Stakeholder Interview Eligibility Screener

Welcome! This brief screener (approximately 3–5 minutes) helps us confirm your eligibility, recent experience, and availability for a 45–60 minute research session. Your responses are voluntary and confidential — they will be used solely to determine fit for this study and will not be shared outside the research team. There are no right or wrong answers. By continuing, you confirm that you are at least 18 years old and consent to your responses being used for participant selection purposes.

Which option best describes your relationship with the organization conducting this study?

• Internal (employee or contractor)
• External (customer, partner, or prospect)
• Other (please specify)

In the past 3 months, how often have you completed tasks or used tools related to [RESEARCH TOPIC]?

• Daily
• Weekly
• Monthly
• Rarely
• Never

Are you able to participate in a single 45–60 minute online session?

• Yes
• No
• Depends on timing

What is your age range?

• 18–24
• 25–34
• 35–44
• 45–54
• 55–64
• 65+
• Prefer not to say

Is there anything else we should know about your role, recent experience, or scheduling before we follow up?

Which department do you primarily work in?

• Engineering / IT
• Product / Design / UX
• Marketing
• Sales / Business Development
• Customer Support / Success
• Operations
• Finance / Legal
• HR / People
• Executive / Leadership
• Other (please specify)

Which tools or platforms do you commonly use for [RESEARCH TOPIC]-related work? (Select all that apply)

• Zoom
• Microsoft Teams
• Slack
• Google Workspace
• Microsoft 365
• Jira / Trello / Asana
• CRM (e.g., Salesforce, HubSpot)
• None of these
• Other (please specify)

What is your primary time zone?

• Pacific (US/Canada)
• Mountain (US/Canada)
• Central (US/Canada)
• Eastern (US/Canada)
• Atlantic (Canada/Caribbean)
• UK / Ireland (GMT/BST)
• Central Europe (CET)
• Eastern Europe (EET)
• Middle East (GST/AST)
• East Africa (EAT)
• West/Central Africa (WAT/CAT)
• India / Sri Lanka (IST)
• Southeast Asia (ICT/WIB)
• East Asia — China/Singapore (CST/SGT)
• Japan / Korea (JST/KST)
• Australia / New Zealand (AEST/NZST)
• Latin America (various)
• Other

Which best describes your gender identity?

• Woman
• Man
• Non-binary
• Self-describe (please specify)
• Prefer not to say

Thank you for your time — we'll review your responses and follow up within 5 business days if there's a fit. If you have any questions in the meantime, please contact the research team.

What is your current relationship to the organization?

• Current customer
• Former customer
• Partner
• Prospect evaluating
• Vendor / Supplier
• Other (please specify)

Briefly describe a recent task you completed related to [RESEARCH TOPIC] (within the past 30 days).

Which times generally work for you in the next 14 days? (Select all that apply)

• Weekdays: Morning
• Weekdays: Afternoon
• Weekdays: Evening
• Weekends: Morning
• Weekends: Afternoon
• Not available in the next 14 days

Where do you primarily reside?

• North America
• Central America / Caribbean
• South America
• Western Europe
• Eastern Europe
• Middle East
• North Africa
• Sub-Saharan Africa
• South Asia
• East Asia
• Southeast Asia
• Central Asia
• Oceania
• Prefer not to say

In the past 6 months, how much influence have you had on product- or process-related decisions at your organization?

• None
• Minimal — I provide input but don't decide
• Moderate — I influence some decisions
• Significant — I drive most decisions in my area
• Primary decision-maker

Based on the task you described, we'd like to understand a bit more about your recent experience and how it relates to this study.

Are you comfortable being audio/video recorded for research analysis?

• Yes
• No

What is the highest level of education you have completed?

• Secondary / High school or equivalent
• Some college / Associate degree
• Bachelor's degree
• Postgraduate / Professional degree
• Prefer not to say

Have you participated in a research session with this organization in the past 60 days?

• Yes
• No
• Not sure

Do you have access to a computer with a webcam and microphone for an online session?

• Yes
• No
• I can use a mobile device only

What is your current employment status?

• Employed full-time
• Employed part-time
• Self-employed
• Student
• Not employed
• Retired
• Prefer not to say