OUR MINDSET
Research Obsessed
Research is our compass, our obsession, and the engine behind every decision we help our clients make. We use methodologies, frameworks and tools to put research to precise use.
In a world of AI-generated content and surface-level reports, real insight is being diluted. The Actionary team is ahead of it, plugged into proprietary research, external market data, financial data, and everyday real-world experiences. We use proprietary technology that enable us to make sense of things most leaders we speak to haven’t heard about or know the implications of. Every recommendation is practical, credible, and drives real and measurable results. We help organizations see beyond the hype, anticipate the risks, and capture opportunities others overlook.
We’re proud to have helped companies significantly increase revenues, be purchased for maximum value, launch new products with true disruption, unify teams of thousands around powerful messaging and lots more.
EXTENDING THE TEAM
AR Leader Support
We know how difficult this job is and we want to make you look good doing it. We know:
- C Suite calls the shots: Especially CEO, who might be telling you who to engage with, and who not to, and sometimes you need to convince them otherwise
- Proof is important: You need to provide proof that you influence (or at least are seen by) significant customers and targets (quantity or quality)
- FOMO must be managed: The senior team may express a lot of fear of missing out and your job is to try to manage what matters and what doesn’t
- Testimonies are key: You want testimonies from clients that they’ve made/saved money as a result of working with you
- Media presence matters: You want to work with people that have an important media presence
- Relationships matter: You rely on building personal relationships and longevity with key analysts
We’re Tuned Into Helping You
We provide notable coverage, create great content, write compelling research, high-performing case studies, support deep and longer well-researched inquiries, and so much more. We empower you to justify just how valuable the AR leadership role is.
PRODUCT INTRODUCTION
“Actionary brought clarity to our strengths and helped us show the market a company worth a fresh look.”
Analyst Relations Manager
Workplace Software Leader
DECISION CONFIDENCE
Executive Support
We speak with executives who are tasked with making hundreds of high-stake decisions every day.
We uncover patterns, validate assumptions, and reveal hidden risks and opportunities to ensure that every decision is informed and confidently made. Our support is grounded in evidence surfaced in two key ways:
- Internal Evidence: Executive and team interviews, value canvas, customer meetings, content reviews
- External Evidence: Analyst reports, vendor briefings, industry events, academic research, and social signals
Information is synthesized to reveal what is happening, why, and what it means for an organization. The team will amplify the benefits of current strategies grounded in practical reality and ensure ready for execution.
Whether launching a new product, assessing a vendor, or aligning leadership teams, Actionary ensures your decisions are informed, confident, and impactful.
COMMISSIONED RESEARCH
“The research elevated our credibility and armed our sales teams with a compelling new conversation starter.”
Vice President, Solutions Management
Enterprise Software Leader
THE RESEARCH DIVISION
Research Aligned To Goals
Based on client engagements we’ve grouped common requests into categories.
Key: Packaged Solution Business Services Vendor Services
Supporting buying teams and leaders in selecting the best technology.
Finding the right technology goes beyond merely ticking boxes; it’s about partnering with vendors who are committed to delivering outcomes that truly matter to your business. With our support, you can cultivate relationships that drive meaningful success and maximize the value of your technology investments.
Supporting CX Leaders in optimizing outcomes.
Your data already holds the secrets to growth, retention, and success. But how far it takes you depends on how smart you are in collecting and using it. With the right strategy, you can turn every piece of feedback into a competitive advantage, driving decisions that make a real impact. Don’t just gather data; turn it into your most powerful tool for transformation.
When technology-driven processes are dialed in, the whole business benefits. Staff waste less time on repetitive tasks, departments flow together like a well-oiled machine, and customers enjoy seamless experiences. Make things faster, connected processes can even boost morale, drive collaboration, and make everything from customer support to product delivery feel effortless. A happy team is unstoppable in a business that makes getting things done easy.
Find the gaps and opportunities hiding in your current systems, unlock new ways to work smarter, connect better, and wow your customers. Give your business the edge it needs to shine in the digital world and make tech work much harder for you. In an AI-powered world, there's so much you can do with the technology design. It's time for change.
A Voice of the Customer (VoC) strategy is essential for thriving in a customer-centric world. By embedding customer insights into your decision-making, you can create proactive strategies that enhance loyalty, foster innovation, and drive sustainable growth. Transforming feedback into actionable steps gives your business a competitive edge, ensuring you remain relevant, responsive, and resilient in today’s experience-driven landscape.
