Section 1 of 7

Who you are

Before we can build something for you, we need to understand your world — not your job title, but what your day actually looks like and how many brands, teams, and decisions you're holding at once.

Let's start

Your details

So we know who's behind these answers.

Which best describes your organization?

Pick the one that fits best.

Manufacturer

Agency – Account Management or Strategy

Agency – Analytics or Media

What best describes your primary role?

Pick the one that's closest — we'll get into what you actually do in the next section.

Brand Manager / Senior Brand Manager

Marketing Director / VP Marketing

Overseeing brand teams and portfolios

Analytics / Insights Lead

You live in the data that everyone else asks for

Campaign / Media / Omnichannel Lead

Planning, buying, or managing HCP-facing media

Field Sales / Commercial Operations

Rep engagement, territory planning, field force

Strategy & Media Planning

Shaping the channel mix and go-to-market approach for campaigns

Programmatic Advertising

Running and optimising automated media buys across digital health environments

Campaign Operations

Activating, QA, and day-to-day execution of live campaigns across platforms

Analytics & Measurement

Turning campaign and brand data into performance insights and attribution stories

Other — I'll describe it below

Which audience do you primarily focus on in your marketing efforts?

Healthcare Practitioner (HCP) Consumer / Patient Both

How many brands are you actively working on right now?

Active means you're making decisions for it, not just peripherally aware of it.

Just 1 2 – 3 4 – 6 7 – 10 More than 10

Which therapeutic areas are you currently working in?

Select all that apply.

Oncology Immunology / Rheumatology Cardiology / Metabolic CNS / Neurology Rare Disease Dermatology Respiratory / Allergy Endocrinology / Diabetes Infectious Disease / Vaccines Other

How many people's commercial decisions depend on your work each week?

This includes brand teams, field teams, agency partners, and leadership who act on your insights or sign off on your recommendations.

Just me 2 – 5 6 – 15 16 – 30 30+

6 questions · about 3 minutes

Section 2 of 7

Your daily reality

This is the section most people say takes the longest — not because the questions are hard, but because putting words to the everyday friction is harder than it sounds. Take your time. These answers are the raw material the product team will work from.

"What does your morning actually look like before the first meeting?" — We want to understand the 45 minutes nobody talks about.

How many tools or dashboards do you open on a typical workday morning to understand how your brand is performing?

Include everything — Veeva, IQVIA, internal dashboards, Salesforce, spreadsheets, email reports, anything.

Which tools or dashboards do you use on a typical workday?

Select all that apply.

Veeva Salesforce IQVIA Internal Dashboards AI Tools (ChatGPT, Claude, Gemini…) Spreadsheets (Excel, Google Sheets) Other — I'll describe it below

How long does that morning check-in typically take before you have a clear picture of where your brand stands?

Under 10 min 10 – 20 min 20 – 30 min 30 – 45 min 45+ min Never get a clear picture

Q10

What is the first question you try to answer every morning?

Write it exactly as you'd think it — not the polished version. E.g. "Did we grow share this week?" / "Is the new campaign driving scripts or just impressions?"

Q11

When something unexpected happens with your brand, how do you typically find out?

A dashboard or alert tells me in near real-time

I'm usually first to know

I notice it myself when I do my morning check

Takes a day or two for the data to show

Someone else tells me — a rep, a colleague, a partner

I often hear it through the grapevine first

It comes up in a weekly or biweekly meeting

By then it's already a few days old

I see it in a monthly or quarterly report

I'm reacting to history, not news

Q12

When you need a quick, non-standard answer about your brand, how long does it usually take?

"Non-standard" means anything you have to ask an analyst, run yourself, or wait for someone to pull.

Minutes — self-serve A few hours 1 – 2 days 3 – 5 days More than a week I often just don't get it

Section 3 of 7

The pain map

This section is about mapping your version of that pain — not the generic list, your specific experience of it.

Q13

Rank these workflow problems from the one that costs you the most to the one that bothers you least.

Drag to reorder. #1 = the one that slows you down or holds back decisions the most.

1Fragmented data — too many sources, no unified view⠿

2Slow attribution — knowing what's working takes months⠿

3Manual reporting — too much time building slides and decks⠿

4Stale HCP targeting — lists built quarterly but needed daily⠿

5No unified competitive view — assembling competitive intel manually⠿

6Marketing-to-Rx disconnect — no line of sight from spend to script⠿

7Payer blind spots — access and coverage data not alongside brand data⠿

8Ad-hoc request flood — too many one-off data asks that kill focus⠿

Q14

What is one question you wish you could ask your data right now that you simply cannot?

Assume all data existed perfectly. What question would you ask?

Q15

How much time does your team collectively spend per week on reporting tasks that could theoretically be automated?

Less than 2 hrs 2 – 5 hrs 5 – 10 hrs 10 – 20 hrs 20+ hrs Don't know

Q16

Describe the most recent moment you had to make a significant commercial decision without the data you actually needed.

What was the decision? What data were you missing? What did you do instead?

Section 4 of 7

AI — your honest take

The platform being built is AI-native. Before we go further, we need to understand where you actually are with AI today, what you trust it to do, and where the line is. There are no right answers here. Scepticism is as useful to us as enthusiasm.

