The Fastest-Growing Systematic Reviews Platform

Academia & research teams | Positioning, messaging, onboarding, content, enablement

Client / Context

Client helps researchers screen, deduplicate, and analyze literature faster, with collaborative workflows and AI-assisted features. Used by hundreds of thousands of researchers across institutions globally.

The Challenge

Top-tier adoption and love among power users, but onboarding and conversion messaging needed to speak to first-time users, librarians, and small research teams. The website and emails needed to highlight AI differentiators without overwhelming newcomers.

The Insight

Researchers don’t want hype—they want time saved, conflicts resolved, and transparent workflows. The fastest path to paid is showing “aha” moments early: Upload → Deduplicate → Screen → Resolve Conflicts → Full Text → Extract → Export (PRISMA/CSV).

The Idea (What We Built)

  • Positioning & Messaging Framework: Crisp role-based value for individuals, small teams, and institutions.Launching new Product Features:
  • Launch of messaging, positioning, sales assets, website collateral, training and more.
  • Onboarding Email Series: Sequenced “one-task” emails that stack value (first successful project set-up → AI features → collaboration → export & share).
  • Quick-Start Guides: Librarian-friendly PDF/Canva guides (Academic
  • Professional + Modern & Engaging) with screenshots, flat icons, and consistent visual language.
  • Sales Enablement: Simplified pricing/packaging language by role; clarified workspace concepts and paid feature availability.
  • Monthly Newsletter Activation: Product launching new features and showcasing the benefits and resources available.

Outcome

  • Faster activation: New users reach first “aha” (successful import + first screening) sooner with step-by-step prompts.
  • Feature discovery: AI-assisted screening and conflict resolution are highlighted without jargon—driving trial-to-paid conversions.
    Institutional support:
  • Librarian kit reduces support cycles and empowers campus champions to self-serve.
  • Consistency: Clearer copy across web, emails, and one-pagers—same message, many touchpoints.

What’s Next

Continue with launching new product features messaging, assets, newsletters, email sequence for onboarding, and publish 2–3 “researcher stories” as short case narratives with mini metrics (time saved, conflicts resolved), plus a visual “Methods to Manuscript” pathway for grant committees.