All the panel members the survey is about, not a sample. Results only show for groups with at least 5 responses, so invite whole teams or groups rather than a handful of people.
Your pilot plan
Run the Screening Survey as a 90-day pilot.
Find respondents who fit your research needs.
- RX Research participant
- One-time per study
- 2-7 min to answer
- 50% off the plan and its add-ons for the first three monthly invoices.
Before you start
Who to invite, and what to have ready.
- Your panel: upload a CSV with each panel member's email and name.
- One owner for the program, plus a colleague invited as a second admin, so it never depends on one person.
- A short note to your panel members saying why you're asking and when they'll hear what changes.
Week 1
Your first survey live within a week.
- Day 1Set up your workspace
Check out, set up your workspace, and invite a colleague as a second admin.
- Day 2Bring in your panel members
Connect your system or upload your list. Check that departments and managers look right, since results are grouped by them.
- Day 3Walk the survey
Open the playbook and take the survey yourself. It starts as a draft, so change any wording that doesn't fit.
- Day 4Schedule and announce
Set the dates (open 14 days by default) and turn on reminders: up to two, a few days apart. Send your note to your panel members.
- Day 5Launch
Invitations go out by email or text.
- Days 6–7Watch responses come in
Check the response rate by group, and ask leaders of groups close to 5 responses to encourage their teams.
The 90 days
From first answers to a decision.
Act and Lift, where improvements get owners and their results are checked: included in Business and Enterprise; Act and Lift Essentials add-on on Pro. On other plans, keep the owners and dates in your own tracker.
- Day 7First survey live
Invitations are out and responses are coming in.
- About day 21Read what to fix first
The survey closes and Rank shows the ranked list of what matters most and how it scores.
- Day 30Choose what to act on
Use Drivers to see what each priority is linked to, choose a few improvements, give each one an owner, and tell the people who answered what will change.
- Day 75Pilot review
A conversation with us about what you learned, what changed, and whether to continue.
- Day 90Plan the next round
Schedule the next survey. Lift checks whether an improvement worked once it has run for at least six weeks.
- Before day 91Continue or cancel
Full price starts with the fourth monthly invoice. Continue, or cancel before day 91.
See this playbook's questions · Plan a different playbook · What each feature does