Advanced AR techniques,Best practices
November 12, 2019
The workflow you need for managing inbound analyst requests
Often when we talk about analyst relations opportunities we’re talking about the opportunities that we create. We have our priority list of analysts we want to engage with and we make those engagements happen via ...
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Advanced AR techniques,Best practices
September 23, 2019
How to quickly deliver meaning and inform strategy after analyst interactions
Too often, we don’t stop and fully unpack what happened in analyst interactions. We internalize feelings, maybe share a few external comments, but move on to executing our next task that our busy schedules demand ...
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Advanced AR techniques,Best practices
June 11, 2019
What’s your relationship status? An overview of Spotlight’s Maturity Model
When it comes to analyst prioritization and segmentation, there are many ways to divvy up the landscape. Some models we love are organizing analysts by core and opportunistic to our objectives, tiering by levels of ...
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Best practices
May 13, 2019
The five things you should always note after an analyst interaction
We all know building relationships with analysts doesn’t happen overnight. But, it’s important to remember that it also doesn’t happen without thoughtful and purposeful actions. While it’s a common best practice to prepare before analyst ...
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Best practices
April 24, 2019
Four components for keeping your analyst inquiry foundation strong
Whenever you started in analyst relations, inquiries were likely one of the first offerings you heard about from analyst firms. Included in most firm subscriptions, analyst inquiries are uninterrupted time to ask an industry expert ...
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Best practices
January 25, 2019
Rise up & stand out: how to create a compelling analyst briefing
A briefing is one of the best ways to inform an analyst of the value that your company provides to a given market. And, anyone can do it – it doesn’t require a subscription, plus ...
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Best practices
October 29, 2018
Three steps to prepare for a perfect advisory day
When briefings, inquiries, and interviews can only get you so far, we know you use strategic advisory days to understand an analyst better, influence his or her perception, and ideally, get leads on new customers. ...
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Best practices
August 9, 2018
Have the answers to your speakers’ questions, before they even ask them
“Why am I talking to this analyst?” How many times have you received this question from one of your speakers? Or maybe it was this question, right before the call started: “Oh yeah, Joe Analyst, ...
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