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Tech Public Relations: Scheduled to Brief an Industry Analyst? Here Are Some Helpful Hints….

So it’s taken you several weeks, or even months to get to the industry analyst you want to sit down with (in person or on the phone) to give your pitch.


Before you sit down (in person or on the phone)  here are some helpful tips:

1.  Send your presentation 3 – 5 days in advance of the briefing.  Make sure you send it to the right person.  This may seem like pure common sense, but depending on the analyst firm you are briefing, ask who to send the presentation to.  It may be the organizer or the actual analyst.  

2.  Send an email confirming days and time (correct time zone too) with the analyst or the person who is coordinating the briefing. 

3.  Do an articles search and see where the analyst has been recently quoted and what’s on their mind.  Many analysts have blogs.  Read them and dig in.  Who are the bloggers at SupplyChainNetwork?  Click here.

4. Think like they do and ask yourself hard questions like why do you matter, how will you lead, what customers do you have that are using your technology or application?

5.  Be armed and ready with something to send right after the call.  An upcoming news release.  A customer story.  Something of substance that you can offer right then and there that will lend credibility and show that your company is very and forward thinking.

6.  Prepare your own questions for the analyst you are going to brief.  What are their pain points?  What do they see on the horizon?  Is your message resonating?  Don’t be afraid to ask for feedback.  Make a list of things you want to learn from them.

7. Make a list of your media targets and ask the analyst what media targets (print, online, blogs) they respect and actually read.  It’s a great way to make sure you are targeting the right media contacts; not just the right “media.”

. Let the analyst know what industry shows and events you plan to attend and see if he / she will be attending as well.  (Maybe you’ll be speaking at one of these events?).  Some analyst firms (like IDC or Gartner) have their own conferences and events, so make sure you know this in advance.

9.  Make sure you dial in 3 – 5 minutes before the scheduled time.  It’s like showing up to an appointment early.  You don’t want to get caught in a telephone traffic jam. Allow for conference call screw-ups, wrong access codes, and make sure you have an alternate number in case of phone problems.

10. Prepare and rehearse your pitch with someone in your office other than your direct co-workers.  That way, someone fresh and new can hear your pitch — and maybe even learn something new about the company!

But Wait.  There’s More!

 Need a great way to find Industry Analysts?  Visit Tekrati.

Got other suggestions?  Chime in with a comment.


Photo of park bench by Alan Weinkrantz – shot on location at Coney Island.  A great place to hang out and people watch.  Share, but please credit.


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