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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

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.

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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