InSite Quick Exchange™

One discussion question with up to three sub-questions is programmed into your private portal within 24 hours of receipt. This feature is for advisors with existing contracts in place and is ideal for getting immediate feedback on time-sensitive issues or as a "filler" between full-length online touchpoints. The advisors are sent an automatic email invitation with all relevant information and are able to directly opt in via a link in the email. Launch and project management is included in this service, along with technical support as needed.

Features, Benefits, and How Our Clients Use This…

  • Advisory boards, working groups, and steering committees
  • Short (15-minute) touchpoint using InSite Exchange™
  • Access to a summary of all responses
  • Immediate feedback on time-sensitive issues such as product acquisitions or conference data and presentations
  • Questions related to upcoming in-person or web meetings
  • Filler between full-length touchpoints to keep the advisors “in the zone” or determine the focus of the upcoming touchpoint
  • Focused touchpoint when there is only one key question to address

Relevant Customer Success Stories