Shark Digest

Shark Digest | How it Works - Shark Digest

The Process that we go through to get your updates out is simple but not easy. There is a lot of manual legwork which we take off your shoulders and ensure gets done. It is critical that we get the updates out on time to all interested parties and here we will explain our processes.


he first part of getting a Shark Digest update out is to schedule the phone call. We will learn your schedule and give you free reign to tell us what time fits. We will also give you a copy of the previous update so you can start to think about what you would like to say.

If there are any other departments where we should take information from directly, we will also reach out to them at this point.


nce the call has been scheduled, we prepare a loose list of questions. These questions, based on our experience are what your stakeholders will be most interested in. If we have received information from other departments already, we will look at this and compare it against previous data.

If anything looks like an irregularity or something has changed significantly we will bring this up to find out why.

KPI Data

efore the call takes place we will also gather the KPI data. When we first start the Shark Digest service, we will establish what are the important metrics which your stakeholders will want to know. Once this has been agreed, we will look at ways for this to be kept track of automatically and get these on a monthly basis.

We will check these against previous months and mention any irregularities.

The Call

hen we have the call, we will have our list of loose questions and just talk naturally about how the business is doing. We use a recording device to keep track of what has been said so we can focus 100% on the conversation. The call will take a different angle each month, reflecting on the previous and looking towards the future.

The call will take between 30-50 minutes and gets shorter the more updates we create.


nce the call has been taken, we will listen to it back and make notes on the key things which have been said. We will divide these notes into categories and then start to formulate how the update will look. Towards the end of the call, we will give a schedule for a first draft. This is usually within 2 days of the call taking place.

First Draft

ompiling the first draft of the update is the next step in the process. At this point, we have all the information compiled and it is a case of structuring it so it looks great. It is important to keep the update interesting and engaging so if there is some information which is important but not critical, this may appear on the investor portal with a mention of this in the update.


he first draft will give you the chance to review everything that has been written to date. If you would like some information taken out or to expand on anything which has been said to date, this is your chance to have that input.

Once we have received your feedback, we will make these revisions if needed and then prepare the update for send out.

Send Out

ending out the update is simple enough but we will still check that we have the correct list of stakeholders. We understand how quick things can move in this space so will ask for confirmation that there have been no new additions and also check that everyone on the list should be there.

Investor Portal

ith everything confirmed and finalized, we will go into the investor portal and update the KPIs so that if your stakeholders can log into this area at their leisure and see the latest statistics on the metrics that matter.  We will also add all updates here. This will give essentially the newsletter in a timeline format for stakeholders to view.


he final step in the process is to send out a report to you a week after the update goes out. This will give details on the open rate, how many times someone opens the update and which links were clicked most. This is effective for keeping track of which stakeholders are most engaging with your company’s activities.