ProgrammableMarketing/causaly.com (opens in a new tab)
PDF

Views

  • Plan
  • Roadmap
  • Research

On this page

  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Causaly
Causaly logo

growth playbook · Oct 23, 2026

causaly.com (opens in a new tab)

Causaly growth playbook

Diagnosis

Causaly has moved from AI search for discovery scientists to an agentic platform that delivers finished scientific work, and its 2026 activity points beyond discovery: a Syneos Health rollout, clinical development and medical affairs webinars, clinical case studies, and availability inside Microsoft 365 Copilot.

Its hiring follows: a demand generation manager, a partnerships manager for the Microsoft co-sell motion, and a consulting-trained client partner for the top 30 pharma accounts. The website has not caught up: every use case page is early discovery, there is no way to see the output before a demo, and test pages sit in the sitemap.

This playbook gives the new functions their own pages, sample deliverables and nurture first, then builds the Microsoft seller kit, a Copilot pilot, a CRO offer and account expansion.

Growth Score

7/10

Biggest Opportunity

Selling the new clinical, medical affairs and contract research workflows to the departments and CROs that sit next to existing discovery customers, with Microsoft sellers carrying the message.

Biggest Risk

General research assistants and specialist rivals such as BenchSci and Elicit offer trials and broad reach, so a demo-only, discovery-led site can lose buyers before Causaly gets to show its rigour.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Give clinical development, medical affairs and CRO teams their own pages, where the newest proof already points

    Draft the clinical development page from the August and September episodes and the two clinical case studies.

    High impact First result in 1 month
  2. 2

    Take the test pages out of the sitemap and give each partner page its own title

    Unpublish /untitledtest, /testing and /home-test-copy.

    Medium impact First result in 2 weeks
  3. 3

    Turn every Causaly Dissected episode into a HubSpot nurture for that function

    Export registrants from the last three episodes and tag them by function.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 1Big bets · 11Fill-ins · 5Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Causaly's 2026 webinars, its two strongest recent case studies and its Syneos Health partnership are all about clinical development, medical affairs and contract research. Yet every use case page on the site is early discovery (targets, biomarkers, pathophysiology), and /use-cases/clinical-development and /use-cases/medical-affairs return 404. A medical affairs lead who clicks a campaign has nowhere to land except the general homepage.

    High impactMedium effort First result in 1 month Manager

    First action

    Draft the clinical development page from the August and September episodes and the two clinical case studies.

    How to measure it

    Demo requests from non-discovery functions

    Now
    –
    Target
    25% of all demo requests
    By
    90 days

    Steps

    1. 1

      Pick the three functions

      Clinical development, medical affairs, contract research.

      Manager, Demand Generation 1 day

    2. 2

      Collect the proof

      Matching webinars, case studies, ebook and work-product mock-ups.

      Product Marketing Manager 2 days

    3. 3

      Write the pages

      Problem, workflow, work product, proof, demo.

      Product Marketing Manager 1 week

    4. 4

      Scientific review

      Check every claim with the in-house scientists.

      Lead Scientist, Scientific Services 3 days

    5. 5

      Build in Webflow

      Add to the Use cases menu and sitemap.

      Marketing Operations (HubSpot and Webflow) 3 days

    6. 6

      Route demos

      HubSpot property for function; route to the right seller.

      Marketing Operations (HubSpot and Webflow) 1 day

    7. 7

      Launch campaigns

      Paid LinkedIn and email to each function.

      Manager, Demand Generation 2 weeks

    8. 8

      Report

      Demo rate per page in HubSpot.

      Manager, Demand Generation monthly

    First result
    1 month
    Cost
    Staff time and a campaign test budget
    Owner
    Manager, Demand Generation

    Smallest test

    Publish the clinical development page and send one email to webinar attendees.

    Why it works

    Build three landing pages: Clinical development (evidence before protocol lock, safety and biomarker review, NDA and BLA support), Medical affairs (evidence-gap maps, medical evidence priorities) and Contract research (sponsor RFP responses and proposal development). Each page shows the work product from the homepage tab, links the matching Causaly Dissected episode and case study, and has a demo form that routes to the right specialist. Then point the new demand generation campaigns at them.

    Buyers outside discovery need to see their own workflow before they book a demo, and the content to prove it already exists. The pages also give the Microsoft use case playbooks a public destination.

    Ready to use

    ChecklistFunction page checklist

    [ ] Headline in the function's words (e.g. "Build the evidence case before the trial")
    [ ] Three workflows the function runs
    [ ] One work product shown (brief, dossier, gap map)
    [ ] Matching Causaly Dissected episode embedded
    [ ] Case study or quote from the same function
    [ ] Demo form with a "function" field routed in HubSpot
    [ ] Added to Use cases menu, sitemap and Microsoft playbook

    Risks and how to handle them

    • Pages promise more than the product does today

      Scientists sign off every page.

    • Thin pages

      Launch only with a case study and an episode on each.

    Evidence

    • Your websiteThe Use cases menu has five pages, all early discovery: Target Identification & Prioritization, Biomarker Discovery, Disease Pathophysiology, Target Disease Association and Indication Expansion; Solutions has two (Target Product Profile, Indication Prioritization). There is no use case or solution page for clinical development, medical affairs, safety or contract research: /use-cases/clinical-development and /use-cases/medical-affairs return 404.Source
    • Your websiteEvents and webinars: the 2026 "Causaly Dissected" series covers a CRO sponsor RFP response (September 30, 2026), "Clinical Development - When the Trial is Running" (September 9), "Clinical Development - Building the Case Before the Trial" (August 12), translational medicine (July 8) and medical affairs; a Takeda webinar on July 30. The page's featured row still includes "Causaly Connect Live 2023".Source
    • Your websiteCase studies (9): recent ones include "How a Top 10 Pharma Company Transformed Clinical Program Evaluation" (March 2026), "Using Causaly to Accelerate Clinical Evidence Validation for FDA Submissions" (January 2026), Eisai (June 2026), and a proposal for a target cut from "3-4 weeks to 1 week". Most stories name the customer only as "Top 10" or "Top 50 Pharma".Source
    • News coverageCausaly and Syneos Health partnership (August 18, 2026): Syneos Health "will roll out the Causaly platform across high-impact scientific functions, including therapeutic area expertise, medical advisory, real-world evidence, patient advocacy, and proposal development"; the release says contract research organizations "need infrastructure that enables their scientific experts to move at the pace of discovery".Source
    • HiringManager, Demand Generation (London, posted October 7, 2026): "creating demand and converting into pipeline within our Ideal Customer Profile (best-fit customer profile)" through "paid advertising, events, email marketing, webinars, content acquisition"; manage the demand generation budget "optimizing for sustainable growth and ROI"; "Utilize and optimize Hubspot to accurately report on campaign and channel performance"; "Conduct in-depth market research to identify new opportunities for growth".Source
    • HiringPartnerships Development Manager (New York, posted October 7, 2026): "Our partnership with Microsoft is central to how we reach enterprise life sciences customers"; owns enablement so "Microsoft sellers, solution architects, and industry advisors can confidently position, demonstrate, and sell"; builds "use case playbooks across drug discovery, translational research, competitive intelligence, clinical development, safety/regulatory, and medical affairs"; "Azure Marketplace transactability, deal registration, joint account planning"; measured on "Microsoft-influenced pipeline, registered co-sell opportunities, and marketplace-transacted revenue".Source
  • 02

    The sitemap lists /home-test-copy, /untitledtest and /testing, live pages titled "Home test Copy", "Untitledtest" and "Testing" without a noindex tag. /partner and /partners/microsoft are both titled just "Partners". For a company selling rigour to pharma, a search result titled "Untitledtest" is an avoidable blemish, and duplicate titles weaken both partner pages.

    Medium impactLow effort First result in 2 weeks Marketing Operations

    First action

    Unpublish /untitledtest, /testing and /home-test-copy.

    How to measure it

    Test or untitled pages in the index

    Now
    –
    Target
    0
    By
    30 days

    Steps

    1. 1

      List test pages

      From the sitemap and site: search.

      Marketing Operations (HubSpot and Webflow) 1 hour

    2. 2

      Unpublish or noindex

      Webflow page settings.

