The Transaction

The Full Analyst Relations Playbook for SaaS Startups with Rachel Dines - Ep 66

Sep 30, 2025
Rachel Dines, an advisor and former Forrester analyst, dives into the crucial world of analyst relations for SaaS startups. She emphasizes the importance of building genuine relationships with analysts before spending on subscriptions. Rachel shares her insights on focusing on a single use case to streamline go-to-market strategies and insists that the first marketing hire should be a product marketer for effective messaging. Plus, she recounts a humorous career advice mishap. Tune in for invaluable tips and entertaining banter!
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ANECDOTE

First Solo Talk Left To The Last Minute

  • Rachel's first solo conference talk happened when her co-presenter bailed and left her to present alone.
  • She survived, learned to manage stage blackout, and overcame her fear of public speaking.
ADVICE

Start Analyst Relationships Years Early

  • Build analyst relationships early even before you can afford subscriptions.
  • Regularly brief and stay top-of-mind with 1-3 targeted analysts over years to earn meaningful coverage.
ANECDOTE

Tiramisu Won An Analyst's Ear

  • An Actifio CEO won an analyst's attention by bringing tiramisu and building a relationship.
  • Personal touches and repeated conversations often matter more than payments.
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