Step 1: Take a self-evaluation.
- Have you formalized a disclosure policy for communications with IR audiences?
- Do you know what your existing and potential callers want to hear on your quarterly earnings call?
- Have you met with five new investments analysts?
- Have you attended five relevant networking opportunities?
- Have you met with the appropriate institutional investors to ensure a stable shareholder base?
- Have sell-side analysts heard your message and initiated coverage of your company?
- Have you spent the time to tailor key messages for each audience?
- Have you conducted a perception study to understand how your key constituents perceive your company?
- Have you created an investor presentation that captures the key messages that resonate with investors?
- Have you hosted a Financial Analyst Day to introduce your company to new investors?
Step 2: Consider the costs for your communications program.
- Total company sales/cash flow?
- % of your sales/cash flow spent on analyst relations?
- % of your sales/cash flow spent on investor relations?
- % of your sales/cash flow spent on outreach?
- % of your sales/cash flow spent on a financial media tour?
Step 3: Call or email us to receive descriptions on any of these a la carte services.
- Buy-side Targeting
- Earnings Conference Calls
- Financial Analyst Day Financial
- Analyst Tour
- Intensive Messaging Workshop
- Investor Presentation Review
- Investor Relations Counse
- Networking Events
- Messaging Workshops
- Perception Study
- Retail Investor Targeting
- Sell-side Cultivation
- Strategy & Planning
- IR Web casts