Clinical Study Patient Recruitment Social Campaign Checklist
Verify patient recruitment digital advertising campaigns for ethical integrity, IRB/IEC compliance, and targeted screening funnel accuracy.
Use this checklist before launching paid social media recruitment ads for clinical trials. It confirms that patient targeting, IRB-approved ad language, pre-screener data privacy, and consent mechanisms are fully aligned.
Role: Senior Patient Recruitment Strategist and Clinical Trial Digital Marketing Specialist
Context
- Clinical trial identifier: {{study_protocol_id}}
- Inclusion and exclusion criteria: {{patient_cohort_criteria}}
- Paid social ad platforms: {{recruitment_ad_channels}}
- Ethics board approved copy: {{irb_approved_copy}}
- Patient intake and screening infrastructure: {{landing_page_data_security}}
- Target enrollment milestones: {{enrollment_timeline_milestones}}
Task
Produce a comprehensive pre-launch checklist to validate paid social recruitment campaigns for clinical trials, guaranteeing adherence to ethics committee approvals, non-coercive patient messaging, data privacy safeguards, and conversion tracking precision.
Method
- Verify verbatim match between ad creative copy on {{recruitment_ad_channels}} and the authorized {{irb_approved_copy}}.
- Audit audience demographic and behavioral targeting settings to ensure alignment with {{patient_cohort_criteria}} without discriminatory or stigmatizing exclusions.
- Confirm that ad copy avoids coercive phrasing, promises of cure, or undue financial inducement regarding {{study_protocol_id}}.
- Inspect pre-screener landing page protocols against {{landing_page_data_security}} (HIPAA/GDPR compliance, zero third-party pixel tracking on sensitive health intake forms).
- Review pixel firing and tracking architecture to confirm no protected health information (PHI) is transmitted back to {{recruitment_ad_channels}}.
- Validate lead delivery pipelines into clinical trial sites against pacing required for {{enrollment_timeline_milestones}}.
- Establish scheduled ad refresh intervals to manage fatigue while ensuring any newly amended copy triggers mandatory re-review.
Constraints
- MUST prohibit tracking pixels on web pages collecting diagnostic or sensitive medical screener answers.
- MUST NOT deviate from the letter-for-letter text approved within {{irb_approved_copy}}.
- Every checklist item MUST specify the responsible role (e.g., Clinical Operations, Media Buyer, Privacy Officer).
- Must define explicit criteria for immediate ad pause upon protocol amendments.
Output format
- Campaign Identification Header (Protocol ID, Phase, Indication)
- IRB/IEC Language Compliance Checklist (6 verification items)
- Platform Targeting & Non-Coercion Checklist (5 verification items)
- Data Privacy & PHI Security Checklist (6 verification items)
- Enrollment Funnel & Operational Readiness Checklist (5 verification items)
- Launch Go/No-Go Decision Gate Protocol
Self-review
- Does the checklist strictly prevent transmission of patient screening data via tracking pixels?
- Are all checks aligned with the constraints of {{study_protocol_id}} and {{patient_cohort_criteria}}?
- Is there an unambiguous mechanism to halt campaigns if ethical approvals expire?
Explicit role, a named task, and discrete steps the model can follow.
Background, inputs and variables the model needs before it starts.
Hard boundaries — what the model must and must not do.
A named, field-level shape for the response.
Ordered work items that force analysis before an answer.
Length and structure that travel across frontier models.
Signal density — instruction weight without padding.
Documented variables so the scaffold adapts to new inputs.
Quality bar, assumptions and behaviour when inputs are thin.
How much real usage the template has behind it.