      Marketing Operations (HubSpot and Webflow) 1 hour

    3. 3

      Exclude from sitemap

      Webflow sitemap toggle.

      Marketing Operations (HubSpot and Webflow) 15 minutes

    4. 4

      Retitle partner pages

      Distinct titles and descriptions.

      Product Marketing Manager 1 hour

    5. 5

      Request removal

      Search Console removals for the test URLs.

      Marketing Operations (HubSpot and Webflow) 15 minutes

    6. 6

      Add a monthly check

      Sitemap review on the marketing calendar.

      Marketing Operations (HubSpot and Webflow) monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing Operations (HubSpot and Webflow)

    Smallest test

    Fix the three titles today.

    Why it works

    Unpublish or noindex the three test pages and remove them from the sitemap, set Webflow to exclude drafts by default, and retitle the partner pages ("Causaly Partners: data and technology alliances" and "Causaly and Microsoft Discovery"). Add a monthly sitemap check.

    Clean indexes keep search and AI assistants focused on the pages that sell, and the Microsoft page gets a title people actually search for.

    Risks and how to handle them

    • A test page is in use for a live experiment

      Check with the team before unpublishing; noindex instead.

    Evidence

    • Your websiteSitemap (168 URLs, checked October 22, 2026): 75 blog posts, 20 news items, 18 events, 9 downloads, 9 case studies; it also lists /home-test-copy, /untitledtest and /testing, live pages titled "Home test Copy", "Untitledtest" and "Testing" with no noindex tag, plus two noindexed homepage drafts. /partner and /partners/microsoft both carry the title "Partners".Source
    • News coverageSeptember 17, 2026: Causaly became available inside Microsoft 365 Copilot and Teams, invoked from the agent menu or by @mentioning Causaly, extending the Microsoft Discovery collaboration announced at Microsoft Build 2026 in June. The /partners/microsoft page explains the joint workflow and links a solution brief.Source
  • 03

    Causaly runs a monthly series where its scientists walk through one workflow live: CRO proposals, clinical development before and during the trial, translational medicine, medical affairs. Each episode attracts a different buyer, but the follow-up path after watching is the same general demo request.

    High impactLow effort First result in 1 month Manager

    First action

    Export registrants from the last three episodes and tag them by function.

    How to measure it

    Webinar-sourced opportunities

    Now
    –
    Target
    +40%
    By
    90 days

    Steps

    1. 1

      Tag registrants

      Episode and function properties.

      Marketing Operations (HubSpot and Webflow) 2 days

    2. 2

      Write tracks

      Four emails per function.

      Manager, Demand Generation 1 week

    3. 3

      Offer a scientist session

      30-minute question clinic.

      Lead Scientist, Scientific Services 1 week

    4. 4

      Set up workflows

      HubSpot sequences by tag.

      Marketing Operations (HubSpot and Webflow) 2 days

    5. 5

      Brief sellers

      Episode context on the contact record.

      Manager, Demand Generation 1 day

    6. 6

      Measure

      Meetings and opportunities by track.

      Manager, Demand Generation monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Manager, Demand Generation

    Smallest test

    Run the medical affairs track for one month.

    Why it works

    Tag registrants by episode in HubSpot, then send a four-email track per function: the work product from the episode, the matching case study, a short "bring your own question" session with a Causaly scientist, then a demo invitation. Pass the episode and function to the seller.

    People who watched a workflow are ready for the next step in that workflow, not a generic pitch, and the series becomes measurable pipeline.

    Risks and how to handle them

    • Too many emails to senior scientists

      Cap at four and stop on reply.

    Evidence

    • Your websiteEvents and webinars: the 2026 "Causaly Dissected" series covers a CRO sponsor RFP response (September 30, 2026), "Clinical Development - When the Trial is Running" (September 9), "Clinical Development - Building the Case Before the Trial" (August 12), translational medicine (July 8) and medical affairs; a Takeda webinar on July 30. The page's featured row still includes "Causaly Connect Live 2023".Source
    • HiringManager, Demand Generation (London, posted October 7, 2026): "creating demand and converting into pipeline within our Ideal Customer Profile (best-fit customer profile)" through "paid advertising, events, email marketing, webinars, content acquisition"; manage the demand generation budget "optimizing for sustainable growth and ROI"; "Utilize and optimize Hubspot to accurately report on campaign and channel performance"; "Conduct in-depth market research to identify new opportunities for growth".Source
    • Your websiteCase studies (9): recent ones include "How a Top 10 Pharma Company Transformed Clinical Program Evaluation" (March 2026), "Using Causaly to Accelerate Clinical Evidence Validation for FDA Submissions" (January 2026), Eisai (June 2026), and a proposal for a target cut from "3-4 weeks to 1 week". Most stories name the customer only as "Top 10" or "Top 50 Pharma".Source
  • 04

    The homepage now sells finished deliverables ("Target evidence dossier", "Clinical evidence brief", "Medical evidence priorities"), but visitors only see illustrations. Rivals let scientists try the product; Causaly asks them to book a demo first. A sample deliverable on a public, well-known target is the closest thing to a trial that needs no account.

    High impactMedium effort First result in 1 month Product Marketing Manager

    First action

    Pick a public target and generate the first dossier with the scientific team.

    How to measure it

    Sample-to-demo conversion

    Now
    –
    Target
    15%
    By
    90 days

    Steps

    1. 1

      Pick topics

      Public, well-known targets and indications.

      Lead Scientist, Scientific Services 2 days

    2. 2

      Generate outputs

      Run the established workflows.

      Lead Scientist, Scientific Services 1 week

    3. 3

      Review

      Scientific and legal review of citations.

      Lead Scientist, Scientific Services 3 days

    4. 4

      Design

      Branded PDF and PowerPoint versions.

      Product Marketing Manager 3 days

    5. 5

      Gate

      HubSpot form with function field.

      Marketing Operations (HubSpot and Webflow) 1 day

    6. 6

      Distribute

      Function pages, ads, seller emails.

      Manager, Demand Generation ongoing

    7. 7

      Measure

      Downloads to meetings.

      Manager, Demand Generation monthly

    First result
    1 month
    Cost
    Scientist time
    Owner
    Product Marketing Manager

    Smallest test

    Offer one dossier to last month's demo no-shows.

    Why it works

    Produce two or three complete examples on public topics (a well-studied target, a published indication), with citations, contradictions and open questions intact. Offer them as gated downloads on the function pages and in campaigns, and let sellers send them before the first call.

    Scientists judge by the quality of the output. Seeing a full dossier answers "is this rigorous?" faster than any slide, and it filters for serious buyers.

    Risks and how to handle them

    • Competitors study the output

      They can already see the marketing; the quality is the moat.

    • Topic seen as endorsement

      Use only public literature and say so on the cover.

    Evidence

    • Your websiteHomepage (checked October 22, 2026): title "The Agentic AI Platform For Life Sciences", H1 "Expert scientific work. Delivered with AI."; tabs for target assessment, indication expansion, clinical development, medical affairs and discovery & translational research, each showing a finished work product (a "Target evidence dossier", an "Indication opportunity assessment", a "Clinical evidence brief", "Medical evidence priorities"); "Access scientific capabilities through MCP, A2A and APIs"; Microsoft 365 Copilot listed under "Connect your ecosystem".Source
    • Your websiteThe only way in is "Request a demo" (a HubSpot form promising "a tailored demo"); there is no trial, sample output or pricing page. The partners page lists Sage as a data partner and Microsoft as a technology alliance, and its "Become a partner" call to action is a contact form.Source
    • Competitor researchRivals' own homepages: BenchSci sells EMET as "the agentic research environment for preclinical R&D" with a "Try EMET" button and a pricing link; Elicit says it is "Trusted by over 7 million researchers and 8 of the top 20 pharmaceutical companies"; Elsevier's Embase is "now with AI search" for "systematic reviews, safety monitoring".Source
    • Your website"Benchmarking Agentic AI for Life Sciences" (December 4, 2025) sets out a "5-Dimensional Benchmarking Framework" applied to "Causaly Deep Research alongside two other popular Deep Research LLMs". The Scientific Workflows page cites "40M+ abstracts, 550K+ trials, 1.6M+ patents, and 550M+ biomedical facts".Source
  • 05

    The demo form promises "a tailored demo", but it cannot tailor without knowing whether the visitor runs target discovery, clinical development, medical affairs, competitive intelligence or works at a CRO. Causaly sells to top 50 pharma through strategic client partners who own named accounts.

