Setting Up The Promotional Material

Here's a brief summary of the steps to setting up the promotional material:

Review the Onboarding Form and answer the questions regarding the following:
- Study Team Members and Study Details
- Benefits and Impact of the Study being conducted
- Persona Building for the audience of our advertisements
Fill Out the Contact Information Form with the following information
- Name, role, and contact information of your Study Team Members
- Materials they need access to (Promotional Materials, Reporting access with PII/PHI, Calendar, Referral Email Notifications)
- Available Times for Phone Screeners and further details for the Phone Appointments (i.e., appointment length and phone screener’s capacity)

After filling up the above forms, book an Alignment Call with your Account Coordinator. This call will help our team develop your Promotional Materials
You will discuss the following:
- You Recruitment Experience
- Study Overview
- Persona for our Ads
- Phone Screen Appt System & Contact Details
- Enrollment Funnel Details
- What to Expect from the Promotional Materials
- Special needs of this study
- Trialfacts Resources and Next Steps
Once you have gone over these details, we will forward the information to our copywriters to begin developing the Promotional Material.

Within 5 business days from your Alignment Call, we will send you the first draft of your Promotional Materials for review:
- Please fact-checking the web ad, prescreening questionnaire and other materials
- You may provide your feedback as comments on the Google Document
- We will return a revised copy based on your comments within 2 business days
Once you accept the revised Promotional Materials, we will ask you to submit them to your Ethics/IRB for approval.

While we wait for the approval from your Ethics/IRB we will begin coding the materials for recruitment

Note: the web ad will be designed in such a way to get the best results. It will include:

A descriptive headline
A simple and clear outline of the study that minimizes medical jargon where possible
Primary eligibility criteria

Once these coded materials are set up and sent to you, book a Kick-off Call with your Account Coordinator
During this call, you will:
- Test the Web Ad, prescreening questionnaire, study calendar and other materials
- Confirm all identified access for your team members is granted

Once we receive your Ethics/IRB approval we will:
- Update the coded materials as needed (for any changes requested by the committee)
- Launch Advertisements within the next 48hrs to begin recruitment
- You will receive the first referrals shortly thereafter