STEP 3 · OPTIMIZE & MONITOR
Your recruitment, live — and always improving
We don't hand you a dashboard and walk away. Our team watches every conversation and continually tunes the messaging, the model, and the workflow to lift conversion — right through to close-out. Live · updated 2 min ago
Patients contacted
0
▲ 186 this week
Reply rate
0
▲ 21% vs. site baseline
Median response
0
to an inbound reply
Qualified
0
▲ 17 this week
Randomized
0
3.5% of contacted
Recruitment funnel · CT-204
This study, to dateContacted100%
Engaged / replied41%
Pre-screened25%
Qualified10.3%
Randomized3.5%
Channel performance
Reply rate · qualified◆ SMS46%
☎ Voice AI38%
✉ Email22%
🤝 Warm transfer71%
Conversation library
3,180 analyzed| Patient | Channel | Outcome | Pre-screen | Handled |
|---|---|---|---|---|
| Jordan Ellis | SMS → Voice | Qualified · warm-transferred | Eligible | AI + coordinator |
| M. Okafor | Voice | Callback requested (ES) | Eligible | AI |
| D. Nguyen | SMS | Screening booked | Eligible | AI |
| Anonymized | Safety | Escalated to clinician | — | Human |
| R. Alvarez | Not eligible · nurturing | Not elig. | AI |
Human-in-the-loop inbox
2 need youMO
M. Okafor · callback (ES)Voice · qualified, prefers Spanish coordinator
Action—
Safety follow-upEscalated 41m ago · clinician reviewing
ReviewJE
Jordan EllisWarm-transferred to Dana R. · synced to CTMS
DoneDN
Open the full communication log →
D. NguyenScreening visit booked Thu 10:30
DoneWhat we've optimized
Since go-liveReworked intro SMS for digital-ad leads +9% replyCold leads needed more context up front; warm leads needed less.
Added evening send window (6–9pm) +14% connectThis cohort engages most after work hours.
Tuned pre-screen question phrasing for clarity −18% drop-offFewer patients abandoning mid-screen.
Model update · adverse-event detection 100% recallEvery safety scenario caught in weekly QA.
Bottom line
Katalyst reached 1,240 patients for CT-204 and handed 128 qualified candidates to the coordinator team — with a +21% reply lift over the site's baseline and a human on every safety-critical conversation.
✦
That's the loop
Design & test → launch → optimize until close-out. Want this running for your study?