    Medium impactLow effort First result in 1 month Marketing Operations

    First action

    Add the function field to the HubSpot form.

    How to measure it

    Demo-to-opportunity conversion

    Now
    –
    Target
    +20%
    By
    90 days

    Steps

    1. 1

      Add fields

      Function and therapeutic area.

      Marketing Operations (HubSpot and Webflow) 1 hour

    2. 2

      Map accounts

      Top 50 pharma domains to owners.

      SVP Sales 1 day

    3. 3

      Set routing

      HubSpot rotation rules.

      Marketing Operations (HubSpot and Webflow) 1 day

    4. 4

      Confirmation emails

      One per function.

      Manager, Demand Generation 2 days

    5. 5

      Train sellers

      Prepare from the form answers.

      SVP Sales 1 day

    6. 6

      Review

      Conversion by function.

      Manager, Demand Generation monthly

    First result
    1 month
    Cost
    $0
    Owner
    Marketing Operations (HubSpot and Webflow)

    Smallest test

    Run the new form for two weeks and compare.

    Why it works

    Add one required field (function) and one optional field (therapeutic area). Route top 50 pharma domains to the account's client partner and others by function. Send a confirmation email with the matching work product and episode.

    A demo that starts with the visitor's own workflow converts better, and account owners see interest from their accounts the same day.

    Risks and how to handle them

    • Longer form lowers submissions

      Only one new required field.

    Evidence

    • Your websiteThe only way in is "Request a demo" (a HubSpot form promising "a tailored demo"); there is no trial, sample output or pricing page. The partners page lists Sage as a data partner and Microsoft as a technology alliance, and its "Become a partner" call to action is a contact form.Source
    • HiringStrategic Client Partner, US (New York, posted September 8, 2026): a former life sciences strategy consultant at Engagement Manager level or above with "global ownership of the full lifecycle of a portfolio of top 50 global pharma enterprise customers", selling "into the existing client base and prospective new clients across North America, focused on the Top 30 clients", and asked to "Liaise with Product to refine Product Market Messaging".Source
    • HiringManager, Demand Generation (London, posted October 7, 2026): "creating demand and converting into pipeline within our Ideal Customer Profile (best-fit customer profile)" through "paid advertising, events, email marketing, webinars, content acquisition"; manage the demand generation budget "optimizing for sustainable growth and ROI"; "Utilize and optimize Hubspot to accurately report on campaign and channel performance"; "Conduct in-depth market research to identify new opportunities for growth".Source
  • 06

    The featured row on the events page still includes "Causaly Connect Live 2023" next to the new Causaly Dissected series. To a visitor it signals that the flagship event stopped three years ago.

    Low impactLow effort First result in 2 weeks Manager

    First action

    Swap the 2023 card for the September 30 episode.

    How to measure it

    Causaly Dissected subscribers

    Now
    –
    Target
    500
    By
    90 days

    Steps

    1. 1

      Swap the card

      Latest episode first.

      Marketing Operations (HubSpot and Webflow) 30 minutes

    2. 2

      Add subscribe

      HubSpot list for the series.

      Marketing Operations (HubSpot and Webflow) 2 hours

    3. 3

      Date cards

      Every event.

      Marketing Operations (HubSpot and Webflow) 1 hour

    4. 4

      Upcoming slot

      Next episode with registration.

      Manager, Demand Generation 1 hour

    5. 5

      Promote

      Email and LinkedIn.

      Manager, Demand Generation 1 week

    6. 6

      Decide on conference

      Customer event in 2027 or not.

      Co-founder and CEO 1 month

    First result
    2 weeks
    Cost
    $0
    Owner
    Manager, Demand Generation

    Smallest test

    Change the featured row today.

    Why it works

    Replace the 2023 card with the latest three episodes and an "upcoming" slot, add a subscribe option for the series, and date every card. Decide whether to bring the customer conference back.

    Fresh, dated events show momentum and give returning visitors a reason to subscribe.

    Risks and how to handle them

    • Fewer views of the 2023 recordings

      Keep them in the archive.

    Evidence

    • Your websiteEvents and webinars: the 2026 "Causaly Dissected" series covers a CRO sponsor RFP response (September 30, 2026), "Clinical Development - When the Trial is Running" (September 9), "Clinical Development - Building the Case Before the Trial" (August 12), translational medicine (July 8) and medical affairs; a Takeda webinar on July 30. The page's featured row still includes "Causaly Connect Live 2023".Source
    • Your websiteAbout page: founded in 2018 by Yiannis Kiachopoulos and Artur Saudabayev; headquarters in London with offices in New York and Greece; "Growing a company 3x every year is hard."Source

This quarter 9

The core plays for the next three months.

  • 07

    The new partnerships manager must make Microsoft sellers fluent across drug discovery, translational research, competitive intelligence, clinical development, safety and medical affairs, and is measured on Microsoft-influenced pipeline. Sellers need something short to forward; today the public site covers only discovery use cases and one Microsoft page.

    High impactMedium effort First result in 1 quarter Partnerships Development Mana…

    First action

    Build the kit for the use case Microsoft sellers ask about most.

    How to measure it

    Registered co-sell opportunities

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Rank use cases

      Ask Microsoft partner managers.

      Partnerships Development Manager 1 week

    2. 2

      Write briefs

      One page each.

      Product Marketing Manager 1 month

    3. 3

      Record demos

      Three minutes each.

      Lead Scientist, Scientific Services 1 month

    4. 4

      Build pages

      Co-branded, tracked.

      Marketing Operations (HubSpot and Webflow) 1 month

    5. 5

      Run office hours

      Monthly for sellers.

      Partnerships Development Manager monthly

    6. 6

      Track

      Pages sent and registrations.

      Partnerships Development Manager monthly

    First result
    1 quarter
    Cost
    Staff and video time
    Owner
    Partnerships Development Manager

    Smallest test

    Ship one kit and present it at a Microsoft field call.

    Why it works

    For each of the six use cases, build a one-page brief, a three-minute demo video and a co-branded landing page with a deal registration link. Run a monthly office hour for Microsoft sellers and track which pages they send.

    Partner sellers share what is easy to share. Tracked pages show which use cases resonate in the Microsoft field.

    Risks and how to handle them

    • Microsoft branding rules

      Clear co-branding with the alliance team first.

    Evidence

    • HiringPartnerships Development Manager (New York, posted October 7, 2026): "Our partnership with Microsoft is central to how we reach enterprise life sciences customers"; owns enablement so "Microsoft sellers, solution architects, and industry advisors can confidently position, demonstrate, and sell"; builds "use case playbooks across drug discovery, translational research, competitive intelligence, clinical development, safety/regulatory, and medical affairs"; "Azure Marketplace transactability, deal registration, joint account planning"; measured on "Microsoft-influenced pipeline, registered co-sell opportunities, and marketplace-transacted revenue".Source
    • News coverageSeptember 17, 2026: Causaly became available inside Microsoft 365 Copilot and Teams, invoked from the agent menu or by @mentioning Causaly, extending the Microsoft Discovery collaboration announced at Microsoft Build 2026 in June. The /partners/microsoft page explains the joint workflow and links a solution brief.Source
    • Your websiteThe Use cases menu has five pages, all early discovery: Target Identification & Prioritization, Biomarker Discovery, Disease Pathophysiology, Target Disease Association and Indication Expansion; Solutions has two (Target Product Profile, Indication Prioritization). There is no use case or solution page for clinical development, medical affairs, safety or contract research: /use-cases/clinical-development and /use-cases/medical-affairs return 404.Source
  • 08

    Since September, scientists can @mention Causaly inside Microsoft 365 Copilot and Teams. That makes a pilot almost frictionless for companies that already run Copilot: no new interface, no new login. It is the closest Causaly can get to a self-serve trial for enterprise buyers.

    High impactMedium effort First result in 1 quarter Partnerships Development Mana…

    First action

    Write the pilot one-pager and agree the terms with the alliance team.

    How to measure it

    Pilot-to-paid conversion

    Now
    –
    Target
    40%
    By
    2 quarters

    Steps

    1. 1

      Define the pilot

      Scope, seats, questions, success.

