Recruiting System & Sampling
Build a repeatable system to find, screen, schedule, and maintain the right participants every week. You will learn how to define segments, choose channels, write screeners, set incentives, manage a panel, and pick simple sampling approaches so discovery never stalls.
300 minutes60 lessons
Lessons
1
Why recruiting is the heartbeat of discovery
1
Why recruiting is the heartbeat of discovery
2
How to define segments that matter
2
How to define segments that matter
3
How to map your participant sources
3
How to map your participant sources
4
How to set up an opt-in research registry
4
How to set up an opt-in research registry
5
How to write one-line asks that get yes responses
5
How to write one-line asks that get yes responses
6
Choose incentives that respect time
6
Choose incentives that respect time
7
How to set screening criteria and quotas
7
How to set screening criteria and quotas
8
How to write a clean screener survey
8
How to write a clean screener survey
9
Avoiding biased screeners in user research
9
Avoiding biased screeners in user research
10
Sampling basics for PMs
10
Sampling basics for PMs
11
When to use stratified sampling
11
When to use stratified sampling
12
How much is enough for discovery
12
How much is enough for discovery
13
How to recruit users in-app without being annoying
13
How to recruit users in-app without being annoying
14
How to use lifecycle emails for targeted invites
14
How to use lifecycle emails for targeted invites
15
How to recruit in communities without spamming
15
How to recruit in communities without spamming
16
How to partner with customer success and sales for B2B recruiting intros
16
How to partner with customer success and sales for B2B recruiting intros
17
How to recruit non-users and churned users for research
17
How to recruit non-users and churned users for research
18
How to find hard-to-reach participants for research
18
How to find hard-to-reach participants for research
19
Recruiting across languages and time zones
19
Recruiting across languages and time zones
20
How to set up automated user research scheduling
20
How to set up automated user research scheduling
21
How to reduce no-shows for customer sessions
21
How to reduce no-shows for customer sessions
22
How to handle cancellations and reschedules
22
How to handle cancellations and reschedules
23
How to set up a simple participant panel
23
How to set up a simple participant panel
24
Cooldown rules and participant fatigue
24
Cooldown rules and participant fatigue
25
How to keep your user panel fresh
25
How to keep your user panel fresh
26
How to maintain data quality in your user panel
26
How to maintain data quality in your user panel
27
Privacy and consent in recruiting
27
Privacy and consent in recruiting
28
How to measure recruiting health with key metrics
28
How to measure recruiting health with key metrics
29
How to build a weekly recruiting pipeline
29
How to build a weekly recruiting pipeline
30
How to troubleshoot stalled user recruitment
30
How to troubleshoot stalled user recruitment
Part of Product Discovery
Master product discovery: methods, cadence, and opportunity mapping that turn insights into action.
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