AR Program Management
Start strong. Scale with confidence.
Launching or formalizing an analyst relations program is one of the highest-leverage investments a technology company can make — and one of the easiest to get wrong. Without the right infrastructure in place from the start, programs become reactive, inconsistent, and difficult to defend to leadership when budget conversations come around.
We work with organizations at the early stages of building or formalizing their AR programs — putting in place the operational foundation that makes everything else possible.
1
Analyst Landscape
Mapping Identifying the right analysts to invest in based on your market, product category, and business objectives — so your team isn't guessing which relationships to prioritize or spreading resources too thin across firms that won't move the needle.
2
Engagement Framework & Cadence
Designing a sustainable engagement model — how often to brief analysts, what formats to use, how to manage inbound requests, and how to build analyst relationships that compound over time rather than starting from scratch each cycle.
3
Program Documentation & Templates
Building the core operational assets your team needs to run a consistent program: briefing decks templates, engagement trackers, analyst profile repositories, communication workflows, and internal calendars — all structured so they're easy to hand off, update, and scale.
4
Measurement Baseline & Reporting Framework
Establishing how your program will be measured from day one — setting goals that connect AR activity to business outcomes, building the reporting infrastructure to track progress, and creating the dashboards that give leadership clear visibility into program value.
5
Workflow Automation Setup
Identifying and automating the recurring, manual tasks that slow AR programs down — briefing prep workflows, follow-up tracking, internal updates, and reporting — so your team can focus on relationship-building and strategy rather than administrative overhead.
6
Internal Playbook
Documenting how the program runs: who owns what, how analyst interactions are managed, how evaluations are handled, and how new team members get up to speed.
WHO THIS IS FOR
• Technology companies hiring their first AR manager and wanting to set the program up for success before or alongside that hire
• Organizations that have been doing informal AR without a structured program and need to formalize and scale it
• Companies preparing for their first major analyst evaluation (Gartner Magic Quadrant, Forrester Wave) and needing a program foundation in place before the cycle begins
• Marketing and communications leaders who want AR to be a strategic function — not just a list of briefings