Clinical Startup System Selection Workbook: A Practical Planning Guide for Research Sites

Running Studies Doesn’t Have to Be This Hard. Let’s Make Startup Simpler, Together.

With built-in visibility, automated tracking, and real-time collaboration, TrialConnx helps your team work smarter — not harder — from first outreach to site activation.

Looking to move beyond spreadsheets and gain real visibility into your study startup process? This free, fillable workbook is designed for research sites, academic medical centers, and health systems evaluating digital tools to streamline startup operations.

Inside, you’ll find a self-assessment checklist, a system comparison template, and feature evaluation tools—everything you need to make a confident, informed decision. Whether you’re just starting the search or narrowing down vendors, this guide will help your team align on what matters most.

Download the workbook and take the first step toward faster, more coordinated clinical trial startup.