5 Ways to Convince Your Clients Clients to Do PR

One of the most enduring challenges many of my clients face is getting their clients on board with a public relations program.

It happens to healthcare vendors all the time.

The sales team inks a major deal with a large health system or a long-time hospital customer reports transformative results with your solution.

These exciting developments course through your company and the promotional machinery is set into motion. Press releases and media alerts are drafted. A steady cadence of pitches for bylines, case studies, and interviews are knitted together into a cohesive, multi-pronged strategy that aligns with concurrent plans developed by marketing, social media, web development, sales and internal communications.

Suddenly, a single e-mail or phone call brings the entire endeavor to a screeching halt. Your customer doesn’t do PR with vendors.

I’ve been burned by that stove a couple of times. What follows isn’t a sure-fire recipe for folding an end-user into your client’s PR program. No such recipe exists. However, with a bit of foresight and planning, you can reduce the chances of a hard no.’

1. Do Your Homework. A big part of PR is relationship building. A quick huddle with your client’s PR department and agency is great for setting boundaries about what they will or won’t participate in. It also helps to have a granular understanding of how that client approaches public relations. For example, many organizations have firm policies against promoting the vendors they use in day-to-day operations. This might imperil the chances of a press release, but could open opportunities for other kinds of content, such as speaking engagements, vendor-neutral interviews and carefully curated thought leadership.

2. Set the Table. Successful end user public relations actually start with the sales team and account managers who onboard new clients. Do your contracts include language about PR participation? Most clients would understandably balk at being required to participate in a full-fledged PR campaign, but many contracts have a line or two mandating that a press release be distributed within 60 to 90 days of signing the contract. Sales teams are also great for understanding the best way to approach a client with a public relations strategy.

3. Sell Their Story. Positive media coverage can be used by the health system to promote this new capability among existing patients and the broader community. As an industry, healthcare is unique in the level of fellowship and collaboration it inspires. Healthcare providers have a passion for sharing new ways to meet complex challenges. Creating a client-centered strategy that focuses on the organization’s journey and perspectives could open more doors than a strategy that blatantly promotes the vendor.

4. Be Strategic, Not Tactical. Any client who is participating in your PR efforts should have a voice in the actual strategy and tactics. This thinking goes beyond press release approval. It includes how and when they will be positioned and prepared for media interviews, speaking engagements, or other opportunities. Establishing a regular cadence and open line of communication with your client’s marketing and PR team ensures that you both make the most of your public relations efforts.

5. Start Small. It’s tempting to be aggressive with new client public relations because the opportunities seem endless. But broad programs are easy to reject. Too much time, too many resources. There’s nothing wrong with creating an ambitious program but reveal as much as you need to at the time. Start with small but measurable wins to build up a relationship.

Your company’s clients are a critical and bountiful resource for your PR and marketing program. They offer third-party validation for the efficacy of your solution within the industry. They act as vendor-neutral sources for editors and reporters in the trade and business press. They provide real-world solidity to the larger trends and narratives impacting healthcare in the United States.

Though your clients may understand the value they could bring to your PR strategy, that doesn’t mean they will go along with it. Communication with your clients about PR initiatives not only clears up misunderstandings but also helps establish with your client boundaries and a level of comfort about deliverables being created with their name and reputation affixed to it

But I have a staff why do I need a PR or marketing agency?

We all have strengths and whether we admit it or not, we all have weaknesses. For one, I can’t seem to make a grilled cheese sandwich without burning at least one side. Lucky for me, there are people that not only cook grilled cheese to perfection, but they’ve done so well they’ve opened entire businesses to support this one simple menu item.

Outsourcing we all do it, nearly every day. I, for one, often “outsource” my cooking whether it be to family members or to nearby restaurants.

According to Dictionary.com, outsourcing is a verb meaning to purchase (goods) or subcontract (services) from an outside supplier or source. Unfortunately, the word “outsourcing” often sparks a negative connotation. In reality, it’s simply working with others to provide goods or services to enable one to focus on their own strengths.

The Benefits of an Agency

In 2017, the entire outsourcing market was worth $89 billion and has only grown since with both large and small companies outsourcing various components of their business. Frequently, companies choose to outsource all or pieces of their marketing and public relations efforts.