      Partnerships Development Manager 1 week

    2. 2

      Legal and IT pack

      Security answers for tenant admins.

      Security & Compliance 2 weeks

    3. 3

      Train sellers

      Microsoft and Causaly.

      Partnerships Development Manager 2 weeks

    4. 4

      Run first pilots

      Three teams.

      Lead Scientist, Scientific Services 1 month

    5. 5

      Readout

      Results and next step.

      Strategic Client Partner, US 1 week

    6. 6

      Repeat

      Template for more teams.

      Partnerships Development Manager quarterly

    First result
    1 quarter
    Cost
    Scientist time per pilot
    Owner
    Partnerships Development Manager

    Smallest test

    Run one pilot with an existing customer's second department.

    Why it works

    Package a fixed 30-day pilot for one team: five named scientists, three agreed questions, a weekly check-in with a Causaly scientist and a closing readout. Offer it through Microsoft account teams and to existing customers' adjacent departments.

    Pilots inside a tool people already use lower the barrier to yes and give Microsoft sellers a concrete offer.

    Risks and how to handle them

    • Pilots with no owner

      Require a named sponsor before starting.

    Evidence

    • News coverageSeptember 17, 2026: Causaly became available inside Microsoft 365 Copilot and Teams, invoked from the agent menu or by @mentioning Causaly, extending the Microsoft Discovery collaboration announced at Microsoft Build 2026 in June. The /partners/microsoft page explains the joint workflow and links a solution brief.Source
    • HiringPartnerships Development Manager (New York, posted October 7, 2026): "Our partnership with Microsoft is central to how we reach enterprise life sciences customers"; owns enablement so "Microsoft sellers, solution architects, and industry advisors can confidently position, demonstrate, and sell"; builds "use case playbooks across drug discovery, translational research, competitive intelligence, clinical development, safety/regulatory, and medical affairs"; "Azure Marketplace transactability, deal registration, joint account planning"; measured on "Microsoft-influenced pipeline, registered co-sell opportunities, and marketplace-transacted revenue".Source
    • HiringStrategic Client Partner, US (New York, posted September 8, 2026): a former life sciences strategy consultant at Engagement Manager level or above with "global ownership of the full lifecycle of a portfolio of top 50 global pharma enterprise customers", selling "into the existing client base and prospective new clients across North America, focused on the Top 30 clients", and asked to "Liaise with Product to refine Product Market Messaging".Source
  • 09

    The new strategic client partner comes from strategy consulting and owns top 30 pharma accounts in North America. Consultants open doors with insight, not product. Causaly's Pipeline Graph and knowledge graph can produce a briefing on any public therapy area landscape.

    High impactHigh effort First result in 2 quarters Strategic Client Partner

    First action

    Pick five accounts and one public therapy area each.

    How to measure it

    Executive meetings from briefings

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick accounts

      Top 30 list with owners.

      Strategic Client Partner, US 1 week

    2. 2

      Choose topics

      Public therapy areas only.

      Strategic Client Partner, US 1 week

    3. 3

      Build briefings

      Pipeline Graph and workflows.

      Lead Scientist, Scientific Services 2 weeks

    4. 4

      Review

      Consulting-grade storyline.

      Strategic Client Partner, US 1 week

    5. 5

      Send

      Personal outreach with the briefing.

      Strategic Client Partner, US 1 month

    6. 6

      Follow up

      Pilot proposal.

      SVP Sales ongoing

    7. 7

      Track

      Meetings and pilots in HubSpot.

      Manager, Demand Generation monthly

    First result
    2 quarters
    Cost
    Scientist and seller time
    Owner
    Strategic Client Partner, US

    Smallest test

    Send one briefing this month.

    Why it works

    For each target account, prepare a short briefing on a public therapy area where it is active: crowded targets, white space and evidence gaps, built with Causaly and clearly sourced. Use it to request a 30-minute executive discussion, then propose a workflow pilot.

    Executives respond to a useful view of their own market, and the briefing shows the product's quality without a demo.

    Risks and how to handle them

    • Seen as presumptuous

      Keep it to public data and invite correction.

    Evidence

    • HiringStrategic Client Partner, US (New York, posted September 8, 2026): a former life sciences strategy consultant at Engagement Manager level or above with "global ownership of the full lifecycle of a portfolio of top 50 global pharma enterprise customers", selling "into the existing client base and prospective new clients across North America, focused on the Top 30 clients", and asked to "Liaise with Product to refine Product Market Messaging".Source
    • Your websiteHomepage (checked October 22, 2026): title "The Agentic AI Platform For Life Sciences", H1 "Expert scientific work. Delivered with AI."; tabs for target assessment, indication expansion, clinical development, medical affairs and discovery & translational research, each showing a finished work product (a "Target evidence dossier", an "Indication opportunity assessment", a "Clinical evidence brief", "Medical evidence priorities"); "Access scientific capabilities through MCP, A2A and APIs"; Microsoft 365 Copilot listed under "Connect your ecosystem".Source
    • Your website"Benchmarking Agentic AI for Life Sciences" (December 4, 2025) sets out a "5-Dimensional Benchmarking Framework" applied to "Causaly Deep Research alongside two other popular Deep Research LLMs". The Scientific Workflows page cites "40M+ abstracts, 550K+ trials, 1.6M+ patents, and 550M+ biomedical facts".Source
  • 10

    Causaly announced Syneos Health in August and ran an episode on sponsor RFP responses in September. One case study shows a target proposal cut from three or four weeks to one. CROs win business on proposal speed and scientific quality, and there are many of them.

    High impactMedium effort First result in 2 quarters SVP Sales

    First action

    Ask Syneos Health about a joint case study once results exist.

    How to measure it

    CRO opportunities

    Now
    –
    Target
    8
    By
    2 quarters

    Steps

    1. 1

      Define the offer

      Proposal workflow and pricing.

      SVP Sales 2 weeks

    2. 2

      Build the page

      Contract research landing page.

      Product Marketing Manager 2 weeks

    3. 3

      ROI sheet

      Hours saved per proposal.

      Product Marketing Manager 1 week

    4. 4

      List accounts

      CROs and FSPs.

      Manager, Demand Generation 1 week

    5. 5

      Run campaign

      ABM and the RFP episode.

      Manager, Demand Generation 1 quarter

    6. 6

      Joint story

      With the first CRO customer.

      Product Marketing Manager 2 quarters

    First result
    2 quarters
    Cost
    Campaign budget
    Owner
    SVP Sales

    Smallest test

    Send the RFP episode to 30 CRO proposal leads.

    Why it works

    Package a CRO offer around proposal development and therapeutic area expertise: a landing page, an ROI sheet based on proposals per year, and a 60-day pilot on live RFPs. Target the CRO and functional service provider segment with account-based campaigns.

    One public CRO customer plus a clear speed metric is a strong opening for a new segment.

    Risks and how to handle them

    • Partner sensitivity

      Agree public references with Syneos Health first.

    Evidence

    • News coverageCausaly and Syneos Health partnership (August 18, 2026): Syneos Health "will roll out the Causaly platform across high-impact scientific functions, including therapeutic area expertise, medical advisory, real-world evidence, patient advocacy, and proposal development"; the release says contract research organizations "need infrastructure that enables their scientific experts to move at the pace of discovery".Source
    • Your websiteEvents and webinars: the 2026 "Causaly Dissected" series covers a CRO sponsor RFP response (September 30, 2026), "Clinical Development - When the Trial is Running" (September 9), "Clinical Development - Building the Case Before the Trial" (August 12), translational medicine (July 8) and medical affairs; a Takeda webinar on July 30. The page's featured row still includes "Causaly Connect Live 2023".Source
    • Your websiteCase studies (9): recent ones include "How a Top 10 Pharma Company Transformed Clinical Program Evaluation" (March 2026), "Using Causaly to Accelerate Clinical Evidence Validation for FDA Submissions" (January 2026), Eisai (June 2026), and a proposal for a target cut from "3-4 weeks to 1 week". Most stories name the customer only as "Top 10" or "Top 50 Pharma".Source
  • 11

    Causaly published a five-dimension framework for judging whether scientific AI is reliable and applied it once, in December 2025. New general research tools appear every few months, and R&D buyers keep asking how specialist tools compare.

