04Month 4 · Engage

Pre-Market Engagement (Compliant Pre-Seeding)

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

The question this month answers

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

The six months
  • 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
  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

Step 1

Standard NDA Template

Word document

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

Step 2

Feedback Session Script & Capture Form

Interactive tool

A guided session script plus a structured capture form built to surface real signal.

Step 3

Society Meeting & Engagement Playbook

Interactive tool

Score which conferences earn your budget and plan how to engage once you’re there.

Step 4

Pre-Launch Customer Council Tracker

Interactive tool

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

Step 5

Clinical Advisory Council: KOL Tracker

Interactive tool

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