All frameworks and cheat sheets

Flowchart

Should you send a research invitation reminder?

A decision path for following up on user interview and customer interview invitations

Flowchart for deciding whether to send a research reminder: wait two days, remind only non-starters, rewrite the email, stop after two.
Use it after every send. The last step matters most.
Download PNGRead the full guide

A flowchart for researchers, founders and product teams who invite people to interviews by email. It asks three yes or no questions: has enough time passed, has this person still not started, and have you already sent two reminders. Then it ends with a check of who is still missing, because extra reminders raise response without changing who answers. Koji sends one reminder with the same personal link to people who have not started.

Where this appears

What's in this flowchart

Start: Your invitation went out

  1. Have at least two days passed since the invite?
    • Yes: go to 2.
    • Not yet: Wait and leave the invite alone.
  2. Has this person still not started?
    • Yes: go to 3.
    • No: Leave them out of the reminder.
  3. Have you already sent two reminders?
    • No: go to 4.
    • Yes: Stop and recruit another way. Reach the missing group by phone, in the product or through a panel.
  4. Rewrite the reminder. New subject, shorter body, one new reason, same personal link.
  5. Send it to non-starters only.
  6. Finish: Check who is still missing. Compare who took part with who you invited.

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:

html
<a href="https://www.koji.so/visuals/should-you-send-a-research-reminder-flowchart"><img src="https://www.koji.so/visuals/should-you-send-a-research-reminder-flowchart/should-you-send-a-research-reminder-flowchart.png" alt="Flowchart for deciding whether to send a research reminder: wait two days, remind only non-starters, rewrite the email, stop after two." width="1200" height="1497" /></a>
<p>Source: <a href="https://www.koji.so/visuals/should-you-send-a-research-reminder-flowchart">Should you send a research invitation reminder?</a>, Koji</p>

Related

A comparison of a resent reminder and a rewritten one: the rewritten reminder has a new subject, a shorter body, a new reason and an easy way to say no.

Resent vs rewritten research invitation reminder

Flowchart for choosing early deals to interview: wait a week, have someone else ask, invite won, lost and stalled buyers, stop when nothing new appears.

Which early deals to ask about, and who should ask

Flowchart for judging a teaching pilot: three questions on learning measures, cohorts and late-term gains, ending in a scale-up with continued measurement.

Is it the teaching change or the novelty?