    High impactMedium effort First result in 2 quarters Lead Scientist

    First action

    Fix the question set and scoring rubric for a quarterly run.

    How to measure it

    Benchmark downloads

    Now
    –
    Target
    2,000 a quarter
    By
    3 quarters

    Steps

    1. 1

      Fix the question set

      Public and repeatable.

      Lead Scientist, Scientific Services 2 weeks

    2. 2

      Score

      Two independent reviewers.

      Lead Scientist, Scientific Services 2 weeks

    3. 3

      Publish

      Scorecard, method and outputs.

      Product Marketing Manager 1 week

    4. 4

      Invite vendors

      Open submissions.

      Product Marketing Manager 1 quarter

    5. 5

      Launch webinar

      Results walk-through.

      Manager, Demand Generation quarterly

    6. 6

      Sales one-pager

      For evaluations.

      Product Marketing Manager quarterly

    First result
    2 quarters
    Cost
    Scientist time
    Owner
    Lead Scientist, Scientific Services

    Smallest test

    Rerun the December benchmark on current tools.

    Why it works

    Rerun the benchmark quarterly on a fixed, published set of scientific questions, invite other vendors to submit, and publish a simple scorecard with method and raw outputs. Turn each release into a webinar and a sales one-pager.

    A recurring, transparent benchmark makes Causaly the reference point for "scientific reliability", and each release is news.

    Risks and how to handle them

    • Seen as self-serving

      Publish method and raw outputs; add an external reviewer.

    Evidence

    • Your website"Benchmarking Agentic AI for Life Sciences" (December 4, 2025) sets out a "5-Dimensional Benchmarking Framework" applied to "Causaly Deep Research alongside two other popular Deep Research LLMs". The Scientific Workflows page cites "40M+ abstracts, 550K+ trials, 1.6M+ patents, and 550M+ biomedical facts".Source
    • Competitor researchRivals' own homepages: BenchSci sells EMET as "the agentic research environment for preclinical R&D" with a "Try EMET" button and a pricing link; Elicit says it is "Trusted by over 7 million researchers and 8 of the top 20 pharmaceutical companies"; Elsevier's Embase is "now with AI search" for "systematic reviews, safety monitoring".Source
    • Your websiteBlog (75 posts) is written for scientists and R&D leaders, for example "Why generic chats fail in science", "Building vs buying agentic AI: what executives need to know" and "A CIO's guide to agent orchestration platforms"; the featured story follows a lab scientist who went from AI skeptic to onboarding skeptical colleagues.Source
  • 12

    Causaly sells into buying committees: scientists, R&D leaders, IT and procurement. Its blog already addresses build versus buy and the CIO's view, but there is no single pack a champion can forward to IT and procurement.

    Medium impactMedium effort First result in 1 quarter Product Marketing Manager

    First action

    List the ten questions IT and procurement ask most.

    How to measure it

    Days from first meeting to pilot

    Now
    –
    Target
    -20%
    By
    2 quarters

    Steps

    1. 1

      Gather questions

      From recent deals.

      SVP Sales 1 week

    2. 2

      Write the kit

      Scoring sheet and answers.

      Product Marketing Manager 3 weeks

    3. 3

      Security review

      Accurate claims.

      Security & Compliance 1 week

    4. 4

      Publish

      Gated on the demo page.

      Marketing Operations (HubSpot and Webflow) 1 day

    5. 5

      Use in deals

      Send after first meetings.

      Strategic Client Partner, US ongoing

    6. 6

      Measure

      Cycle length.

      Manager, Demand Generation quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Send a draft kit in two live deals.

    Why it works

    Create an evaluation kit: a scoring sheet for scientific AI, security and data residency answers, how private data integration works, a provenance test, and a sample pilot plan. Offer it on the demo page and send it after first meetings.

    Champions sell internally; giving them the pack shortens the evaluation and keeps the criteria in Causaly's favour.

    Risks and how to handle them

    • Kit goes stale

      Review every quarter.

    Evidence

    • Your websiteBlog (75 posts) is written for scientists and R&D leaders, for example "Why generic chats fail in science", "Building vs buying agentic AI: what executives need to know" and "A CIO's guide to agent orchestration platforms"; the featured story follows a lab scientist who went from AI skeptic to onboarding skeptical colleagues.Source
    • Your website"Benchmarking Agentic AI for Life Sciences" (December 4, 2025) sets out a "5-Dimensional Benchmarking Framework" applied to "Causaly Deep Research alongside two other popular Deep Research LLMs". The Scientific Workflows page cites "40M+ abstracts, 550K+ trials, 1.6M+ patents, and 550M+ biomedical facts".Source
    • HiringStrategic Client Partner, US (New York, posted September 8, 2026): a former life sciences strategy consultant at Engagement Manager level or above with "global ownership of the full lifecycle of a portfolio of top 50 global pharma enterprise customers", selling "into the existing client base and prospective new clients across North America, focused on the Top 30 clients", and asked to "Liaise with Product to refine Product Market Messaging".Source
  • 13

    Causaly's own featured story is about a lab scientist who went from AI skeptic to onboarding her skeptical colleagues. Every customer has people like her, and they drive adoption across departments.

    High impactMedium effort First result in 2 quarters Lead Scientist

    First action

    Ask client partners to name one champion per account.

    How to measure it

    Monthly active users per account

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Name champions

      One or two per account.

      Strategic Client Partner, US 2 weeks

    2. 2

      Build certification

      Short course and test.

      Lead Scientist, Scientific Services 1 month

    3. 3

      Champions call

      Quarterly.

      Lead Scientist, Scientific Services quarterly

    4. 4

      Early access

      New workflows first.

      Product Manager ongoing

    5. 5

      Feature them

      Episodes and stories.

      Product Marketing Manager quarterly

    6. 6

      Measure

      Usage in their departments.

      Lead Scientist, Scientific Services monthly

    First result
    2 quarters
    Cost
    Staff time
    Owner
    Lead Scientist, Scientific Services

    Smallest test

    Run one champions call.

    Why it works

    Identify one or two champions per account, give them a certification, early access to new workflows, a quarterly champions call and a share of the stage in Causaly Dissected. Track seat growth in their departments.

    Peer advocates spread usage faster than vendor training, and certified champions become references.

    Risks and how to handle them

    • Champions leave

      Keep two per account.

    Evidence

    • Your websiteBlog (75 posts) is written for scientists and R&D leaders, for example "Why generic chats fail in science", "Building vs buying agentic AI: what executives need to know" and "A CIO's guide to agent orchestration platforms"; the featured story follows a lab scientist who went from AI skeptic to onboarding skeptical colleagues.Source
    • Your websiteEvents and webinars: the 2026 "Causaly Dissected" series covers a CRO sponsor RFP response (September 30, 2026), "Clinical Development - When the Trial is Running" (September 9), "Clinical Development - Building the Case Before the Trial" (August 12), translational medicine (July 8) and medical affairs; a Takeda webinar on July 30. The page's featured row still includes "Causaly Connect Live 2023".Source
    • HiringStrategic Client Partner, US (New York, posted September 8, 2026): a former life sciences strategy consultant at Engagement Manager level or above with "global ownership of the full lifecycle of a portfolio of top 50 global pharma enterprise customers", selling "into the existing client base and prospective new clients across North America, focused on the Top 30 clients", and asked to "Liaise with Product to refine Product Market Messaging".Source
  • 14

    Causaly offers MCP, A2A and APIs and the Bio Graph API, and engineering is hiring for agentic workflows. Many pharma companies have internal AI platform teams building agents; they are a buyer Causaly can reach through its interfaces, not just its interface.

    Medium impactMedium effort First result in 2 quarters Staff Software Engineer Agent…

    First action

    List the three agent recipes customers build most.

    How to measure it

    Sandbox requests from pharma AI teams

    Now
    –
    Target
    30
    By
    2 quarters

    Steps

    1. 1

      Pick recipes

      Three common agents.

      Staff Software Engineer - Agentic Workflows 1 week

    2. 2

      Write docs

      Overview and setup.

      Staff Software Engineer - Agentic Workflows 1 month

    3. 3

      Sandbox process

      Approval and limits.

      Staff Software Engineer - Agentic Workflows 2 weeks

    4. 4

      Publish page

      Linked from Products.

