Advisor Support

advisor support

About Emissary

Welcome to the Emissary community! This page is your support hub for all questions that may arise during your work with Emissary. You can always contact us directly at advisor-support@emissary.io.

Consulting with Emissary

Our model is designed to eliminate the burdens of typical freelance consulting. The client is responsible for outreach efforts, research, and content creation.

As a result, you get to focus on what you’re best at – putting yourself in a client’s shoes while tapping into what you know. Your insights help to affirm a client’s account strategy and correct any misconceptions.

How clients work with Emissary

  1. Meeting & Pitch Preparation
  2. Account Discovery
  3. Identify Opportunities
  4. Map Purchasing Journey
  5. Build an Outreach Plan
  6. Identify Champions

Types of engagements

An Emissary engagement consists of phone and email communications between yourself (the Emissary Advisor) and clients who are looking to refine their account strategy based on your feedback and experience at your former company.

As an Emissary Advisor, you will collaborate with our clients to develop a targeted account strategy with a clear plan-of-action. These conversations are typically in the format of a 1-hour phone call with the client, followed by a 30-day period of access to the client via email in case there are items either of you want to follow up on.

Email & client communication

To maintain confidentiality, we provide a dedicated dial-in number and relay email address for both you and the client to communicate.

Please note we record and transcribe every call so our clients can turn around and reference your insights throughout their sales cycle.

Participating in an Engagement

I'm signed up, now what?

If we think you may be a match for one of our clients, we will send you an email questionnaire to gauge your experience match as well as time availability for an engagement.

If there’s a match, you will receive an email confirmation indicating that the client would like to move forward.

Time commitment

Your engagement with a client may vary depending on the project. We’ll always let you know details about compensation, engagement structure, and the client upfront via email when we reach out to you about potential opportunities.

Our most common engagement style is a 1-hour phone call with the client, followed by a 30-day period of access to the client via email in case there are items either of you want to follow up on.

Engagement process

Whether you have a single call, or longer engagement with a client, our typical process is as follows:

  1. Call Scheduling: Propose or review times within Emissary Exchange to schedule the first call between yourself and the client.
  2. Before the 1st Call: Familiarize yourself with the types of topics you and the client may cover on a call. Clients may send over additional context and/or materials via your email relay — so be on the lookout!
  3. Engagement Call: Introductory call between yourself and the client. If you have any technical difficulties while attempting to dial into your conference line, please email support@emissary.io
  4. Feedback: After the call, you’ll receive an email that asks for some quick feedback. We use this information to ensure that your call took place and your engagement is on track for success.
  5. Follow Up As Needed: A client may choose to follow up with you for a subsequent call, or correspond with you via email for help on messaging, collateral review, or follow up on progress within the account.
  6. Payment: Complete your feedback form to recap your experience and claim payment from our third-party payment provider, Veem

Our platform

Our platform, Emissary Exchange, will be your default resource for everything engagement related. On Emissary Exchange, you will be able to view and manage your engagement activities like opportunities for client engagements, scheduling, and client communication.

When viewing the page, enter your email address and password in the fields to log in. If you don’t remember your password, reset your password.

In-person meetings

From time to time, our clients request to meet our Emissary Advisors in-person throughout the course of an engagement. If location and schedules permit, and you are open to it, please feel free to coordinate at your convenience. We also offer more specialized in-person meetings between our clients and Emissary Advisors, which often require travel and a difference in fee for our advisors. If the client is requesting something more specialized, please reach out to our team so we can coordinate.

Support

Payment & billing

Payment is issued via check or direct deposit through our 3rd party payment partner, Veem. If you need any assistance completing payment, reach out to us directly at advisor-support@emissary.io.

