Expert Call Enablement
Make expert research part of how your team works.
Practical support for teams developing their approach to expert calls. We help you frame sourcing angles, assess profiles, and prepare for productive conversations. Your team leads the research and owns the analysis.
For corporate teams building expert conversations into their research.
A stronger starting point for every call.
Sourcing angles
Translate your research question into the roles and experience to seek.
Screening questions
Define what candidates need to be able to discuss.
Call preparation
Guidance on structuring the conversation around your objectives.
Working process
An approach to briefing, profile review, and follow-up that fits your team.
Illustrative example · not a client record
Turn a question into a useful conversation
- Research question
- How do industrial customers evaluate a new distributor?
- Sourcing angle
- Procurement leaders who have personally selected and onboarded distributors in the relevant market.
- Screening question
- What was your role in the selection, and which evaluation criteria did you personally assess?
- Conversation prompt
- Walk us through the last supplier evaluation you led, from the initial requirement to the final decision.
Support built around your research.
- 01
Understand
Discuss your objectives and your team’s experience with expert calls.
- 02
Prepare
Develop sourcing angles, screening questions, and a conversation structure.
- 03
Put into practice
Your team reviews profiles and leads the expert conversations.
- 04
Refine
Review the approach together and adjust preparation for the next round.
What would you like to understand?
Explore other ways to work with TCE