Our Discovery Workshop is a collaborative session between your internal stakeholders and Kea’s AR experts. The goal: to define a clear Analyst Relations strategy that aligns with your business priorities and positions your company effectively with the analyst community.
Pre-Workshop Preparation
Before the session, we work with you to:
- Identify Key Stakeholders
Include representatives from product, marketing, comms, sales, and leadership. - Clarify Objectives
Understand your current analyst engagement, desired outcomes, and key business goals. - Conduct Research
Gather background on relevant analyst firms, coverage areas, key analysts, and upcoming reports.
Workshop Structure
1. Introduction & Context Setting
- Welcome and goals of the session
- Agenda walkthrough and alignment on outcomes
2. Current State Assessment
- Review of past analyst interactions, successes, and pain points
- SWOT analysis of current AR maturity
- Define success metrics (KPIs)
3. Analyst Landscape Overview
- Analyst firm landscape relevant to your market
- Selection and prioritisation of target analysts
- Identification of influential individuals by topic or segment
4. Goal Setting & Strategy Development
- Define measurable AR goals
- Develop engagement strategies linked to business priorities
- Align AR with GTM, sales, and product strategies
5. Message Development & Positioning
- Craft and refine narratives tailored to analyst expectations
- Address gaps in perception or differentiation
6. Engagement Planning
- Build an actionable plan of activities (briefings, inquiries, events, evaluations)
- Assign ownership and timelines
- Establish an ongoing AR calendar
7. Measurement & Evaluation
- Agree on how to track progress and demonstrate impact
- Set up feedback and reporting mechanisms
8. Wrap-Up & Next Steps
- Review action items and strategic decisions
- Confirm next steps, owners, and timelines
- Thank participants and close the session
Post-Workshop Delivery
After the session, we provide:
- Workshop Summary
A formalised document capturing insights, goals, action items, and analyst targeting recommendations. - Execution Support
Ongoing advisory, briefing prep, and analyst engagement planning as needed. - Periodic Reviews
Scheduled checkpoints to assess outcomes, refine plans, and maintain alignment with evolving business priorities.
Why It Matters
Too often, AR is reactive, fragmented, or misunderstood. This workshop helps you turn AR into a focused, high-impact function, grounded in analyst insight and directly tied to business growth. It builds internal confidence, sets a strategic foundation, and equips your team to engage analysts in a way that moves the needle.