Client & Prospect Reintroduction Program
Internal Use Only
How the program works, in one breath: Email is leg one — you open the exchange zone. The meeting is leg two — you run it, reconnect, listen. Then you pass the baton to a Growth Engine specialist for leg three. Nobody runs the whole race alone, and every leg counts.
And because it's a relay, there's a scoreboard: 🏆 Pass the Baton, our leaderboard for this program. Emails, meetings, and opportunities all earn points — opportunities and sales count for a lot more than just showing up — and there are real prizes (gift cards, dinner, a tech stipend draw) for the people who get furthest through their list. Full details live in the Pass the Baton tab.
What happens when
Emails go out Aug 3, not before 10 AM EST / 3 PM BST / 4 PM Zurich · all reintroduction meetings complete by Oct 15 · "Marketing" below is Wesley's team.Client Partnerships — existing clients
Hi First Name,
I wanted to reach out personally: MedComms Experts and NexGen Healthcare Communications have launched as Kinetix Health Group.
This isn't a rebrand. It's what two organizations, each with more than a decade of experience at the intersection of science and communication, look like when they operate as one — with a shared model, a shared name, and a clear point of view on where pharma and biotech communication is heading.
For Client, nothing about how we work together changes — same team, same standards, same commitment to the work we do for you. What's changing is the platform behind it: one connected Communication Model, and more of the tools and expertise we can now bring to your programs.
I'd love 30 minutes to walk through what this means for Client specifically, and hear what's on your plate for the second half of the year — there may be more we can help with than we currently are.
Would date or date work for a quick call?
Sign-off
PS — one quick heads-up: starting August 10th, my email address is changing to firstname.lastname@kinetix-health.com. If you could whitelist that now, we'll avoid any delivery hiccups down the line.
Net New Sales — prospects
Hi First Name,
Quick update on our end: MedComms Experts and NexGen Healthcare Communications have launched as Kinetix Health Group.
This isn't a rebrand. It's what two organizations built at the intersection of science and communication look like when they operate as one — with a shared model and a clear point of view: better, not just more content. Scientific knowledge doesn't create impact by existing — it creates impact by moving, from evidence to narrative to the teams and audiences who need it most.
I'd like to grab 30 minutes to properly introduce Kinetix and hear what's on the horizon for Company — no pitch, just a conversation about where we might be useful.
Would date or date work?
Sign-off
PS — one quick heads-up: starting August 10th, my email address is changing to firstname.lastname@kinetix-health.com. If you could whitelist that now, we'll avoid any delivery hiccups down the line.
The reintroduction meeting
| Time | Block | What happens |
|---|---|---|
| 0–5 min | Reconnect | Genuine relationship check-in. No rebrand talk yet — this is still a conversation between people, not an announcement. |
| 5–12 min | Quick relaunch story | Two organizations, one model, one name — it isn't a rebrand, it's what they look like operating as one. The Communication Model (Diagnosis → Narrative → Enablement → Engagement → Intelligence) is the connective thread behind everything delivered. Keep to 3 talking points max — see the Objections & FAQ tab for the tight version. |
| 12–25 min | Their world (discovery) | Turn it around: "What's top of mind for your team right now?" Work from the Discovery Prompts tab — broad questions first, narrowing naturally. This is where most of the meeting's value sits — don't rush it to make room for Growth Engines. |
| 25–28 min | One Growth Engine, high level | Not a deep dive, and not a sales pitch — one overview slide, pitched at whichever Growth Engine best fits what surfaced in discovery. The goal is a reason to meet again, not a close. Save the "how it's sold and operationalized" conversation for that follow-up — and reassure the client that a Growth Engine specialist, not just you, will be part of that conversation. |
| 28–30 min | Close | One concrete next step — ideally a scheduled follow-up conversation on the Growth Engine just previewed, with the right specialist looped in. |
Supporting materials
There's a reintroduction deck for these meetings, built from what's already in the portal — the Model, the story, and the Growth Engines overview — so everyone is anchored to the same content instead of improvising. Download the deck →
For the Growth Engine moment specifically, keep it to one high-level overview slide from the deck — not the full detail deck. These Growth Engine pages are client-facing, so they're also fair to share directly — live on the call, or as a follow-up:
- Overview: kinetix-health.com/growth-engines
- Digital Engagement Accelerator: kinetix-health.com/growth-engines/digital-engagement-accelerator
- MedInfo Catalyst: kinetix-health.com/growth-engines/medinfo-catalyst
- Field Medical Navigator: kinetix-health.com/growth-engines/field-medical-navigator
- Scientific Momentum: kinetix-health.com/growth-engines/scientific-momentum
What not to share: the Launch Pad and this overview page are internal only — built for our own planning and enablement, not for client eyes. Keep those separate from whatever's open on a call.