Q17

How would you honestly describe AI's role in your commercial workflow right now?

Not part of it at all

I'm aware of it but haven't used it in my day-to-day

Personal, informal use

I use ChatGPT or similar myself but it's not in team workflows

Emerging team-level use

A few team members are experimenting — no consistent adoption yet

Embedded in specific tools

AI is built into some of the platforms we already use

Actively building or deploying

We're running pilots or building custom AI solutions

Q18

Which of these would you trust an AI to do without human review — right now, today?

Select everything you'd genuinely act on without checking it first.

Summarise yesterday's brand performance in plain language

Flag unusual prescriber patterns that might need attention

Generate a first-draft weekly brand update for my team

Suggest which HCPs to prioritise for next month's field calls

Recommend a channel budget reallocation based on performance

Answer a specific ad-hoc question about brand performance in seconds

None of the above — I'd review everything before acting

Q19

What would need to be true for you to trust an AI-generated commercial recommendation enough to act on it without a second opinion?

Q20

What's the single biggest barrier stopping your team from adopting AI tools more deeply right now?

Data quality and governance

Our data isn't clean or connected enough

IT / legal / compliance approval

Getting tools approved takes too long

Trust gap

We don't trust the outputs enough to act on them

Workflow fit

AI tools don't fit how we actually work

Skills and change management

The team isn't ready to change habits

Budget and ROI justification

Hard to prove the value upfront

The tools just haven't been good enough yet

Section 5 of 7

Shaping the product

Your answers here go directly to the product team — not into an aggregate report, but into the specific design decisions they're making between now and May 7. Tell us what you'd actually want, not what sounds reasonable.

The platform being built is an AI-powered command centre for pharma commercial teams — covering brand intelligence, HCP targeting, campaign creation, and performance analysis. On May 7, you'll see the first build.

Q21

Which of these use cases would most change how your team works if it worked perfectly?

Select your top two. This determines which working group you'll be placed in on May 7.

Brand health monitoring

The morning check-in that tells you exactly what changed overnight, why it matters, and whether it needs action — without opening five dashboards

Competitive intelligence & market research

A unified view of what competitors are doing, gaining, and threatening — before you're reacting to it

Campaign planning & HCP targeting

Going from insight to deployed campaign in hours, not weeks — with live targeting lists and channel intelligence

Performance measurement & attribution

Closing the loop between marketing spend and script volume — with leading indicators, not lagging ones

Q22

If you could fix one specific workflow in your week, what would it be?

Walk us through the workflow as it exists today. Where does it break? What do you do instead?

Q23

What does "a great morning" look like in your commercial role — if everything worked the way it should?

Describe the ideal first 30 minutes of your workday. What do you know, what have you decided, and how did you get there?

Q24

When it comes to a platform like this, who else in your organisation would need to sign off before your team could use it?

Select all that apply.

IT / Technology Legal / Compliance Finance / Budget Senior leadership Medical / MLR Data / Privacy Nobody — I can greenlight this

Section 6 of 7

Why you

Being a Maker isn't just about showing up on May 7. It's about being the kind of person who walks into a room where something isn't finished yet and feels more energised, not more nervous.

Q25

When you see a broken process or a tool that doesn't work the way it should, which of these is most true of you?

I work around it and get on with things

Not my job to fix it — I need to deliver

I flag it, but I've learned it rarely changes

Systems move slowly in pharma

I try to fix it, even if it's not my remit

If it's slowing us down, it's everyone's problem

I document it obsessively — the frustrations are where the real insights are

Every broken thing is a design brief

Q26

Have you ever pushed to change a tool, process, or way of working — and either succeeded or failed spectacularly trying?

Tell us the story in two or three sentences.

Q27

How willing are you to say something is wrong — even if the room thinks it's right?

Makers need to be willing to challenge the product, not just validate it. Be honest.

I prefer to build consensusI'll say the uncomfortable thing

Section 7 of 7

Your commitment as a Maker

The product you'll help build on May 7 doesn't start on May 7. It starts now — with the pre-event working sessions, the conversations between sessions, and the thinking you bring to the room.

Q28

Beyond May 7, there are two or three pre-event working sessions (45 minutes each, virtual). Can you commit to attending at least two?

Yes — I'm fully in

I'll attend as many as my schedule allows

Yes — with the caveat that my calendar is unpredictable

I'll do my best but can't guarantee every session

I can only commit to May 7 itself

The pre-event sessions won't work for my schedule

Q29

Is there anything else you want the Doceree team to know before May 7?

About your situation, your constraints, or what you most want to get out of being a Maker. Use it or skip it.

Q30 — Optional

Is there someone else from your team or network who should also be in this room on May 7?

Your responses go directly to the Doceree product team and will inform what you see on May 7. By submitting you confirm you've been selected to participate in the Makers Summit and the pre-event working sessions.

✓

You're a Maker.

Your responses are now with the Doceree product team. What you just told us will directly shape what you see — and what you improve — on May 7.

Working group assignment incoming

Pre-event session invites within 48 hours

May 7 · Convene · NYC