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Maximizing KOL Engagement at ASH 2025: A Playbook for Pharma

Written by ExtendMed | Jun 24, 2025 7:33:31 PM

In case your time is short:

The ASH Annual Meeting 2025 (December 6–9 in Orlando) will bring together over 30,000 hematologists, researchers, and healthcare professionals, making it the largest and most comprehensive hematology event in the world.

But success at an event this size takes more than just showing up. Here’s how to make the most of your time at ASH:

Step 1: Start planning now

With more than 30,000 attendees and hundreds of sessions, effective outreach needs to start well in advance—ideally 4–5 months before the meeting. Begin segmenting your hematology KOLs by subspecialty (e.g., AML, CLL, myeloma, lymphoma) and start sending personalized invitations this summer.

Step 2: Consider how best to navigate the ASH event

Unlike smaller specialty meetings, ASH is structured around distinct tracks: malignant and non-malignant hematology, basic science, clinical practice, and emerging therapies. Make sure to map your team’s presence across these tracks ahead of time so you can prioritize the sessions and conversations that will matter most.

Step 3: Don’t miss the late-breaking abstract sessions

With new treatments rapidly shaping the field and novel mechanisms of action under investigation, the late-breaking sessions offer high-value opportunities for KOL engagement. Be sure to build them into your plan.

Step 4: Plan for poster walks

The ASH Poster Walks feature up to six key abstracts on emerging science. To capture insights efficiently, be ready with QR codes and digital tools that streamline note-taking and data collection.

Teams using ExtendMed's Health Expert Connect™ platform consistently report deeper, more valuable KOL connections at major events like ASH—compared to the fragmented, manual approaches many teams still rely on. Want to see how we can help elevate your ASH strategy? Contact us for a free personalized demo.

We've been helping pharmaceutical companies navigate medical congresses for years, and ASH's annual meeting presents a unique challenge for teams looking to come home with insights and strong connections with KOLs (and other stakeholders).

Where other meetings might have narrower focuses, ASH brings together 30,000+ professionals spanning everything from basic science researchers studying hematopoiesis to clinicians managing complex CAR-T therapies to health policy experts reshaping treatment access.

The mix of stakeholders makes it critical to plan your presence and start engaging even before the event. You can't just show up with a booth and hope for the best—not when your target KOLs might be scattered across dozens of different session tracks happening simultaneously. This is exactly why we built Health Expert Connect™—to help teams manage this complexity without drowning in spreadsheets, emails, and compliance concerns.

In this guide, we'll share our playbook for ASH and show how an engagement platform can help you maximize the ROI on events like this.

 

Inside the ASH Annual Meeting

Before we dive into strategy, it’s worth taking just a second to understand what makes ASH stand apart from other major medical meetings.

The hematology community is highly collaborative. Many of these physicians have trained together, published research together, or served on the same guideline committees. That creates both unique opportunities and challenges when it comes to engagement.

Unlike in some specialties, hematologists often work across multiple disease areas. Your target AML specialist might also treat MDS patients, run bone marrow transplant programs, and conduct translational research. This means simple categorization won’t cut it—your outreach plan needs to reflect the full scope of each KOL’s expertise and interests.

That’s where platforms like Health Expert Connect™ really shine. Our system lets teams tag KOLs with multiple attributes—clinical focus, research interests, institutional affiliations, engagement history—and build dynamic segments for more targeted outreach. No more juggling separate spreadsheets for “AML” vs. “lymphoma” when the same physician may be deeply involved in both.

 

ExtendMed’s Health Expert Connect™ platform efficiently consolidates and manages multiple lists of healthcare professionals, ensuring a smooth event invitation process.

The meeting itself reflects this complexity. ASH organizes its content across several key domains:


  • Malignant Hematology: Leukemias, lymphomas, myeloma, and MDS/MPN.
  • Classical Hematology: Hemoglobinopathies, coagulation disorders, and benign conditions.
  • Cellular Therapy: CAR-T, transplantation, and gene therapy innovations.
  • Basic and Translational Science: From bench to bedside research.
  • Health Services Research: Real-world evidence, disparities, and care delivery.
  • Global Health: International perspectives and resource-limited settings.

