Customer & KOL Engagement

Pre-Market Engagement (Compliant Pre-Seeding)

Get real feedback from real customers before launch, the right way.

The question this section answers

Am I collecting real signal (objections, hesitations, “I’d need to see X first”) or just collecting applause?

The six sections
Branding & Voice4 toolsSegmentation & Targeting4 toolsCustomer & KOL Engagement7 toolsStructure4 toolsHiring Planning3 toolsLaunch Execution6 tools
By the end of this section
  • Engage target customers for feedback within FDA guidelines: feedback and demonstration, not sale or promotion
  • Build the operational muscle for efficient, repeatable customer access
  • Establish legal and process guardrails so every conversation is protected
Work through these in order
  1. 1Standard NDA TemplateWord doc
  2. 2Feedback Session Script & Capture FormTool + video
  3. 3Society Meeting & Engagement PlaybookTool + video
  4. 4Pre-Launch Customer Council TrackerTool
  5. 5Clinical Advisory Council: KOL TrackerTool + video
  6. 6Value Proposition Worksheet: RevisitTool + video
  7. 7Price Validation Interview Guide: First PassTool + video

Step 1

Standard NDA Template

Word document

A mutual NDA template with compliance guardrails built in, ready for counsel review.

Download the template

Step 2

Feedback Session Script & Capture Form

Interactive tool

A guided session script, a structured capture form built to surface real signal, and a session log you can download, reload, and summarize across every conversation.

Open the script

Step 3

Society Meeting & Engagement Playbook

Interactive tool

Score which conferences earn your budget, plan how to engage once you’re there, and download a ranking slide with each society’s logo and your justification.

Open the playbook

Step 4

Pre-Launch Customer Council Tracker

Interactive tool

Manage your 8–15 engaged targets from invite through NDA to active council member.

Open the tracker

Step 5

Clinical Advisory Council: KOL Tracker

Interactive tool

Compare and track key opinion leader candidates for your clinical advisory council.

Open the tracker

Step 6

Value Proposition Worksheet: Revisit

Interactive tool · second pass

Come back to your value proposition now that you’ve heard from more customers. Load your first pass, update each stakeholder’s needs, and sharpen Round 2 with what the feedback sessions taught you.

Open the revisit

Step 7

Price Validation Interview Guide: First Pass

Interactive tool · first pass

Start pricing conversations now, alongside your feedback sessions. This is the first effort: the guide comes back in Launch Execution as a final check, and you should complete it again there.

Open the guide
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Segmentation & Targeting