Healthcare & marketplaces

Clinical Trial Recruitment

A patient-facing portal and site-coordinator workspace that matches volunteers to eligible trials, walks them through screening, and gives sponsors a HIPAA-aware enrollment funnel.

Full planning bundle — BRAND, MRD, BRD, PRD, DESIGN
Branded styleguide — typography, color, components
6 previewable mockups

Cloning copies the full plan into a new project you own — edit it freely.

Inside the bundle

Styleguide and mockups

A look at the brand palette and screen-level mockups that ship with this plan. Cloning copies all of them into your project.

Mockups

Style guide

Styleguide

What this blueprint gives you

Clinical trial recruitment rebuilt as a real funnel instead of a folder of spreadsheets. Each protocol gets its own patient-facing landing page, eligibility logic, pre-screen flow, scheduling window, and sponsor-ready report — while the coordinator sees a single board where every candidate is one click from the next step and PHI never leaves the site’s environment.

Five planning documents (BRAND, MRD, BRD, PRD, DESIGN) at senior-team depth, covering the protocol model, eligibility engine, pre-screen questionnaires, coordinator workflow, sponsor reporting, consent and PHI handling, and the privacy stance that keeps recruitment audit-ready.

Planning documents

Preview the plan

Each blueprint includes the senior-level planning files. These cards show the opening text before you clone the full bundle.

Brand Guidelines Document

BRAND.md

Preview

BRAND — Clinical Trial Recruitment One line Recruitment for clinical trials, run like a real funnel — without ever treating a patient like a lead. Who it speaks to Clinical research sites and site networks — the coordinator who actually runs recruitment, the principal investigator who has to sign off, and the sponsor or CRO who funds the protocol and wants weekly numbers. Secondary: patient advocacy groups that surface trial opportunities to their communities. We are not a sponsor portal, an EDC

Design Specification Document

DESIGN.md

Preview

DESIGN — Clinical Trial Recruitment Aesthetic direction The product lives in a serious context — clinical research, patient data, sponsor scrutiny — and the interface earns trust by being quiet, dense without clutter, and honest about uncertainty. It looks like a research grade workstation, not a marketing CRM. Color is used to signal status, not to decorate. Two distinct surfaces, deliberately different: Staff app — neutral cool grays, dense tables, the look of a working dashboard. Light theme.

Market Requirements Document

MRD.md

Preview

MRD — Clinical Trial Recruitment The market in one paragraph Roughly 80 percent of clinical trials miss their original enrollment deadline. Recruitment is the single largest cause of delay, and the largest avoidable cost line in a trial's budget. Sites run recruitment on inherited spreadsheets, REDCap exports, paper screening logs, and a shared phone line. Sponsors and CROs pay a premium to outside recruitment vendors who deliver "leads" by the hundred, of which under five percent qualify. The s

Business Requirements Document

BRD.md

Preview

BRD — Clinical Trial Recruitment Business shape A vertical B2B SaaS sold to clinical research sites and small site networks. The unit of value is a protocol seat: one active trial, one funnel, one report, unlimited candidates. Pricing is per protocol per month, not per seat, because the site's coordinator headcount is fixed and the protocol count is what scales with the business. Pricing Site Starter — $399 / month, 1 active protocol, 3 staff seats. For a single site running one trial at a time.

Product Requirements Document

PRD.md

Preview

PRD — Clinical Trial Recruitment Phase 0 — Foundations Site setup: site name, address, time zone, brand colors, custom subdomain, PI on record. Staff auth + roles: owner , pi , coordinator , support ; password + TOTP; session timeout; per PHI view audit entries. Protocol record: protocol number, sponsor, indication, phase, enrollment target, randomization target, planned screening window, status ( draft , recruiting , paused , closed ). Eligibility profile: ordered list of criteria, each inclusi