Each of these domains has its own thought leaders, session formats, and networking opportunities. A smart strategy needs to reflect this segmentation, while staying flexible enough to capture valuable cross-domain insights.

Pre-meeting strategy: the 5-month playbook

Over the years, we’ve supported many congress and medical meeting engagement campaigns and have found that the most successful teams start planning months in advance. While you can compress the timeline if needed, this month-by-month cadence gives your team a comfortable, proactive rhythm.


July 2025: laying the foundation

July is the time to consolidate your hematology KOL lists—but here’s where many teams go wrong: they treat all hematologists the same. With Health Expert Connect™, you can organize your outreach far more strategically by tagging KOLs based on:

  • Clinical focus: AML, ALL, CML, CLL, lymphomas, myeloma, MDS, sickle cell, hemophilia
  • Research involvement: Clinical trials, translational research, basic science
  • Geographic influence: Regional opinion leaders vs. national/international thought leaders
  • Previous engagement: Past advisory board participation, speaker bureau involvement
  • Career stage: Rising stars vs. established authorities

For example, if your company is developing a novel myeloma therapy, we can help you segment your list of 2,000+ hematologists into distinct communities using Health Expert Connect™.

This level of segmentation allows you to craft messages that resonate with each group’s specific interests and concerns, instead of sending generic, one-size-fits-all emails (which is one of the biggest pain points we hear from teams doing event engagement).

 


August 2025: outreach activation

By mid-August—shortly after the ASH abstract submission deadline (August 5)—most potential attendees will have a clearer sense of whether they’ll be attending. This is prime time for outreach.

Pro tip: Don’t wait until November to start invitations! It’s a common trap, but ASH calendars fill up fast, especially for evening events and 1:1 meetings. Health Expert Connect™ helps you stay ahead of the game by streamlining summer outreach with:

  • Centralized communication management with personalized message templates.
  • RSVP tracking for all events and meetings.
  • Automated reminder sequences to boost response rates.
  • Team coordination to avoid duplicate outreach.

Simplify the scheduling process with Calendly integration, enhance communication with automated reminders via email, text and WhatsApp, and calendar appointments for 1:1 meetings, poster sessions, presentations and dinner events.

You can also simplify scheduling with Calendly integration, and enhance communication with automated reminders via email, text, or WhatsApp—plus automatic calendar invites for 1:1 meetings, poster sessions, presentations, and dinners.

An important messaging tip: Based on our experience, hematologists respond better to clinical outcome data than to mechanistic discussions. So lead with survival outcomes, response rates, quality-of-life improvements—not just how your therapy works.

In Health Expert Connect™, you can tailor different message templates for different segments—emphasizing MRD negativity for one group, progression-free survival for another—while maintaining a complete record of all outreach.

The platform tracks every email sent, every response, and every meeting scheduled, giving you full visibility into your pre-congress engagement.

 


September–October 2025: finalizing content

Now it’s time to finalize your scientific content, booth materials, and digital assets. But don’t just think about what you’ll present—also think about what you’ll capture.

Health Expert Connect™ becomes your team’s central content hub, with:

  • Presentation materials accessible to your entire team.
  • KOL briefing documents with full interaction histories.
  • Digital handouts for booth distribution.
  • Educational resources tailored to different disease states.

Everything lives in one place—with permissions-based access—so the right people can easily find what they need while staying compliant with confidentiality requirements.

 


November 2025: final preparations

In the final month, it’s all about logistics and team readiness. Some teams even conduct role-playing to prepare for common hematology-specific questions, such as:

  • "What's the safety profile in elderly patients?"
  • "How does this compare to the current standard of care?"
  • "Have you studied this in relapsed/refractory settings?"
  • "What about combination therapy potential?"

These questions come up again and again at ASH—your team should be ready with crisp, evidence-based answers.

Health Expert Connect™ includes team collaboration features that keep everyone aligned:

  • Shared calendars showing all scheduled KOL meetings.
  • Team assignments for session coverage.
  • Briefing documents for each scheduled interaction.
  • Coordination tools to prevent double-booking or coverage gaps.

