Want to turn every patient interaction into faster enrollment?
There’s more to patient engagement than sending emails or making phone calls. And because of that, many trial teams struggle to keep patients interested and enrolled.
We examined dozens of successful trials where we’ve worked directly with site staff and study teams to uncover the strategies that actually build trust, the missteps that commonly cause drop-offs, and the best practices that keep enrollment on track.
This playbook includes sample scripts, checklists, and step-by-step guidance to help your team connect with patients from first outreach to final follow-up.
Ready to put patient engagement at the center of your recruitment strategy? Let’s get started.
What's inside this report
Proven strategies to build trust with patients and practical approaches that make patients feel informed, valued, and reassured.
Scripts and templates for handling common patient questions and concerns with ready-to-use examples to respond clearly and empathetically at every touchpoint.
Retention tips that keep patients engaged through study completion with actionable advice to minimize drop-offs and maintain long-term participation.
A patient-centric checklist your team can use on every visit with step-by-step guidance to ensure consistency, clarity, and a positive patient experience.