Sagetap is the Knowledge Marketplace for Enterprise AI & Security, powered by authentic connections between senior technology leaders and innovative vendors. These guidelines help ensure every intro call, research study, peer-to-peer call, discussion on our message boards, or any other interaction on the Sagetap platform, creates mutual value and maintains the integrity of our community.
Our goal is to keep Sagetap a collaborative space where all participants can thrive. While rare, serious or repeated violations of these guidelines may result in limited access to or removal from the platform. We always aim to address concerns openly and fairly, with transparency as our guiding principle.
Sage Guidelines & Commitments
Maintain an Accurate and Active Profile
Keep your profile current and truthful so you receive the most relevant vendor and peer matches.
Accurately represent your current role, company size, and industry: Outdated or misleading profiles result in poor matches and misaligned expectations.
Update your profile when circumstances change: Role changes, company transitions, or shifting priorities should be reflected as soon as possible.
Keep your areas of interest current: This ensures vendors and Sages can prepare relevant conversations.
Accurate profiles ensure you get the most relevant matches and the most valuable conversations.
Be Transparent About Your Stage
It's absolutely acceptable to be "just learning." However, you must be transparent about where you are in your journey when meeting with vendors.
Clearly describe your stage in every Initiative: Use terms like "Exploring viability," "Building a business case," "Active evaluation," or "Staying informed."
Apply only to opportunities that align with genuine interests: High-volume applications without clear alignment signal lack of intent and may trigger an account review.
Be honest about your timeline and budget situation: This helps vendors tailor their approach to deliver maximum value at your stage.
Vendors prepare for conversations based on the information you provide. Transparency ensures every interaction is relevant and valuable for both parties.
Engage with High Integrity
Show up prepared, present, and ready to participate.
Review the vendor's or Sage's profile before the call: You should always be prepared with relevant questions.
Practice good call etiquette: Make sure you’re in a quiet room with a stable internet connection, and sign in to the call on time.
Stay engaged throughout the discussion: Please refrain from multitasking or distracted behavior.
Be professional and courteous: You should bring to every interaction the respect you expect in return.
Come ready to contribute: Your expertise and attention create value for everyone.
High-integrity engagement ensures productive conversations and maintains the quality of the Sagetap community. Disengagement or lack of preparation can damage your reputation, as well as that of the platform.
Provide Thoughtful Feedback
Your feedback is one of the most valuable parts of the platform. We ask that it be specific, actionable, and relevant to the vendor, their product, and your conversation. Vague or copy-paste responses don’t add value.
If a vendor flags your feedback as incomplete or unhelpful multiple times, we may reach out to understand the situation and work with you on improving future submissions.
Please submit feedback within 72 hours of completing a call. Please note that for certain paid research calls, prompt completion of a post-call survey is required to receive compensation.
Honor Your Commitments
Your reliability builds trust and creates productive relationships. When you engage with vendors and peers on Sagetap, you commit to:
Showing up for scheduled calls: Minimize cancellations and rescheduling.
Responding to follow-ups within your stated timeline: Your Opt-in Responsiveness is visible on your profile and reflects your reliability.
Communicating changes promptly: If your interest changes, please notify the vendor as soon as possible with a brief explanation.
Always following up after opting in to connect with vendors: Ensure you respond to vendors by your opt-in deadline. If things change, send a brief note explaining why. Respectful closure is far better than disappearing.
Avoid Existing Vendor Relationships & Conflicts of Interest
Professional boundaries ensure fair, honest interactions and protect both you and the platform.
Avoid connecting vendors that you have existing relationships with: You should not apply to vendor meetings if you already have active or previous sales conversations with them outside Sagetap (this excludes marketing emails and conference booth interactions).
Avoid conflicts of interest: You should not engage with vendors who are direct competitors of your current employer or affiliated organization.
Compensation Model & Eligibility
Sagetap compensates Sages for the time, feedback, and expertise provided during research campaigns and completed surveys. Eligibility for paid opportunities is rooted in your conduct, engagement, and insights—not qualities like your specific title or company size. When you participate in eligible research activities, you earn credits that can be cashed out via your linked payment method or used for Sage-to-Sage calls.
Paid Research Campaigns
Research campaigns are your opportunity to shape the future of enterprise tech by sharing your authentic perspective.
Value-based Earning: You are compensated for the value of your knowledge—not for considering, purchasing, or recommending a product.
Clear Visibility: You can explore available campaigns by clicking 'Paid Opportunities' in the left-hand side menu after logging in to Sagetap. Payment eligibility and credit amounts are calculated by your rate and call length, and are clearly displayed before you accept or request a meeting.
Payout Timeline: Credits become available in your Credit Wallet for withdrawal three days after completing an eligible call or, if applicable, its required post-call survey.
Sales, Intro Demos & Initiatives
Sales-focused calls, intro demos, and initiatives are strictly exploratory, allowing you to evaluate new tools without the usual sales spam.
Unpaid Structure: To prevent conflicts of interest and maintain completely unbiased interactions, introductory sales calls and product demos are not eligible for compensation.
Transparent Intent: You must be transparent about your current buying stage (e.g., "just learning," "active evaluation") so vendors can appropriately tailor their approach.
Genuine Alignment: Only apply to vendor meetings that align with your genuine business interests or active internal initiatives.
Talking to Your Employer
Transparency is important when managing your professional presence. Sagetap protects your anonymity from vendors until you explicitly choose to reveal your identity. However, we encourage you to be open with your organization about your participation on the platform. Because every company has different policies regarding external platforms and market research, please review your internal employee handbook or consult your HR department to ensure your activity aligns with your employer's specific guidelines.
Use AI Responsibly
We understand AI tools can be helpful for proofreading or refining ideas, but we request that feedback and applications reflect your authentic perspective. Relying on AI to fully generate responses or create generic content does not provide the insight vendors are seeking, and can diminish the value of your expertise.
If AI use is flagged, we will reach out for clarification before taking any action.
Maintain a Positive, Respectful Environment
A respectful environment ensures everyone can learn and contribute productively.
You commit to:
Communicate with courtesy and professionalism: This is expected in all vendor and peer interactions.
Keep posts relevant to the community's purpose: Avoid political content, spam, or self-promotion.
Maintain zero tolerance for misconduct: No hate speech, harassment, or discriminatory behavior will be tolerated.
Sages are encouraged to report violations. All reports are reviewed promptly and fairly.
Reporting Issues
If you encounter behavior that violates these guidelines, please report it to the Sagetap team. We will review all reports promptly and fairly.
Accountability and Enforcement
Our goal is education and collaboration first, not punishment. However, we do reserve the right to take action such as withholding credit or removal from the Sagetap platform as we see fit to maintain the integrity of our community. If we notice behavior patterns that don’t align with these guidelines, we will reach out to you to discuss before taking action.
Further, fraudulent or abusive actions such as misrepresenting your identity and/or employment status, or creating duplicate or fake accounts, are grounds for immediate expulsion from the platform and forfeiture of outstanding credits.
Our Commitment to You
When you uphold these standards, you help create an environment where:
Sages gain access to continuous learning and smarter technology decisions.
Vendors receive genuine, actionable feedback that accelerates product development.
Both parties build relationships that deliver long-term value.
Remember: Sagetap provides access and insights, but your execution determines the outcome. Sages who adhere to these guidelines and engage with high integrity achieve the best results on the platform.
Thank you for being part of Sagetap. Together, we are shaping the future of technology.
If you have any questions, please reach out to [email protected]