Automated Recruitment Pipeline

An automated interviewee recruitment pipeline is a systematised method that leverages technology to identify, screen, and recruit participants for generative research activities.

Purpose

The purpose of an automated recruitment pipeline is to significantly reduce the time and resources required for recruiting research participants which makes it much more likely that the team will continue conducting continuous discovery research. The automated nature reduces the reliance on any individual team member to manage the pipeline.

Sources

• In-Product Recruitment: Leveraging in-product messaging or notifications to recruit participants.
• Existing Interactions: Using existing customer interactions, such as sales or customer service calls, to recruit participants.
• Third-Party Platforms: Utilising third-party platforms that specialise in participant recruitment.
• Customer Advisory Boards: Schedule repeated interviews with the same participants to build a long-term relationship.

Anti-patterns

• Over-reliance on Automation: Assuming the pipeline can run entirely without human oversight, which can lead to quality issues in participant selection.
• Inadequate Screening: Not setting up detailed enough criteria or questions, resulting in unqualified participants being recruited.
• Poor Follow-Up: Failing to manually check in with participants who have not confirmed their interview slot or responded to reminders.
• Lack of Personalisation: Treating participants as numbers rather than individuals, which can decrease their engagement and willingness to provide deep insights.