Analyst Relations Library Index
 

ARchitect's Analyst Relations knowledgebase includes a library of SageNotes (listed here) as well as SageTools (templates for best practices) and SagePractices for bringing it all together. The index below lists some examples of the SageNotes that are available within the library.

SN0001 - Analyst Relations: Growing Relationships and Increasing Profits
SN0002 - Tiering the Analyst Briefing List for Better Resource Allocation
SN0003 - Integrating the AR Budget into your Strategic Planning
SN0004 - How Do Analysts Use the Information Received From Vendors?
SN0005 - A Consumers Guide to Using Industry Analyst Research
SN0006 - Corporate AR Portal: Tool for Internal Marketing
SN0007 - Styles of Analyst Relations: Don’t Be Stuck in Reactive Mode and Lose Sales
SN0008 - Vendor Sales Forces: Learn about the Analysts and Prosper
SN0009 - The Analyst Relations Job Description
SN0010 - Reach Out and Touch Someone: Your Colleagues
SN0011 - Analyst Portals: Critical Tools for Outreach
SN0012 - Negotiating with the Analysts: A Roadmap for Getting the Right Services from the Right Firms at the Right Price
SN0013 - The Request for Information – Communicating Requirements Succinctly and Consistently
SN0014 - Roles & Responsibilities During an Analyst Briefing
SN0015 - Investing In IT Analyst Services? Do Your Homework First
SN0016 - Evaluating Responses from Analyst Firms: Take a Systematic Approach
SN0017 - Analyst Services Contracts: Terms and Conditions to Protect You
SN0018 - Negotiating for Analyst Services: Drive a Hard Bargain
SN0019 - Drive Continuing Value for Analyst Services Contracts: ARInsights' 12 Point Check Up
SN0020 - Sink vs. Source: Setting up the System to Maximize the Value of Analyst Research
SN0021 - Regulation FD: Will the Arm of the SEC Reach IT Industry Analysts?
SN0022 - Be Very Wary When Briefing Financial Analysts
SN0023 - Multiclient Studies: Market Research Tool or Vendor Trap?
SN0024 - How to Audit the Analyst’s Spoken Word
SN0025 - The Spoken Word is Mightier than the Pen
SN0026 - Multiclient Studies: Maximizing the Value
SN0027 - Client Inquiries: Underutilized Tool for Building Relationships
SN0028 - Staying Top of Mind through a Mix of Interactions
SN0029 - Briefings: Foundation for Educating Analysts
SN0030 - Creating an Analyst Editorial Calendar
SN0031 - Checklists for the IT Analyst Roadshow
SN0032 - Achieving and Sustaining IT Analyst Relations Momentum
SN0033 - More Terms & Conditions for Analyst Services Contracts
SN0034 - The Analyst Relations Predictive Workload Model
SN0035 - Briefing Current Analysis – Think Twice
SN0036 - AR Contact Map: Increasing Response Speed and Quality
SN0037 - Dealing with Gartner’s Community Model
SN0038 - Insulate Your Company from Analyst Travel Day Fees
SN0039 - AR Momentum Phases: The Trigger
SN0040 - AR Momentum Phases: Build the AR Foundation
SN0041 - Best Practices when Executing the Roadshow Meeting
SN0042 - Why to Brief Yankee Group, and Why Not
SN0043 - Make it Real: Case Studies
SN0044 - Responding to Analysts’ Impact on Sales: Introduction
SN0045 - Responding to Analysts’ Impact on Sales: Investigation Phase
SN0046 - Shaping the Analysts’ Market View: Use a MarketDriver
SN0047 - How to: The Partner Slide (Avoid the Shaking Hands Clip Art)
SN0048 - IT Industry Analyst Firms: Summer 2001 Firm Round-Up
SN0049 - How to: The Customer Slide (By the Way, Get Rid of the Logos)
SN0050 - The Analyst Firm Landscape: Summer 2001
SN0051 - Analyst Consulting Days: Maximizing Value
SN0052 - By Invitation Only: The Role of the Sales Rep in the Vendor Briefing
SN0053 - IT Industry Analysts & Market Research Analysts: What’s the Difference?
SN0054 - How to: The Competitive Landscape Slide
SN0056 - The ROI of IT Analyst Relations: Impact on Revenues
SN0057 - The ROI of IT Analyst Relations: Impact on Costs
SN0058 - The Impact of IT Industry Analysts
SN0059 - The Analyst Briefing List: How to Rank the Analysts
SN0060 - How Important Is This Guy: Criteria for Responding to Analyst Requests
SN0061 - AR Manager to Analyst: “You’re Tier 3 for a Reason. Deal with it!”
SN0062 - Analyst-Developed RFP Text: Understanding Leads to Sales
SN0063 - The IT Analyst Market Landscape: Winter 2001
SN0064 - IT Industry Analyst Firms: Winter 2001 Firm Round-Up
SN0065 - Beware Analyst Surveys: Not Always What They Seem
SN0066 - Financial Services Analyst Firms
SN0067 - U.S. Analyst Relations into Europe: The Next Frontier
SN0068 - Targeting a Single Analyst Firm with an Account Plan
SN0069 - Influence Recurring Research Reports with a Research Action Plan
SN0070 - The Analyst Relations Strategic and Tactical Plan Outline
SN0071 - The Analyst Relations Interaction Calendar
SN0072 - Survey Results: Feedback on Analysts and Analyst Firm Influence
SN0073 - Gartner’s Magic Quadrant: Don’t Obsess, Don’t Ignore
