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Welcome to Your Project Portal
Here you’ll find everything you need throughout our partnership, key dates, deliverables, updates, and documents. This page is live and will evolve as your project progresses.
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Project Overview
Project Name
Dates
Uncover Lead
Client Lead
Status
Contact
Exploratory Research to
Inform Growth Strategies
7/28/25 - 9/8/25
Samantha Bergeron
Lisa Arone
In Progress
[email protected] ****
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🎯 Project Goals
- Deliver a clearer picture of CLSI users and identify strategic hypotheses and opportunities to deepen engagement and long-term loyalty and drive growth.
- Explore:
- Drivers of Purchase Behavior Decline
- What’s changed in the behavior of current purchasers, especially within hospital/health system labs?
- Has the approval process shifted? Are budgets tighter? Has perceived value declined?
- Decision-Making Dynamics
- Who initiates a purchase? Who approves it?
- How does this process differ across different types of organizations?
- Document Usage & Sharing
- How are documents accessed and shared across organizations?
- Are users complying with licensing expectations?
- Awareness, Visibility & Marketing Resonance
- Are users receiving and responding to marketing efforts?
- What messaging drives action? What channels work?
- Lifecycle & Career Stage Influence
- How does a user’s role or tenure affect engagement?
- Are early-to-mid career professionals less likely to purchase or influence?
- Hypotheses to Explore
- Saturation in high-performing categories like EP
- Decline in urgency post-COVID
- Impact of growing hospital systems and document sharing
- The role of education and “starter kits” for new lab professionals
- Friction in the purchase experience (e.g., abandoned carts)
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👉🏼 Approach
- 15 in-depth interviews (45–60 min each) among current and lapsed purchasers at mid- to large-sized clinical labs/hospital systems
- Conducted via secure digital platform with observer access
- Likely Zoom with secondary app support for notetaking and video
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🔁 Project Flow
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📎 Project Documents
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🧑💻 Team
Your Uncover Team:
- Samantha Bergeron – Principal & Lead Strategist
- Shanze Gillani – Project Coordinator
- [TBD] – Fieldwork Lead
Client Team:
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