November 8, 2024

SageCircle: AR Excellence Training Program

Transform your analyst relations capabilities with SageCircle’s compact but powerful training program. Designed for marketing and communications professionals, this three-module program builds the skills needed to manage successful analyst relationships.

1. AR Fundamentals: Building Your Foundation

This introductory session provides core knowledge about the analyst world and sets you up for success in managing these critical relationships.

Core Topics Covered:

TOPIC DESCRIPTION
Analyst Types Advisory, market research, and consulting firm differences
Market Impact How analysts shape buyer decisions
Relationship Building Creating productive analyst connections
Best Practices Standard approaches that work
Common Pitfalls What to avoid in analyst interactions

Duration: 3 hours
Format: Interactive presentation and discussion

2. Strategic AR Skills Workshop

Build on your foundation with practical skills for managing daily analyst relations activities. Led by experienced AR professionals, this workshop focuses on the tools and techniques needed for success.

Key Learning Outcomes:

  • Create effective analyst lists and tiers
  • Develop compelling briefing materials
  • Track and assess analyst opinions
  • Manage sensitive information
  • Plan crisis responses

Duration: 3 hours
Format: Hands-on workshop with exercises

3. AR Practice Lab: Simulation Training

Put your skills into action through realistic scenarios. Work with former industry analysts to refine your approach and build confidence in real-world situations.

Workshop Elements:

  • Mock briefing practice
  • Q&A response techniques
  • Difficult situation handling
  • Real-time adaptation skills
  • Personal feedback sessions

Duration: 3 hours
Format: Role-play workshop with direct feedback

Custom Training Options

Each module offers standalone value but works best as a complete program. We can adjust the content and format to match your needs and schedule.

The compact afternoon format lets you build critical AR skills while minimizing time away from your other responsibilities.

Contact us to discuss how this training can strengthen your analyst relations program.