Checklist
What a B2B screener should ask
Seven things to cover when you screen business professionals for user research: role, company size, industry, hands-on use of the tool or workflow, decision role, recent research participation and availability. Asking about recent studies keeps out professional participants with rehearsed answers. Koji runs screening questions before the interview starts, so only people who qualify reach it.
Where this appears
What's in this checklist
- Role and title, specific enough that manager alone does not qualify
- Company size, as a headcount or revenue range
- Industry or sector
- Whether they actually use the tool or workflow you are researching
- Their decision role: influencer, recommender or final approver
- Whether they took part in research in the past 3 months
- The time windows they can commit to
Use this image
Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/b2b-research-screener-essentials-checklist"><img src="https://www.koji.so/visuals/b2b-research-screener-essentials-checklist/b2b-research-screener-essentials-checklist.png" alt="Checklist of seven things a B2B research screener should ask, from role and company size to decision role, research recency and availability." width="1200" height="630" /></a>
<p>Source: <a href="https://www.koji.so/visuals/b2b-research-screener-essentials-checklist">What a B2B screener should ask</a>, Koji</p>
