Run conference outreach and Phase 3 targeting from one Apollo system.
[VERIFIED] This hub gives Lauren and the EVERSANA team a practical operating surface for event list routing, Phase 3 sponsor identification, Apollo AI setup, outreach prompts, and analytics routines.
[VERIFIED] Use one Apollo People List and one workflow to route attendee contacts by fit, assign them cleanly, and report across the full event motion.
Build the routing system
1Export the attendee listClean rows with no email or company before upload.
2Create one People ListUse a clear name, such as Conference Name 2026 Attendees.
3Import and enrichMap first name, last name, company, email, and title if available.
4Create workflow branchesRoute pharma, biotech, CRO, and clinical research contacts to the specialist path.
5Attach sequencesUse a Phase 3 angle for matched contacts and a broader conference motion for the rest.
6Review analyticsCompare open rate, reply rate, meetings booked, and rep follow-up.
Branch logic
Branch
Condition
Action
Industry match
Pharma, biotech, CRO, or clinical research.
Assign to clinical trial motion and add to Sequence A.
General
Other industries or broader commercial interest.
Round robin across the team and add to Sequence B.
Needs review
Missing industry, unclear company, or incomplete data.
Hold for manual review before enrollment.
One importShared reportingConsistent assignment
Conference sequence structure
Sequence A: Clinical trial organizations
Step 1, Day 0: Email. Reference the conference and the company's current stage.
Step 2, Day 3: LinkedIn connection request.
Step 3, Day 6: Email. Use the Phase 3 companies going to market angle.
Step 4, Day 10: Call task.
Step 5, Day 14: Breakup email.
Sequence B: Broad conference outreach
Step 1, Day 0: Email. Reference shared event context and the relevant EVERSANA value prop.
Step 2, Day 4: LinkedIn connection request.
Step 3, Day 8: Email. Follow up on the pain point.
Step 4, Day 14: Breakup email.
Phase 3 Targeting
[VERIFIED] Build the targeting rules once, then use the persona, fit score, and sequence path repeatedly across accounts and events.
2Contact signalsVP BD, Director BD, VP Commercial, VP Market Access, Head of Launch, CCO.
3Readiness signalsPhase 3 completion within 12 months, no large sales org, partner need for HCP engagement, patient identification, or market access.
Fit tiers
Platinum
Active Phase 3, commercial hiring, 50 to 500 employees, no clear launch partner yet.
Gold
Phase 2b or Phase 3 pipeline, early commercial signals, some BD infrastructure.
Silver
Phase 2 with promising readout, limited commercial team, evaluating partners.
Bronze
Earlier stage, established commercial team, or unclear fit for this motion.
Tier
Action in Apollo
Sequence type
Personalization
Platinum
Manual outreach plus AI draft assist.
Six-step multichannel sequence.
Full account and contact research.
Gold
Add to priority sequence.
Five-step email and LinkedIn sequence.
Persona-level AI personalization.
Silver
Add to nurture sequence.
Four-step email sequence.
Template with company-specific insert.
Bronze
Hold for future review.
Newsletter or light drip.
Minimal personalization.
Fit scoring prompt
You are a GTM analyst for EVERSANA, a life science commercial services firm.
Score the following company as a potential EVERSANA client.
COMPANY: [Company Name]
WEBSITE: [URL]
SCORE CRITERIA:
1. Trial stage. Phase 3 active is a high score. Phase 1 or Phase 2 is lower.
2. Commercial readiness signals. Job postings, press releases, FDA milestone news.
3. Company size. 50 to 500 is ideal. Too large likely means internal resources exist.
4. Technology fit. Rare disease, oncology, CNS, and specialty markets are strongest.
5. No existing EVERSANA relationship. Check press, case studies, and partner pages.
OUTPUT FORMAT:
Tier: [Platinum / Gold / Silver / Bronze]
Score: [1 to 100]
Top 3 fit signals:
- [Signal 1]
- [Signal 2]
- [Signal 3]
Recommended outreach angle: [1 sentence]
Timing urgency: [High / Medium / Low based on trial timeline]
AI Content Center Setup
[VERIFIED] Configure the Content Center first, then enable AI-personalized sequence steps and seed the target contacts.
Setup order
1Paste company contextUse the approved blocks below.
2Enable AI stepsTurn on AI-personalized steps in the target sequences.
3Seed contactsStart with a focused batch across Market Access and Commercial personas.
Quality check
1Blocks savedNo character warnings appear in Apollo.
2Preview looks rightThe pain point and proof point language matches EVERSANA's pitch.
3Sequences selectedBoth target sequences use Content Center context.
Target sequences
[VERIFIED] Use one VP Market Access persona and one VP Commercial persona so the team can test message-market fit cleanly.
Company Name:
EVERSANA | End-to-End Commercialization for Life Sciences
Customer Pain Points:
Pharma commercial teams face launch complexity, fragmented market access data, and siloed patient support operations. Decision cycles span 6-12 months with 5-8 stakeholders across commercial, clinical, and finance. Point solutions create integration debt and visibility gaps. Market access teams need real-time patient journey data that outdated platforms cannot deliver. Payer mix is shifting faster than in-house teams can adapt.
Value Proposition:
EVERSANA delivers integrated commercialization infrastructure: market access, patient support, commercial operations, and data analytics under one contract. 650+ life sciences clients. 500+ drug launches supported. Dedicated embedded teams reduce time-to-market by 30-40% vs. building in-house capability.
