book NowModule 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: | |
|---|---|---|
| 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: | |
|---|---|---|
| 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: | |
|---|---|---|
| 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: | |
|---|---|---|
| 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: | |
|---|---|---|
| 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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