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Request a Briefing

Introduce us to your product or service.

The purpose of a briefing is to provide our research team with an introduction or update to your company’s product or service. Briefings typically last 30 minutes and are conducted by phone. It’s key to send background materials or a presentation in advance, as we may not be online during the briefing. Materials will be reviewed and will allow you to cover more during the briefing.

Submission Process


To request a briefing, please fill our Briefing Request Form. 

You do not need to be a client to secure a briefing. Requests are considered on their merit; acceptance is subject to interest and availability.

We process briefing requests every Monday, for requests that come in the previous week. While you are encouraged to identify who you would like to brief based on their current research interests below, we send requests to our entire research team.

If you do not receive a confirmation by the following Friday after you submit your request, please feel free to email our Research and Marketing Manager, Christine Tran at

Current Research Interests

Charlene Li, CEO & Principal Analyst

  • Enterprise Social Networks (ESN)
  • Enterprise Collaboration Platforms
  • Emerging Technologies in HR and Finance
  • Disruption Leadership and Strategy
  • Social Business Software

Brian Solis, Principal Analyst

  • Customer Experience
  • Digital Influence
  • Social Business Strategy
  • Social Commerce
  • Social TV

Susan Etlinger, Analyst

  • Social and Big Data Analytics
  • Social Media Listening
  • Business Intelligence
  • Customer Experience
  • Social Commerce

Rebecca Lieb, Analyst

  • Content Strategy & Content Marketing
  • Digital Advertising & Media
  • Media Convergence (Paid, Owned, Earned)
  • Search Engine Marketing

Andrew Jones, Analyst

  • Digital Marketing Suite
  • Social Media Management Software (SMMS)
  • Customer Segmentation & Targeting
  • Local: Ads, Engagement & Services
  • Semantic Web / Natural Language Processing

Ed Terpening, Senior Consultant

  • Social Business Strategy
  • Social Business for Regulated Industries
  • Social Business Governance
  • Social Tools/Technology
  • Social Media Education

Linda Saindon, Senior Consultant

  • Social Media Management Systems
  • Listening Platforms
  • Social CRM
  • Social Commerce
  • Social Customer Care
  • Crowdsourcing
  • Co-creation and Innovation
  • Marketing Automation

Jon Cifuentes, Senior Researcher

  • Enterprise Social Networks (ESN)
  • Social Suite
  • Big Data

Jessica Groopman, Senior Researcher

  • Internet of Things/ M2M
  • Wearables
  • Big Data, Business Intelligence
  • Media Convergence (Paid, Owned, Earned)
  • Content Marketing
  • Co-Creation/Crowdsourced Innovation

Jaimy Szymanski, Senior Researcher

  • Gamification
  • Social TV
  • Digital Influence
  • Social Commerce
  • Crowdsourcing

Christine Tran, Research and Marketing Manager

  • Employee Collaboration and Engagement
  • Social Media Education
  • Crowdsourcing