Discovery & Strategy

We find out what your members, learners, and staff need, by hearing from hundreds of them in a week. Then we work with your leadership to turn it into a roadmap, and the same team builds against it.

How we run discovery and strategy

A senior team works with your executives and with the people who'll use what gets built. Roux, the AI interviewer we built, handles the listening at scale. Then we turn what people said into a plan your leadership agrees on, and help ship it.

  1. We hear from everyone involvedWe hold short voice conversations with hundreds of members, learners, or staff, plus working sessions with executives and department leads.
  2. Themes become a ranked roadmapWe group what people said into themes, with the quotes behind them, then rank them with your leadership against revenue and the year's goals.
  3. We build the first itemWe build the first thing on the roadmap, so the plan meets real use within weeks.
  4. The roadmap is revisited each quarterWe ask the same questions again, check the results, and adjust the roadmap with the people who own it.

Too many people to hear from

A medical society has thousands of members and a survey that comes back thin, so grant reports and program plans rest on guesses. At a pharma company, what medical science liaisons hear from doctors sits in CRM notes that rarely get read. At a medtech company, reps and trainers know where customers get stuck, but that knowledge rarely reaches the people making decisions.

Teams only have time to talk to a few people, so what the rest think never reaches the people deciding, or it arrives months later in an expensive report.

Then the roadmap gets written by whoever has the most time in the meeting, and the build team hears about it last.

A clinician talking into her phone on a walk outside the clinic
  • Members
  • Staff
  • Executives

Hundreds of conversations in a week.

  • About eight minutes each
  • Themes back within a week

What we do

  • Interviews at scale. We run short voice conversations through Roux, about eight minutes each, with hundreds of people in the same week. Each one asks follow-up questions, the way a good interviewer would.
  • Themes you can act on. We group what people said into themes, with the quotes behind each one and how many people raised it.
  • A roadmap your leadership owns. We hold working sessions with your executives and department leads to rank what to build, tied to revenue and the initiatives you've committed to.
  • Listening that keeps going. We ask the same questions every quarter, so you can see what's changing among members, doctors or staff.

Strategy, and the team to ship it

Some clients arrive with a roadmap and need the people to build it. Others need help deciding what goes on it. Either way, we work across departments and with your executive team, set the order of the work against your revenue and initiative goals, and then the same team builds it, so the plan and the work don't drift apart.

What you learn often points to the next thing to build, from an app to an AI agent.

A nurse recording a voice note on a phone in a break room
85%
of physicians want to be consulted on, or responsible for, bringing AI into their practice.
AMA, 2026 ↗
A researcher pinning notes into groups on a wall

Every theme comes with the quotes behind it.

Who we build it for

Societies and CME providers hearing from members and learners, pharma teams capturing what their MSLs hear, medtech teams hearing from reps and trainers, and PE firms working out where AI pays off first.

Questions we hear

  • How is this different from a survey?

    A survey only gets answers to the questions you thought to ask. A conversation asks follow-ups, so people tell you about the things you didn't know to ask.

  • Will people take part?

    It takes about eight minutes, on their own phone, whenever it suits them. We write the invitation with you and send it from your organization, so it comes from someone they know.

  • Do you only run discovery, or build too?

    Both. Discovery and strategy usually lead into a build, and the same team does both, so nothing gets lost in a handoff.

  • Who sees what people said?

    Your team does. You get the transcripts, the themes and the quotes behind them, and you decide who on your side sees them.

More capabilities

We'd love to chat.

Bring what's slow, rented or stuck. You'll leave with what we'd build first and how long it takes.

Book a call