Some reasons companies may choose a marketing and PR agency include:

  1. It can be difficult to find the best talent, at a reasonable price. Hiring an agency that specializes in your field can afford you multiple experts at a lower cost.
  2. Faster Turnaround. With domain knowledge and available tools, a team of experts can produce results faster.
  3. Tools and Technology. An agency has access to the latest marketing and public relations tools and technology required to execute flawless campaigns with robust reporting.
  4. Staying Focused. This is especially true of smaller companies or high-growth companies. If information technology is your specialty, let your teams focus on internal development and support while outsourcing tasks that supplement your company objectives while allowing your team to stay focused on their initiatives.
  5. Last, but not least it is often more financially viable to outsource all or pieces of marketing and public relations rather than staff an entire team. Depending on a company’s size and growth trajectory, an internal marketing and PR team may consist of 1-2 or as many as 20+ internal employees.

Leaders must remember that it’s not an “all or nothing” scenario. If you have internal teams to handle most of the marketing and PR efforts, but you need the other 20%-40% managed externally, most agencies can fit your specific needs into a customized plan.

How to Decide

Even as a highly regarded marketing and public relations agency, we recognize that outsourcing these critical business needs is not for everyone. In a recent Forbes article, Jodi Amendola of Amendola Communications discusses the four criteria and questions to ask before choosing an “outsourced” marketing and PR agency.

The four most important questions include:

  1. Do you have clearly defined goals that you want your agency to achieve?
  2. Do you have someone that can act as your corporate liaison?
  3. Is your company’s culture accepting of new ideas and concepts?
  4. Are you okay with not being completely in control?

The last two are of particular importance. Whether you have an internal marketing staff already or will be relying solely on an agency, the culture of the company and willingness to accept an outside agency as part of your team is the key to success. The more you accept an agency as part of your team the easier it is for your employees and the agency to align with the business objectives and achieve goals.

In the most successful relationships, companies perceive their marketing and PR firms as an extension of their own teams. As with the existing marketing associates, agencies must also be held accountable for achieving defined goals and measured on their successes.

In summary, every company has its strengths and weaknesses. Josh Kaufmann, a famous business and entrepreneurship author, once said, “For everything we don’t like to do, there’s someone out there who’s really good, wants to do it and will enjoy it.” If you can find one of those, you’re ahead of the game.

How to Make More Impact with Your News

You have a piece of fantastic news. Congratulations! But what are you going to do with it now so you can get maximum exposure of it?

We hear many times, “I have a great story, let’s write a press release!” Could be a new solution offering, the latest customer success story, or perhaps even a new hire who has a lot of experience and is of high caliber. This always leads to bigger questions, such as: “How does it fit into your broader marketing efforts?” or “What does publicizing this do for you?”

Anything that is truly newsworthy isn’t a one-off “mention.” It’s what you do with it afterward that creates the bigger buzz and gets the most attraction for your company or organization.

Use it to create broader campaigns

This is especially important for a new solution or product launch. You’ve taken the time to go through the tedious development and testing phases, which is great for the worth of the product. But, do you really just want to issue a press release, or do you want to use the news as a springboard for broader exposure? Consider what you’re going to do after the press release has been issued.

Today, social media and advertising can be excellent ways to capture leads and generate sales. Tie whatever news you’re creating to the appropriate social channels and use them to keep promoting the product offering. And consider how the news translates to the customer journey. If you want to attract customers to your website, ask yourself how you will use the news you create to drive traffic there.

Remember where it falls into integrated marketing efforts

Just because you have a new piece of news doesn’t mean it shouldn’t tie into your broader marketing efforts. Many industry publications provide their annual editorial calendars. These can be incredibly important as you develop your news cycle and combine it with your paid media efforts.

For example, let’s say a trade publication has dedicated its March issue to a topic that matches perfectly with the research being performed by one of your thought leaders. You may want to consider skipping the news you’d planned for him or her in January and wait until the publication’s March issue. This way, not only are you releasing the news publicly, you’re more likely to get an interview by the publication at the same time, increasing the exposure for your thought leader even more.

