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.
Lessons
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
How to set up an opt-in research registry
How to set up an opt-in research registry
How to write one-line asks that get yes responses
How to write one-line asks that get yes responses
Choose incentives that respect time
Choose incentives that respect time
How to set screening criteria and quotas
How to set screening criteria and quotas
How to write a clean screener survey
How to write a clean screener survey
Avoiding biased screeners in user research
Avoiding biased screeners in user research
Sampling basics for PMs
Sampling basics for PMs
When to use stratified sampling
When to use stratified sampling
How much is enough for discovery
How much is enough for discovery
How to recruit users in-app without being annoying
How to recruit users in-app without being annoying
How to use lifecycle emails for targeted invites
How to use lifecycle emails for targeted invites
How to recruit in communities without spamming
How to recruit in communities without spamming
How to partner with customer success and sales for B2B recruiting intros
How to partner with customer success and sales for B2B recruiting intros
How to recruit non-users and churned users for research
How to recruit non-users and churned users for research
How to find hard-to-reach participants for research
How to find hard-to-reach participants for research
Recruiting across languages and time zones
Recruiting across languages and time zones
How to set up automated user research scheduling
How to set up automated user research scheduling
How to reduce no-shows for customer sessions
How to reduce no-shows for customer sessions
How to handle cancellations and reschedules
How to handle cancellations and reschedules
How to set up a simple participant panel
How to set up a simple participant panel
Cooldown rules and participant fatigue
Cooldown rules and participant fatigue
How to keep your user panel fresh
How to keep your user panel fresh
How to maintain data quality in your user panel
How to maintain data quality in your user panel
Privacy and consent in recruiting
Privacy and consent in recruiting
How to measure recruiting health with key metrics
How to measure recruiting health with key metrics
How to build a weekly recruiting pipeline
How to build a weekly recruiting pipeline
How to troubleshoot stalled user recruitment
How to troubleshoot stalled user recruitment
Part of Product Discovery
Master product discovery: methods, cadence, and opportunity mapping that turn insights into action.
View full courseOther modules in this course
Discovery Principles & Operating System
Set up the habits, roles, rules, and rhythms that make discovery continuous.
Discovery Methods Toolbox
Pick the right research method for the question. Learn how to run interviews, surveys, product data checks, quick prototypes, diary studies, and usability tests.
Insight Pipeline & Repository (AI-assist)
Build a clean insight pipeline from capture to synthesis, then store findings in a simple, searchable repository.
Opportunity Mapping Methods
Turn raw insights into a clear map of opportunities that tie to outcomes.
Assumption Mapping & Risk Reduction
Identify what must be true for your idea to succeed, map those assumptions by importance and evidence, then run the smallest tests that can break the risky ones first.
From Insight to Bets
Turn solid insights into clear product bets. You'll learn how to write a short opportunity brief, frame falsifiable hypotheses, set success and guardrail metrics.
Collaboration & Stakeholder Rituals
Make discovery a team sport. Set up simple rituals with design, engineering, and stakeholders so learning turns into decisions.
Discovery Governance & KPIs
Put light structure around discovery so teams make better decisions without red tape.
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