      Marketing Operations (HubSpot and Webflow) 1 week

    5. 5

      Promote

      AI platform leads at accounts.

      Manager, Demand Generation 1 quarter

    6. 6

      Measure

      Keys to opportunities.

      Manager, Demand Generation monthly

    First result
    2 quarters
    Cost
    Engineering time
    Owner
    Staff Software Engineer Agentic Workflows

    Smallest test

    Publish one recipe as a blog post.

    Why it works

    Publish a developer page with endpoint overviews, MCP and A2A setup, example agent recipes (target lookup, evidence check) and a request form for sandbox keys. Promote it to pharma AI and data platform teams.

    Platform teams pick the data and reasoning services their agents call. Being easy to call turns Causaly into infrastructure inside the account.

    Risks and how to handle them

    • Support load

      Limit sandbox to qualified accounts.

    Evidence

    • Your websiteHomepage (checked October 22, 2026): title "The Agentic AI Platform For Life Sciences", H1 "Expert scientific work. Delivered with AI."; tabs for target assessment, indication expansion, clinical development, medical affairs and discovery & translational research, each showing a finished work product (a "Target evidence dossier", an "Indication opportunity assessment", a "Clinical evidence brief", "Medical evidence priorities"); "Access scientific capabilities through MCP, A2A and APIs"; Microsoft 365 Copilot listed under "Connect your ecosystem".Source
    • HiringEvery post describes Causaly as "the world's most advanced biomedical knowledge platform, powered by a high-precision Knowledge Graph and GenAI capabilities", "already used by leading biopharmaceutical organizations", backed by "ICONIQ, Index Ventures, Pentech, and Marathon". Engineering is hiring Senior and Staff Software Engineers for Agentic Workflows in London.Source
    • News coverageSeptember 17, 2026: Causaly became available inside Microsoft 365 Copilot and Teams, invoked from the agent menu or by @mentioning Causaly, extending the Microsoft Discovery collaboration announced at Microsoft Build 2026 in June. The /partners/microsoft page explains the joint workflow and links a solution brief.Source
  • 15

    Causaly's new content targets clinical development and medical affairs, functions with their own professional events and associations, separate from drug discovery conferences.

    Medium impactMedium effort First result in 2 quarters Manager

    First action

    Shortlist events where medical affairs and clinical leaders attend.

    How to measure it

    Event-sourced opportunities

    Now
    –
    Target
    6 per event
    By
    2 quarters

    Steps

    1. 1

      Shortlist events

      Medical affairs and clinical.

      Manager, Demand Generation 1 week

    2. 2

      Submit talks

      Scientist speakers.

      Lead Scientist, Scientific Services 1 month

    3. 3

      Plan follow-up

      Function pages and nurture.

      Manager, Demand Generation 2 weeks

    4. 4

      Attend

      Sellers and scientists.

      SVP Sales per event

    5. 5

      Follow up

      Within 48 hours.

      Manager, Demand Generation 1 week

    6. 6

      Measure

      Pipeline per event.

      Manager, Demand Generation per event

    First result
    2 quarters
    Cost
    Event budget
    Owner
    Manager, Demand Generation

    Smallest test

    Run one workshop.

    Why it works

    Choose two events for medical affairs and clinical development professionals, run a scientist-led session or workshop on evidence planning, and invite attendees to a Causaly Dissected episode. Use the new function pages as the follow-up destination.

    Function-specific events reach the new buyers in a buying frame of mind, and the workshops double as content.

    Risks and how to handle them

    • Low return from booths

      Prefer speaking slots and workshops.

    Builds on

    Evidence

    • Your websiteEvents and webinars: the 2026 "Causaly Dissected" series covers a CRO sponsor RFP response (September 30, 2026), "Clinical Development - When the Trial is Running" (September 9), "Clinical Development - Building the Case Before the Trial" (August 12), translational medicine (July 8) and medical affairs; a Takeda webinar on July 30. The page's featured row still includes "Causaly Connect Live 2023".Source
    • Your websiteThe Use cases menu has five pages, all early discovery: Target Identification & Prioritization, Biomarker Discovery, Disease Pathophysiology, Target Disease Association and Indication Expansion; Solutions has two (Target Product Profile, Indication Prioritization). There is no use case or solution page for clinical development, medical affairs, safety or contract research: /use-cases/clinical-development and /use-cases/medical-affairs return 404.Source
    • HiringManager, Demand Generation (London, posted October 7, 2026): "creating demand and converting into pipeline within our Ideal Customer Profile (best-fit customer profile)" through "paid advertising, events, email marketing, webinars, content acquisition"; manage the demand generation budget "optimizing for sustainable growth and ROI"; "Utilize and optimize Hubspot to accurately report on campaign and channel performance"; "Conduct in-depth market research to identify new opportunities for growth".Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Causaly's pitch is now "start with an established workflow" that its scientists codified. Each workflow is a method R&D teams search for and argue about (target safety assessment, indication prioritization, evidence-gap mapping). Today they live inside the product.

    High impactHigh effort First result in 3 quarters Product Marketing Manager

    First action

    Publish the target assessment workflow page first.

    How to measure it

    Demo requests from workflow pages

    Now
    –
    Target
    30 a month
    By
    3 quarters

    Steps

    1. 1

      List workflows

      All established ones.

      Lead Scientist, Scientific Services 2 weeks

    2. 2

      Write method pages

      Question, method, output.

      Lead Scientist, Scientific Services 2 months

    3. 3

      Design template

      Reusable page.

      Marketing Operations (HubSpot and Webflow) 2 weeks

    4. 4

      Publish in batches

      Five at a time.

      Product Marketing Manager monthly

    5. 5

      Link from campaigns

      Function pages and ads.

      Manager, Demand Generation ongoing

    6. 6

      Measure

      Traffic and demos.

      Manager, Demand Generation monthly

    First result
    3 quarters
    Cost
    Scientist and writer time
    Owner
    Product Marketing Manager

    Smallest test

    Publish one workflow page.

    Why it works

    Publish a library page for every workflow: the scientific question, the method and evidence hierarchy, the inputs, a sample output and who uses it. Link each to a demo of that workflow and add new ones as they ship.

    Method pages rank for the questions scientists ask, show depth no rival can fake, and give sellers and Microsoft partners one link per need.

    Risks and how to handle them

    • Giving away the method

      The value is execution at scale, not the outline.

    Evidence

    • Your websiteHomepage (checked October 22, 2026): title "The Agentic AI Platform For Life Sciences", H1 "Expert scientific work. Delivered with AI."; tabs for target assessment, indication expansion, clinical development, medical affairs and discovery & translational research, each showing a finished work product (a "Target evidence dossier", an "Indication opportunity assessment", a "Clinical evidence brief", "Medical evidence priorities"); "Access scientific capabilities through MCP, A2A and APIs"; Microsoft 365 Copilot listed under "Connect your ecosystem".Source
    • Your website"Benchmarking Agentic AI for Life Sciences" (December 4, 2025) sets out a "5-Dimensional Benchmarking Framework" applied to "Causaly Deep Research alongside two other popular Deep Research LLMs". The Scientific Workflows page cites "40M+ abstracts, 550K+ trials, 1.6M+ patents, and 550M+ biomedical facts".Source
    • HiringPartnerships Development Manager (New York, posted October 7, 2026): "Our partnership with Microsoft is central to how we reach enterprise life sciences customers"; owns enablement so "Microsoft sellers, solution architects, and industry advisors can confidently position, demonstrate, and sell"; builds "use case playbooks across drug discovery, translational research, competitive intelligence, clinical development, safety/regulatory, and medical affairs"; "Azure Marketplace transactability, deal registration, joint account planning"; measured on "Microsoft-influenced pipeline, registered co-sell opportunities, and marketplace-transacted revenue".Source
    • Your websiteThe Use cases menu has five pages, all early discovery: Target Identification & Prioritization, Biomarker Discovery, Disease Pathophysiology, Target Disease Association and Indication Expansion; Solutions has two (Target Product Profile, Indication Prioritization). There is no use case or solution page for clinical development, medical affairs, safety or contract research: /use-cases/clinical-development and /use-cases/medical-affairs return 404.Source
  • 17

    Most of Causaly's case studies start in discovery, but its newest workflows serve clinical development, medical affairs and CRO work. Each existing pharma customer has those departments, already under the same contract and security review.

