Finding the Right Experts for Your Niche
16th -September 2025 // 15:00 (CET)
Practical strategies to quickly identify, vet, and engage experts who deliver real, experience-based insights.
Day(s)
:
Hour(s)
:
Minute(s)
:
Second(s)
About the Webinar
Tired of expert calls that tell you what you already know? In 30 minutes, Cognito – PTR’s Expert Network, shows you how leading private equity, consulting, and corporate strategy teams find and engage niche experts who move research forward.You’ll learn the complete journey of finding an expert network yourself, judge profile relevance, and fine-tune screeners so your first conversation yields decision-grade insight; whether your goal is investment due diligence, market sizing, or post-acquisition planning.
No platform walkthroughs, just tactics. We focus on requirements, relevance, and rigor.
Speakers
Saqib Saeed — Chief Product Officer, PTR & Cognito
Saqib leads product for Cognito, PTR’s expert network, and has helped PE and consulting teams execute hundreds of time-sensitive expert engagements across complex, niche domains.
Who Should Attend
- Private equity: deal & ops teams running time-critical diligence
- Consulting: partners/engagement managers leading primary research
- Corp strategy, CI & product: leaders who need fresh, first-hand insight
What You’ll Learn
- Scope that lands: Turn a business question into a crisp expert brief
- Persona fit: When to choose C-level vs. Director vs. Manager
- Screener craft: The traits of a good screener + common traps to avoid
- Beyond LinkedIn: Verify real, recent, hands-on responsibility
- Interview flow: Open strong, sequence questions for depth, close with clarity
- Survey vs. call: When scale beats nuance and when it doesn’t
You’ll also get: a downloadable Expert Brief Template and Screening Checklist.
16th September, 2025 - 15:00 CET // Finding the Right Experts for Your Niche
Agenda
→ Welcome & Introduction – Quick intro to Cognito (PTR Expert Network): who we work with & what you’ll learn
→ Why Primary Research Still Matters – Markets move fast; real-world knowledge wins
→ The Cost of a Bad Call – Time, money, and missed opportunities
→ Defining Your Real Need – Internal alignment + Expert Fit Matrix (Skills × Geography × Decision power)
→ Building Your Target Expert Pool – Keywords, adjacent roles/companies, realistic response rates
→ Best Screener Practices – Probe for recent, hands-on experience; avoid “CV-only” traps
→ Going Beyond LinkedIn Profiles – Validate scope; when former employees are fine
→ Compliance & Red Flags – How networks protect both sides; spot issues early
→ Interview Best Practices – Warm-up, context (within compliance), smart sequencing; differentiate from competitors
→ Closing & Tagging Insights – Summarize, tag, validate contradictions; tally as you go
→ Choosing the Right Format: Survey vs. Call – When to use each; hybrid approaches
→ Special Tactics – Recently exited execs; adjacent-industry cross-checks
→ Key Takeaways & Live Q&A
Registration
Reserve your spot to receive the join link
Speakers
Saqib Saeed
Chief Product Officer, PTR & Cognito