The effectiveness of customer journeys can only truly be measured by how customers and staff feel, at every step. A workshop that discovers more about existing journeys and how to improve them guarantees more positive engagement experiences. Turn customers into advocates of your brand.
Strategy Leaders, CEOs, CMOs, CPOs, Investor Relations can be confident about every move with clear authority and insight.
You can decipher an endless supply of written research or publications or raw data to answer a complex business question or you can use an Actionary analyst. Leverage immediate access to insight and expertise, that's contextually relevant, to get straight to the point. Solve problems, validate ideas, or shape strategic decisions quickly.
While it’s easy to focus on familiar territory, there’s immense value in exploring beyond it. Delve into the broader market landscape to uncover the influences that can dramatically reshape your business environment. Discover hidden opportunities and unexpected solutions that can lead to breakthroughs you never thought possible.
Supporting CEO, Executive Leadership Team and the Board with clarity, alignment, and bold moves from the top.
An unbiased thought-leading analyst in the room with the c suite team, now and then, helps top execs do what they do best even better. In a rapidly evolving business environment it's important to leverage very powerful and important data and strategic insights to make the best decisions for the company.
Supporting CMOs, CCOs and Sales Leaders with messaging that wins hearts and minds.
If you want to infuse content with thought leadership and industry insights, but do it faster and more hands-on or live, co-writing gets it done. Messaging will align with specific ambition and resonate with intended audiences. Our advisors bring a wealth of expertise and a fresh perspective to each co-writing project, enhancing the effectiveness and appeal of the content.
Supporting CPOs, CTOs and Strategy leaders to align products to market needs and future potential.
The feature race is not as important as it seems. The principles behind the design and how your product fits a bigger narrative matter more to buyers, and we help uncover that story in ways that get you excited. We help you shape a headline that sticks and does not get forgotten the next day, without changing anything in the product. You will surprise customers and leave competitors feeling outpaced.
In today's AI-fuelled and fast-paced innovation world it's even harder to sort the facts from the noise while dealing with the complexities of mergers and acquisitions. Actionary will do the research for you and provide the facts that matter to make the best M&A decisions for strategic gain or market growth.
A feature drop schedule is not a roadmap. A roadmap tells a story. It shares the journey you are on, where you are headed, and the important stops you will make along the way. When it works well, it brings everyone with you. It creates belief from the CFO to product teams and supports the strategy of the entire company. It can be shaped for customers into a journey they're on with you and can inspire the team to feel like they're part of something truly special. We'll help you build a roadmap catalogue, supporting product management and the CPO, that's infused with deep innovation insights to create relevance, prop up better headlines and ultimately drive the growth strategy while inspiring the world.
It’s time to tell a new product introduction story that’s bold, fresh, and unmistakably yours. Create a buzz that gets people talking, captures attention, and makes your product the one they remember long after the launch hype fades. We'll address the naysayers head-on and make them believers. It’s all about turning heads, winning hearts, and proving any doubters wrong from day one.
Supporting CMO, CRO and CPO message what matters the most in the best possible ways.
No one wants a boring speaker or a presentation that tells them what they already know. But it still happens. We engage your audience with dynamic content that educates and reinforces your brand’s expertise. Fresh insights, thought-provoking ideas, and compelling delivery from a seasoned presenter ensure audiences leave inspired and informed. Our goal is to make sure they're talking about the value they gained long after the event ends.
Sharing something readers or watchers will spend the time on is getting harder. Research is what drives compelling events when baked into stories, marketing strategies, product innovation plans or simply to help buyers. Commission research to add weight to your intended goals and deliver it in the best possible ways to your audiences.
In a world now powered by AI, value propositions are confusing to buyers. It's flattened core value. Transform your communication into something that gets your company perception out of a sea of sameness. Help buyers to realize the significance of the value you're offering and make it easy to win them over.
Supporting CMO, CEO, Analyst Relations Lead, Corporate Comms to ensure analysts, media, and investors reinforce your strengths.
Presenting effectively is more than just delivering information as we know. Connecting with the audience and delivering the message with impact is the goal. With expert guidance and personalized strategies, you'll gain the skills and confidence to excel in any presentation scenario.
Analysts get tired of being marketed to, in a brain-wash kind of way, with an expectation that they should just repeat what they're hearing as an extension of Marketing. That's not the role of an analyst. As the name implies, they want the raw detail so they can do the analysis and tell the world what it means. However, there is a science to this to get the best possible outcomes. We can provide that formula.
