All frameworks and cheat sheets

Flowchart

Who gets a customer interview?

A decision path for screening replies to a Reddit, Slack or LinkedIn recruiting post

Flowchart for deciding who gets a customer interview: four checks on recency, the foil, warning signs and a recent story.
Run every reply through the same four checks, in the same order, before you book

A flowchart for founders sorting replies to a recruiting post in an online community. It checks recent behaviour first, then the made-up foil option, then warning signs such as identical wording or replies within minutes, and finally whether the person can tell a recent story in the interview. Use it to decide who gets a call and whose interview stays in your analysis. Koji can run the first two checks as screening questions.

Where this appears

What's in this flowchart

Start: A reply to your community post

  1. Did they do the task in the last month?
    • Yes: go to 2.
    • No: Thank them and pass. Recent behaviour is what you are screening for.
  2. Did they pick the made-up option?
    • No: go to 3.
    • Yes: Screen them out.
  3. Does the reply show a warning sign?
    • No: go to 4.
    • Yes: Look closer before you book. Same wording, instant replies or vague stories. Two or more signs: pass. Then go to 4.
  4. Book the interview.
  5. Can they describe a recent case in detail?
    • Yes: go to 6.
    • No: End politely, pay, leave it out. Then fix the question that let them through.
  6. Finish: Keep the interview in your analysis.

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/who-gets-a-customer-interview-flowchart"><img src="https://www.koji.so/visuals/who-gets-a-customer-interview-flowchart/who-gets-a-customer-interview-flowchart.png" alt="Flowchart for deciding who gets a customer interview: four checks on recency, the foil, warning signs and a recent story." width="1200" height="1394" /></a>
<p>Source: <a href="https://www.koji.so/visuals/who-gets-a-customer-interview-flowchart">Who gets a customer interview?</a>, Koji</p>