Call to Action:
Schedule a 30-minute commercialization assessment. We map your launch phase to the right service mix and show measurable patient access outcomes for comparable products.
Company Overview:
EVERSANA is a global healthcare commercialization company serving 650+ life sciences clients. Founded to replace fragmented point solutions, EVERSANA delivers integrated market access, patient support, and commercial operations. Headquartered in Chicago, 6,000+ employees across 20+ global markets. Supports products from pre-launch through loss of exclusivity.
Additional Context:
Named to Fortune Best Workplaces in Healthcare. Gartner-recognized for commercialization. Clients include top 20 pharma and emerging biotech. Key differentiators: integrated data platform, embedded team model, proven in rare disease and specialty markets. Services span HEOR, RWE, HCP engagement, patient access programs, specialty distribution, and medical affairs. EVERSANA COMPLETE eliminates vendor fragmentation and provides unified program visibility.
Primary Competitors:
Inovalon: cloud analytics, lacks full-service commercialization. Syneos Health: CRO-first, lighter market access. IQVIA: data and technology heavy, less embedded services. Publicis Health: agency model, not integrated ops. Veeva: CRM platform, not services. EVERSANA differentiates on end-to-end integration, embedded teams, specialty expertise, and transparent pricing.
Product Differentiators:
1. EVERSANA COMPLETE: single contract, integrated platform. 2. Embedded team model: staff operate as client employees. 3. Proprietary data platform: real-time market access analytics. 4. Rare disease expertise: 50+ specialty launches. 5. Global reach: 20+ markets with local regulatory knowledge.
Prompt Library
[VERIFIED] These copy blocks are designed for Apollo AI Sequence Assistant or an external writing tool when the team needs a fast draft.
Phase 3 company research brief
You are a research analyst supporting an EVERSANA BD outreach motion.
Research the following company and produce a brief for an outbound BD rep.
COMPANY: [Company Name]
WEBSITE: [URL]
FIND AND REPORT:
1. Current pipeline stage, especially Phase 3 or NDA-filing activity.
2. Therapeutic area and target indication.
3. Commercial readiness signals, such as market access or launch hiring.
4. Recent news, including FDA milestone news or trial results.
5. Estimated launch timeline if Phase 3 is active.
6. Current commercial infrastructure.
7. Best contact for a BD or commercial conversation.
OUTPUT:
- 3-bullet company snapshot.
- Recommended outreach angle for EVERSANA services.
- One specific hook tied to their current pipeline moment.
Contact-level call script
Generate a call script for a BD outreach call to a life science executive.
CONTACT: [Name], [Title] at [Company]
COMPANY CONTEXT: [Paste the 3-bullet snapshot from the research brief]
EVERSANA SERVICE ANGLE: [Commercial launch support / HCP engagement / Patient services]
SCRIPT STRUCTURE:
- Opening hook: Reference their specific Phase 3 milestone or recent news.
- Bridge: Why EVERSANA is relevant at this exact moment.
- Qualifying question: One open-ended question about launch timeline.
- Value statement: One concrete EVERSANA proof point in their therapeutic area.
- Ask: Request a 20-minute discovery call.
TONE:
Peer-level, not salesy. Keep the script under 90 seconds when read aloud.
Conference outreach email
Write a first-touch outreach email for a conference attendee.
CONFERENCE: [Conference Name, Year]
CONTACT: [Name], [Title] at [Company]
COMPANY STAGE: [Phase 3 sponsor / early commercial / CRO / other]
REP NAME: [Rep first name]
EMAIL REQUIREMENTS:
- Reference the conference naturally as shared context.
- Acknowledge their company's current stage or recent news briefly.
- Position EVERSANA as a commercial launch resource.
- CTA: Low-pressure ask for a 15-minute call or conference meeting.
- Length: under 120 words.
- No jargon. No "I hope this email finds you well."
- Subject line: specific and relevant, not clickbait.
Full sequence builder
Build a 6-step outbound sequence for Phase 3 sponsor outreach.
TARGET PROFILE:
BD or commercial leader at a company with an active Phase 3 trial.
EVERSANA VALUE PROP:
Commercial launch services, HCP engagement, patient identification, market access, and field force support.
TONE:
Peer-level, BD-to-BD. Warm but direct.
SEQUENCE STEPS:
Step 1, Day 0: Email. Phase 3 milestone hook plus EVERSANA intro.
Step 2, Day 3: LinkedIn connection request.
Step 3, Day 7: Email. One EVERSANA proof point in their therapeutic area.
Step 4, Day 11: Call task with 30-second voicemail script.
Step 5, Day 16: Email. Launch prep timeline question.
Step 6, Day 22: Breakup email.
FOR EACH STEP, PROVIDE:
- Subject line.
- Full copy.
- Word count.
- One A/B subject line variant.
BD Leader Analytics Rhythm
[VERIFIED] Use this rhythm to keep list quality, sequence quality, and rep follow-up visible every week.
Weekly operating rhythm
MMondayReview sequence performance and flag underperforming steps.
TTuesdayCheck active sequences and rescue contacts stuck late in the sequence.
WWednesdayRun fit scores on new conference lists or inbound leads.
FFridayPull the reply report and prioritize engaged Phase 3 sponsors.