Strategy Leaders, CEOs, CMOs, CPOs, Investor Relations can be confident about every move with clear authority and insight.
You can decipher an endless supply of written research or publications or raw data to answer a complex business question or you can use an Actionary analyst. Leverage immediate access to insight and expertise, that's contextually relevant, to get straight to the point. Solve problems, validate ideas, or shape strategic decisions quickly.
While it’s easy to focus on familiar territory, there’s immense value in exploring beyond it. Delve into the broader market landscape to uncover the influences that can dramatically reshape your business environment. Discover hidden opportunities and unexpected solutions that can lead to breakthroughs you never thought possible.
It's difficult to not be constantly monitoring your competition. The reality is that the best way to move forward is to be obsessed with the customers in front of you. That typed, knowing what's resonating with them from competitors is essential to understand. Arm yourself with intelligence that empowers bold moves and smart growth. Ensure your strategy is based on a solid foundation to lead comfortably in a competitive market.
Supporting CEO, Executive Leadership Team and the Board with clarity, alignment, and bold moves from the top.
An unbiased thought-leading analyst in the room with the c suite team, now and then, helps top execs do what they do best even better. In a rapidly evolving business environment it's important to leverage very powerful and important data and strategic insights to make the best decisions for the company.
No one wants a cookie cutter SWOT that ends up forgotten. With our expert insight and fresh perspective, you gain a secret weapon for every business challenge. You are ready to seize opportunities and avoid risks with confidence. It is a smarter way to understand where you stand, where you can go, and what to watch out for, all from people who have been in the boardroom trenches. Turn analysis into action and move forward with confidence.
Supporting CMOs, CCOs and Sales Leaders with messaging that wins hearts and minds.
Demos should wow audiences with inspiring content, planting seeds to help imagine the possible. Infused with thought-leading insights that make them relevant to ensure memorable. Move beyond features-and-benefits to showcase real value in a way that an audience can relate to and that causes a compelling enough event to engage.
Most people don't relish the idea of death by powerpoint. They prefer engaging media or visual shows that are interesting. So, making presentations as good as any other medium to share your value is a considered task. This review will get you there. Be confident in front of any audience, whether it is a sales pitch customer, an industry event keynote, or an internal all hands update, and build a strategy for ongoing presentation content that moves to the next level.
If you want to infuse content with thought leadership and industry insights, but do it faster and more hands-on or live, co-writing gets it done. Messaging will align with specific ambition and resonate with intended audiences. Our advisors bring a wealth of expertise and a fresh perspective to each co-writing project, enhancing the effectiveness and appeal of the content.
Every word really does matter. Worse still, every word that shouldn't be used matters more. In today's competitive market, the power of words in shaping brand perception is unparalleled. Ensure that every word your company uses is chosen with strategic intent, reflects your brand's values and resonates with your audience. Make sure every word is synonymous with your brand, your vision, what you want your company to be known for.
Your website is used as a buying tool. First impressions matter and relevance to what's being learned about is crucial. So, information architecture is essential to get right, as is the messaging being modern, relevant and confidence inspiring. Get a cheat-sheet of what to get changed that will drive increased engagement.
Support for CMOs and CROs to build more leads and convert more, faster.
Finding the right partner is tough, it’s full of risks, unknowns, and the constant question of who’s getting the better deal. As thought leaders and subject matter experts with deep market knowledge, we help you cut through the noise and spot real opportunity. You get the benefit of strategic insight and industry connections to broker the best possible outcome. We help you see the full landscape, connect with the right people, and make the best decisions that will build partnerships that drive growth and create meaningful results.
Crafting a bold, data-driven narrative infused with market insights positions your company as forward-thinking and sets a confident, differentiated tone with analysts and investors. Let the research help to anticipate their questions and concerns. Ensuring that the messaging speaks directly to what analysts are already thinking, you can build trust and drive positive impacts on stock price and market perception.
Equip financial analysts with clear, actionable information to help them make the right informed decisions about your company. Craft a narrative that provides a solid talk-track for analysts to confidently communicate your strengths to potential clients. When your messaging is well-aligned with market expectations and addresses key financial metrics, you help analysts advocate for your business with confidence, enhancing both their understanding and the value they provide in the market. Empower analysts to support your long-term success.
Reshape how your businesses interacts with potential customers, to drive significant growth. Focus on demand creation, rather than just capturing existing demand, to establish a more profound and influential presence in their market. Leverage the power of presence and influence in spaces where potential customers naturally congregate and interact. Craft a strategy that resonates with what buyers are seeking, based on real insights and interactions.