Confidentiality

By using Emissary, you and all clients agree under Emissary’s terms and conditions and confidentiality policy to the following:

  • When working with a client, you may not share any confidential or proprietary information, or violate any current or ongoing NDAs.
  • All engagements on the platform are confidential – you may not reveal that you’re working with a client to anyone, without their explicit consent.
  • Clients have agreed not to reveal who they are working with (or that they are working with an Emissary at all) without explicit consent.
  • We ask for information that’s necessary for the adequate performance of Emissary Exchange. Parts of your profile, such as only your first name and your experience, may be shared with current clients. These clients are legally bound not to share your information with third parties.
  • Our clients do not determine engagement success on the basis of an introduction occuring. Being able to identify relevant stakeholders (and how to appeal to them) are found to be just as valuable!
  • You can choose to make introductions, or let clients use your name, but it is not expected of you.

Help

If you have any questions throughout your engagement journey, please contact support@emissary.io.

Emissary Advisor Resources

Coaching a Sales Team through Uncertainty

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6 Missteps in Security Sales: and What CISOs Want You To Do Instead

The security space is booming: security spend is growing at over 13 percent, with a projected spend of over $150B.  Yet, despite such broad demand, closing security sales remains challenging . In a recent survey, only 31% of CISO’s are finding …

Survey Report: The CISO Role in Tech Purchasing Decisions

The CISO role in buying decisions is increasingly broad. CISO’s are undoubtedly growing in number, budget and influence. To help sellers better understand this persona and how to best sell to it, we went directly to the source – 150+ …

Business Services & Transportation Industry Trends: How to Close the Deal

When you absolutely, positively have to close the deal — business services sector and transportation industry trends. Featuring Seleste Lunsford, Chief Research & Strategy Officer at Emissary and Emissary Advisor David Gagnon, Former Managing Director-Global Engineering, Customer Solutions & Implementation …

The Complete Enterprise Tech Sales Account Planning Guide

Sales account planning has been in practice for 30+ years. So most technology organizations have an account planner floating around somewhere. But whether these plans yield results varies broadly. Today, there is renewed interest in account planning in the more …

Technology in the Insurance Industry: How and What They Buy in a Downturn

How does purchasing technology in the insurance industry change in a downturn? What are buyers looking for? Featuring Seleste Lunsford, Chief Research & Strategy Officer at Emissary and Emissary Advisor Krupal Swami, former Technology Director and Architecture Director, State Farm. …

Selling Banking Technology Solutions

Why does it take banks so long to make purchases? How does the banking technology solutions purchasing process work?  Featuring Seleste Lunsford, Chief Research & Strategy Officer at Emissary and Emissary Advisor Voislav Sauca, former CISO, Santander. In today’s Buyer’s …

How Execs Buy: The Enterprise Software Buying Process

How has the enterprise software buying process transformed as organizations fully exit pandemic-era approaches and prepare for potential economic challenges in 2023? Emissary surveyed over 1,000 executive-level buyers within our human intelligence network, narrowing down data to those (673) who …

Account Plan Alarm Bells: 9 Signs of Pending Trouble

“Red sky at morning; sailors take warning!” Seafarers have long noticed that red skies at sunrise are often followed by dangerous weather. Ultimately, this was determined to be linked to the moisture-laden atmosphere as a low-pressure system moves in behind …

Selling Through a Slowdown: How to Sell Technology Solutions in 2023

Economists are divided. There are signs of looming recession: consecutive quarters of shrinking US GDP, high inflation, and low consumer confidence. Yet, the job market remains strong. Corporations are profitable and cash positive. And Forrester predicts that technology spend will …

The Future of Retail Technology: From Omni-Channel to Sustainability

Will retail technology trends be short-term or drive permanent changes to the retail technology landscape? Featuring Seleste Lunsford, Chief Research & Strategy Officer at Emissary and Emissary Advisor Mike Robinson. In today’s Buyer’s Seat we are going to take a …

Guide to Account Based Marketing for Enterprise Tech Marketers

Tech marketers were some of the very first to adopt ABM as a strategy distinct from inbound and traditional lead generation. In the beginning, account-based marketing for enterprise tech marketers was simply an account list and a high-value direct mail campaign. …

Contact

Ready to leverage our sales intelligence software’s firsthand insights to forge powerful connections with the world’s largest and most complex companies? Contact our team today.

(646) 776-0501

228 Park Ave S, Ste 86223
New York, NY 10003