Typical Expert Network Workflow

  • Initial Consultation

    • Understanding Client Needs: Start with a detailed consultation to understand the client’s requirements, target expert profiles, and project objectives.

    • Customized Plan: Develop a tailored plan outlining the scope, timeline, and methodology for connecting with the desired experts.

  • Identifying Experts

    • Network Leverage: Utilize our extensive network to identify and shortlist relevant experts from various industries, including C-suite executives, senior managers, procurement and reimbursement authorities, key opinion leaders, and more.

    • Targeted Search: Conduct a targeted search to find elusive and influential experts who match the client's specific criteria.

  • Outreach and Engagement

    • Initial Contact: Reach out to potential experts through personalized communication, explaining the purpose and scope of the engagement.

    • Engagement Confirmation: Confirm participation and availability of selected experts, ensuring they understand the project requirements and expectations.

  • Scheduling

    • Coordinating Schedules: Arrange convenient times for calls between the client and the experts, taking into account different time zones and availability.

    • Calendar Management: Provide calendar invites and reminders to both clients and experts to ensure timely participation.

    • Interview Conduct: Note that the client conducts the interviews. Alternatively, Insight Wheels can conduct the interviews on behalf of the client. For more details, please refer to our In-Depth Interviews Service.

  • Handling Payments

    • Expert Compensation: Manage payments to experts, ensuring timely and accurate compensation for their participation.

    • Payment Processing: Handle all aspects of payment processing, including invoicing and record-keeping, to maintain transparency and trust.

  • Follow-Up

    • Post-Call Follow-Up: Conduct follow-up with experts to gather any additional information or clarifications needed.

    • Client Feedback: Collect feedback from clients on the quality of the expert interactions and overall service to continuously improve our offerings.