91ÖÆÆ¬³§

Elevate Analyst Relations Workbook

Author(s): Joanne Correia

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The workbook contains the following:

  • Customer References and Reviews Tracker: Record the names of customer reference candidates aligned with market segments and products to ensure a robust and proper list.
  • Influencer Engagement: Designed to provide AR professionals with a worksheet, this tab is meant to act as a repository of analyst interactions and enable reporting to track engagement.
  • KPI Tracker: This worksheet is designed to calculate your inbound-to-outbound analyst interactions ratio based on the data in your tracker.
  • 91ÖÆÆ¬³§ Firm Market Calendar: This tab serves as a repository for your markets, listing relevant analyst publications, key milestones, and space to record essential activities required to support the analyst process.

View the Complete Blueprint:

Elevate Analyst Relations

Develop and execute your micro-influencer engagement strategy.

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