---
aliases: ["Analyst Relations Brief"]
tags: [pm-skills, skill]
skill: analyst-relations-brief
description: "Prepare for an industry analyst briefing (Gartner, Forrester, IDC and similar). Use when asked to prep an analyst briefing, write an AR briefing document, build talking points for an analyst call, or prepare a Magic Quadrant / Wave submission narrative. Produces a briefing kit — objective, company/product narrative, differentiation, proof points, the demo storyline, anticipated questions, and follow-up commitments."
---

# Analyst Relations Brief Skill

Prepare a crisp, credible analyst briefing that lands the company's narrative and positions it well for evaluations. Analysts reward clear differentiation backed by evidence — not marketing gloss.

## What This Skill Produces

- A briefing objective and the one message to land
- A tight company + product narrative and market framing
- Differentiation and proof points an analyst can verify
- A demo storyline mapped to the analyst's evaluation criteria
- Anticipated tough questions with honest answers, plus follow-ups

## Required Inputs

Ask for these if not provided:

- **The analyst / firm** and their coverage area, plus any evaluation (Magic Quadrant, Wave, MarketScape) in play
- **Objective** — inclusion in an evaluation, repositioning, launch awareness, feedback
- **Company & product basics** — what it does, who it's for, traction
- **Differentiation** and the proof (customers, metrics, architecture)
- **Roadmap themes** you can share (and what's confidential)
- **Known analyst views** or prior feedback, if any

Never fabricate metrics, customers, or roadmap dates — mark `[to confirm]` and flag anything under NDA.

## Process

1. **Set the objective** — what a good outcome looks like and the single message to land.
2. **Frame the market** — the category, the shift, and where you play; align to the analyst's taxonomy.
3. **Tell the narrative** — problem, approach, why now, why you.
4. **Prove it** — evidence that survives scrutiny; concede limits honestly.
5. **Map the demo** to the analyst's criteria — show, don't tell.
6. **Pre-empt hard questions** — pricing, scale, competition, gaps; prepare honest answers.
7. **Plan follow-up** — what you'll send, by when, and how you'll track the relationship.

## Output Format

---

# Analyst Briefing Kit — [Firm / Analyst]

**Date:** [date] · **Objective:** [outcome] · **Evaluation in play:** [MQ / Wave / none]

## The One Message
[The single thing the analyst should remember.]

## Market Framing
[The category shift and where you fit, in the analyst's language.]

## Company & Product Narrative
- **What we do:** [one line] · **For:** [ICP]
- **Why now:** [market shift] · **Traction:** [customers / growth — or `[to confirm]`]

## Differentiation & Proof
| Differentiator | Why it matters | Proof (verifiable) |
|---|---|---|
| [Point] | [analyst-relevant value] | [customer / metric / architecture] |

## Demo Storyline (mapped to evaluation criteria)
1. [Criterion] → [what we show]
2. [Criterion] → [what we show]

## Anticipated Questions
| Likely question | Honest answer | Where we're weak (and the plan) |
|---|---|---|
| [Question] | [answer] | [gap + roadmap theme] |

## Roadmap Themes to Share
- [Theme] — [shareable direction] · [confidential: yes/no]

## Follow-Ups
- [Deliverable] — [owner] — [by when]

---

## Quality Checks

- [ ] The one message is explicit and repeated in the narrative
- [ ] Differentiators map to the analyst's evaluation criteria
- [ ] Every proof point is verifiable, or marked `[to confirm]`
- [ ] Weak spots are acknowledged with a credible plan, not hidden
- [ ] Confidential/NDA items are clearly flagged
- [ ] Follow-ups have owners and dates

## Anti-Patterns

- [ ] Do not use marketing superlatives an analyst will discount
- [ ] Do not dodge gaps — analysts probe them; own them with a plan
- [ ] Do not invent metrics, logos, or roadmap dates
- [ ] Do not ignore the analyst's taxonomy and force your own category
- [ ] Do not overload the demo; map it to what's being evaluated

## Example Trigger Phrases

- "Prep me for a Gartner briefing next week"
- "Write an analyst briefing document for our platform"
- "Build talking points and anticipated questions for a Forrester Wave call"
- "Prepare our narrative for a Magic Quadrant submission"

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