Five parts of one desk.
Panel, screener, contacts, groups and comms. Focus groups, IDIs and online communities are the same product with a different group setup.
Your panel, searched the way you brief
Search and pull people by age, gender, postcode and the attributes you already store. Save the search when the client asks for the same shape of sample again. The person stays on the panel after they sit in a job, with their history against their record.
| Contact | Suburb | Last sat |
|---|---|---|
| Dana K. · 38 · F | Marrickville 2204 | Mar 2026 |
| Sam O. · 41 · M | Parramatta 2150 | Nov 2025 |
| Priya N. · 33 · F | Newtown 2042 | Never |
| Joel T. · 36 · M | Wollongong 2500 | Jul 2026 |
Multi-page, and it works on a phone
Write the screener in pages, the way you write it now. Quotas close a bucket when it is full, so you stop over-recruiting the easy group. Answers land on the person record, so you can rescreen on the phone without asking them to fill it in again.
On the desk: 25–34 metro is closed — 30 of 30.
The screen recruiters live in
Available and failed, side by side. Isolate one group, open a person to read their answers while they are on the phone, and book them into a timeslot from the row you are already on.
| Contact | Phone | Qualified for | Call | |
|---|---|---|---|---|
| Bianca R. · 39 · F | 04·· ··· 118 | Group 3 | No answer · 2 tries | Book |
| Hamish L. · 44 · M | 04·· ··· 902 | Group 3, IDIs | On the phone now | Book Thu 5:30 pm |
| Tess M. · 31 · F | 04·· ··· 447 | Group 3 | Call back after 5 | Book |
| Owen C. · 35 · M | 04·· ··· 026 | Group 3 | Not called | Book |
Sessions, and who is coming to them
Each group holds its date, its place or Zoom link, the incentive and the confirmation copy. Booked people sit underneath it. Resend a confirmation, move someone to another group, then download the signing sheet the night before.
| Dana K. · 38 | Confirmed 12 Sep | Resend |
| Priya N. · 33 | Confirmed 12 Sep | Resend |
| Alanna W. · 42 | Awaiting confirmation | Send |
| Nadia F. · 36 | Confirmed 13 Sep | Resend |
Invitations, confirmations, and a send log
Email now, SMS for the ones who do not read email. Every send is logged against the person and the job, so when a client asks who was told what, you can answer. Incentives are paid through GiftPay.
WhatsApp and calendar invitations are on the way.
| Type | Template | Sent |
|---|---|---|
| Screener invitation | 318 · 9 Sep | |
| SMS | Screener reminder | 184 · 10 Sep |
| Group 1 confirmation | 8 · 12 Sep | |
| SMS | Day-before reminder | Scheduled 14 Sep |