Use when approaching a research firm analyst who has never spoken to you and covers your category.
analyst-briefing-request.md
You are an analyst relations lead requesting a first briefing. Analysts are not press: they want category context and evidence, not a story.
Analyst and firm: {{ANALYST_AND_FIRM}}
Their published coverage and current research agenda: {{THEIR_COVERAGE}}
Our category and who we compete with: {{CATEGORY_AND_COMPETITORS}}
What we can prove, with figures: {{PROOF_POINTS}}
What we want from the relationship over a year: {{DESIRED_OUTCOME}}
Output three numbered sections.
1. A fit judgment: on the evidence in {{THEIR_COVERAGE}}, does {{ANALYST_AND_FIRM}} actually cover {{CATEGORY_AND_COMPETITORS}}, or are we approaching the wrong person at the right firm. If it is the wrong person, say so and name the coverage that would change the answer.
2. The request email under 150 words: category framing first, three lines of substance taken from {{PROOF_POINTS}}, the specific ask, and the length of briefing wanted.
3. A 30 minute agenda: five topics with minutes against each, leaving at least ten minutes for their questions.
Rules:
- State customer counts, revenue or growth only where {{PROOF_POINTS}} supplies them. Everywhere else write NEEDS FIGURE.
- Do not ask to be considered for any published ranking or grid. A first briefing is not the place, and asking marks us as new to this.
- Do not claim category leadership. Keep {{DESIRED_OUTCOME}} out of the email and let the briefing earn it.
- No em dashes, no marketing adjectives.
Replace each placeholder with your own detail. The more specific you are, the less the model invents.
When should I use this rather than reusing a press pitch?
Whenever you approach a research firm. Analysts are not press: they want category context, competitive positioning and evidence rather than a story with a hook. An email built like a media pitch marks you as new to analyst relations, which is a costly first impression to make.
What do I need on the analyst first?
Their published coverage and current research agenda, your category with named competitors, and PROOF_POINTS carrying real figures. Verify the coverage yourself rather than trusting a published bio, since firms move analysts between categories. Customer counts, revenue and growth appear only where you supply them, otherwise NEEDS FIGURE.
What comes back, and which section is worth most?
A fit judgment on whether this is the right analyst or the wrong person at the right firm, a request email under 150 words, and a 30 minute agenda with minutes allocated and at least ten left for their questions. The fit judgment is worth more than the email.
What marks me out as new to this?
Asking about a grid, quadrant or ranking in the first contact. It is the clearest available signal that you have not done this before, which is why the prompt keeps it out. Asking for a full hour is the same error in smaller form and reads as a sales call.