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Backend Developmentgtmagents

participant-operations-hub

Processes and guardrails for recruiting, scheduling, consent, and incentive

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--participant-operations-hub
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/market-research/skills/participant-operations-hub/SKILL.md -o .claude/skills/participant-operations-hub.md

Drops the SKILL.md into .claude/skills/participant-operations-hub.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Participant Operations Hub Skill

When to Use

  • Running qualitative or quantitative studies that require participant coordination.
  • Ensuring compliance with privacy, NDAs, and incentive tax regulations.
  • Centralizing communications with participants across multiple projects.

Framework

  1. Recruiting Intake – capture persona, quota, source, incentive, consent requirements.
  2. Screening & Approval – automated screeners, manual reviews, and stakeholder sign-off.
  3. Scheduling & Logistics – calendars, reminders, backups, language/localization support.
  4. Consent & Compliance – template agreements, data retention policy, anonymization workflow.
  5. Incentive Fulfillment – payment processor, W-9 or tax forms, fulfillment SLA, audit log.

Templates

  • Recruiting tracker with status, notes, and consent links.
  • Email sequences for invite, confirmation, reminder, thank-you.
  • Incentive fulfillment checklist + finance handoff doc.

Tips

  • Keep participant PII in a restricted workspace; expose IDs/tags externally.
  • Track over-contact frequency to avoid panel fatigue.
  • Pair with orchestrate-qualitative-lab and launch-quantitative-survey for hands-free logistics.