Streamline your B2B research process with our free
Participant Recruitment Brief Template
B2B participant recruitment success starts with a great brief. This free editable template helps B2B-focused CX, UX, and research teams define exactly who they need to reach and brief recruitment partners with clarity, speed, and confidence.

Misalignment at the briefing stage is the #1 reason B2B participant recruitment projects go over budget or off-track. This template will help you:
- Define your ideal participants- Align stakeholders quickly
- Reduce back-and-forth with recruitment teams
- Get higher quality participants, faster
- Reduce back-and-forth with recruitment teams
- Get higher quality participants, faster
What you’ll get:
✅ A ready-to-use Google Doc brief template✅ Built-in prompts, examples, and expert tip✅ Covers everything from audience targeting to screening✅ Bonus: 10% off your first recruitment project with Polar Insight
This free download is for you if:
- You need to recruit senior, niche, or hard-to-reach B2B audiences- You’re briefing a recruitment partner (like us!) or trying to scope your own recruitment- You want to cut through ambiguity and get quality participants, fast
What you’ll get:
✅ A ready-to-use Google Doc brief template
✅ Built-in prompts, examples, and expert tip
✅ Covers everything from audience targeting to screening
✅ Bonus: 10% off your first recruitment project with Polar Insight
This free download is for you if:
- You need to recruit senior, niche, or hard-to-reach B2B audiences
- You’re briefing a recruitment partner (like us!) or trying to scope your own recruitment
- You want to cut through ambiguity and get quality participants, fast
Complete the form to access the brief template and start recruiting smarter.

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