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Effective Virtual KOL Engagement: Building New and Maintaining Relationships

Learn how to effectively engage with KOLs in a virtual environment

Live Virtual

Learn how to successfully build value-added relationship with new and existing KOL relationships in a virtual environment

Effective KOL communication and engagement are essential to the success of MSLs. Being able to navigate through the virtual environment of this ‘new normal’ is critical to your success. Unfortunately, many MSLs were forced to pivot to an entirely virtual environment without any preparation or proper training. This training provides the skills necessary to confidently and successfully build a value-added relationship with new and existing KOL relationships.

Program Overview

As a result of the COVID-19 pandemic, MSLs now are primarily engaging with KOLs virtually. Virtual engagements, the process of interacting with KOLs via email, text, phone, or online meeting tools, is a vital skill for all MSLs. Building long-term trusting relationships and engaging in scientific exchange to gather medical insights during virtual engagements has been a struggle for many MSLs.

Using new data from KOLs and MSLs teams, this course will give MSLs the skills and confidence to effectively engage with KOLs in virtual settings. From how to convince KOLs to meet virtually, what to prepare for before, during, and after the virtual engagement to establishing executive presence and combatting Zoom Fatigue, this course provides practical advice that MSLs can use immediately in their next virtual engagement.

Training Topics include

  • Engaging with KOLs virtually
  • Researching KOLs before a virtual engagement
  • Creating value-based agendas
  • Convincing KOLs to meet virtually
  • Preparing for a virtual engagement
  • During a virtual engagement
  • After a virtual engagement
  • Zoom fatigue

Learning Outcomes

  1. Understanding that the goals of virtual engagements are the same as face to face interactions
  2. How to effectively engage and convince KOLs to meet virtually by
  3. Researching the KOL ahead of time to add value
      • Which resources to utilize to determine how to add value to new or existing KOLs
  4. Creating value-based agendas
      • How to create agendas that focus on the adding value to the KOL and meeting the meeting objectives
      • Which types of information to share with KOLs
  5. Ways to convince KOLs to meet
      • Reasons to reach out to KOLs
      • Knowing when and how frequently to reach out
      • Best practices
      • Writing emails that demonstrate the value to the KOL (with email templates!)
  6. Best practices for the 5 key areas of preparation to have success virtual engagements
      • Technology, content, rehearsal, engagement, appearance
      • Developing a virtual engagement checklist to ensure MSLs have engaging professional meetings
  7. How to build credibility through executive presence
      • Best practices to establish executive presence through eye contact / body language, voice, controlling the meeting and questions & objections
  8. Preparing for things that can go wrong during a virtual engagement
  9. What should be done immediately after a virtual engagement
  10. Ways to minimize zoom fatigue

Who Should Attend?

This program is ideal for any MSL or MSL leader interested in gaining new skills and confidence to effectively engage with and add value to KOLs including:

  • Recently hired MSLs
  • Experienced MSLs interested in additional training
  • MSL Managers
  • MSL Trainers

Virtual Program

Dates: TBD

This 4-Hour customized on-demand program will take place online utilizing a virtual platform (I.e. Zoom/Microsoft Teams). The date and time and any other logistics will be determined upon agreement.



We realize every MSL team is different and training needs are different for each team! As a result, our programs are customized to fit within a team’s budget and training needs. We are happy to provide an immediate proposal based on the following details:

    • Number of participants
    • How long the training program will last (hours/days)
    • Level of customization needed

Multiple training program Benefits and Discounts

Many companies opt for a combination of multiple virtual training programs/topics. Some of the advantages include:

    • Continuous Learning – The skills covered in our programs are designed to build upon and enhance others across multiple topics
    • Flexibility – Combining various training topics allows leadership to easily and efficiently adjust to the new skills needed for an evolving virtual environment
    • Cost-Effectiveness – Discounts are available when combining 3 or more training programs (View all Training Programs)


Contact Heliana Sula, Chief Operating Officer, ( to schedule a call to discuss details.

Inquire Today

The MSL Society is accredited by the International Association for Continuing Education and Training (IACET). The MSL Society complies with the ANSI/IACET Standard, which is recognized internationally as a standard of excellence in the instructional practices.

