Research Participant Recruitment Kit / Action kit
Research participant screener & invitation kit
Define participant fit and organize respectful recruitment with clear expectations.
Made for small teams finding relevant interview participants.
Price and availability
Catalog price: $9 USD
One-time purchase · No subscription
- FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
- To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
- LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
- SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
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The task
What you'll make
A recruited sample with documented fit and acknowledged gaps.
Gather before you start
- Research question
- Relevant experience
- Scheduling constraints
Mark missing information so you can check it before using your work.
When to skip this kit
- You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
- You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
- You need someone to complete the work. These are worksheets to fill in yourself.
Read the first worksheet below to see whether its questions help with your task.
Included files
What's inside
- 01Fit criteria
- 02Screening questions
- 03Invitation copy
- 04Scheduling record
- 05Sample review
Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.
Your completion check
Participants match the intended behavior and understand the session, compensation if any, and data use.
Before you finish
Check this before you use it
Convenient participants are assumed to represent all target users.
Record fit criteria and missing perspectives before interpreting findings.
Use the final worksheet to record what needs fixing and what you still need to check.
Free worksheet
Start with worksheet one
Fit criteria
Jump to a section
Worksheet 1 of 5. Fit criteria Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}
Instructions
Define recent relevant behavior and exclude criteria that merely confirm your assumptions.
Worked example, fictional
Context: A founder needs interviews with people who recently purchased a workshop, not anyone interested in learning. Completed response: Participant booked a paid workshop in the last three months.
Your decision
Which recent experience makes a participant relevant? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.
Next worksheet: Screening questions.
Before you start
- Research question: [Source or notes]
- Relevant experience: [Source or notes]
- Scheduling constraints: [Source or notes]
What you will make
A recruited sample with documented fit and acknowledged gaps.
View plain worksheet text
Worksheet 1 of 5. Fit criteria
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}
Instructions
Define recent relevant behavior and exclude criteria that merely confirm your assumptions.
Worked example, fictional
Context: A founder needs interviews with people who recently purchased a workshop, not anyone interested in learning.
Completed response: Participant booked a paid workshop in the last three months.
Your decision
Which recent experience makes a participant relevant?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]
Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.
Next worksheet: Screening questions.
Before you start
- Research question: [Source or notes]
- Relevant experience: [Source or notes]
- Scheduling constraints: [Source or notes]
What you will make
A recruited sample with documented fit and acknowledged gaps.This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.
Before you choose
What should I have ready for this kit?
Bring research question, relevant experience, scheduling constraints. Mark anything you still need to check.
How do I know the work is finished?
A recruited sample with documented fit and acknowledged gaps. Check your answers against the original records and note anything unresolved before sharing your work.
Does it include a spreadsheet or native app template?
No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.
Will this do the work for me?
The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.
Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.