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UX Playbook
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Example Playbook: ABC Inc.
Example Stage: Recruit
Example Play: Email Invitation
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Example Stage: Recruit

Determine who to talk to & how you will reach out to them
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Research Tip: Determine your participant recruiting strategy early! Recruiting on your own typically takes about a week, but can take 3 weeks (or more!), depending on your project.

Resources

courses

Get Started:

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Example Play: Email Invitation
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Quicklinks/Templates

CRM Report Template
Request ReOps Support

DIY Recruitment or Partner with ReOps?

Most of the time, you’ll recruit participants on your own, however certain participant populations are more difficult to recruit than others. Depending on your sample size, timeline and research method, it may be appropriate to Request ReOps Support.
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Recruit on your own (DIY)
You’ll typically recruit on your own for research with...
≤20 participants
ABC Users
connected-people
Partner with Research Operations
You’ll often partner with Ops for research with...
>20 participants
Non-customers


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⬅️ Previous: Plan
Next: Collect Data ➡️

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