Research Participant Screener and Outreach Messages
Write a participant screener, outreach messages and a scheduling plan to recruit the right people for user research.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Help me recruit participants for user research. The study goal: [STUDY_GOAL]. The kind of people I need and the mix I want: [PARTICIPANT_PROFILE]. Where I can find them (customer list, community, panel, social): [RECRUITMENT_CHANNELS]. Number of sessions and their length: [SESSIONS_AND_LENGTH]. Incentive I can offer: [INCENTIVE]. Produce: a screener of 8 to 10 questions with answer options, marking which answers qualify, disqualify or are neutral, written so that people cannot guess the "right" answer; a quota table with the columns Segment, Target count, Qualifying rule; three outreach messages (email to customers, a post for a community, a short follow-up) each under 100 words that explain purpose, time, incentive and how data is used; a consent line to include; a scheduling plan with reminder timings; and a no-show buffer calculation, showing how many people to recruit if some share drop out, with an assumed rate I can change. Include a few notes on bias, such as only hearing from enthusiastic customers, and how to widen the pool. Add a simple tracking table with the columns Name or ID, Segment, Status, Session date, Incentive sent, Notes. Do not invent product facts or incentive rules. Privacy, consent, incentives for employees of other companies and recording rules vary, so flag them [VERIFY]. Collect only the personal data you need and store it securely. Add a worked example with invented figures: 8 sessions needed, 20 percent expected no-shows, and 25 percent of contacted people replying, and compute how many invitations to send.
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See an example result (fictional data)
Invented figures. Sessions needed: 8. Expected no-show rate: 20 percent, so recruit 8 / 0.80 = 10 confirmed participants. Reply rate: 25 percent, and 70 percent of repliers qualify (assumption), so each invitation yields 0.25 x 0.70 = 0.175 qualified participants. Invitations to send: 10 / 0.175 = 57.1, so 58, rounded to 60 for safety. Screener item 3 (qualifies on b or c): "In the last month, how often did you export a report from the tool?" a) Never b) 1 to 3 times c) 4 or more times d) Not sure. Disqualify on a. Outreach subject: "20 minutes to help us improve [PRODUCT]". Offer: [INCENTIVE]. We will record only with your agreement.
Illustrative only, made-up data. Your results will differ and must be reviewed.