NOTE: Click to expand categories and services can be clicked for more.
EVENT SUPPORT
“Through our collaboration with Actionary, we were able to create a clear, cohesive message and deliver content that genuinely resonated with our audience.”
Vice President, Marketing
CX Software Leader
Actionary Analyst Unique Benefits
Combined Experience
Analysts who have defined markets, have C-suite executive experience, and who have led global teams to drive enterprise-scale change.
Purposeful Bias
Analysts who dig deeper into both business ambitions and research to tailor specifically to goals over offering generic guidance in a tell one vendor tell all model.
Real-World Insight
Research signals are wide and deep and they change daily. We reconcile theory with the realities of your organization and market.
Hands-On Partnership
Proven frameworks are used to make change, working across marketing, sales, product, and customer service to executive with you on outcomes.
A PROVEN FRAMEWORK
Analysis, Collaboration, Execution (ACE)
Much like Prince2 or ITIL we’ve designed our own methodology to deliver outcomes. And just like those methodologies businesses are used to, we can pick and choose the elements that matter the most in how we provide research-enabled support.
PROMOTE ENABLERS AND REMOVE BLOCKERS
The Actionary 5-S Model
Actionary’s 5-S model is designed to uncover cultural blockers, leadership alignment, and behavioral friction, i.e., why good strategies don’t move. It can be used in executive interviews, org diagnostics, or workshops.
As a part of engagements we can help identify the people, mindset, and structural realities that either enable or resist change within the organization. Used during the Analysis (Research) phase of the Actionary ACE Framework to understand why execution lags and where culture helps or hurts strategy.
Example Insight Output
“The strategy is well-understood at the top, but not internalized by middle management (Strategy = yellow). The structure reinforces product silos (Structure = red), and incentives reward operational stability over innovation (Systems = red). However, the organization’s spirit remains high (Spirit = green), and there are strong sponsors in Sales and Marketing (Sponsors = green).”
This Actionary 5-S model enables discovering more about people and culture, which is where real change succeeds or fails.
The Model
| Dimension | Guiding Question | What You’re Looking For |
| Strategy | Do people understand where the business is heading and why? | Misalignment, lack of clarity, or “lip service” to the strategy. |
| Structure | Does the organization’s setup help or hinder collaboration and ownership? | Silos, unclear roles, decision bottlenecks. |
| Systems | Are processes, tools, and incentives supporting desired behaviors? | Outdated processes, misaligned KPIs, friction in workflows. |
| Spirit | What’s the real cultural energy here — optimistic or defensive? | Signs of resistance, apathy, fear of failure, or burnout. |
| Sponsors | Who are the real influencers — formal or informal — who can drive or block change? | Identify culture carriers, skeptics, and blockers. |
How It is Applied
- Conduct executive interviews using the five questions as conversation prompts.
- Score or map responses across each dimension (e.g., green = enabling, yellow = neutral, red = blocking).
- Synthesize findings into a Culture Readiness Map — a simple visual that shows where the client’s ability to execute change is at risk.
- Highlight enablers and blockers as inputs for the Change (Advisory) phase.
Deliverables (PowerPoint / Document Format)
- 5-S Interview Guide (one slide with the questions)
- Culture Readiness Heatmap (visual summary of findings)
- Executive Interview Debrief Deck (themes, blockers, and enablers)
- Change Readiness Summary (“What must shift for this change to succeed”)
WHAT PEOPLE SAY
Trusted By Growth Teams
MAGIC QUADRANT SUPPORT
“Working alongside Actionary has enabled our shared client, a top-tier CX vendor, to elevate the clarity and impact of their submissions, with great success over multiple years. Actionary’s guidance ensures they deliver a compelling, evidence-rich narrative that resonates strongly within Gartner’s research processes.”
Spotlight Analyst Relations
VoC Market Leader
MESSAGING AND POSITIONING
“We now tell a unified, compelling story that unites our teams and drives more meaningful and actionable customer conversations.”
Head of Product Marketing
Enterprise Orchestration Leader
STRATEGY DEVELOPMENT
“They combined insight and rigor to turn ambition into a clear plan for the future.”
CEO
Knowledge Management Market Leader
Let’s Connect
Every engagement begins with a deep dive into specific business or market goals. We meet the team, start sharing content and ideas, and define the plan to achieve them.
