Should We Mention a Specific Person? We Have a Whole Team That Will Do the Calls.


While your contact process mainly remains your prerogative, we would make the following suggestions (based on our Best Practice Guides) when reaching out to referrals:


Have one of your team members dedicated to communicating with a specific referral:

  • Passing a single participant around amongst numerous study team members may give the individual the sense that they're just another 'number in the system' or a 'cog in the machine'.
  • Having a single recruiter dedicated to a specific participant helps in developing the participant-researcher relationship, which is imperative to maintaining a participant's interest from start to finish during your recruitment process.

We also facilitate a simple and effective means to familiarize potential participants with your team:

  • Simply provide us with the names and photos of your team members who will be contacting referrals. We will ask you to provide this in the Contact Information Form we set up your study.
  • We will incorporate this information into the promotional materials for your study - specifically, under the "Confirmation Email" section. The Confirmation Email is sent to referrals upon passing the prescreen questionnaire.
  • Please see the below example of how your team members' names and photos would be incorporated into these confirmation emails:


    Meet Who Will be Contacting You:

    The study team will be contacting you via phone using the following phone number(s): xxx-xxx-xxxx or xxx-xxx-xxxx. Please feel free to contact them now, if needed, a member of the study team will gladly offer further information.


    If you are on mobile, clicking the phone number will give you the option to add the phone number to your contacts.

    John Dear and Jane Doe

    Hello! We are from the xxxxx study team. The xxxxx team is partnering with Trialfacts to ensure you receive the best experience in participating in our research study!


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