Created a comprehensive onboarding experience for clinical trial site coordinators to process referrals from an external recruitment channel, 23andMe.
23andMe became a recruitment vendor for clinical trials,
transferring contact information from consenting customers to trial site coordinators
Clinical research coordinators typically handle recruitment for their trials through their own channels or with the assistance of contract research organizations that have established referral processes
Educate and empower coordinators to adopt 23andMe's referral model and platform into their established recruitment ecosystem
Clinical research coordinators (CRCs)
Designed and refined fluid onboarding process:
Created high level service overview reference packet and presentation
Provided step-by-step platform walkthrough in live webinar with reference guide
Implemented revisions to final materials following an initial user experience assessment
Provided a comprehensive reference guide that contextualizes referral transfer service.
Presented clinical trial recruitment services to CRCs in a conversational tone.
Hosted live platform walkthroughs and shared detailed instructions.