Some of the MSL teams that we have trained

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(PRNewsfoto/Partner Therapeutics, Inc.)
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Some of our Testimonials

What some MSL Leaders Say About Our Live Training Programs

"I have sat through other workshops led by external vendors in the past, and these always fall short of expectations since the facilitators typically do not understand the MSL role. In contrast, the MSL Society led by Samuel with his years of experience in medical affairs, provides highly relevant training that teaches everyone, regardless of their experience level, something new and immediately applicable to their field activities. Additionally, the interactive training was customized for our team and kept everyone engaged. We can't wait to schedule training on additional topics with the MSL Society in the future!"

Christiane Carney, PhD

MSL Regional Leader, Taiho Oncology

"The MSL Society’s virtual training program on maximizing performance provided valuable information on factors that drive success as well as excellent tactics for improving communication skills. The session was highly interactive, which enabled our team to work through real-world examples while learning new skills and techniques. An Insights Guide was also provided to help the team start to apply some of the principles and best practices learned. Overall, it was an engaging session and a really great experience for our Medical Affairs team. I would recommend this training to other medical teams looking to enhance their communication skills and maximize performance when engaging KOLs and HCPs."

Holly Johnson, PhD

Director of Medical Information, Myriad Neuroscience

"The MSL Society training was an excellent experience for our entire MSL team and solidified our strategic approach to our customers. The art of gaining insights can mean different things to different people. As our team worked through the training concepts together, we gained a unified understanding of how leveraging our insights would increase our strength and value."

Karen Rance, PhD

Director of Medical Affairs, ALK

“The MSL Society’s virtual training programs were a great jump start to the new year for our MSL team. The training provided a strong framework of metrics followed by discussions and exercises that were relevant to the current landscape yet applicable for all therapeutic areas in this industry. The MSL Society knows how to engage the team and keep the learning at a pace that’s conducive for learning and allows for constant team participation.

Lynell D’Sylva, BSN, RN

Associate Director, Medical Science Liaisons, American Regent

“The Servier Medical Science Liaison (MSL) team, made up of both new and tenured professionals, participated in four virtual training sessions run by the Medical Science Liaison Society. The sessions provided a valuable learning platform for everyone on our team, and most importantly, offered us a space to have conversations about optimal ways of working for high-performing MSLs.”
Maggie Zwierko, PhD, MS, CSCS

Field Medical Lead, Servier Pharmaceuticals

“ The MSL Society is a tremendous training partner.  The team is expert at developing and delivering relevant, specific, and applicable learning opportunities for our MSL and Medical Affairs colleagues.  Because of their complete integration into the MSL community, the MSL Society also always keeps the MSL needs at the center of the training and takes great effort to ensure that the topic or skills are going to be applicable in the field and improve the quality and value of KOL interactions. ”

Belinda Gist, PhD

Director, Medical Affairs Learning & Development, Kite Pharma, a Gilead Company

“Samuel is a wonderful instructor. He is knowledgeable and presented real world data from recent surveys on MSL activity, competencies, and value as well as KOL perspectives in today’s dynamic healthcare landscape. Excellent interactive training course and excellent trainer!”

Susan Malecha, PharmD

Senior Director, Medical Affairs, Puma Biotechnology

“Samuel from the MSL Society recently ran a three day workshop for our Medical Affairs team, a mixture of infield and office roles (who also go in the field). The program was well-received with feedback rating of 4.38/5 for “the program will help me work more efficiently or effectively in my role” where 5 is strongly agree. Most valuable learnings for the team were practical considerations for KOL engagement planning, insights capturing and sharing, structured processes to help decision making and effective KOL calls, clear communication tips, consistent terminology,  and importance of preparation.  The workshops had a good mix of discussion and information provision with a focus on immediate learnings that could be incorporated into real-life examples. Samuel has strong presentation and moderation skills and brings an immense amount of energy and passion that kept the energy high in the room throughout.”

Jonathan Anderson, MD, PhD

Regional Head of Medical Affairs, Asia Pacific, Seqirus

“ We just had our MSL Meeting. One of the best decisions I made in preparation for the meeting was to partner with Samuel Dyer and the MSL Society. Samuel delivered a virtual training which was interactive and lively. He made the overall experience as if he was sitting right next to us in the same room even though we were a couple thousand miles away! I highly recommend Samuel and the MSL Society for MSL training especially virtual training which provided us more flexibility and the opportunity to schedule several sessions for our growing MSL team. We have already planned the next MSL Society training program taking place in a few months!”

