Sagetap connects enterprise technology leaders with vetted vendors to help you explore technology, share your expertise, and evaluate potential solutions.
There are three ways to engage with vendors on Sagetap: Research Calls, Awareness Calls, and Evaluation Calls. Research Calls and Awareness Calls are paid opportunities where you’re compensated for your time and insight. Evaluation Calls are unpaid and requested by you when you want to evaluate a vendor’s solution for your team.
This article explains how each meeting type works and how to find opportunities on Sagetap.
Meeting Types
1. Research Call (Paid)
Share your expertise through live Q&A.
Research Calls give vendors the opportunity to speak directly with technology leaders about their priorities, tools, challenges, and buying processes. You’ll share your experience and perspective to help vendors better understand their target audience and market.
What to expect:
A live Q&A focused on your experience and expertise, with no product demo or sales pitch.
A pre-meeting questionnaire to provide context for the discussion.
Optional next steps, including an Evaluation Call if you're interested in exploring the vendor's solution further.
Compensation for your time and insight.
A post-meeting feedback survey is not included or required for Research Calls.
2. Awareness Call (Paid)
Explore a vendor's solution and share your feedback.
Awareness Calls give vendors the opportunity to present their solution to technology leaders in their target audience, answer questions, and receive feedback.
What to expect:
A vendor presentation, product demo, or discussion of its solution and messaging.
A pre-meeting questionnaire to provide context for the conversation.
A post-meeting survey to share your feedback.
Optional next steps, including an Evaluation Call if you're interested in exploring the solution further.
Compensation for your time and insight.
3. Evaluation Call (Unpaid)
Evaluate a solution for your own initiative.
You can initiate Evaluation Calls when you're interested in evaluating a vendor's solution for your team or exploring a potential fit following a paid meeting.
These conversations focus on your specific needs and whether a vendor's solution could address them.
What to expect:
A discussion focused on technical fit, requirements, pricing, timelines, or a potential proof of concept (POC).
An opportunity to explore the decision-making process and agree on next steps.
The option to arrange another meeting if you and the vendor want to continue the conversation.
Evaluation Calls are unpaid. They don't include a pre-meeting questionnaire or post-meeting survey.
Important: Evaluation Calls are Sage-requested only. Unlike Research Calls and Awareness Calls, they aren't paid vendor-initiated opportunities.
Finding Paid Opportunities
On the left navigation bar of your Sagetap portal, you will automatically land on Paid Opportunities. Selecting Discover → Products will allow you to explore all available opportunities and vendors on the platform.
Paid Opportunities
The Paid Opportunities tab highlights available Research and Awareness Calls.
Browse vendor campaigns and apply to opportunities that align with your expertise, interests, and initiatives.
On the right-hand side of this page, you can filter by your relevant categories and subcategories.
Each opportunity includes details about the meeting and its compensation, allowing you to review the requirements before applying.
Browse Products
Select Products in the left navigation bar to explore vendors and their offerings.
Products are sorted by your best match, based on the relevance and strength of the information in your profile and initiatives.
On the right-hand side of this page, you can also apply filters by paid opportunities, meeting ratings, HQ location, and more.
Keeping your profile and initiatives detailed and up to date helps vendors understand your experience and helps you discover more relevant opportunities.
Requesting an Evaluation Call
If you're interested in evaluating a vendor's solution for your team, you can request an Evaluation Call.
Evaluation Calls are unpaid and Sage-requested only. They allow you to explore a solution in greater depth, discuss your requirements, and determine whether the vendor may be a good fit for your needs.
An Evaluation Call may follow a paid Research Call or Awareness Call, or you can request one at any time you're ready to evaluate a vendor's solution for an initiative you've identified.
Meeting Feedback
After an Awareness Call, you'll be asked to complete a post-meeting survey to share your feedback.
Research Calls and Evaluation Calls don't include a post-meeting survey.
Once you’ve completed an Awareness Call, you will be asked to provide the post-meeting feedback. We ask that you please submit your feedback within 72 hours of the meeting.
Important: If you knowingly meet with a vendor you've already connected with outside of Sagetap, you won't receive compensation for that meeting.
Should you have any questions on meeting with Vendors on Sagetap, please reach out to [email protected].