Brochure
Expert Engagement in Practice
A practical playbook for coordinated, cross-functional, insight-driven expert engagement: before, during, and beyond congresses.
Jul 23, 2026

Expert engagement has evolved far beyond congress scheduling and KOL outreach. Today's Medical Affairs organizations must coordinate scientific engagement, expert intelligence, insight generation, and cross-functional collaboration across a growing ecosystem of key opinion leaders (KOLs), key external experts (KEEs), emerging experts, and healthcare influencers.

In this practical guide, learn how leading organizations can build a more strategic, insight-driven approach to expert engagement before, during, and after congresses. Discover proven frameworks for expert identification and prioritization, cross-functional planning, scientific exchange, real-time insight capture, and congress intelligence management. The playbook also explores how AI-enabled expert intelligence, data-driven segmentation, and coordinated engagement strategies can improve meeting quality, reduce duplicate outreach, and accelerate insight-to-action execution.

Whether your organization is establishing foundational expert engagement processes or advancing toward a continuous congress intelligence model, this resource provides actionable guidance to strengthen KOL engagement, Medical Affairs excellence, congress planning, field medical effectiveness, and expert relationship management at scale.

Download the guide to learn how to:

  • Improve expert engagement strategy and KOL management
  • Create a single source of truth for expert intelligence and enable AI
  • Enhance congress planning and cross-functional coordination
  • Capture high-quality medical insights that drive action
  • Optimize Medical Science Liaison (MSL) engagement workflows
  • Leverage AI and analytics for smarter expert identification and prioritization
  • Build a scalable, data-driven Medical Affairs operating model

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