After the meeting: don't email the slides over. Send a link to the relevant Growth Engine page (or the overview) instead. It tracks properly on our end so we can see what the client actually looked at, it gives them more to explore than a static deck ever could, and it keeps the conversation pointed at our own site rather than a PDF sitting unopened in an inbox.
Before you dial in
Do: Let the client talk more than you do in the second half. The goal is to leave with one real signal, not to cover every talking point.
Don't: Read the story section like a script, or spend the full 30 minutes on the rebrand itself — that's the fastest way to make this feel like a sales call in disguise.
If they ask something you're not sure about: it's fine to say "let me confirm and follow up" — better than guessing on contract or pricing questions.
Open questions for the "their world" block
- What's changed most about your priorities in the last 12 months?
- If you could wave a wand and fix one bottleneck in how Medical Communications gets made, what would it be?
- Where do you feel like you're compensating for a gap with more effort rather than a better system?
- What's the conversation your team keeps having internally that never quite gets resolved?
- What's a decision you're currently avoiding because you don't have the confidence or information to make it?
- What would make the next six months a clear win for you?
- Where is AI already part of how your team creates content today — and where could it help you produce sharper work, faster?Scientific Momentum
- How are you reaching and engaging HCPs online today, and how confident are you in measuring what's actually working?Digital Engagement Accelerator
- How is your field team using scientific storytelling to drive impact in real HCP conversations?Field Medical Navigator
- Are your medical information materials — the 20-page SRLs and the like — built for how HCPs actually consume content today?MedInfo Catalyst
Live-conversation reference
🏆 Pass the Baton
A simple leaderboard, real prizes, and one honest goal: get through your list and find real opportunities along the way.
How you score & how ranking works
| Action | Points |
|---|---|
| Email sent | 1 |
| Meeting completed | 3 |
| Opportunity created (only where a meeting was completed) | 7 |
| Opportunity becomes a sale | 15 |
Your score is still measured relative to your own list — a 10-contact book and a 40-contact book aren't compared on raw totals. But working a bigger list is genuinely harder, so a modest size bonus is now built into the Score itself, not just used to break ties.
Step 1 — raw completion: every contact earns points based on the furthest stage they've reached — email sent (1), meeting held (3), opportunity created (7, only counted where a meeting was actually completed), sale closed (15). Add up your points, then divide by the maximum you could possibly earn from your own list (your contact count × 15). That's your raw percentage.
Step 2 — size bonus: your raw percentage is boosted for bigger books — a 10% lift for a single-contact list, scaling up to roughly a 95% lift for the biggest books on the board. That boosted number is your Score.
Example: 10 contacts, 5 reach the meeting stage → 15 points earned ÷ 150 max = 10% raw. The size bonus for a 10-contact book takes that to about 13.2% Score. Someone with 40 contacts at the same 10% raw completion gets a much bigger bonus, landing near 16.3% Score — book size now genuinely moves your Score, not just a tiebreak.
If two people land on the exact same Score, the tiebreak is total raw points earned — whoever did more actual work wins the tie.
