Focus group invitation email 1.site leads

Dear [Site Lead’s name],
You should have received an email from the CFPB team last week requesting that you complete an end
of tax season survey. If you have already completed this survey, we appreciate your response! If not,
please note that the deadline for submitting your response is [insert deadline].
In that earlier email, we referenced additional data collection activities we will be conducting. One of
these activities involves telephone focus groups with site leads, and separately with site staff and
volunteers, about their experiences with CFPB’s Tax Time Savings Initiative. Each focus group will be
about 60 minutes long, and will include 6 to 8 participants from sites around the country, taking place
between [insert dates]. We are interested in hearing about your experiences with tax savings strategies
you used this tax season, challenges you’ve encountered, and approaches you’ve found to be successful
and unsuccessful. We are also interested in your feedback on CFPB materials, resources, and technical
assistance activities.
Site Leader Focus Groups:
Please click the following link to indicate your availability between [dates]:
[insert link]
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•
•

Please include all times that you are available to help scheduling.
You will only be asked to participate in one focus group.
Someone from the CFPB team will follow up with you once focus group times are confirmed.

Site Staff and Volunteer Focus Groups:
Please help us identify staff and volunteers from your tax sites who you think would be willing to
participate in a telephone focus group.
•

Please forward the following link to any staff or volunteers that might be a good fit:

[insert link]
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•

Ask that they use the link to indicate all times that they are available.
Each person will only be asked to participate in one focus group.

Thank you for your assistance with this data collection. We look forward to speaking with you and your
staff/volunteers soon.
Sincerely,
The CFPB Tax Time Savings Initiative Data Collection Team

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response time, suggestions for improving the usefulness of the information, or suggestions for reducing
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