Participant management
Track, recruit, and communicate with research participants across studies and teams.
Participant screener
Pre-qualify participants by role, behaviour, or product usage before scheduling.
Session scheduler
Coordinate availability, send calendar holds, and manage no-shows.
Incentive tracker
Log participant payments, gift cards, and fulfilment status per study.
Participant panel
Maintain a reusable pool of opted-in participants with tags, study history, and opt-out.
Email templates
Standardised invitation, reminder, thank-you, and cancellation messages.
Data retention log
Track when participant data is due for deletion per GDPR / local requirements.
Templates
Ready-to-use documents for every stage of the research lifecycle.
Planning
Consent & ethics
Synthesis & reporting
Intake & consent
Collect participant details and capture consent before any session begins.
Participant intake form
Insight repository
A searchable, tagged record of findings across all studies.
| Insight | Theme | Study | Date | Status |
|---|
Process guide
End-to-end steps for running research that any team member can follow.
Phase 1 -- Define
Write a research brief
Capture the decision to be made, the questions to answer, and who needs the output. Use the brief template.
Get stakeholder sign-off
Share with PM, design, and eng leads. Confirm scope and timeline before recruiting.
Phase 2 -- Recruit
Draft and distribute screener
Define 3--5 qualifying criteria. Use the screener template. Share via panel, Slack, or recruiting vendor.
Collect intake and consent
Send participants the intake form. Consent must be recorded before any session begins.
Schedule and confirm sessions
Send calendar holds with link, estimated duration, and what to expect.
Phase 3 -- Conduct
Run sessions with a discussion guide
Assign one note-taker. Record only with verbal consent confirmed at session start.
Debrief immediately after
5--10 min team debrief after each session. Capture hot observations before synthesis.
Phase 4 -- Synthesise & share
Affinity mapping and insight extraction
Group observations into themes. Write atomic insight statements ("users expect X because Y").
Add insights to the repository
Tag each insight with theme, study, date, and confidence level. Link to source clips or notes.
Distribute topline summary
Share the 1-page topline with stakeholders within 48 hrs of last session. Schedule a readout if needed.