Customer Interview Recruiting and Outreach
Find and invite the right people to talk.
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Find and invite the right people to talk to. Research goal: [RESEARCH_GOAL]. Who I need (criteria for qualifying and disqualifying): [PARTICIPANT_CRITERIA]. Where I can find them (customer list, community, social media, panel): [SOURCES]. Incentive and time: [INCENTIVE_AND_TIME]. Privacy constraints: [PRIVACY_CONSTRAINTS]. Model the invitation on this example. Subject: 20 minutes about how you manage invoices (gift card as thanks) Body: "Hi [NAME], I'm [MY_NAME] at [COMPANY]. We're learning how small studios handle invoices and chasing payments, and I'd value your experience. It's a 20-minute video call; there's nothing to buy and I won't pitch anything. As thanks, you'll receive a 25 gift card. Here are two times that might work: [TIMES], or pick another at [LINK]. If this isn't a fit, no problem at all." Write: a screener of 6 questions with qualify/disqualify logic and no leading answers; three invitations for different channels (existing customer email, community post, cold message), each under 110 words; a reminder message; a thank-you; a no-show message; a consent form summary (recording, data use, withdrawal) [VERIFY with legal]; a tracking sheet; and tips on diversity of participants and avoiding only enthusiasts. Note rules about contacting people from purchased or scraped lists and consent in [JURISDICTION].
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