Recruiting Participants for Ongoing User Research
Marketade builds and runs ongoing user research programs for enterprise and mid-size companies. A critical part of our programs is regularly recruiting qualified participants for usability testing, interviews, or other research studies. We have deep experience in the strategic recruitment of hard-to-find audiences.
Recurring Research Starts with Recurring Recruitment
As part of our user research programs, we lead ongoing recruitment of high-quality research participants.
Marketade’s strategic recruitment approach offers a more holistic, consultative, and collaborative alternative to traditional recruitment. It helps your team quickly get on the same page about the audience you want to recruit, and leverages an innovative set of steps and tools to recruit high-quality participants — even among the hardest-to-find audiences.
What type of audience are you seeking for user research?
Our Recruiting Process
Our research consultants work with you to define your target audience. We then source, screen, select and schedule representative users. It’s a rigorous recruiting process that we customize based on your audience and your research goals.
Align & Plan
We lead a project kickoff and discovery review. When appropriate, we also facilitate a half-day, remote audience alignment workshop with your team. This session lays a critical foundation for our recruitment efforts. We translate the outputs into a recruitment plan.
Schedule
We invite selected participants to our online scheduling tool where they book their session and then receive automated emails with a calendar invite and reminders.
Select
We pick the best candidates based on fit with recruitment criteria and ability to voice pain points and reactions.
Source
We select the best combination of channels and sources (e.g. customer lists, LinkedIn, panels) based on your audience. We then write ads and messages that invite them to apply for the study.
Screen
Candidates complete a web-based written screener with a series of multiple choice and open-ended questions. We narrow the pool and then call the most promising candidates for phone screen interviews.
“The research participants were awesome!”
Consumer Research Recruiting
We recruit many types of consumers within 2 broad areas: 1) buyers and decision-makers for sales-focused websites and consumer products, and 2) users of software, applications, products, and services.
Within these areas, we have experience recruiting across a wide range of criteria, including: mass market to niche, students to seniors, lower literacy to highly-educated, discount shoppers to luxury buyers, and techies to newbies.
Where do we find consumer participants? We use a variety of sources depending on the project and audience, such as: customer lists, website intercepts, research panels, social media outreach and ads, and Craigslist.
For most projects, we select participants after 2 rigorous screening rounds: 1) candidates first fill out a web-based questionnaire; 2) we narrow the pool and then call candidates for 1:1 phone screens.
Buyer Groups We’ve Recruited: Consumers
Furniture Shoppers
- For: Herman Miller
- Source: Email to customer list
- Screening: Web and phone
- Project Type: Persona Research
Home Buyers
- For: PenFed Credit Union
- Source: Research panel
- Screening: Web and phone
- Project Type: Journey Research
Financial Consumers
- For: Union Bank
- Source: Research panel
- Screening: Web and phone
- Project Type: Usability Testing
User Groups We’ve Recruited: Consumers
Patients & Caregivers
- For: UVA Health System
- Source: Craigslist ads; research panels
- Screening: Web and phone
- Project Type: Usability Testing
Seniors & Older Adults
- For: AARP
- Source: Research panel
- Screening: Web
- Project Type: Usability Testing
Utility Customers
- For: American Water
- Source: Email to customer list
- Screening: Web and phone
- Project Type: Prototype Testing
“I really valued the consumers who came in.”
Enterprise B2B Research Recruiting
Need to conduct research with buyers and decision-makers for enterprise products and services? Looking to interview or observe users of enterprise B2B software or systems?
We recruit professionals from large organizations across many industries: financial, health, government, IT/software, non-profit, travel, education and more. From front-line staff to C-suite executives, from product newbies to daily users.
How do we recruit enterprise pros? We leverage a variety of sources, including: emails to corporate customer lists, website surveys, newsletter ads, research panels, and social media outreach. When it’s a hard-to-reach enterprise pro, we often use our secret weapon: hyper-targeted ads and messages on LinkedIn.
For most B2B projects, we use 2 rounds of customized screening to select participants: a web-based written screener and, later, a 10-minute phone interview.
Buyer Groups We’ve Recruited: Enterprise
NGO Directors
- For: Humentum
- Source: Email to customer list
- Screening: Web
- Project Type: Persona Research
Cybersecurity VPs
- For: Thales
- Source: LinkedIn ads; research panel
- Screening: Web and phone
- Project Type: Market Validation
Corporate Travel Managers
- For: Travel Leaders Group
- Source: LinkedIn ads; social media posts
- Screening: Web
- Project Type: IA & Navigation Research
User Groups We’ve Recruited: Enterprise
Sustainability Directors
- For: Accountability Framework
- Source: Email to customer list
- Screening: Web and phone
- Project Type: Usability Testing
Government Case Managers
- For: BI Incorporated
- Source: Email to customer list
- Screening: N/A
- Project Type: Custom User Research
Call Center Reps
- For: LogMeIn
- Source: LinkedIn ads
- Screening: Web and phone
- Project Type: Audience Research
“I was very happy with your recruiting and appreciate how you understood our needs.”
B2B Mid/Small Business Research Recruiting
We are experts at recruiting a wide range of roles from SMBs and mid-market companies for user research. These include owners, managers and specialists in a buyer or decision influencer role — as well as users of business software and systems.
From doctors to IT administrators to front-desk staff. From local businesses to national franchises.
To ensure we find high-quality research participants, we draw from a diverse set of sources: business customer lists, website popups, social media promotion and LinkedIn ads. We narrow candidates through customized web and phone screeners.
Buyer Groups We’ve Recruited: Mid/Small Business
Industrial Machinery Buyers
- For: Baileigh
- Source: Website intercept
- Screening: Web
- Project Type: Market Validation
Doctors & Nurse Practitioners
- For: Global Pharma Company
- Source: LinkedIn ads
- Screening: Web and phone
- Project Type: Usabiilty Testing
Marketing Managers
- For: Cision
- Source: Cold calls to customer list
- Screening: Phone
- Project Type: Product Strategy Research
User Groups We’ve Recruited: Mid/Small Business
Building Engineers
- For: NFPA
- Source: LinkedIn outreach
- Screening: Web and phone
- Project Type: Prototype Testing
Small Business Owners
- For: Thryv
- Source: Email to customer list
- Screening: Web; Phone
- Project Type: Usability Testing
Study Coordinators
- For: Banner Health
- Source: Email to customer list
- Screening: Web
- Project Type: Audience Research
“Your team clearly did your research on NFPA, its products/solutions. This isn’t easy stuff and can be confusing. You instilled confidence.”
Employee Research Recruiting
Want to conduct research with your organization’s employees? We can recruit users for technology-related research — such as an intranet and internal software — as well as non-digital company processes, workflows and systems.
We’ve recruited small batches of employees for qualitative interviews all the way up to 1,000+ staff members for a companywide UX research panel for enterprise tools.
To attract and select your employees for research, we collaborate with you and consider tools like email campaigns, intranet ads, and — for large-scale efforts — recruitment marketing websites.
Employee Groups We’ve Recruited
New Hires
- For: Fortune 500 HR Department
- Source: Email to employee list
- Screening: Web
- Project Type: Journey Mapping
Agency Staff
- For: UN System
- Source: Email to employee list
- Screening: N/A
- Project Type: IA & Navigation Research
Service Reps
- For: GEICO
- Source: Custom marketing site; emails
- Screening: Web
- Project Type: Ongoing Research Program
“I saw a lot of behaviors in our users I never would have predicted.”