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Analyst Relations Resources

The Spotlight Way

What's your relationship status? An overview of Spotlight's Maturity Model

Posted by Christina Neill on Jun 11, 2019 11:17:25 AM

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 engagement, or our personal favorite – the Spotlight Way Maturity Model.

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Topics: Best Practices, Strategic Planning

Do you know where you stand with analysts?

Posted by Christina Neill on Jan 16, 2019 10:33:17 AM

A Forrester Wave or Magic Quadrant just published. You sigh in relief and pat yourself on the back for another job accomplished. But if you’re like us, it’s not too long before the question starts to creep in – how do we do better next year?

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Topics: Strategic Planning, Analyst Perceptions, Magic Quadrants, Waves, etc.

3 Steps to Prepare for a Perfect Advisory Day

Posted by Jim Genis on Oct 29, 2018 2:54:00 PM

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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Topics: Strategic Planning, Magic Quadrants, Waves, etc.

Evaluation Research... To Participate or Not To Participate? That Is The (Very Good) Question

Posted by Mike Pruitt on Sep 17, 2018 9:20:32 AM

"Is it better to be in a Wave or Magic Quadrant even if we don’t show well? Or are we better off declining participation?" I often get asked this question from my clients, and the answer of course is not black or white. It really does depend on many factors. The key is to have buy-in at all levels of the organization. Here are few important considerations as you are weighing this decision:

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Topics: Best Practices, Strategic Planning, Evaluation Research

Have the answers to your speakers’ questions, before they even ask them

Posted by Christina Neill on Aug 9, 2018 8:03:00 AM

“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, I remember him. What did I talk about with him last time?”

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Topics: Best Practices, Strategic Planning, Speaker Prep

How to determine what analysts actually perceive of you

Posted by Christina Neill on Aug 7, 2018 10:59:52 AM

Consider this scenario: While prepping your executive team for a Wave briefing, your CEO asks, "Where exactly do we stand with this analyst? It seems like she's skeptical of our strategy.”

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Topics: Best Practices, Strategic Planning, Analyst Perceptions

Spotting opportunities and planning for obstacles in your analyst relations strategy

Posted by Christina Neill on Jul 25, 2018 2:48:59 PM

The circus of analyst relations

For those on the outside of analyst relations, it may be easy to think of AR as just a sporadic briefing or two with a handful of seemingly relevant analysts. For those of us on the inside, we know it’s much more complex.

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Topics: Best Practices, Strategic Planning

Why comprehensive planning can save your analyst relations strategy

Posted by Christina Neill on Jul 19, 2018 2:50:00 PM

The daily grind of analyst relations

It’s what every AR pro is up against each day. You attend back-to-back calls, send countless emails to your team, are in constant communication with analysts and representatives from their firms, all while trying to think ahead about what everyone might need from you next.

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Topics: Best Practices, Strategic Planning

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