The workbook contains the following:
- Customer References and Reviews Tracker: Record the names of customer reference candidates aligned with market segments and products to ensure a robust and proper list.
- Influencer Engagement: Designed to provide AR professionals with a worksheet, this tab is meant to act as a repository of analyst interactions and enable reporting to track engagement.
- KPI Tracker: This worksheet is designed to calculate your inbound-to-outbound analyst interactions ratio based on the data in your tracker.
- Research Firm Market Calendar: This tab serves as a repository for your markets, listing relevant analyst publications, key milestones, and space to record essential activities required to support the analyst process.