Keep the next campaign in mind

If you want to use your news as a way to reach your target audiences, consider having a cadence of news releases, and have them coincide with various campaigns. This is a great way to promote your products and/or solutions throughout the year. For example, you can look at your integrated calendar, and have press releases occurring every month. But don’t let the releases stop without further promotions. Have an entire calendar of items happening – and remember that it doesn’t matter if they’re overlapping at various times.

This is also where your automated marketing efforts can produce excellent results. Have a press release prepared, plan to issue it, then follow it up with an infographic that brings people to some form of gated content. Keep doing this throughout the year, and you could possibly have a never-ending list of leads constantly coming to you.

Remember what’s newsworthy and what’s noteworthy

Just because someone comes to you with something they feel is newsworthy doesn’t necessarily mean it is. What’s harder is trying to convince him or her that what they have in mind may not capture their audience as compellingly as they intend. Finding the right outlet may be the best way to convince them that there could be a better – and less time consuming – way.

For example, a company could spend thousands of dollars recruiting a new senior vice president. They find the ideal candidate, with the right education and background, and they want to point that out to their competitors. So they propose a news release. However, industry publications and business journals throughout the country have new-hire and people-on-the-move sections. Perhaps it would be a lot easier writing up something simple, having it placed in one of these outlets, and then promoting on the company’s website and through social media. You may find that you get the same, if not better, results with a lot less effort and expense.

When planning your overall news cycle, keep these things in mind: newsworthiness, breadth, integration and the big-picture campaigns. Don’t let your stories fall flat when there are so many ways to promote them and easily available to you and your organization.

Mobile is Overtaking TV: Keep Content Short

According to study results that likely surprised no one, Americans now spend more time on mobile devices than watching TV. Research and analysis firm eMarketer estimates that U.S. adults will spend 3 hours, 43 minutes on mobile devices in 2019, just above the 3 hours and 35 minutes spent watching TV. Most of that mobile time, eMarketer determined, will be spent on smartphones.

It does seem that everyone is staring at their smartphone all the time. At airports, restaurants, shopping, home, even while they’re in the car(!), people can’t look away from those alluring handheld devices.

This includes everybody, too, not just the younger than 30 crowd. Eighty-one percent of the U.S. population owns a smartphone, including 53% of seniors age 65 and older. Even my 84-year-old father is enchanted with how well his Samsung Galaxy S8 takes photos of his grandchildren and can accurately transcribe his voice into text messages.

B2B healthcare marketers can take advantage of this mobile omnipresence by ensuring their written content is mobile optimized. That means marketers will need to craft written content that is mostly short, punchy and memorable while driving the reader toward action.

Write to be scanned

With the thumb always on the screen scrolling and scrolling, people don’t read on mobile the same way they do on a desktop. Users jump from one piece of content to the next and one app to the next when they receive a new notification.

That is why writing for mobile needs to top-load the most relevant and interesting points without giving away all the information too soon to keep the reader’s thumb moving all the way to the end. Likewise, due to the smaller screen, writers also need to keep the paragraphs shorter so readers don’t get lost in a long block of text on smaller screens.

The eMarketer study also found that the bulk of the time people spend on their mobile devices is on apps, not web browsers, and typically social media. Customizing content specifically for certain apps, such as LinkedIn or Facebook, is a major consideration. For Twitter, of course, marketers will need to come up with an enticing 280-character-long description of a blog post or article that will link to the content elsewhere.

Long-form for later

Although healthcare leaders typically don’t read long content pieces such as white papers or journal articles on their mobile device, long-form content is in demand.

Survey results from Forbes/Deloitte found that “feature articles and reports” were the most preferred format for business insights among C-level executives. Google, meanwhile, a few years ago reported that 80% of hospital administrators reach out to vendors for more information, including 45% who are researching vendors on their mobile devices.

Through a piece of shorter, scannable mobile content, marketers can improve their chances for further engagement by inviting the healthcare decision-maker to download or have a white paper or eBook emailed to them.

Speaking of eBooks, which are typically a longer-form of content, they can be ideal for mobile device consumption. With fewer words, more graphics and callout boxes that can be easily viewed on a smartphone, marketers can create an attractive, mobile-optimized eBook that is readable during a lunch hour, waiting in an airport or in a rideshare.

