1/ Advisory

SageCircle is an advisory and training firm that delivers analyst relations (AR) strategic planning and tactical tools for vendors of high tech products and services. We have analyzed, developed and defined best practices across analyst relations, marketing, executive issues, sales, business development and technology. We use the experienced insights of industry insiders to apply these proven practices to your situation. SageCircle’s expertise helps vendors of technology increase sales through more effective industry analyst relations. 

Actionable Advice

AR is a profession driven by the need for efficiency and effectiveness. SageCircle’s advice-based services assist with both by providing access to actionable advice based on our vast knowledgebase of proven AR best practices.  Because, the analyst ecosystem is dynamic, SageCircle invests significant resources in on-going research and continuously adds new techniques and analyst market intelligence to the AR toolbox. The categories of advice-based services are:

Inquiry: On-demand, phone-based access to SageCircle strategists. Research and tools need to be tailored to clients’ situations, which can only be accomplished when clients and strategists talk. Phone-based inquiry is your lifeline when you need timely access to an AR and analyst expert to exploit an opportunity or mitigate a problem.

Mini-Workshops: Bundles of SageContent^TM, SageTools^TM, training and strategist inquiry focused on a specific activity with the goal of building the AR professional’s knowledgebase to improve current and future execution. Mini-Workshops give AR teams the knowledge, best practices and tools needed to ensure a successful outcome. Phone and webinar based.

Builder Workshops: Structured, short consulting engagements that leverages SageTools^TM and strategist experience to assist a client in building a plan or creating an analyst conference. Builders combine an on-site day with electronic interactions to provide depth in a concentrated time 

Benefits: Saves You Time while Improving the Outcome

Because AR teams are usually bandwidth constrained, it is not practical for them to “re-invent the wheel” to create best practices and tools. By leveraging SageCircle’s investments in research and development, AR managers can take their programs to the next level quickly and efficiently.

The second aspect of how SageCircle saves clients time while improving outcome is the structured processes and workbooks we developed to execute engagements. SageCircle uses step-by-step checklists to ensure that every mini-workshop and builder workshop is accomplished efficiently, with nothing “falling between the cracks” in to order to ensure maximum business value. For the Annual Advisory Service, we have a 14-Point Checkup that we use to quickly identify areas where inquiries are needed to help clients execute their program and ensure maximum business value from the SageCircle service.

Brochures

Inquiry

• Annual Advisory Service
• Blocks of Advisory Time
• Annual Advisory Service’s 14-Point Checkup
• Expertise on the ARchitect analyst relationship management software

Mini-Workshops

• AR Diagnostic^TM – free
• Creating the Killer Briefing (includes presentation building & critique)
• Launching the AR Blog*
• Maximizing Analyst Consulting Days

Builder Workshops

• AR Metrics Plan Builder*
• AR Plan Builder*
• AR-Sales Partnership Plan Builder*
• Creating the Killer Analyst Conference*

* TBA – Brochures to be added soon. Please call for background on these services. 

For More Information

Call 650-274-8309 or e-mail carter [at] sagecircle.com to schedule a call about how SageCircle can help take your AR program to the next level.

Note: This page is continually being refreshed. We already have a lot of information about SageCircle services and insights. But please do check back periodically as we will be adding more brochures and other content. Updated: May 25, 2008.