Checklist
Checklist for choosing a research recruiting platform

Eight questions to ask before you choose a participant recruiting platform or research operations tool: interview volume and who moderates, own customers versus outside participants, B2B costs, incentives and fees, no-shows and fraud, where findings live, seats and data portability. Useful for research ops leads, product managers and founders comparing vendors. In Koji you can check panel supply and price per interview before you launch.
Where this appears
What's in this checklist
- How many interviews you need a month, and who moderates each one
- Whether you mostly talk to your own customers or to outside participants
- Whether you need B2B professionals, and what each one costs to recruit
- Who pays incentives, in which countries, and what fees apply
- How no-shows and fraudulent participants are replaced or refunded
- Where notes, recordings and themes live once sessions end
- How many seats you need, and who only needs to view results
- What happens to your participant data if you switch tools
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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/research-recruiting-platform-checklist"><img src="https://www.koji.so/visuals/research-recruiting-platform-checklist/research-recruiting-platform-checklist.png" alt="Checklist of eight questions to ask before choosing a research recruiting setup, from monthly volume to data portability" width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/research-recruiting-platform-checklist">Checklist for choosing a research recruiting platform</a>, Koji</p>