Tap into video

Short videos are an ideal content delivery format for mobile devices. If healthcare executives are like their colleagues in other industries, 59% would rather watch a video than read text. Here again, though, at the end of the video, marketers can invite the viewer to learn more by downloading a mobile-friendly eBook, have a white paper emailed to them, or even request a demo. As with written content, however, videos must be short 3 minutes maximum.

If you can’t effectively communicate your message and value proposition to potential customers in 3 minutes, then please give Amendola Communications a call so we can help streamline your messaging and boost its impact. To learn more about’ our strategic counsel, PR or other integrated communications and marketing services, take a look at some of our case studies here.” (See what I did there?)

Ready to Rebrand? Plan for the Future and Make it Last

Anyone who has ever worked on a rebrand can agree on one thing. It’s a LOT of work.

A rebrand can easily become an arduous process – from finding the right design inspiration to obtaining strategic direction to developing succinct messaging and finally to crafting the right finishing touches to make it all come together. And that’s not taking into account obtaining executive buy-in.

When you initiate and execute a rebrand, you’re not only changing the entire visual identity of your organization, but you’re reintroducing how prospective employees and customers will find, recognize, and perceive you. But fear not. There is a way to make this process and transition – smooth enough to stay connected with your customers, employees, investors, and prospects.

How to know when it’s time to rebrand

  • You’ve gone through a merger, acquisition, and/or divestiture
  • You’ve recently repositioned your business i.e: new sales strategy, etc.
  • Changing markets. Have you exited a former market? If so, your brand identity may no longer make sense for your current target audience.
  • Does your brand have a negative reputation? Is your NetPromoter score indicating client dissatisfaction? Have your win/loss studies found clients think your company’s message or position is disjointed?
  • Is there market confusion? Does another company have a similar name or brand identity? If so, it’s time to consider differentiating your offering.
  • Have there been recent changes to your executive leadership team? With new leadership may come new direction, and thus, a need for a new brand.
  • Is your logo/brand identity outdated or stale amongst your competition?

If you’ve answered YES to one or more of the questions above, it’s time to consider moving forward with a rebrand.

We need a Rebrand. Now What?

Audit. And audit once again.

Before you get too far over your skis, it’s helpful to conduct a thorough brand audit. This will improve the odds of success and ensure you’re operating from a place of “knowing” rather than “assuming” when it comes to the many, many aspects of your rebrand.

Through the execution of surveys, customer interviews, a brand sentiment analysis, and comparisons of NetPromoter Scores, you will gain a clearer understanding of how your organization is performing. Understanding where you are today will then enable a more informed decision-making process to get you where you want to be.

Build for change.

The struggle is real when it comes to building for change. During one particular rebrand I worked on, the healthcare technology company spent millions of dollars rebranding their organization to give themselves a “fresh look” without taking one major consideration into play.

Healthcare and technology are two of the fastest growing and ever-evolving markets in the United States economy. Suffice it to say, things change. Quickly.

After only six months of phase one roll out, they quickly realized their business model was changing due to a planned acquisition and the new branding no longer fit the expanded offering of the organization. They had inadvertently pigeonholed themselves into a brand they outgrew at a rapid pace.

My client had to invest even more time, resources and funding to ensure the second phase of their rebrand delivered a result that was not rigid or fixed. The most successful rebrands are built to withstand the test of time, allowing for the ebb and flow that is guaranteed when you’re operating in a consistently changing landscape.

 Get real.

The best brands keep it real. Honesty goes a long way just think about the credibility McDonald’s earned years ago when they decided to reveal the ingredients in their burgers and French fries. Brands who stand for something also gain traction among clients and prospects.

Patagonia, the outdoor clothing and gear brand with a cult-like following, saw a jump in their annual revenue to the tune of $600 million after going public with their ecological sustainability initiative.

Whatever your “real” is, be that. Let’s get away from stale websites chock full of stock images, basic color palettes, and over-used marketing buzzwords. I think we’ve all read about innovative technology, tangible results, and dedicated account management.

Instead, use your brand as a springboard to add colorful depth to your offerings. Change the conversation. Create meaningful relationships. And carve out such a unique position for your brand that it becomes more effortless to rally your employees, customers, and investors behind that voice.