SN0074 - Gartner’s Magic Quadrant: Results of the Vendor Survey
SN0075 - A Consumer Guide to using Gartner’s Magic Quadrant
SN0076 - Gartner’s Magic Quadrant: Moving the Dot
SN0077 - Gartner’s Magic Quadrant: How Vendor Sales Should Respond
SN0078 - Gartner’s Magic Quadrant: The Danger is Complacency
SN0079 - Measuring AR Success: The Balanced Scorecard
SN0080 - Analyst Styles for Gathering Vendor Information
SN0081 - A Consumers Guide to Market Share Numbers
SN0082 - IT Industry Analyst Firms - Spring 2002 Firm Round-up
SN0083 - Attitude is Everything and Should Be a Part of AR Spokesperson Training
SN0084 - Introducing a New Analyst to Your Company
SN0085 - Survey Results: AR Operations and Budget
SN0086 - Big 5 IT Consultants Influential? Yes. AR worthy? No
SN0087 - By the Numbers: Succeeding with the Quantitative Analyst
SN0088 - Advisory Analysts – Three Levels – Three Distinct Types of Motivation
SN0089 - IT Managers focus on Phone-based Inquiries, not Written Research
SN0090 - Industry Events - Use Them to Your Advantage
SN0091 - Sales and the Analysts: Discovery Questions to be Asked by Sales
SN0092 - Analyst Firms Consulting Groups: The Landscape
SN0093 - Influencing Analyst Firm Consultants
SN0094 - Sometimes Candor is the Best Medicine
SN0096 - Why Technology Buyers use the IT Advisory Analysts
SN0097 - Sales and the Analysts: Incorporating Questions about the Analysts into the Win-Loss Analysis
SN0098 - Handling Analyst Misquotes – Rampage or Restraint
SN0099 - Getting Analysts Involved Early and Often
SN0100 - What to Talk About Between Announcements
SN0101 - Surveying the Analysts on their Impact on Your Sales
SN0102 - Analysts Newsletters – “Focus on Focus” to Succeed
SN0103 - Measure your AR Effectiveness and Analysts’ Service Preferences
SN0104 - Journalist Guide to the IT Industry Analysts
SN0105 - How to Escalate Research Note Disagreements
SN0106 - A Coordinated Disclosure Policy for AR, IR and PR
SN0107 - Case Study: Rapid Response by AR saves a $35 Million Deal
SN0108 - Using Teleconference Calls to Maintain Analyst Relationships
SN0109 - The ARInsights Hierarchy of Analyst Needs
SN0110 - The AR Executive Buddy Program: How to Maximize your AR Spokespeople
SN0111 - Career Path for AR Associates
SN0112 - Talking to Market Researchers without Compromising RegFD
SN0113 - Proven Success Factors for Conference Panelists
SN0114 - What You Heard versus What They Said
SN0115 - The Case for a Senior Manager of Influencer Relations
SN0116 - Case Study: Quarterly Conference Calls with the CEO
SN0117 - Information Map: Untangling the Flow of Non-public Information
SN0118 - Monitoring Analyst Opinions-Critical for AR, PR, Marketing and Sales
SN0119 - Analyst Firm Spending – Should it be Centralized in AR?
SN0120 - Analysts: Originality is not the Goal
SN0121 - AR and PR – Parallel Roads
SN0122 - How Analyst Firms Organize Research Coverage
SN0123 - Four Key Attributes for Assessing Potential Analyst Firm Impact
SN0124 - Analysts and the Press – A How To Guide
SN0125 - Analyst Summit: Definition
SN0126 - The Silver Bullet: AR’s Secret Weapon to Arm Sales
SN0127 - Stretching the AR Budget
SN0128 - Developing an Information Pipeline from Sales about the Analysts
SN0129 - How to Get On An Analyst’s Short List
SN0130 - Analyst Summit: Decision Model
SN0131 - Disseminating Information to the Sales Force: Tips and Tactics
SN0132 - Five Items Executives Need to Know for Analyst Interactions
SN0133 - Definitions: Analysts, Consultants
SN0134 - How much to Spend on AR?
SN0135 - Driving Inquiry Usage to Enhance Relationships and Company Strategy
SN0136 - Analyst Summits: Guidelines for Meals and Gifts
SN0137 - Leveraging Objectivity: Using Analyst Research in the Sales Cycle
SN0138 - Three Areas of Management for Global AR Programs
SN0139 - AR-Sales: Helpdesk for Inbound Sales Requests on Analysts
SN0140 - Analyst Summit: Measurement
SN0141 - Protecting Confidential Information is a Personal Responsibility
SN0142 - A Comprehensive AR Planning Process
SN0143 - AR Effectiveness Matrix: Planning Continual Improvement
SN0144 - AR Effectiveness Matrix: Definitions
SN0145 - AR Effectiveness Matrix: Opportunities and Challenges
SN0146 - AR Planning: Setting Goals and Objectives
SN0147 - Analyst Summit: Presentation Best Practices and Critiques
SN0148 - AR-Sales: Rolling out a Pilot Sales Support Program
SN0149 - AR Organizational Strategies
SN0150 - Global AR: Organizational Structure Implications
SN0151 - It’s Not the Money but How You Present Your Product
SN0152 - AR and Sales: Dealing with Changing and Proliferating Magic Quadrants
SN0153 - AR-Sales Newsletter: Information and Best Practices Yield Increased Sales
SN0154 - Division of AR Labor and Activities
SN0155 - Determining the Size of the AR Team
SN1013 - Worst Practices for an Analyst Briefing Presentation

     
 
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