 

Maximizing on-site engagement

The ASH Annual Meeting takes over the entire Orange County Convention Center, spread across multiple buildings—every square foot is used. Navigating it effectively takes planning.

Here are some tips to help your team make the most of their time on site.

Cover your sessions strategically

Unlike smaller meetings where you can cover everything, ASH forces you to prioritize your tasks. We recommend focusing on key areas (see below). Teams using Health Expert Connect™ easily assign session coverage and track it in real time—no more last-minute scrambles.


A few key areas to prioritize here:

  • Plenary Sessions: Send senior leadership to show institutional commitment.
  • Late-Breaking Clinical Trials: Essential for competitive intelligence, especially with novel mechanisms of action emerging.
  • Disease-Specific Symposia: Target sessions most relevant to your product’s indication.
  • Friday Satellite Symposia: Industry-supported sessions that take place before the main meeting starts.

Capture insights systematically (not ad hoc)

One of the biggest risks at a large congress like ASH is losing valuable insights in the shuffle. Health Expert Connect™ gives teams structured, consistent ways to capture and share what they learn:

For KOL Meetings

  • Standardized forms for capturing KOL interactions.
  • Tags for insights (topic, therapeutic area, strategic importance).
  • Real-time sharing with colleagues who couldn’t attend the meeting.
Session Coverage
  • Templates for competitive intelligence from presentations.
  • Structured feedback forms for poster sessions.
  • Team coordination tools to ensure full coverage—without duplicating effort!

 

Be ready for poster walks

ASH’s Poster Walks—where leaders present 6 key abstracts at a time—require a more focused, agile approach than traditional poster sessions. Your team needs tools to capture insights quickly and thoroughly.

Health Expert Connect™ helps teams tackle this through:

  1. Pre-meeting preparation: Upload abstract numbers and assign team coverage.
  2. Rapid capture tools: Quick forms for capturing presenter contact info and key insights.
  3. Follow-up automation: Systematic process for scheduling deeper conversations post-congress.
  4. Team coordination: Real-time updates on which posters have been covered

 

We strongly recommend mapping out your poster strategy ahead of time. Divide the team so you’re covering as many concurrent sessions and poster walks as possible, rather than having everyone cluster around the same handful of sessions.

 

We’ve seen teams capture 3x more meaningful poster insights using this systematic approach compared to traditional note-taking.

Track compliance more accurately—and without the headaches

Many hematologists work at institutions with strict policies regarding interactions. Manual compliance tracking doesn’t scale at a meeting like ASH, where your team may have dozens of members engaging with hundreds of KOLs across multiple venues.


Health Expert Connect™ automates compliance management:

  • Institutional spending tracking across your entire team's interactions.
  • Payment processing with built-in compliance workflows.
  • Expense reporting that handles Sunshine Act requirements.
  • Contract management for all KOL engagements.

At an event as complex as ASH, this kind of automation is critical—without it, teams quickly get buried trying to manually track compliance across a mountain of interactions.

Hematology-specific engagement opportunities

Beyond the standard congress playbook, ASH offers unique engagement venues, including:

  • Special Interest Groups — These smaller, focused sessions allow deeper dives into specific topics like cellular therapy, health equity, or global health initiatives. They offer more intimate settings for meaningful conversations.

  • Health Equity Initiatives — ASH's "Treating Fairly" program addresses disparities in hematologic care. Attending these sessions positions you as committed to addressing healthcare inequities, not just selling products.

  • Trainee and Early Career Sessions — Don't overlook fellows and early-career hematologists. These smaller, more intimate settings often yield surprisingly candid insights about practice challenges and unmet needs.

  • Regional Society Meetings — Keep in mind that many state and regional hematology societies hold meetings adjacent to ASH. These offer more focused engagement opportunities with geographically important KOLs!

Post-ASH follow-up

This is where having a platform like Health Expert Connect™ really shines. While others scramble with business cards and scattered notes, our users execute systematic follow-up.

Let's start with organizing your insights immediately after the event—a huge pain point for those without a system. Within 24 hours of ASH ending, you'll have:


  • Complete interaction records for every team member.
  • Organized insights tagged by topic and strategic importance.
  • Follow-up task lists automatically generated based on commitments made.
  • KOL engagement scores updated based on congress interactions.