“A brand is no longer what you say about yourself. It’s really what a friend tells a friend.”  Tina Sharkey, co-founder of Brandless

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September A Great Time to Begin Planning 2020 PR Budgets

It’s September. The kids are back to school and summer vacations are over. It’s the time of the year when our clients start planning their PR budgets for 2020. What are some considerations for you to make when planning your company’s public relations budget? Here’s a list of a few to consider:

  1. Know your goals. Public Relations goals can be as few or as many as you need. Just be sure to be consistent with your business and marketing goals. Examples of these goals include increasing traffic to your website, increasing your share of voice, highlighting key customer accomplishments or introducing and utilizing new subject matter experts from your company. Whatever your goals are, make sure they are SMART specific, measurable, attainable, realistic and timely.
  2. Events Major events or trade shows such as HIMSS take a tremendous amount of planning and preparation to be a success. It’s important to budget for the additional work necessary to lead up to major conferences and in many cases that work can start four months in advance. Have you considered any special events your company would like to host at the tradeshow? Are you planning for press and analyst meetings and support from your PR team at the events? Have your marketing materials and key messages been updated to support any announcements you plan to make at the show? Don’t forget to include travel expenses as part of your budget.
  3. New Product Announcements Most technology companies have a schedule of when they can announce new products or product enhancements. New product announcements can sometimes be a heavier lift for your PR team. Planning in advance for any necessary analyst briefings is a great strategy. Have you considered a paid relationship with a key analyst as part to of your marketing or PR budget? What about a webinar to help promote your new product? There can be website and messaging enhancements needed around a new product announcement as well.
  4. Customer promotion Getting customers to agree to interviews or case studies is what the media desperately wants. But it doesn’t happen with a snap of the fingers. Having internal support to foster client relationships and educate them on the value of promoting their relationship with your company is key. And there is time involved in developing that customer story interviews, writing, editing, approvals and pitching those stories. It can take a lot of work. If you have customers that are willing to speak about their experience utilizing your technology, you need to have a strategy and budget in place to support this gold mine opportunity.
  5. Team Expertise When you begin working on your marketing/PR budget for 2020, it helps to have an industry-knowledgeable outside resource to bounce ideas off of. Your Amendola team can help you build an annual plan to help you achieve your public relations goals. As your PR partners, your team will have a great feel for what worked previously and what might be good opportunities to change things up to achieve great results in the coming year. Once you have a solid PR plan in place, it will be much easier to build out the PR section of your marketing budget.

Next January may seem like it’s a long way away, but in marketing-time it’s really not. Be sure you start planning now so you’re ready to hit the ground running in 2020.

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10 Things Your Publicist Would Do if S/he Ran Your Company

All of the below suggestions are offered by experienced publicists in the B2B arena, including myself and several colleagues at Amendola Communications. While we fully get that a public relations program is just one of many important contributions to creating a successful company along with a whip smart product development team, a terrific product, turbo-charged salespeople, and savvy marketing, to name a few each one of our recommendations below helps fuel these crucial moving parts even more. So here is what we’d prioritize if we had a few months in the driver’s seat

Item #1: Create a customer success library and keep it continuously restocked. Nothing will give you more credibility with prospects, investors, your own employees, and of course, the media, than the testimonials of thrilled customers. So as an established company with a solid customer roster of your own, why don’t you have more of these stories to broadcast to the world?

Most likely, it’s one of two primary reasons. Either your employees are too nervous to ask customers to participate in a case study, or there’s no real process in place to develop these strategic assets. And it does take a process. The next few items delve a little deeper into both of these challenges.

Item #2: Incentivize your employees to get customer success stories. Here’s the deal. The main reason employees aren’t going after customer success stories is out of fear that the customer will decline to participate. The product’s not fully in use yet they’ve run into some issues you get the idea. There is always a seemingly legitimate reason for putting off the request.

But what if getting customer success stories was part of the job description? And what if the pressure to obtain them was considerably lightened with the right tools and handsome bonuses?

One of our own most successful clients has made obtaining customer success stories part of the company’s official bonus structure. At last count, this client had more than 170 customer success stories! Money is a great motivator, people. We know this.

