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The Clinical Research
Sales & Operations
Workflow Guide

Studies stall in the handoffs between sales, feasibility, startup and enrollment. This self-assessment for integrated site networks, decentralized research organizations and hybrid operators shows where to look, from prospecting through First Patient In.

What's inside

1. 01The seven-stage framework, from prospecting to First Patient In
2. 02A leakage checklist for each of the five highest-risk stages
3. 03What to track at each stage: records, fields, owners, dates and reports
4. 04The Clinical Research Sales & Operations Workflow Maturity Model (five levels)
5. 05An automation and AI-readiness map: what belongs where, and what doesn't yet
6. 06The three most common workflow mistakes, and what to fix first

Written for network and sales leaders, clinical operations and site network leaders, feasibility and study startup managers, and systems or operations leads.