Victor Zaporojan, MD

Director, Global Medical Affairs, Vericel Corporation

“ With a field Medical team of different levels of experience, we approached Samuel Dyer and the MSL Society for a customized training session. Samuel and Heliana, built an agenda specific to our needs and customized their program to maximize the value to us. They clearly understood what we were looking for and delivered as promised! The session was excellent and the team was very pleased to have had the opportunity to attend. Samuel is very knowledgeable and the quality and breadth of his data were reflective of his extensive experience. I highly recommend the MSL Society!”

Walid Shammas, MD

Head, Medical Affairs , Ferring Pharmaceuticals

“As our MSL team has rapidly expanded, there was a need to provide training for medical professionals who are new to industry and the MSL role.  The MSL Society did an outstanding job of listening to our objectives and designing a 3-day MSL onboarding program to meet our unique needs.  Samuel Dyer and his entire team worked tirelessly to ensure the training met our expectations and they did not disappoint.  They were a pleasure to work with and would highly recommend the MSL Society as a training resource for Medical Affairs Field Teams.”

Cindy Maas

Director, Hematology/Oncology Field Medical Team, Sanofi

“On July 16-18, the Third Annual LATAM MSL Training was held in Lima, Peru. The Meetings main objectives aimed at upskilling MSL’s presentations and communication performance driving the skills development of our MSLs to the highest standards. Thirteen MSLs, both seniors and new comers, and four line managers participated in very interactive and hands on workshops, facilitated by the International MSL Society. The training was very fruitful, extremely enriching the MSLs’ experience as it merged communication skills with science contents. It was a great contribution to the LATAM MSLs daily work as they could practice with their own slides and learned how to deal with the most frequent and difficult situations during KOLs´ interactions. I am in hope of partnering with the MSL Society in future activities. Thanks to Dr Samuel Dyer & All MSL Society Team!”

Marcio Pineli, MD

Senior Medical Manager LATAM, Takeda

“I can’t thank the MSL Society enough for the excellent workshop you conducted regarding KOL Relationship Development, Communication and Maximizing Performance.  The content you presented perfectly aligned to the needs of our team and was relevant to what we do every day.  I saw individual growth in the team members from one day to the next and as a whole found the workshop established a deeper team trust and a foundation of support.  Most importantly, I have already received great success stories from the team as they are implementing what they learned.  We look forward to working together again in the future and I would highly recommend the MSL Society training programs to others.”

Carla Nikkel, RD, LD, CDE, CDTC

Director, Medical Affairs, Valeritas

“The Medical Science Liaison Society provides a great deal of up to date, pertinent and valuable resources (written, WebEx, live events) for Medical Science Liaisons (MSL), MSL Managers, Medical Affairs leadership as well as those wanting to enter in to the MSL role.   The Society pulls upon a vast amount of clinical experience from the members as well as a strong advisory board of experts in the field.  Dr. Samuel Dyer brings to the table a strong career background that includes the development and training of MSL teams.  Live and WebEx trainings for MSL candidates is extremely well received and feedback is very positive.  I feel the MSL Society would be a great choice for an MSL onboarding program.”

Elizabeth Kupferer, PhD

Regional Director, MSLs, Novartis

"It has been a privilege to be involved in the MSL Society Presentation & Communication Skills program as a trainer in their cutting edge and most up to date educational programs. They have structured the programs to be highly interactive and provide the most important topics for training. From MSL function, best practices and regulatory guidelines to more complicated topics, such as metrics and ROIs. As a Medical leader in the Pharma world, I'm well aware of this changing environment and challenges facing MSL teams and managers."

Michael Milane, MD, MBA

Chief Medical Officer, Biofrontera Pharmaceuticals

What some MSLs Say About Our Live Training Programs

"Our MSL team recently attended a 2-day training program on Insights gathering in Sarasota Florida with Samuel Dyer and the MSL Society team. This training program was instrumental in creating team bonding, helped us create goals, and formulate a structured plan for gathering and sharing information with KOLs. This training helped our team further define our roles and functions as MSL’s within our company. This experience left us feeling confident and prepared, with valuable new skills for insight gathering in the field."

