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This hands-on workshop walks research teams through the entire expert call lifecycle — from scoping to synthesis — with practical frameworks and templates you can use immediately.
Workshop Modules
- Scoping: defining learning objectives and expert profiles
- Sourcing: how to brief recruiters for better outcomes
- Conducting: question frameworks that get beyond surface-level answers
- Synthesizing: turning raw call notes into actionable insights in under 2 hours
- Compliance: building guardrails that don't slow you down
