Exercise 1 of 4
RFI Automation Scope
24 points
Sort these: agent handles vs. human judgment required?
Pulling relevant past responses from knowledge base
Generating first-draft answers to common questions
Flagging where responses may be stale
Incorporating latest capability documentation
Deciding how to position emerging capabilities
Strategic adjustment based on evaluation criteria
Choosing which customer references to cite
Final editing and narrative coherence
🤖 Agent Handles
🧠 Human Judgment
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Exercise 2 of 4
Influence Channels
24 points
Sort these: traditional influence vs. emerging channels?
Gartner Magic Quadrant evaluations
Forrester Wave placements
IDC MarketScape positioning
Formal analyst briefings
Practitioner Substack newsletters
AI systems (Perplexity, ChatGPT) recommendations
LinkedIn influencer opinions
Slack community discussions
📊 Traditional Analyst
🌐 Emerging Channel
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Exercise 3 of 4
Analyst Briefing Best Practices
24 points
Sort these: good briefing practice vs. anti-pattern?
Reserve time for questions to the analyst
Share customer proof points with outcomes
Be honest about product limitations
Ask what they're hearing from buyers
Treat briefing as pure one-way pitch
Oversell capabilities to maximize placement
Skip proof points and rely on claims
Never ask about competitive narratives
✓ Good Practice
✗ Anti-Pattern
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Exercise 4 of 4
Analyst Relations Scenarios
28 points
Scenario 1
Your team spends 120 hours on each Magic Quadrant RFI and completes 6-8 annually.
What's the BEST first step to improve efficiency?
Scenario 2
You want to expand influence beyond traditional analyst firms.
What should you map FIRST?
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Score Breakdown
Exercise 1: RFI Automation Scope 0/24
Exercise 2: Influence Channels 0/24
Exercise 3: Analyst Briefing Best Practices 0/24
Exercise 4: Analyst Relations Scenarios 0/28