Susan Payne, BSN, RN, CWCN

MSL, RTI Surgical

“Our team recently participated in 2 virtual Maximizing performance training sessions with Samuel Dyer and the Medical Science Liaison Society. Topics covered the recent shift in the MSL role, tactics for Virtual KOL Engagement as well as Medical Insights Gathering. The KOL Engagement session served as great training for the first-time MSLs on our team as well as a refresher for those with more experience.  I personally found value in the Insights session where we learned how to best represent the voice of our customers to the decision-makers at the company. The skill of taking everyday feedback and placing that data in the proper context in order to drive change is an essential yet nuanced skill I would encourage MSLs at all levels to develop. I used this technique the very next day. The MSLS delivered detailed training and I highly value the content as well as the team building with my colleagues-many of which were onboarded during the pandemic.”

Jennifer Stanke, PhD

Sr. Manager, Medical Science Liaison, Foundation Medicine

"The training program conducted by the MSL Society was excellent! I enjoyed learning about the rationale behind the activity of gathering insights, from goals to strategy to tactics. As a member of a fairly new MSL team, this training facilitated our understanding of insights starting from the same page. I now have to tools to implement a better framework to gather insights consistently and in a more meaningful, actionable way for my company."

Lille Tidwell, PhD

Medical Science Liaison, ALK

"I took part in three virtual training programs facilitated by Dr. Samuel Dyer with another colleague as we recently transitioned to an MSL role. I can’t speak highly enough of the quality of the MSL Society’s programs, the resources, and of Dr. Dyer’s skill as an educator. He has an ability to teach and share applicable resources, data and robust to experience in a highly relevant and tailored way.  Moreover, the training is truly engaging and actually fun!

The material I learned not only helped to facilitate my transition to my new MSL position, but it provided me with the platform in which to continue learning.  The resources on the MSL Society website captures real-world and timely information and guidance that applies to this unique COVID era and readily translates into my outreach and interactions with providers.  I have an entirely new vantage point on my outreach and have gained several perils of wisdom that are now integrating into my day-to-day role.  Dr. Dyer and the MSL Society are truly top-notch and a significant value-add.  I plan on continuing my training with their offerings and resources during my tenure as an MSL."

Emily Frisch, MPA, RN, OCN

Field Medical Liaison, Partner Therapeutics

“Samuel and the team at Medical Science Liaison Society provided our MSLs with four beneficial virtual training sessions. Topics ranged from Virtual KOL Engagement to Insights Gathering. The sessions were practical and ready to implement from day one after the workshop. I’ve been in Medical Affairs for 20 years, and these courses and conversations enabled me to challenge what I know and look at various areas of the MSL role through a different lens.”
Greg Grevera, DNP

Medical Science Liaison, Servier Pharmaceuticals

“I attended 3 separate live virtual MSL training programs offered by the MSL Society which were all facilitated by Dr. Samuel Dyer. I was delighted by (1) the evidence-based approach to the material across all the programs, (2) Samuel’s passion for training and the materials, and (3) the organized way it was conducted. The programs really helped me embrace the content with confidence and allowed me to put aside any preconceived ideas that might have caused any doubt about applying the recommended approaches and techniques. I absolutely recommend attending training programs offered through the MSL Society to any MSL, new or tenured!”

Mark Hali, MBA

Field Medical Liaison, Partner Therapeutics

"My team and I recently attended a virtual training program from Dr. Samuel Dyer, CEO of the MSL Society on Improving KOL interactions in a Virtual World. The training session was excellent! Dr. Dyer reviewed best practices that ranged from how to develop an executive presence to how to send a highly effective email that will catch your KOL’s attention. While a few of the suggestions were good reminders of techniques I have learned in the past (and forgotten), I also learned new ways of interacting. The session was practical and provided techniques that I have already begun to incorporate into my daily activity. I would highly recommend this training for all MSL teams. Thank you!"
Andrea Scherschel

Medical Science Liaison, Shionogi

"Samuel provided a 3 day MSL training that was masterfully delivered and very well thought through. After 4 years in the job and a number of formal and informal trainings (including Samuel’s book and some of the MSL Society resources), the course still gave me the opportunity to revisit the fundamentals, become more aware of the areas where I need to improve and discuss strategies and techniques to do so. The scenarios and discussions with colleagues were very enriching. I would definitely recommend this course to any MSL who, like Samuel and I, think it’s one of the best jobs in the world!"

