For fieldwork agencies
The screened list, live, without the forwarding
Today a recruiter screens by phone, fills in the agency's Excel sheet and emails it back, or types into a portal. ConsumerResearchHub365 gives each project manager a page for their projects and a sheet that updates as the recruiter works, so the agency sees who is screened, booked and attended the moment it happens, and no one is invited who did a project for you too recently.
What an agency gets today
The agency tier is built on what the recruiter already runs. These parts exist now and are how agencies first meet the product, through a recruiter who uses it.
- The live sheet Available A secure, expiring link to a project's screened list: screener answers as a grid, stage (screened, approved, invited, booked, confirmed, attended, no-show), uploads and proof documents viewed in place, never emailed. Approve or reject from the sheet if the recruiter allows it; your choices show on the recruiter's shortlist straight away.
- Excel export in your column order Available The sheet exports to Excel as the agency's own template expects it, so a screened list drops into your process unchanged.
- A project page per project manager Available Each project is assigned to a project manager at the agency, who gets a read-only page with the brief, venue or online details, sessions, bookings and progress, and a digest when it changes.
- The cooldown check Available Anyone who did a project for your agency inside the window is flagged on the recruiter's shortlist before an invitation goes out. Fewer rejections, fewer awkward calls to participants.
- Attendance and payment run Available After fieldwork, one export: confirmed, attended, no-show, uploads done, with the payment details each participant gave on a secure form, ready for your payment run. Participants see when their details were sent on and when they were paid.
- ID spot checks Available Ask one or two participants per project to upload ID from their phone, verify it from the sheet, and the image is deleted with the verified mark kept. Nobody keeps the document.
The agency tier
An agency workspace of its own, with project managers as users. This is the second tier of the product and it is being built from what agencies asked for. None of it is live yet.
- Project managers as users Coming Each project manager signs in to their own list of projects, dates, times, progress and venues, across every recruiter they work with.
- Recruiter directory Coming The recruiters you work with, their areas covered, past projects and how they went, so a new brief goes to the right person.
- Venues Coming Research facilities, hotels and event centres with capacity and contact details, attached to projects and shown on the live sheet.
- Project calendar Coming Sessions, screening calls and progress updates to the end client in one view across projects.
- Several recruiters on one project Coming Brief two recruiters, see one screened list.
Not planned: staff administration such as working days, sickness and annual leave. That is HR, not research recruitment.
Data, confidentiality and the end client
The end client stays confidential when it must
A confidential flag hides the brand from the public page and every participant message, while the recruiter and the agency see it.
Proof documents never leave the product
A V5C or an insurance certificate is seen through the live sheet, by the people who need it, and is not forwarded by email or WhatsApp.
Payment details are not in anyone's inbox
Collected on a secure form, encrypted at rest, exported for the payment run, deleted after a set time.
Held in the UK
Data lives in Google Cloud's London region. The recruiter or agency is the controller; ConsumerResearchHub365 is the processor under a written agreement. Privacy notice.
Talk about the agency tier
Agencies shape the second tier. A call about what your project managers need is welcome before any of it is built.