What to Expect During Your Project
A step-by-step guide for new clients
From signed quote to final billing
Advance invoice
Once we receive your signed quote, we send an advance invoice covering respondent incentives and half of the professional fees. No one gets booked until that's settled — typically a 5-day turnaround.
Kickoff email & call
You'll get every project detail plus a link to book a kickoff call, where we align on expectations and fill in any missing pieces.
Prequalifying survey
We build a partial screener tailored to your specs, quotas, and study goals.
Initial outreach
We pull a leads list from our database and deploy the survey with your quotas in mind.
Response analysis
Our Insights Coordinators review incoming data to surface the strongest matches for full screening.
B2B validation
Professional digital footprints, reverse phone lookups, LinkedIn, IP verification, and more — before anyone reaches your grid.
Full phone screening
Validated respondents get a full phone screen against your entire screener, so we can assess articulation and expertise firsthand. They have to get through us to get to you.
Booking
Only respondents who pass every screening and quality check get booked. If we pass someone through, we're confident they're the right fit — no client cherry-picking.
Live grid access
A live grid with first name, last initial, screener responses, and full articulation notes — group times on separate tabs.
Daily project updates
Your PM checks in daily with outreach updates and flags any pain points or low-incidence alerts, so the human touch stays part of the partnership.
Booking links & platform management
Send booking and tech-check links to us for delivery. We handle uploads to platforms like Discuss.io and Recollective — PII is never shared automatically.
Confirmation email
Every booked respondent gets study date/time, participation links, and payment instructions — and we confirm receipt.
Follow-up, 24 hours prior
We resend the confirmation with a friendly nudge and follow up by phone.
Follow-up, 1 hour prior
A quick well-wish text before the session. This is the process behind our 99.8% show rate.
Participation verification
We confirm full participation before releasing any incentive payment.
Incentive payments
Once you approve, we pay respondents through Tremendous — ACH, Venmo, PayPal, Amazon, Visa gift cards, and more.
Final invoice
A final invoice for all charges incurred, minus the advance you already paid.