Marc Giry-Laterriere, PhD

Medical Science Liaison, CSL-Behring Australia

"Samuel and Heliana delivered a tailored, informative 2-day training module for our MSL team, which is made up of individuals with diverse backgrounds and MSL experience. This said, Samuel's presentations were impactful and data-driven, which resonated well with the team. Further, Samuel incorporated thought-provoking competency and soft-skills workshops that engaged the entire group. Thank you for the opportunity to learn and develop as an MSL, Samuel and Heliana!"

Mason Yeh, PhD

Medical Science Liaison, UCB Pharmaceuticals

"I just had a 1-day training conducted by Samuel Dyer and the MSL Society. The command was ambitious for this short amount of time. Samuel succeeded to make this time very beneficial for me and my MSL colleagues. Samuel shared with us many critical insights from surveys performed with KOLs. We had 5 different workshops on best practices such as how to bring more value to KOLs, how to build trust with KOLs, how to maximize and plan calls with KOLs. Although I have been an MSL for almost 5 years, this training session was a great opportunity for me to be updated with the quickly evolving MSL role. I definitely feel better equipped after this training by the MSL Society. Thank you Samuel and Heliana Sula. I will advocate for you to come back soon to Ferring to provide more training!"

Frédéric Mille, PhD

Medical Science Liaison, Ferring Pharmaceuticals-Canada

"As a new MSL, The MSL Society Training session was the perfect opportunity to reassure my understanding of the role, and validate my current approach to my role. Samuel was able to share insights and knowledge from global markets regarding the role expectations, functions and how to effectively cultivate long-standing relationships with KOL’s. It was a valuable 3-day workshop – I highly recommend it to all MSLs or even other roles within Medical Affairs."

Tania Atanasovska, PhD

Medical Science Liaison, Seqirus - Australia

“I had the great opportunity of participating in MSL Presentation Skills training program conducted by the MSLS in Miami. It was a true pleasure meeting with and interacting with Dr. Samuel Dyer, Ms. Heliana Sula and Mr. Jeff Kraemer. The training program exceeded beyond any expectation I could possibly have. My experience with MSL training program was nothing less than extraordinary. The content of the program, and practical activities were designed to improve the skills of each participant to make the right/proper preparations in order to succeed as an MSL. As a result of the training, I am much more confident and better prepared to engage with KOLs including what to expect and what to avoid. It was a great learning experience, and I highly recommend this program to any MSL!”

Tiama Chaar, PhD

Medical Science Liaison, Sanofi

"Having just completed the MSL Presentation and Communication Skills Program this past weekend, I would highly recommend this training to anyone looking to make the transition into their first MSL role, as well as new MSLs. This program provides great insight into the role of the MSL, the overall landscape in which an MSL works, and provides a phenomenal small-group atmosphere with a lot of personalized interaction to help build and enhance your communication and presentation skills. Thank you Samuel, Heliana and Jeff for providing such a great program and atmosphere to learn!”

Jeremy Draper, PhD, MBA

Medical Science Liaison, Eli Lilly

“I just returned from the 3-day program in Durham, NC and am still feeling absolutely inspired and energized from the experience. There is absolutely nothing like this program out there, and I feel honored to have been able to participate. Samuel Dyer and Heliana Sula have created a program that challenged, inspired and redefined how I approach KOL presentations and communication. Any self-doubt I may have had prior to this training was replaced with tips, tools and newly discovered skills. This was hands-down the most effective educational program I have ever attended.”

Bethany Nickerson PharmD, BCPS, BCGP

Medical Science Liaison, Seattle Genetics

“As a new MSL, my experience with Dr. Dyer’s training for effective communication and presentation skills was awesome!  I feel like I have a great format to use as I continue to develop in my role.  The interactive practice helped get me out of my comfort zone in a very safe environment. Hope to be back soon! “

Diane Tudor, RD, CDE

Medical Science Liaison, Valeritas