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Elevate Analyst Relations
Develop and execute your micro-influencer engagement strategy.
- Aggregating reach and impact: Micro-influencers typically have smaller audiences, making it challenging to combine multiple voices to match the reach of a macro-influencer.
- Managing multiple partnerships: Collaborating with numerous micro-influencers requires more coordination and resources.
- Ensuring a consistent brand: Maintaining a unified brand voice across a diverse group can be difficult.
Our Advice
Critical Insight
Leveraging macro- and micro-influencers helps address complex ROI challenges, fosters stronger client relationships, and maintains a competitive advantage.
Impact and Result
Micro-influencers generate 60% higher engagement rates for product recommendations than macro-influencers, creating much stronger purchase intent with their dedicated followers.
Elevate Analyst Relations 91ÖÆÆ¬³§ & Tools
1. Elevate Analyst Relations Storyboard – A step-by-step guide to strategizing around micro-influencers, who offer targeted engagement but face limited reach, coordination complexity, and brand inconsistency.
Clients should adopt centralized influencer-management platforms, leverage data-driven analytics, and establish clear brand guidelines with collaborative training to seamlessly integrate micro- and macro-influencers, streamline logistics, and ensure consistent messaging for stronger ROI and competitive advantage.
2. Elevate Analyst Relations Playbook – A structured approach to building an elevated analyst relations team.
This playbook ensures clear roles, ongoing management, and a continuous feedback loop to refine your analyst relations strategy.
3. Elevate Analyst Relations Workbook – A workbook to help organize and manage your assets, contacts, calendars, and AI research queries.
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.
4. Analyst Briefing Presentation Template – A guide to delivering your initial analyst briefings. Keep them simple, informative, and engaging.
This presentation template uses sample data from "Acme Corp" to demonstrate an ideal strategy to analysts.
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About Info-Tech
91ÖÆÆ¬³§ is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
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Get the help you need in this 3-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.
Guided Implementation 1: Alignment
- Call 1: ​Kickoff and AR environment.
Introduce the GI objectives, clarify desired outcomes, and review current analyst relations (AR) challenges and trends.
- Call 2: ​Defining your AR strategy & aligning teams.
91ÖÆÆ¬³§ a clear, data-driven AR strategy. Align cross-functional teams on key objectives and establish relevant KPIs.
- Call 3: Data-driven engagement & AI tools.
Explore predictive analytics and AI tools that streamline analyst monitoring and engagement. Plan pilot projects to refine approach.
Guided Implementation 2: 91ÖÆÆ¬³§ & Reposition
- Call 1: Influencer ecosystem & database.
Combine traditional analysts with micro-influencers; map expertise, reach, and relevance. Develop a living influencer database.
- Call 2: ​Crafting authentic narratives.
91ÖÆÆ¬³§ compelling stories centered on customer outcomes. Incorporate measurable ROI and messaging.
- Call 3: ​91ÖÆÆ¬³§ing trust & transparency.
Strengthen relationships through transparent briefings and candid dialogue. Establish a briefing calendar and protocols.
Guided Implementation 3: Outcomes and Metrics
- Call 1: ​Outcome-focused metrics & KPIs.
Identify high-impact AR metrics (pipeline acceleration, brand sentiment). Use real-time dashboards for performance tracking.
- Call 2: ​Launch & optimize your strategy.
Finalize and launch your AR playbook, assign roles for ongoing management, and establish a feedback loop for continuous improvement.
Author
Joanne Correia
Contributors
- Howard Kogan, CEO, ARInsights
- Arthur Bailey, Marketing Director, AR, Amazon Web Services
- Antonella Crimi, Global Head of Analyst Relations, Unit4
- Barry McArthur, Senior Director, Diligent
Related Content: Marketing Solutions
Search Code: 108184
Last Revised: August 5, 2025
TAGS:
Analyst relations, AR playbook, AR strategy, KPI alignment, Metrics and measurement, Cross‑functional collaboration, Stakeholder roles, Influencer identification, Influencer marketing, Analyst briefings, Content development, Brand messaging, Pipeline influence, Lead generation, Sales enablement, Product roadmap integration, Thought leadership, Feedback loop, Governance & rollout, Continuous improvementBook an Appointment
IT 91ÖÆÆ¬³§ & Advisory Services
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