 

Then we move to actually turning those connections from the event into lasting relationships through. Here’s how we do it—in sequence:

Immediate Actions (48 hours)
  • Automated thank-you messages personalized by interaction type.
  • Delivery of promised materials through the platform's resource center.
  • Calendar scheduling for committed follow-up meetings.
Medium-term Nurturing (2-8 weeks)
  • Educational content delivery based on expressed interests.
  • Advisory board invitations for highly engaged KOLs.
  • Research collaboration opportunities for interested investigators.
Long-term Relationship Building (ongoing)
  • Systematic check-ins based on career milestones
  • Opportunity alerts when KOLs publish relevant research
  • Integration with speaker bureau and advisory board programs

 

Why an integrated platform matters at ASH

We’ve seen brilliant medical affairs teams—people who can talk for hours about the latest in CAR-T therapy or MRD assessment—get completely bogged down by the operational chaos of a major congress.

 

Here’s how it usually happens:

They start by sending outreach emails. Then they manage responses in spreadsheets. Expenses are tracked in a separate system. Calendars live somewhere else. Insights get logged in yet another tool. By the second day of an event like ASH, the team is overwhelmed with administrative work instead of focusing on what really matters—building relationships with hematologists who could advance their programs.


We’ve watched invaluable insights slip through the cracks simply because there was no centralized way to capture them. Someone has a great conversation with a top myeloma expert about promising combination therapies, jots a note on a business card—and three days later, it’s gone. Or they remember the conversation, but not who said what, so the follow-up is lost.

And the compliance risks? Very real. When expenses are tracked manually across dozens of team members engaging with hundreds of KOLs, errors happen. We’ve seen teams scrambling months later to reconstruct records for Sunshine Act reporting because their tracking system failed.

But what really hurts to see is the missed opportunities from poor coordination. One MSL schedules a meeting with a KOL, unaware that a colleague already has an established relationship. Or two team members approach the same hematologist with conflicting messages, simply because there’s no shared system to track interactions.

That’s exactly why we built Health Expert Connect™ differently. When everything—your KOL database, communication history, meeting schedules, insights, compliance records, and expenses—lives in one platform, your team can focus on what they do best: advancing medicine through meaningful relationships.

 

The impact is transformational:

Instead of spending 60% of their time on administrative tasks, teams spend that time having deeper conversations, capturing richer insights, and building stronger relationships. That’s not just more efficient. That’s what drives your hematology programs forward.

 

The bottom line: you deserve a systematic approach to congress success

ASH is too important and too expensive to approach haphazardly. The teams that succeed are those that treat congress planning as a systematic process rather than a series of disconnected activities.

Health Expert Connect™ provides the infrastructure for this systematic approach:

  • Before ASH: Organized KOL management and targeted outreach.
  • During ASH: Coordinated team execution and systematic insight capture.
  • After ASH: Systematic follow-up that builds lasting relationships.

Our clients consistently report:

  • More meaningful KOL interactions through systematic planning.
  • A reduction in administrative burden through integrated workflows.
  • Total compliance accuracy through automated tracking.
  • Significantly higher ROI through systematic follow-up.

But beyond the metrics, what really matters is this: when your team can focus on building relationships instead of managing logistics, you achieve the real purpose of congress attendance—advancing your hematology pipeline through meaningful KOL engagement.

Ready to transform your ASH strategy?

Don't let another ASH pass while wrestling with spreadsheets, email chains, and manual compliance tracking. Health Expert Connect™ brings everything together in one powerful, purpose-built platform.

 

Contact us today to schedule your personalized demo. We'll show you exactly how Health Expert Connect™ can transform your ASH strategy, using real examples from successful hematology congress campaigns. Because in hematology, relationships matter. And we're here to help you build them—systematically, compliantly, and meaningfully.

Ready to revolutionize your congress planning? Let's talk. Your KOLs—and your team—will thank you.

Currently managing congress planning across multiple disconnected systems? We'll help you centralize everything in Health Expert Connect™. Most teams are fully operational within two weeks. Schedule your demo now and see why leading pharma companies trust ExtendMed for their most important hematology engagements.