Prizes
Standings
| Rank | Name | Score | Emails Sent / Contacts | Events Completed | Opportunities |
|---|---|---|---|---|---|
| 1 | Helvijs Mellums | 10.4% | 32 / 32 | 0 | 0 |
| 2 | Nathan Shanor | 9.8% | 20 / 27 | 2 | 0 |
| 3 | Gerry Montgomery | 9.4% | 17 / 17 | 0 | 0 |
| 4 | Benjamin Manning | 9.2% | 64 / 90 | 0 | 0 |
| 5 | Pascale Dargis | 8.3% | 6 / 6 | 0 | 0 |
| 6 | Kim Moynihan | 8.2% | 5 / 5 | 0 | 0 |
| 7 | Hannah Wallett | 8.0% | 4 / 4 | 0 | 0 |
| 7 | Stacey Vendetti | 8.0% | 4 / 4 | 0 | 0 |
| 9 | Amy Mace | 7.8% | 3 / 3 | 0 | 0 |
| 9 | Amy Swanson | 7.8% | 3 / 3 | 0 | 0 |
| 9 | Maisie John | 7.8% | 3 / 3 | 0 | 0 |
| 12 | Charlotte Shorey | 7.6% | 2 / 2 | 0 | 0 |
| 12 | Lottie McGraw | 7.6% | 2 / 2 | 0 | 0 |
| 12 | Richard Milburn | 7.6% | 2 / 2 | 0 | 0 |
| 15 | Danielle Zedomi | 7.3% | 1 / 1 | 0 | 0 |
| 15 | Heather Mittman | 7.3% | 1 / 1 | 0 | 0 |
| 15 | Janice Fung | 7.3% | 1 / 1 | 0 | 0 |
| 15 | Lynsey Clarke | 7.3% | 1 / 1 | 0 | 0 |
| 15 | Rosie Howarth-George | 7.3% | 1 / 1 | 0 | 0 |
| 15 | Sandrine Jabouin | 7.3% | 1 / 1 | 0 | 0 |
| 15 | Sarah Wallace-Punter | 7.3% | 1 / 1 | 0 | 0 |
| 22 | Izzy Poole | 6.5% | 4 / 5 | 0 | 0 |
| 22 | Nam Mak | 6.5% | 4 / 5 | 0 | 0 |
| 24 | George Merhoff | 5.7% | 26 / 53 | 0 | 0 |
| 25 | Richard Evans | 5.2% | 2 / 3 | 0 | 0 |
| 25 | Sophie Wilding | 5.2% | 2 / 3 | 0 | 0 |
| 27 | Alex Stephen | 2.6% | 1 / 3 | 0 | 0 |
| 27 | Andy Doughty | 2.6% | 1 / 3 | 0 | 0 |
| 29 | Joanna Troka | 0.0% | 0 / 1 | 0 | 0 |
| 29 | Will Wilson | 0.0% | 0 / 1 | 0 | 0 |
Salesforce tracking — the 5 statuses
Every contact on the campaign has this record — you update it directly. Update the same day it changes; the leadership dashboard tracking progress against the Oct 15 deadline is only as accurate as what's logged here.
| Status | When to set it |
|---|---|
| Not Started | Default when a contact is added to the campaign |
| Email Sent | Set the day the reintro email actually goes out |
| Meeting Scheduled | Set once the 30-min reintro meeting is booked |
| Meeting Completed | Set after the meeting; marks the contact as Responded |
| No Response / Stalled | Set if a contact goes cold or won't engage |
How to access & update your contacts
Step 1 of 3 — Open the Campaign
Click the Campaigns tab in the top navigation bar, then open Kinetix Reintroduction Program from the list.
Step 2 of 3 — Find Your Contacts
Scroll to the Campaign Members list. This is everyone you're reaching out to, with their current status.
Step 3 of 3 — Update as You Go
Click a contact's name, update the Status dropdown (and any date/outcome fields), then click Save. Do this the same day it changes.
Tip: a faster way to check status
No need to go through the campaign every time — you can see and update this same tracker directly from the Contact record.
Open any Contact and scroll to the Campaign History section: Status, Email Sent Date, Meeting Date, Meeting Outcome, and Next Step are all right there.