    High impactHigh effort First result in 4 quarters Strategic Client Partner

    First action

    Map departments for the five largest customers.

    How to measure it

    Departments per top account

    Now
    –
    Target
    +1
    By
    4 quarters

    Steps

    1. 1

      Map accounts

      Departments and owners.

      Strategic Client Partner, US 1 month

    2. 2

      Pick next department

      Highest fit.

      Strategic Client Partner, US 2 weeks

    3. 3

      Proof session

      Their own question.

      Lead Scientist, Scientific Services per account

    4. 4

      Proposal

      Expansion offer.

      SVP Sales per account

    5. 5

      Track

      Expansion revenue.

      SVP Sales quarterly

    6. 6

      Share wins

      Internal case notes.

      Product Marketing Manager quarterly

    First result
    4 quarters
    Cost
    Seller and scientist time
    Owner
    Strategic Client Partner, US

    Smallest test

    Run one proof session in an existing account.

    Why it works

    For each top account, map departments using Causaly and those that could, pick the next department, and run a proof session with that team using its own question. Track expansion revenue per account.

    Expansion within approved accounts is faster and cheaper than new logos, and the new workflows make the case.

    Risks and how to handle them

    • Budget sits elsewhere

      Involve the new department's leader early.

    Builds on

    Evidence

    • HiringStrategic Client Partner, US (New York, posted September 8, 2026): a former life sciences strategy consultant at Engagement Manager level or above with "global ownership of the full lifecycle of a portfolio of top 50 global pharma enterprise customers", selling "into the existing client base and prospective new clients across North America, focused on the Top 30 clients", and asked to "Liaise with Product to refine Product Market Messaging".Source
    • Your websiteCase studies (9): recent ones include "How a Top 10 Pharma Company Transformed Clinical Program Evaluation" (March 2026), "Using Causaly to Accelerate Clinical Evidence Validation for FDA Submissions" (January 2026), Eisai (June 2026), and a proposal for a target cut from "3-4 weeks to 1 week". Most stories name the customer only as "Top 10" or "Top 50 Pharma".Source
    • Your websiteHomepage (checked October 22, 2026): title "The Agentic AI Platform For Life Sciences", H1 "Expert scientific work. Delivered with AI."; tabs for target assessment, indication expansion, clinical development, medical affairs and discovery & translational research, each showing a finished work product (a "Target evidence dossier", an "Indication opportunity assessment", a "Clinical evidence brief", "Medical evidence priorities"); "Access scientific capabilities through MCP, A2A and APIs"; Microsoft 365 Copilot listed under "Connect your ecosystem".Source
    • News coverageCausaly and Syneos Health partnership (August 18, 2026): Syneos Health "will roll out the Causaly platform across high-impact scientific functions, including therapeutic area expertise, medical advisory, real-world evidence, patient advocacy, and proposal development"; the release says contract research organizations "need infrastructure that enables their scientific experts to move at the pace of discovery".Source
  • 18

    Causaly's graph covers 40M+ abstracts, 550K+ trials and 1.6M+ patents. A quarterly view of a therapy area (new targets, crowded mechanisms, evidence gaps) is something BD, portfolio and R&D leaders would read every time.

    High impactHigh effort First result in 4 quarters Lead Scientist

    First action

    Pick the first therapy area with the strongest public data.

    How to measure it

    Downloads per report

    Now
    –
    Target
    1,500
    By
    4 quarters

    Steps

    1. 1

      Pick area

      One per quarter.

      Lead Scientist, Scientific Services 1 week

    2. 2

      Analyse

      Graph and pipeline data.

      Lead Scientist, Scientific Services 1 month

    3. 3

      Write

      Summary and full report.

      Product Marketing Manager 1 month

    4. 4

      Review

      Scientific accuracy.

      Lead Scientist, Scientific Services 2 weeks

    5. 5

      Launch

      Episode, press, email.

      Manager, Demand Generation 1 month

    6. 6

      Use in outreach

      Teams in that area.

      Strategic Client Partner, US ongoing

    First result
    4 quarters
    Cost
    Scientist and analyst time
    Owner
    Lead Scientist, Scientific Services

    Smallest test

    Publish one chart from the first analysis.

    Why it works

    Publish one therapy area report per quarter from public data, with a short free summary and a full gated version. Launch each with an episode and use the findings in outreach to teams active in that area.

    Original, recurring data earns press, links and AI citations, and puts Causaly in front of portfolio decision-makers.

    Risks and how to handle them

    • Findings challenged

      Publish method and sources.

    Evidence

    • Your website"Benchmarking Agentic AI for Life Sciences" (December 4, 2025) sets out a "5-Dimensional Benchmarking Framework" applied to "Causaly Deep Research alongside two other popular Deep Research LLMs". The Scientific Workflows page cites "40M+ abstracts, 550K+ trials, 1.6M+ patents, and 550M+ biomedical facts".Source
    • Competitor researchRivals' own homepages: BenchSci sells EMET as "the agentic research environment for preclinical R&D" with a "Try EMET" button and a pricing link; Elicit says it is "Trusted by over 7 million researchers and 8 of the top 20 pharmaceutical companies"; Elsevier's Embase is "now with AI search" for "systematic reviews, safety monitoring".Source
    • HiringStrategic Client Partner, US (New York, posted September 8, 2026): a former life sciences strategy consultant at Engagement Manager level or above with "global ownership of the full lifecycle of a portfolio of top 50 global pharma enterprise customers", selling "into the existing client base and prospective new clients across North America, focused on the Top 30 clients", and asked to "Liaise with Product to refine Product Market Messaging".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    Causaly's value starts with one question: what is known about this target and this disease? Rivals offer trials and free tiers to individual researchers. A small public lookup that returns cited relationships for one target-disease pair would reach scientists who will never request a demo.

    Medium impactMedium effort First result in 2 quarters Staff Software Engineer Agent…

    First action

    Prototype the lookup on ten target-disease pairs.

    How to measure it

    Sign-ups from enterprise domains

    Now
    –
    Target
    200 a month
    By
    3 quarters

    Steps

    1. 1

      Scope results

      What is free, what is gated.

      Product Manager 2 weeks

    2. 2

      Build

      Lookup on Bio Graph.

      Staff Software Engineer - Agentic Workflows 1 quarter

    3. 3

      Gate

      Work email for more.

      Marketing Operations (HubSpot and Webflow) 1 week

    4. 4

      Route

      Enterprise domains to owners.

      Marketing Operations (HubSpot and Webflow) 1 week

    5. 5

      Promote

      Scientific communities.

      Manager, Demand Generation 1 quarter

    6. 6

      Measure

      Sign-ups to meetings.

      Manager, Demand Generation monthly

    First result
    2 quarters
    Cost
    Engineering time and compute
    Owner
    Staff Software Engineer Agentic Workflows

    Smallest test

    Release it to existing champions first.

    Why it works

    Build a lookup page on the Bio Graph: enter a target and a disease, see the strongest cited relationships and a link to the full workflow. Limit results, require a work email for more, and route enterprise domains to account owners.

    A useful free tool spreads through labs, and enterprise domain sign-ups are warm leads for sellers.

    Risks and how to handle them

    • Cannibalises paid use

      Keep it to one pair and top results.

    Evidence

    • Competitor researchRivals' own homepages: BenchSci sells EMET as "the agentic research environment for preclinical R&D" with a "Try EMET" button and a pricing link; Elicit says it is "Trusted by over 7 million researchers and 8 of the top 20 pharmaceutical companies"; Elsevier's Embase is "now with AI search" for "systematic reviews, safety monitoring".Source
    • Your websiteHomepage (checked October 22, 2026): title "The Agentic AI Platform For Life Sciences", H1 "Expert scientific work. Delivered with AI."; tabs for target assessment, indication expansion, clinical development, medical affairs and discovery & translational research, each showing a finished work product (a "Target evidence dossier", an "Indication opportunity assessment", a "Clinical evidence brief", "Medical evidence priorities"); "Access scientific capabilities through MCP, A2A and APIs"; Microsoft 365 Copilot listed under "Connect your ecosystem".Source
    • Your websiteThe only way in is "Request a demo" (a HubSpot form promising "a tailored demo"); there is no trial, sample output or pricing page. The partners page lists Sage as a data partner and Microsoft as a technology alliance, and its "Become a partner" call to action is a contact form.Source
  • 20

    Causaly's case studies include smaller biotechs such as ProQR and Manas AI next to top 10 pharma. Early biotechs face the same target questions with tiny teams, and investors and incubators look for tools to offer their portfolios.

