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How to be a Successful Sage on Sagetap

Amber Hall avatar
Written by Amber Hall
Updated over 3 weeks ago

Sagetap is the world's best platform for continuous learning and technology adoption, powered by a premium peer community. We keep you ahead of the innovation curve by matching you with technologies you should be considering—and by giving you direct access to the peers who have already evaluated them.

The best technology leaders don't wait until they have an active project. They stay continuously engaged with the market, building knowledge and relationships that pay dividends when decisions need to be made.

To maximize value with Sagetap, we recommend the following best practices.

The Path to Success: Learn → Identify → Adopt

This framework defines how the highest-performing Sages leverage Sagetap to stay ahead of the innovation curve:

  • Learn — Stay ahead of innovation by reviewing peer initiatives, connecting with peers, meeting with vendors early, and staying current on market trends. Build your knowledge base continuously.

  • Identify — Discover opportunities and problems worth solving by looking at what peers are working on. Surface solutions you didn't know existed and validate ideas against real-world experience.

  • Adopt — When ready, evaluate and adopt technology with confidence, backed by peer validation and genuine Vendor relationships—not rushed decisions based on incomplete information.

Both Vendors and Sages benefit from your time and expertise. In exchange, Sagetap expects you to uphold your commitments to the community.

Learn

Build your knowledge base continuously by staying engaged with the market—even when you don't have an active project.

Engage With the Sage Community

Leverage peer initiatives to stay informed about what other technology leaders are working on and to discover emerging trends before they become mainstream.

Sages who find the most success on the platform not only engage with initiatives but also leverage peer calls to learn from Sages and understand how top technology leaders are solving current problems and opportunities.

By regularly browsing initiatives and connecting with peers, you can:

  • Spot trends and emerging needs in your industry

  • Understand what problems other technology leaders are prioritizing

  • Discover new opportunities and use cases you hadn't considered

  • Discover vendors and solutions that aren't on your radar yet

  • Build a network of peers who can share insights and perspectives over time

Meet with Vendors Early

Top Sages engage with Vendors throughout their journey, long before they have budget or an active project. Meeting with Vendors when you're "Just Learning" allows you to:

  • Shape your understanding of what's possible before you need to buy

  • Build relationships that provide value when budget and urgency align

  • Gain market intelligence and competitive insights over time

  • Influence Vendor roadmaps and positioning based on your feedback

Be Radically Transparent

It is absolutely acceptable to be "Just Learning" when meeting with Vendors. However, you must be transparent about your stage and intent.

Vendors prepare for conversations based on the information you provide. When you're clear about where you are in your journey—whether you're exploring viability, building a business case, or actively evaluating—Vendors can tailor their approach to deliver the most value. Be specific:

  • Exploring viability: "I'm learning what's possible in this category."

  • Building a business case: "I'm gathering information to present internally."

  • Active evaluation: "We have budget and are evaluating solutions now."

  • Just staying informed: "I'm staying ahead of the curve—no immediate plans."

Transparency ensures that every conversation is relevant and valuable to both parties.

Identify

Discover problems worth solving, opportunities worth pursuing, and solutions verified by the Sage community.

Spot Problems Worth Solving

Use insights from Vendors and the Sage community to prioritize which problems are worth investing time and resources to solve.

By seeing what other technology leaders are prioritizing, you can:

  • Validate that a challenge you're facing is significant and shared

  • Learn how peers are approaching similar problems

  • Avoid reinventing the wheel by learning from others' experiences

  • Prioritize initiatives based on proven value in similar organizations

Surface Solutions You Didn't Know Existed

Discover emerging Vendors and innovative solutions through Sagetap that you would never find through traditional channels.

Sagetap helps you:

  • Find best-in-class solutions that aren't yet widely known

  • Evaluate emerging Vendors before they're on everyone's radar

  • Access innovation that established analyst firms haven't covered

  • Make decisions based on peer validation, not marketing spend

Validate Ideas Against Real Experience

Pressure-test assumptions and validate ideas by learning from peers who have already implemented similar solutions.

Before making decisions, the most successful Sages leverage the community to:

  • Confirm whether a solution actually delivers on its promises

  • Understand the real ROI and business impact peers have seen

  • Learn about unexpected challenges or gotchas

  • Make informed decisions backed by real experience, not vendor claims

Adopt

When ready, evaluate and adopt technology with confidence, backed by peer insights and Vendor relationships built over time.

Engage with High Integrity

Vendors are paying for your time and professional expertise. Honor that by showing up prepared, engaged, and present.

High-integrity engagement means:

  • Be prepared: Review the Vendor's materials before the call so the conversation is productive

  • Be engaged: Ask questions, share your perspective, and contribute meaningfully

  • Be present: Give the Vendor your full attention—multitasking or disengagement is unacceptable

  • Be respectful: Treat Vendors with the same professionalism you expect from them

Disengagement or ghosting damages the community and makes it harder for everyone to have quality interactions.

Provide Thoughtful Feedback

Give extremely thoughtful, detailed, and clear feedback after every call—treating it as currency that benefits the entire ecosystem.

Your feedback helps Vendors iterate and build better products, which ultimately benefits you. After every session, provide structured feedback on:

  • What resonated and what didn't in the Vendor's pitch

  • How their solution aligns (or doesn't align) with your needs

  • Competitive positioning and differentiation gaps

  • Messaging clarity and product-market fit

The more specific and actionable your feedback, the more value you create for everyone.

Follow Through on Commitments

Keep Vendors in the loop and provide respectful closure when priorities change.

If you opt in for next steps, honor that commitment. If your interest changes:

  • Let the Vendor know as soon as possible

  • Provide a brief explanation (it helps them improve)

  • Don't leave them hanging or ignore follow-ups

Ghosting Vendors after expressing interest damages relationships and reduces the quality of engagement across the entire platform. Professional follow-through benefits everyone.

The Bottom Line: Smarter Decisions, Stronger Relationships, Continuous Innovation

By embracing the Learn → Identify → Adopt framework and following these best practices, you transform Sagetap from a Vendor demo platform into your competitive advantage for continuous learning and smarter technology decisions.

Sages who approach the platform with transparency, high integrity, and genuine engagement—who treat feedback as currency and follow through on commitments—are the ones who build the strongest relationships, make the best decisions, and stay ahead of the innovation curve.


If you have any questions or comments, please contact [email protected].

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