Research Operations
How to run 100 customer interviews in a week
100 customer interviews in a week is within reach for a 2-3 person team. Here is the operational playbook that makes it work.
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Insights on expert networks, market research, UX research, and AI training from the CleverX team.
Research Operations
162 articles
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Research Operations
In-house panel vs recruitment platform: 3-year TCO model
Most teams underestimate what an in-house panel truly costs. This TCO model breaks down every year-1 to year-3 cost line so you can make the comparison honestly.
Research Operations
Incentive rates for physicians, CISOs, and executives
How much to pay physicians, CISOs, and executives for research: role-specific rates, compliance limits, and what to do when cash alone won't work.
Research Operations
Notion research workflow: recruit to insight for lean UX teams
One Notion workspace can take a lean UX team from participant recruitment all the way to shipped insights. Here is how to build that system from scratch.
Research Operations
Participant recruitment API: how to connect a panel to your platform
Already have a research platform? Learn exactly how to wire a recruitment API into it so participants flow in without leaving your toolchain.
Research Operations
Recruit 50 verified B2B participants in 48 hours
50 verified B2B participants in 48 hours is achievable with a pre-screened panel. Here is the exact workflow research teams use to do it consistently.
Research Operations
Recruit automotive dealership service advisors and F&I managers for research
Service advisors and F&I managers are not on consumer panels. Here is a sourcing and screening playbook built for auto retail technology research.
Research Operations
Recruiting compliance and risk officers for regtech research
Compliance and risk officers are among the most guarded B2B research audiences. This guide covers every sourcing channel and screening tactic that actually works.
Research Operations
Recruit construction project managers for tech UX research
Construction PMs and site supers live on job sites, not at desks. Here is how to source and screen them for construction software and field tech UX research.
Research Operations
Recruiting CPAs and tax professionals for software testing
CPAs decline generic invites. Here is how product teams source, screen, and schedule licensed tax professionals who use accounting software daily.
Research Operations
Recruiting credit union professionals for fintech research
Credit union staff and executives are high-value but hard-to-reach research participants. Here is how to find, screen, and recruit them for fintech product studies.
Research Operations
Recruit EHS managers for workplace safety software testing
EHS managers rarely appear on consumer panels. Here is how product teams recruit verified safety professionals for compliance software research.