Best practices,Insights-Driven AR

July 28, 2020

Annual analyst relations planning: why it’s critical

Why create an annual AR plan? Annual planning is the backbone of a mature AR program as it enables a thoughtful, coordinated foundation for activities throughout the year. Annual AR plans are intended to ensure ...

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Best practices,Insights-Driven AR

July 15, 2020

Using analyst perception audits to answer common AR questions

As AR pros we often get pressure from our key stakeholders for insights into how our key analysts feel about us, especially compared to our competitors. We get questions ranging from how our messaging is ...

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Best practices

April 21, 2020

Three things to always include in speaker preps

As AR professionals, we know there’s a ton of work that goes into an analyst conversation. In most cases, we are only given 30-60 minutes with an analyst before they’re moving on to the next ...

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Best practices,On the Spot

April 9, 2020

Cory’s tips for making allies with account executives

In this On the Spot video, I interviewed Cory Sims, Client Executive at Spotlight. I’m thankful we were able to film this before we left for the COVID-19 quarantine because Cory shares very useful tips ...

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Best practices

March 17, 2020

Creating an analyst relations strategy without analyst firm subscriptions

As AR professionals, it is our responsibility to drive strategic and meaningful relationships with analysts on behalf of our organizations. But, this might seem especially challenging if your company currently isn’t investing in analyst firm ...

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Best practices,On the Spot

February 21, 2020

Andrea’s favorite analyst icebreakers

If you’ve poked around our blog and website, hopefully, you’ve noticed that Spotlight is pretty unique. We only focus on analyst relations, so with a growing company of 60+ AR pros, we have some highly ...

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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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