But money alone isn’t enough to create outstanding, detailed customer success stories

Item #3: Formalize and launch a customer adoption program. All good success stories have tangible results to report. And a customer adoption program is a terrific opportunity to establish with your customer what the metrics for success will be. From there, you can organize your efforts around seeing that the customer fully and productively adopts the appropriate components of your product to reach these targets. Typically these efforts include regular communication, benchmark reporting, and always available support. In person, on the phone, via email a combination of all three will be part of most top tier customer adoption programs.

And within a relatively short period of time, you should be able to have some successful results to report in a customer story. Oh, and couple of other significant benefits like increased customer satisfaction and retention.

Item #4: Create a “Customer Reference program.” My colleague Stacy State, a senior account director at Amendola, further advises making best use of customer testimonials by creating a spreadsheet or other document that houses:

  • Clients who can provide quotes (organized based on product/location/benefit/challenge solved)
  • Clients willing to be references (organized based on location, product/s, account manager, etc.)
  • Clients who are willing to speak at trade shows and who will have the necessary presenting skills to do so
  • Clients who allow onsite interviews of how your solution works in their setting

Item #5: Have talented storytellers on hand. Whether they reside in your in-house PR and marketing teams or with your agency partner, it’s essential that you are telling your product, company or customer story in human, attention-seizing terms. Identify and utilize those people who will be fearless at doing just that a surprisingly rare resource, by the way. Many people are intimidated by writing for corporate/business needs, and inevitably revert to “safe” corporate-speak and industry jargon.

But please listen to someone who has spent her entire career crafting stories for newspapers, companies, non-profits and others. Nothing will snuff the life out of a good story faster than peppering it with phrases like “ensure” and “going forward” and “operational efficiency.” So don’t do it! Invest in great writing. It will pay off for you, I promise.

Item #6: Develop a stable of charismatic thought leaders. There are some solid benefits to doing so. According to another colleague, Amendola senior account director Michelle Noteboom, “Once executives have established themselves as credible industry experts, media outlets will seek their opinions and be more receptive to covering company news.”

To make sure no single thought leader is stretched too thin, you’ll want to cultivate multiple spokespeople within your organization. But please don’t base this on their expertise alone. An effective thought leader is personable, warm, as good of a listener as he or she is a speaker, is eager to share knowledge, willing to participate in media training, and of course, is quickly responsive.

You can start cultivating potential thought leaders early on. My colleague and senior account director Philip Anast recommends: “Include external communications in an executive’s performance requirements, i.e. actually making it part of one’s job requirements to make oneself available for media interviews and garner media coverage.”

Item #7: Stop putting social media on the backburner. This recommendation comes courtesy of Amendola social media guru, Margaret Kelly. “In this day and age, don’t underestimate the impact of reaching clients in 280 characters with a clever phrase or video. The trick is to know your audience and social platforms. Messages on LinkedIn, where you’re likely to already be connected to C-suite members of other companies, may have more impact than messages on other platforms. If you’re trying to put sales in your pipeline, for example, LinkedIn is the best platform to engage your decision-makers,” Margaret observes.

No matter your platform, a social media program must be consistent to be successful. You can’t just flirt with social media it’s either all the way or not at all. But it takes time to see results. Viral sensations are usually the umpteenth attempt not the first, second, or even 50th.

Item #8: Break down the barriers between executives and the rest of us. Personally, I see a flatter hierarchy as the future of corporate business, but there will always be identified leaders within an organization. They need not be walled off as if their work is top secret. Account director and Amendola colleague Brandon Glenn has a great suggestion here.

“Conduct quarterly executive Q&As with employees. My old company used to do this every time quarterly earnings were released because we were public, but this could apply to any company. The idea is the executives get up in front of the company, deliver some prepared remarks about how things are going with the company financially, key business highlights, what was good about the last quarter, what they’re looking forward to in the next quarter, and so on. After, it’s opened up for employee questions, which can be asked live verbally or pre-submitted in written form,” Brandon explains.

Depending on the size of your company, consider also making everyone’s weekly work schedule transparent. Here at the agency we share our weekly projects on a common online document. It gives us all a sense of what our coworkers are working on, and is just a more helpful way to organize and be accountable for how we spend our time.

