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

Why recruiting is the heartbeat of discovery

How to define segments that matter

How to map your participant sources

How to set up an opt-in research registry

How to write one-line asks that get yes responses

Choose incentives that respect time

How to set screening criteria and quotas

How to write a clean screener survey

Avoiding biased screeners in user research

Sampling basics for PMs

When to use stratified sampling

How much is enough for discovery

How to recruit users in-app without being annoying

How to use lifecycle emails for targeted invites

How to recruit in communities without spamming

How to partner with customer success and sales for B2B recruiting intros

How to recruit non-users and churned users for research

How to find hard-to-reach participants for research

Recruiting across languages and time zones

How to set up automated user research scheduling

How to reduce no-shows for customer sessions

How to handle cancellations and reschedules

How to set up a simple participant panel

Cooldown rules and participant fatigue

How to keep your user panel fresh

How to maintain data quality in your user panel

Privacy and consent in recruiting

How to measure recruiting health with key metrics

How to build a weekly recruiting pipeline

How to troubleshoot stalled user recruitment

Context and why it matters in 2026

In modern product teams, progress depends on clear playbooks and measurable outcomes. This module gives you practical steps you can apply immediately while keeping alignment with the broader Product Discovery curriculum.

Step-by-step playbook

Step 1: Why recruiting is the heartbeat of discovery
Step 2: Why recruiting is the heartbeat of discovery
Step 3: How to define segments that matter
Step 4: How to define segments that matter
Step 5: How to map your participant sources
Step 6: How to map your participant sources

Templates and examples

Why recruiting is the heartbeat of discovery
Why recruiting is the heartbeat of discovery
How to define segments that matter
How to define segments that matter
How to map your participant sources
How to map your participant sources

If you are working on AI-enabled workflows, review the glossary terms Prompt library and Reflection loop for reusable implementation patterns.

Metrics to track

Module completion rate from first to last lesson.
Lesson-to-lesson progression drop-off points.
Time to complete versus the estimated 300 minutes.
Retention into the next module and downstream lesson activity.

FAQ

Who is this module for?

This module is designed for learners following Product Discovery, especially if you want to improve recruiting system & sampling with practical, repeatable steps.

How long does this module take?

Estimated completion time is 300 minutes across 60 lessons.

How should I study this module?

Complete lessons in order, apply one concept immediately in your current project, and review your progress using the metrics section below.

What should I do after this module?

Continue to the next module, then read the related articles to deepen your understanding with tactical examples and case studies.