Problem

Our current booking process relies heavily on synchronous conversations between patients and Clinical Research Coordinators (CRCs) to pre-screen and schedule screening visits. While this approach ensures a degree of personalized support, it introduces significant friction and inefficiency:

1. High Drop-off Rate: Approximately 70% of patients drop off during the conversation step, indicating a major bottleneck in our funnel.

2. Scalability Challenges: Relying on real-time conversations limits our ability to efficiently scale patient bookings, especially as we aim to meet ambitious enrollment targets for sponsors like Recognify and Alto.

3. Time Sensitivity: Delays in scheduling screening visits reduce the likelihood of patient follow-through, impacting both patient experience and enrollment outcomes.

These challenges create a gap between our current process and our strategic goal: making external patient bookings faster and more reliable than internal ones. To bridge this gap, we need to reduce reliance on synchronous interactions and enable patients to book screening visits independently and asynchronously.

Goals

Double the number of screening visits booked by reducing the ~70% drop-off caused by the synchronous 'conversation' step, enabling us to meet sponsor commitments (Recognify: 13–23 enrollments in 12 months, Alto: 30 enrollments in 9 months) and hit our Series B revenue target.

Solution

Enable patients to book screening visits asynchronously by collecting and sharing pre-screening information without real-time conversations. The inbox will act as a central hub, allowing seamless communication, real-time availability viewing, and instant patient booking by CRCs.

We'll also experiment with an AI Agent-led system to gather eligibility and availability details, assessing engagement to guide future investment.

This approach reduces friction, boosts conversion rates, and streamlines external patient booking for CRCs.