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.
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Insights on expert networks, market research, UX research, and AI training from the CleverX team.
Research Operations
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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 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.
Research Operations
Recruit enterprise personas for Useberry benchmarking
Useberry is great for benchmarking, but its panel skips senior enterprise personas. Here is how to source verified IT directors and VPs and bring them in via link.
Research Operations
Recruit field service technicians for industrial IoT research
Field service technicians are one of the hardest B2B audiences to recruit. Here is how to find, qualify, and schedule them for software research.
Research Operations
Recruit enterprise IT buyers for Optimal Workshop tree tests
Enterprise IT buyers are scarce on consumer panels. Here is how to find, screen, and schedule verified technology decision-makers for Optimal Workshop tree tests.
Research Operations
Recruit insurance agents and brokers for insurtech research
Independent agents and brokers drive insurtech adoption but are hard to source. Here is how to find, screen, and run sessions with the right distribution-channel professionals.
Research Operations
Recruit IT decision-makers for research in under 7 days
Most B2B panels barely have IT decision-makers. Here is how to find and screen CIOs, IT directors, and technology buyers in days, not weeks.
Research Operations
Recruit multi-unit franchise owners for POS research
Multi-unit franchise owners buy the POS and franchise management software. Here is where to find them, how to screen for the right profile, and what to pay.
Research Operations
Recruit procurement managers and CPOs for B2B software research
Procurement managers and CPOs are among the hardest B2B roles to recruit for research. This guide covers where to find them, how to screen effectively, and what incentives work.
Research Operations
Recruit supply chain managers for software testing
Supply chain managers and logistics directors are rarely on consumer panels. Here is how to find, screen, and incentivize them for software testing studies.