Item #9: Break down the barriers between sales and PR. Even quarterly meetings between sales and PR can make a big difference in the substance and quality of your PR messaging. My colleague Philip Anast notes, “Salespeople especially can give invaluable information to PR. They’re on the front lines of prospect interaction, so can bring a lot of the industry challenges to the fore, providing good fodder for thought leadership.”

Item #10: Break down the barriers between YOU and PR. Of course, there’s no need to micromanage PR if you have effective people overseeing it. But make time for media training and schedule monthly calls to touch base with your PR team. I’m actually surprised by how many CEOs are removed from their company’s public relations. While this demonstrates two important positives–trust in the people who oversee PR and a willingness to allow others in the organization to develop into thought leaders–a CEO who isn’t engaged in PR much at all can find herself or himself caught flatfooted at the most inopportune times when a good response is essential.

With that, my tenure running your company is over. Which is fine with me, because with these recommendations now in place, I can’t wait to get back to publicizing it!

Don’t Forget Industry Analysts in PR Programs

Even before English economist William Stanley Jevons and other 19th Century luminaries formalized the idea of marginal utility, business people grappled with sustaining customer desires for their goods and services.

While Jevons had commodities in mind, I believe marginal utility is relevant to PR programs, too, especially in our digital world.  Keeping stakeholders informed with fresh, compelling news, perspectives and content is a necessity to maintain their interest and attention.

One key group with which to build and cultivate such relationships is industry analysts.  These influencers are different than traditional members of the media and bloggers, and an organization’s approach to them must be different, too.

Here are six recommendations for building a strong analyst relations program – one that will create third-party validation for a healthcare company’s services and technologies:

Don’t treat analyst briefings and media interviews the same

  • In a media interview, the reporter asks the questions, and the source answers them while bridging to her own messaging and agenda as the opportunities arise
  • A successful analyst briefing, however, is a dialogue, where the client tries to gain as much insight from the analyst as the knowledge it imparts about its company, positioning, and go-to-market strategy

Work with analysts and their schedulers weeks in advance of desired briefings

  • Unlike reporters that expect sources to be available on a moment’s notice for their assignments, industry analysts often work on longer lead times
  • Use such lead times to orchestrate the objectives of your analyst briefing, even scripting what an ideal briefing looks like
  • Follow scheduling protocols; often, analysts require a company to work with scheduling colleagues, and not directly, to secure briefings

Avoid lengthy PowerPoint presentations in the actual briefings

  • Time is currency, and analyst briefings don’t happen with the same analyst firm frequently unless there is a paid relationship
  • Provide a thorough background on your company from a strategic perspective and with the market clearly in mind, but leave the lengthy presentations as leave-behinds – or better yet, provide these materials ahead of the briefings (a requirement with some firms)
  • Focus on how your offerings address current market needs and elicit analyst feedback; remember, industry analysts are experts in specific market segments, so leverage that expertise to the extent they’re willing to share their views

Avoid making product announcements the sole messaging points in briefings

  • While product launches and technology enhancements are important to keep key stakeholders informed, use analyst encounters to discuss corporate positioning, larger market issues and company strategies
  • That’s not to say analysts should not be briefed on new products, but put those products in the context of the challenges the sector is facing and the problems the new products solve
  • Product details can be incorporated into PowerPoints, or via links to company web sites or microsites, for further study and reference

Gaining coverage in analyst reports should NOT be the only reason for engaging analysts

  • For smaller HIT companies, securing feature coverage is often difficult
  • However, a successful analyst relations program builds trust and credibility
  • Over time, those benefits can accrue by having an analyst drop your company’s name with her own clients as a problem-solver worthy of industry consideration
  • Securing an analyst as a media reference is another worthwhile pursuit, if the analyst is amenable

Don’t overplay your hand

  • Unless there is a paid relationship in place, analysts customarily accept one, or maybe, two briefings from companies they cover in their market spaces each year
  • Instead of inundating analysts with news releases and briefing requests, build a steady cadence of meaningful connections – perhaps even summarizing events in a quarterly e-newsletter
  • Use industry conferences, such as HIMSS, to connect with analysts in-person

Keeping these recommendations in mind can produce rich analyst relationships and help companies advance their PR and marketing goals – even when they don’t have the means for paid relationships.

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