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Steps for Research Coverage

Please review the following steps to efficiently interact with our research team for initiating or maintaining research coverage. For more information about our research coverage and the briefing process, click here

 

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Sample 30 Minute Agenda

  1. Company Overview – Presentation – 5 Minutes

    1. Top Executives/ Background
    2. Employees, Customers, Partnerships
    3. Market strategy
  2. Solutions / Products Overview – Presentation – 10 minutes
    1. History, version, latest version, # customers with latest release
    2. Positioning/value proposition/benefits/ROI
    3. New features/benefits in latest release and claimed differentiation
  3. Product Demonstration – 10 Minutes
    1. Product feature overview – screenshots/live demo
  4. Dialogue / Next Steps – 5 Minutes

Briefing Form

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