    Medium impactLow effort First result in 2 quarters Manager

    First action

    Talk to two incubators about a portfolio offer.

    How to measure it

    Starter customers

    Now
    –
    Target
    15
    By
    3 quarters

    Steps

    1. 1

      Design package

      Seats, limits, price.

      SVP Sales 2 weeks

    2. 2

      List partners

      Investors and incubators.

      Manager, Demand Generation 2 weeks

    3. 3

      Sign two

      Portfolio offers.

      Manager, Demand Generation 1 quarter

    4. 4

      Group onboarding

      Monthly.

      Lead Scientist, Scientific Services monthly

    5. 5

      Track growth

      Upgrades to full plans.

      SVP Sales quarterly

    6. 6

      Feature

      Biotech stories.

      Product Marketing Manager quarterly

    First result
    2 quarters
    Cost
    Discounted seats
    Owner
    Manager, Demand Generation

    Smallest test

    Offer the package to one incubator cohort.

    Why it works

    Offer a fixed-price starter package for venture-backed biotechs, distributed through life science investors and incubators, with a shared onboarding session. Track conversion to full contracts as companies grow.

    Biotechs grow into larger customers, and one investor relationship reaches dozens of companies.

    Risks and how to handle them

    • Low revenue per account

      Cap seats and set an upgrade path.

    Evidence

    • Your websiteCase studies (9): recent ones include "How a Top 10 Pharma Company Transformed Clinical Program Evaluation" (March 2026), "Using Causaly to Accelerate Clinical Evidence Validation for FDA Submissions" (January 2026), Eisai (June 2026), and a proposal for a target cut from "3-4 weeks to 1 week". Most stories name the customer only as "Top 10" or "Top 50 Pharma".Source
    • HiringEvery post describes Causaly as "the world's most advanced biomedical knowledge platform, powered by a high-precision Knowledge Graph and GenAI capabilities", "already used by leading biopharmaceutical organizations", backed by "ICONIQ, Index Ventures, Pentech, and Marathon". Engineering is hiring Senior and Staff Software Engineers for Agentic Workflows in London.Source
    • Your websiteAbout page: founded in 2018 by Yiannis Kiachopoulos and Artur Saudabayev; headquarters in London with offices in New York and Greece; "Growing a company 3x every year is hard."Source
  • 21

    Real Chrome visitors already pass Core Web Vitals on causaly.com (LCP 1.1 s at the 75th percentile, improving), so speed is not a problem today. Lab tests on a slow mobile connection still show render-blocking files and unused JavaScript, which will matter more as paid campaigns send first-time visitors from mobile.

    Low impactLow effort First result in 1 month Marketing Operations

    First action

    Run PageSpeed on the first new landing page before launch.

    How to measure it

    LCP p75 on campaign pages

    Now
    –
    Target
    Under 2.5 s
    By
    60 days

    Steps

    1. 1

      Audit scripts

      Tag Manager and embeds.

      Marketing Operations (HubSpot and Webflow) 1 day

    2. 2

      Defer

      Non-essential tags.

      Marketing Operations (HubSpot and Webflow) 1 day

    3. 3

      Trim

      Unused CSS and JavaScript.

      Marketing Operations (HubSpot and Webflow) 2 days

    4. 4

      Check new pages

      Before launch.

      Marketing Operations (HubSpot and Webflow) per launch

    5. 5

      Monitor

      Field data.

      Marketing Operations (HubSpot and Webflow) monthly

    6. 6

      Report

      With campaign metrics.

      Manager, Demand Generation monthly

    First result
    1 month
    Cost
    $0
    Owner
    Marketing Operations (HubSpot and Webflow)

    Smallest test

    Defer one non-essential script.

    Why it works

    Defer non-essential scripts, trim unused CSS and JavaScript from the Webflow build, and check the new landing pages before each campaign launch. Watch the field data monthly.

    Cheap insurance: new campaign pages stay as fast as the homepage already is for real visitors.

    Risks and how to handle them

    • Breaking tracking

      Test HubSpot forms after changes.

    Evidence

    • Google PageSpeedMobile homepage: lab score 59 and lab LCP 9.8 s, with render-blocking requests (about 2.1 s) and unused JavaScript as the top savings; but real Chrome visitors pass Core Web Vitals (LCP p75 1.1 s, INP 68 ms, CLS 0.01) and LCP improved 32%.Source
    • HiringManager, Demand Generation (London, posted October 7, 2026): "creating demand and converting into pipeline within our Ideal Customer Profile (best-fit customer profile)" through "paid advertising, events, email marketing, webinars, content acquisition"; manage the demand generation budget "optimizing for sustainable growth and ROI"; "Utilize and optimize Hubspot to accurately report on campaign and channel performance"; "Conduct in-depth market research to identify new opportunities for growth".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #9 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
More example playbooks and reviews

More growth playbooks

Other companies we have researched, each read from what they are hiring for.

  • Gremlin growth strategyAn enterprise reliability management platform: fault injection and chaos engineering, reliability scoring, dependency discovery, detected…20 growth ideas
  • Aurora Solar growth strategySolar design and sales software for installers and EPCs: remote 3D design with LIDAR and AI, proposals, financing, contracts, plan sets…21 growth ideas
  • Urban SDK growth strategyGeospatial AI for local governments: hourly traffic speed, volume, delay and collision-risk data on every road without hardware, with…21 growth ideas
  • Recorded Future growth strategyA threat intelligence company: the Intelligence Graph and Insikt Group research power four solutions (Cyber Operations, Digital Risk…22 growth ideas
  • Alchemy growth strategyA blockchain developer platform: node RPC APIs across 100+ chains, data APIs, webhooks, wallet and transaction APIs, rollups, validators…22 growth ideas
  • Ninth Wave growth strategyOpen finance software for banks, credit unions, wealth managers and card issuers: FDX-standard APIs and consent for sharing customer data…21 growth ideas
  • SKELAR growth strategyA Ukrainian venture builder and fund that co-founds and backs consumer tech businesses (Brighterly, Spirio, Liven, Dressly, Leaply…21 growth ideas
  • Opal Security growth strategyAn AI-native access governance platform: visibility, just-in-time access, access reviews and policy as code for employees, service…22 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Causaly did not commission, review or endorse it, and Programmable is not affiliated with Causaly. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Causaly runs its business.

Something wrong, or do you represent Causaly? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Function pages, test-page cleanup, episode nurture, sample work products, demo routing and the events page; the speed check for new pages.

  2. Days 31 to 6010 ideas

    Microsoft seller kit and Copilot pilot, top 30 account briefings, the CRO offer, the quarterly benchmark, evaluation kit, champions, developer page and function events; the biotech starter programme.

  3. Days 61 to 904 ideas

    Commit to the workflow library, account expansion and the therapy area report; prototype the free evidence lookup.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value evidence with citations they can inspect. The most cited problem: fragmented literature and data sources.

  • Weeks of literature work done in days
  • Generic AI that sounds plausible but is not reliable
  • In their words: “evidence”

Market

Competitive landscape

4 competitors compared: BenchSci, Elicit, Elsevier Embase and General AI research assistants.

  • Gap to exploit: Clinical and medical affairs workflows with full provenance
  • BenchSci: Preclinical scope
  • Elicit: Less specialised biomedical reasoning

Hiring signals

Causaly is building its go-to-market around three motions.

  • Manager, Demand Generation: Multi-channel pipeline in HubSpot. Ideas 1, 3, 5, 6, 15.
  • Partnerships Development Manager: Microsoft co-sell and six use case playbooks. Ideas 1, 7, 8.
  • Strategic Client Partner, US: Top 30 pharma accounts, consulting-led. Ideas 9, 17.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
ProgrammableMarketing
ExamplesLeaderboardsProductsTermsPrivacyCookiesDPALegalContact

© 2026 AI-Powered Growth Intelligence