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.

Thought Model: Build a Strong Analyst Relations Foundation

Member Challenge

  • Analyst relations (AR) programs often struggle when approached as a PR initiative.
  • Failure to understand industry analyst value and how to apply analyst insights within the business to drive return on investment (ROI) makes it difficult to achieve the benefits of AR.
  • Identifying when and how to apply executive and product time and effort within the research and company decision-making process is a challenge.
  • Many programs lack a funding strategy to staff appropriately and keep up with demands simply because of a PR-style approach. Low results mean low funding.

Our Advice

Critical Insight

  • Applying insights from analyst engagement to key product and product marketing decisions will enable AR programs to deliver ROI in early stages of maturity.
  • “Pay to play” is a myth when describing top firms, but you must be vigilant to apply analyst insights properly to derive ROI from your research investments.
  • Hone your skills and validate value among executives and product teams in your early stages of AR maturity. Advanced stages will see your program helping with strategic decisions.

Impact and Result

  • Build more effective participation in the research process.
  • Firmly establish AR as a partner to the business, helping executives start to see the benefits of your program.
  • Improve industry analyst awareness of your brand, company, and products, leading to increased analyst mentions increase.

Research & Tools

Name Actions

1. Build a Strong Analyst Relations Foundation – A deck to help align your AR program to the business, build stronger analyst relationships, participate in the research process, and deliver ROI from your AR program back to the business.

In this storyboard and executive brief you will discover a more strategic approach to analyst relations and understand what drives AR program ROI and what steps to take to achieve success.

Name Actions
Build a Strong Analyst Relations Foundation Storyboard
Build a Strong Analyst Relations Foundation Executive Brief

2. Build a Strong Analyst Relations Foundation Tool Kit – Track AR program metrics, markets, and customer references and reviews with these tools.

A comprehensive set of tools to help you work more effectively with analysts and their methodologies, track your interactions, and measure program success against a key set of metrics.

Name Actions
Research Firm Markets Tracker
Analyst Engagement and KPI Tracker
Customer References and Reviews Tracker

3. Build a Strong Analyst Relations Foundation Presentation Templates – Strengthen your AR program with templates for effective presentations to executives and analysts.

A set of presentation templates making it easier and faster to communicate the benefits and progress of your AR program as well as to strengthen your analyst briefing capabilities.

Name Actions
AR Program Markets Pursuit Presentation Template
AR Program Goals and KPIs Presentation Template
Analyst Briefing Presentation Template