Black Book™ is one of the most influential research and customer satisfaction polling firms in the world. We work with business and technology leaders to develop result strategies that drive growth sourced from positive client experiences. Black Book's unique survey process maintains the highest standards of objectivity, grounded in surveys of more than 850,000 consumers and business leaders worldwide, rigorous perception key performance indicators including loyalty insights, and transparent methodologies where results are shared in the public domain before vendors ever participate. Through proprietary research, data, custom and off-the-shelf reports and polling input from journal editors, business school professors, corporate executives, investment analysts and front line users, Black Book™ is constantly evolving to serve the absolute most current needs of technology and services buyers.

We invite vendors to provide briefings on products, services, changes in platforms, upcoming events and relevant information that helps support the independent Black Book satisfaction polling process.


A vendor briefing is a tool for Black Book researchers to capture the vendors' news, programs, and market goals and is an opportunity for technology and managed services vendors to present its products, services and business strategies with Black Book. During a vendor briefing, the flow of information is lead by the vendor to Black Book researchers and but may be interactive as Black Book may ask questions of clarification during a briefing session. This differs from other research firms that include market commentary from analysts because Black Book focuses on direct competitive analysis on performance and user feedback, not the analysis of vendor results by Black Book staff.
Vendors and end-users ask Black Book on occasion to agree to NDAs before communicating information they regard as confidential. Black Book suggests vendors submit such documents for signature at least one week prior to events which require NDAs to ensure enough time to process.


Black Book will attempt to accommodate every interested vendor with an annual briefing but will decide which technologies, products, services and vendors are important to the research agenda for the scheduling. Black Book also reserves the right to limit briefing requests to no more than one per financial quarter. Lead times for scheduling a Black Book briefing are dependent upon staff availability and are typically scheduled two weeks out.


The best approach is to provide Black Book with a concise story which can clearly present all your major points in less than ten minutes. they regard as confidential. Black Book suggests vendors submit such documents for signature at least one week prior to events which require NDAs to ensure enough time to process.
  • Who are you?
  • What does your company do and why is it worth investigating?
  • What services and products do you offer?
  • Why do your customers buy your product or service?
  • What business problems does it solve?
  • What differentiates your product from existing products and services?
  • Where do you fit in the market relative to your top competitors?
  • When will you complete your next important milestones?
  • What campaigns are you projecting in the next 6 months?
  • Who are your competitors in this space?
  • Is this a new product or service offering or is this a replacement market offering?



Vendor briefings are typically 30-60 minutes in length with 1-2 Black Book managers or researchers and are conducted via phone using the vendor's audio conference bridge. Dialing instructions should be provided upon Black Book confirmation should Black Book request the briefing. Audio briefings will likely be recorded and accessible by researchers after the call.

Face-to-face briefings should be requested at least 4-8 weeks in advance when possible. Deck presentations conducted via remote meetings should be included in PDF format to Black Book at least 2 days prior to the briefing.



Black Book leaders are sometimes requested by Vendors to attend an industry event or to meet in person to facilitate the briefing. We appreciate these invites and feel there are many benefits to both parties.

User conferences, analyst days, and educational events are all acceptable requests for Black Book attendance if the vendor is presenting information that will benefit the Black Book research process objectively.

Please click the link below to view the policies and procedures when making your request.

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