A research team partnered with CleverX to understand how companies plan and choose team-building activities and employee events. The goal was 30-minute moderated video interviews with professionals who have real authority over these decisions, concentrated in one specific metro area.
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Workplace research team
Human resources, Corporate events
Finding the professionals who actually book team events
How CleverX isolated genuine decision-makers for workplace events from a population where only 7% qualified.
7%
Qualification rate (deliberately selective)
106 screened
Candidates reviewed
65% filtered
Ruled out by location
Overview
The challenge
- "Involved in team events" is easy to overclaim, so the study needed people with real decision authority.
- The target was geographically tight, limited to one region rather than the whole country.
- Combining a specific location with a specific decision role made for a very narrow group.
- People who only attended events, or only handled logistics afterwards, had to be excluded.
CleverX solution
CleverX layered a location check with a precise decision-role check.
- The first screener question placed people by work location and ruled out anyone outside the target region.
- The second qualified only those who made, shared, or meaningfully influenced the booking decision.
- Attendees and after-the-fact coordinators were screened out on purpose.
- Interviews ran 30 minutes over video to reach busy decision-makers.
Impact
- Interviews completed with verified event decision-makers, from a deliberately narrow pool.
- A deliberately hard 7% qualification rate (6 of 106) reflects how narrow the target was.
- 65% of people screened worked outside the target region and were correctly filtered out.
Key takeaways
- Stacking a location check and a decision-role check is what isolates a truly precise business sample.
- A low qualification rate is expected when both location and authority are strict requirements.
- A higher incentive is worth it when the qualified group is small and senior.
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