- Home
- Research skills
- Recruitment and Sample Sourcing
Recruitment and Sample Sourcing
Decide where your sample will come from, work out whether it is feasible, and state exactly what that source does to your findings.
Free. Works on Claude, ChatGPT, Gemini or any assistant that accepts a skill file.
What this skill does
The method, encoded.
Sourcing is usually handled as a procurement question: who can supply 800 of these people, by Friday, for this budget. Treated that way its effects become invisible, and they resurface later disguised as findings. A sample from a client's customer list produces high satisfaction. A sample of people who volunteer for research produces high category engagement and high stated purchase intent. A sample blended across two sources produces a difference between the halves that gets read as a segment difference. By the time these appear in the data they cannot be fixed, only disclosed.
This skill treats the source as a design decision with analysis consequences. It works the feasibility arithmetic (compound incidence, the smallest reportable cell, the funnel from completes back to reach required), profiles each candidate source on coverage, selection mechanism and expected effect on the key measures, handles professional respondents and panel tenure, sets the controls that keep a blended sample analysable, covers low-incidence, hard-to-reach, B2B and multi-market sourcing, and drafts the source disclosure that belongs in the methodology.
It names no supplier and recommends no source in general, because the honest answer always depends on the population and the claim.
Best used for
- Deciding where a study's participants will come from and documenting why
- Assessing feasibility before a proposal is priced or a timeline committed
- Sourcing low-incidence, specialist, clinical or B2B audiences
- Deciding whether to use a client customer or user list, and what it constrains
- Designing a blended-source approach that stays analysable
- Specifying sourcing across markets where source composition differs
- Writing a defensible sample-source disclosure
Typical inputs
What you give it.
Target population definition and sample frame, Required total and subgroup base sizes, Screening criteria defining eligibility, Mode and fieldwork window, Known or estimated incidence (optional), Client customer, member or user list and its provenance (optional), Previous wave sourcing detail (optional), Market-level context for multi-market work (optional)
Typical outputs
What you get back.
Operational sample frame with each criterion marked verifiable, self-reported or unestablishable, Feasibility funnel with every rate labelled measured, comparable or assumed, Source assessment table covering coverage, exclusion, selection mechanism and expected bias direction, Sourcing decision and rationale, including rejected options, Blend controls where more than one source is used, Verification and identity-assurance plan, Agreed fallback plan with a decision owner, Draft source disclosure paragraph for the methodology, Limits of inference statement
Method coverage
What the skill works through.
- Why the sample source is a design decision, not a procurement one
- Turning a sample frame into something reachable
- The feasibility funnel and why compound incidence collapses faster than expected
- What each source type does to coverage: panels, customer lists, river, social, recruiters, referral, intercept, in-product
- Professional respondents, panel tenure and the three effects they are usually confused with
- Blending sources without making the study uninterpretable
- Low-incidence and hard-to-reach populations
- B2B and specialist sourcing, and why verification changes the base you need
- Multi-market sourcing and false market differences
- Writing the sample source disclosure before fieldwork
Download
Free skill. One file.
Enter your email once. Every skill you download after that takes a single click.
How to install
Add the skill file and the five kernel protocols to a Claude Project, a ChatGPT Project, a Gemini Gem, or paste them at the top of any assistant conversation. Then give it your real research material, not a description of it.
Download skillQuestions
Common questions.
How do I work out whether a research sample is feasible?
Work backwards from the completes you need: divide by the expected completion rate, then the qualification rate, then the response rate, and check the implied reach against the plausible size of each source. Two things catch people out. Incidence is compound, so five criteria each passing 60% do not pass 60% overall, and the honest estimate depends on how correlated they are. And feasibility is governed by the smallest reportable subgroup, not by the total.
What is the difference between coverage error and non-response bias?
Non-response bias comes from people who could have been reached choosing not to take part. Coverage error comes from people the source could never have reached at all. Non-response is visible and worried about; coverage error is invisible, and it is the one that no sample size, quota structure or weighting scheme repairs.
Is it acceptable to use a client's customer list as the sample?
Often, and it is sometimes the only frame that reaches people with a real relationship to the subject. What matters is how the list was built. A list of all account holders and a list of marketing subscribers are different populations with the same name. A customer list cannot reach non-customers, and it usually excludes those who opted out of contact, who are the group most likely to be dissatisfied. Any absolute measure from it describes contactable, consenting, surviving customers, and the finding should say so.
What are professional respondents and how much do they matter?
Three different effects get lumped under the term. Conditioning: experienced respondents learn how instruments work and answer more consistently and less spontaneously. Motivation drift: where the incentive is the main reason for taking part, effort falls. Deliberate misqualification: a minority claim eligibility they do not have, and this rises with incentive value and with how obvious the screening criteria are. Each needs a different control, so it is worth separating them rather than treating them as one problem.
Can I blend two sample sources in one study?
Yes, and it improves coverage, but it introduces a systematic difference between subsamples that is easily misread as a real finding. Four controls make it analysable: record source as a variable on every respondent, set quotas within source rather than across it, keep the invitation, screener and instrument identical, and check key measures by source before any substantive analysis. Blending decided mid-field without these is a common route to an uninterpretable study.
How should I describe a non-probability sample in the methodology?
State the population, the frame, the source and how people entered it, the screening criteria and how each was established, the incidence achieved, the quota structure and targets, and the fact that the sample is non-probability. Do not attach a margin of error to it. Reserve "representative" for a stated meaning, such as quota-matched on named variables to a named population statistic, and say which variables.
How do I recruit a low-incidence or hard-to-reach population?
Change the structure rather than trying harder. Options include a short standalone screening survey with consent to re-contact qualifiers, screening against existing profiled variables where they are recent enough to trust, recruiting through organisations or communities where the population concentrates (accepting the coverage limit that creates), or accepting a smaller base and changing the claim from measurement to exploration. Where the population is hidden rather than merely rare, referral-based recruitment may be the only route, and the referral structure should then be recorded as data.
Why do markets look different when the difference is really the sample?
Because the composition of any given source type varies by market with connectivity, urbanisation, language and how research is regarded locally. The result is that cross-market differences partly reflect who each source reached, and that is indistinguishable from a real market difference unless the design separates it. A market that is an outlier on several unrelated measures at once should be checked for source composition before it is interpreted.
Does weighting fix a biased sample?
It corrects composition on the variables used to weight and nothing else. Where the selection mechanism relates to the outcome independently of those variables, weighting to demographic targets leaves the bias intact while making the sample look corrected. Weight where composition is off on variables known to relate to the outcome, state the scheme and the effective base, and do not present it as a repair for coverage error.
What if no adequate source exists?
Then the professionally correct output is that the study as scoped cannot be fielded. Name the claim that fails, offer the reduced claim the available sourcing does support, and say what would be needed for the original. Reducing what a study claims is a legitimate and frequently correct response; manufacturing representativeness in the write-up is not.
The skill chain
Works well with.
Research where people already are.
Analyse it where you already work.
Yazi helps researchers conduct surveys, AI interviews and longitudinal research directly through WhatsApp.
%202.png)
