plan-customer-reachlisted

# Plan Customer Reach Create a research recruitment plan that separates who to learn from, why their experience matters, and what requires human approval. ## Inputs Require: - a research question; - candidate segment hypotheses; - inclusion and exclusion criteria; - channel and capacity constraints; - consent, privacy, incentive, and retention policies. If the research question asks which feature people want, restate it around a past behavior or unresolved decision before planning recruitment. ## Workflow 1. Define the decision the research will inform. 2. Describe candidate segments by recent behavior, context, and role. Do not define a segment only by demographics. 3. Separate B2B buyer, user, approver, and administrator roles when they can experience different jobs. 4. State inclusion, exclusion, and sampling-bias risks. 5. Choose channels based on where the target behavior is observable. 6. Draft a short invitation that states purpose, time, incentive, data use, and voluntary participation. 7. Create a recruitment log with status, consent state, and no unnecessary personal data. 8. Stop at drafts. Ask for explicit approval before any email, direct message, form submission, or public post. ## Boundaries - Let the model propose segments, channels, and wording. - Use deterministic checks for required consent fields, duplicated candidates, private-data patterns, and `external_send=false`. - Require a person to approve targets, incentives, channel rules, and every ext