<aside> 👉🏼 First, send the script below to anyone you have on your team handling legal to check with them...

• Is it enough for our team to include that information in a calendar booking event and say 'by booking you agree'?

If it’s approved by Legal…

• Replace the placeholder text in [brackets] with your own.
• Copy the text below and paste into the description area of any automatic booking event you set up in Calendly or similar platform. </aside>

Script 👇

Thanks so much for joining our research!

Please read the information below. By booking an interview, you agree to the information we will be collecting in this research. (You'll need to scroll to read).

Once you've booked, you’ll get a follow-up email with all the instructions you need for our interview session.

What this study is about The purpose of this study is to understand how people like you experienced [Product] for the first time after signing up, and how we can improve. Your participation in this study will help us make our service easier to use and understand.

Your participation in this study is voluntary You can take a break at any time, just let the interviewer know. You can also leave at any time without giving a reason.

Information we want to collect We’ll ask you how you explored, used and experienced [Product]. We’ll record the video and audio of our interview in order to check notes, document your comments accurately, and share insights with relevant team members.

AI usage and your data We use AI tools to record, transcribe, take notes, and help us synthesize data collected during these calls. In the process, we will remove any personally identifiable information that is not necessary for us to analyze feedback and provide better services.

How we ensure your privacy We may publish research reports that include your comments, but your data will be presented anonymously. This means your name and identity will not be linked in our research reports to anything you say or do.

Your consent I give my consent:

• For [Your Name] and team members to take notes from the interview session
• For [Your Name] and team members to record the interview session
• For [Your Name] and team members to publish research reports including my comments from the interview session

If you want to withdraw your consent in the future, contact the person named at the bottom of this document. They will destroy any personal data we hold about you (such as the calendar invite). Otherwise, your personal data will be deleted after two years in line with GDPR regulations.

Contact person for data requests: [Contact’s Name] [Contact’s Title] [Contact’s Email Address]