Summer in Corporate IR (part 4 of 4)

Summer in IR: Corporate Access Planning

After the Corporate Access Review, you now have the inputs to plan the rest of 2H and take a strategic look into next year.

This isn’t just about checking boxes — it’s about keeping your company in front of the right investors through consistent, intentional engagement.

But let’s be honest: executive calendars are chaos.

If you want to succeed, you need to work way ahead — and partner with the real power brokers of corporate life: the executive admins.

I’ve been fortunate to work with some of the most gracious and talented admins over the years. And I say fortunate because they hold all the cards.

Every summer, we’d team up to get ahead on:

1️⃣ Key conferences

2️⃣ Targeted NDRs

3️⃣ Leveraging existing travel for direct outreach

We aligned these to our targeting priorities — and often book 9–12 months out.

How are you doing on address your 2H and building next year’s access plan?