Analyst Relations Workshops

Welcome to Kea Company, a leading Analyst Relations consultancy with over 75 years of combined experience in the industry. Our Analyst Relations Workshops are designed to help you take your AR efforts to the next level. Our comprehensive training program covers all major areas of AR and identifies successes and risks. We also offer a unique professional development program for AR managers and spokespeople.

Analyst Relations Discovery Workshop: Not sure what Analyst Relations are all about and if it fits your company or you are getting ready to start your Analyst Relations programme? This workshop is tailored to help you to evaluate the potential and requirements of engaging in Analyst Relations from your company’s specific situation.

The Kea Company Discovery Workshop will address the following topics and help you:
– Explore the level of coverage of your technology space
– Understand the internal resources required to kick off the Analyst Relations programme
– Plan a budget that aligns with the goals of your Analyst Relations programme
– Identify the key analyst firms for your company
– Optimise your analyst pitch
– Get a better understanding of key content needed for Analyst Relations
– Avoid common pitfalls when engaging with analysts

Training & Development Workshops for Vendor Executives and Analyst Relations professionals looking to enhance the performance of their analyst relations programs.

Spokesperson Training Programme: Why train spokespeople in Analyst Relations? The most important currency to analysts is information. Getting that information directly from the CEO, other executives or programme leads makes it credible and promotes the relationship you are attempting to build. Consequently, it is in your best interest to improve all executives’ understanding of the analysts, their role in your core market(s) and how those specific analysts impact your revenues.

The Spokesperson Training programme will address the following topics and help you to:
– Optimise the engagement: Your company is investing not just in a short-term, personal relationship but in a long-term, global, revenue-impacting relationship
– Differentiate your company, its services and offerings: through every interaction with an analyst, you have an opportunity to set your business apart from the competition, clarify and validate your offerings as well as own more significant mindshare
– Maximise your Analyst Relations investment: The annual contracts your company has negotiated with Forrester, Gartner, IDC, or other research firms are possibly one of the most significant investments in your marketing/communications budget. With ample knowledge about how best to prepare for interactions with analysts, you will be able to make the most of that investment

With this approach, your Spokesperson Training is broken into five modules. The modules can be combined or delivered separately to your executives, product/service leads or department heads. Each module can be provided during a 30-minute virtual meeting. In addition, modules can be combined to accommodate your schedule and current Analyst Relations needs.

Examples of workshop content include the following focus areas:
– Influencing Analysts Worldwide: This foundation programme outlines the impact of analysts, how they work and how to organise Analyst Relations outreach
– Building Analyst Relations Momentum: This manages’ training summarises research into analyst behaviour, and shows best practices for developing Analyst Relations momentum and operational excellence
– Shifting Key Analysts: This advanced training focuses on how to meet the ‘hard’ and ‘soft’ needs of tier 1 analysts – and how to measure changes in awareness and perception
– Analyst Relations Special Focus Programmes: This workshop focuses on the requirements and best practices to build a successful ‘focused’ Analyst Relations programme for specific regions/countries or industry verticals
– Analyst Firm Budgeting: Make the most of your available budgets. Our team will take a look at your current analyst firm spending and work with you to optimise your analyst firm spending to achieve your goals
– Analyst Tiering Workshop: One of the most discussed topics in Analyst Relations. With limited resources, it is often necessary to decide which analysts and firms to target. This workshop not only highlights the different parameters to take into account but also leverages data from Kea’s Analyst Value Survey to assess the impact of analyst firms and the usage patterns of end-users

Analyst Relation Coaching
When you already have a solid ongoing Analyst Relations programme, regular counsel and independent feedback on your efforts can make the difference between being a leader or a follower. One of our highly experienced professionals will coach you. Further, they will help you to take advantage of every tactic in the book. These sessions will ensure that you keep going at full speed, no matter the challenges ahead.

The approach taken with these coaching and training offerings is that our professionals focus on helping our clients to enhance their performance and job satisfaction while considering the individual, their role, and their organisational context.

If you’re interested in learning more about our services, please fill out the form below, and we’ll get in touch with you.