Pulse Insights Playbook

Turn HCP Sample Request Friction Into Fulfilled Orders

Sample requests represent direct prescribing intent—HCPs ready to try your treatment with patients. Yet most abandon the request process. Eligibility is unclear. Forms are too complex. Delivery expectations are missing. They leave, and the prescribing opportunity dies.

Pulse Conversion Agent detects sample request struggles, clarifies eligibility and process, and surfaces solutions from your sample program—simplified forms, rep connections, delivery timelines—turning abandonment into fulfilled requests.

Average result: 30-45% improvement in sample request completion rates.

How It Works

Detect → Sample request friction (form abandonment, time on eligibility page, repeated visits without requesting, exit intent)

Diagnose → Question identifies the barrier ("What's stopping you from requesting samples?")

Intervene → Surface solutions from your program (eligibility criteria, simplified form, rep contact, delivery details)

The research process helps you clarify program details, then surfaces them when HCPs show request hesitation.

The Big 3 Friction Patterns

1. Eligibility Uncertainty

Don't know if they qualify for samples.

Signals: Time on sample request page without clicking, exit after viewing form, repeated visits without requesting, "eligibility" searches

Question: "Not sure if you're eligible for samples?"

What we surface from your site:

  • Eligibility criteria you've defined ("Available to: Licensed prescribers / Office-based practices / DEA-registered for controlled substances")

  • Practice type clarifications you provide ("Eligible settings: Private practice, group practice, hospital outpatient / Not available for: Inpatient only, government facilities")

  • Quick qualifier you create ("Qualify if you: Prescribe [therapeutic area] / See [X] patients monthly / Have appropriate storage")

Expected lift: 35-50% increase in qualified HCP request submissions

2. Form Complexity / Abandonment

Too many fields creates abandonment.

Signals: Partial form completion, time on form without submission, repeated field focus, exit from form

Question: "Is the form taking too long?"

What we surface from your site:

  • Simplified request option you offer ("Quick request: Just NPI, DEA, quantity needed—we'll call to complete details")

  • Field clarifications you create ("DEA number only required for controlled substances / Office address can be added after first request")

  • Alternative request methods you provide ("Skip form—call [number] or text your rep at [number] to request")

Expected lift: 40-55% completion rate improvement with simplified options

3. Delivery / Quantity Expectations

Don't know when samples arrive or how many they'll get.

Signals: Hesitation before submission, viewing sample info repeatedly, exit after reading program details

Question: "Want to know what to expect?"

What we surface from your site:

  • Delivery timeline from your program ("Samples ship within 3-5 business days via [carrier] / Signature required for controlled substances")

  • Quantity information you provide ("Initial request: Up to [X] samples / Monthly limit: [Y] samples / Starter packs include: [contents]")

  • Tracking details you offer ("You'll receive: Order confirmation email / Tracking number when shipped / Delivery notification")

Expected lift: 25-40% reduction in pre-submission abandonment

Five More Request Barriers

Rep Connection Friction
Want to discuss product before requesting but can't find contact. We surface rep finder you have, direct contact info, or request callback option from your team.

Sample Request Status Unknown
Submitted but no visibility into order. We surface tracking system you offer, status check page, or order history access from your portal.

Product Information Gap
Need clinical details before requesting. We surface prescribing information you provide, efficacy data, dosing guidelines, or clinical resources from medical affairs.

Practice Setting Requirements
Institutional policies unclear. We surface guidelines for hospital formularies, group practice policies, or compliance requirements you document.

First-Time Prescriber Hesitation
Haven't prescribed before, uncertain about process. We surface first-time prescriber support you offer, product training, or starter resources from your program.

How Interventions Are Built

The request optimization process:

  1. Clarify program details - Eligibility, process, timelines, quantities from your sample program

  2. You create alternatives - Simplified forms, rep contacts, direct request methods

  3. We detect friction - Form abandonment, eligibility uncertainty, delivery questions

  4. Surface right solution - Eligibility criteria for uncertainty, simplified form for complexity, timeline details for expectations

Every HCP barrier gets matched to information or alternative you've provided.

What Makes This Different

Intent-aware - Recognizes sample requests signal prescribing consideration, not just information seeking
Process clarity - Addresses "what happens next" uncertainty that kills conversions
Rep-integration - Connects HCPs to reps when form isn't working

Measurement

  • Request completion rate - Improvement when interventions surface vs control

  • Abandonment reduction - Fewer exits from sample request flow

  • Fulfilled orders - Do completed requests convert to delivered samples and eventual prescriptions

Sample request intent is prescribing intent. The request process shouldn't be what loses it.