How a Custom Survey Helped Workvivo Secure National PR, Strengthen Sales Conversations, and Lead as an Authority on Workplace Engagement Trends
TrendCandy designed and delivered a custom survey for Workvivo, uncovering statistically robust insights into workplace engagement trends. The research secured national PR coverage, equipped the sales team with data-backed talking points, and informed strategic decisions, helping Workvivo strengthen credibility and lead the conversation in the employee experience space.
Client: Davin O’Dwyer, Head of Content at Workvivo
Industry: Employee Experience SaaS Platform
Services Provided by TrendCandy: Custom survey research, insight development, data storytelling, and PR enablement.
Client Overview: Workvivo’s Goal to Lead with Insight
When you operate in a crowded technology market, authority isn’t built by saying more, it’s built by knowing more. For Workvivo, thought leadership meant going beyond product features to offer original, credible insight into how employees feel, connect, and engage at work.
They needed research that would do more than just generate PR. The project had to equip the sales team with credible, data-backed talking points, guide internal strategy on market positioning, and deliver insight-rich content that could fuel marketing campaigns, all with the goal of helping their customers create stronger, more connected workplaces.
TrendCandy designed and delivered a custom survey study targeting the right audience, uncovering fresh, statistically robust insights on workplace engagement and connection. The data not only earned high-profile media coverage, but also became a cornerstone for Workvivo’s internal decision-making, informing content direction, sharpening messaging, and giving the sales team a unified, evidence-based story to take to market.
Most importantly, it enabled Workvivo to bring new, research-driven perspectives to their customers, helping them address engagement challenges with clarity and confidence.
If you’re ready to explore how original, credible research can help your brand lead the conversation in your industry, book a call with Justin to start planning your project.
The Challenge: Standing Out in a Crowded Employee Experience Market
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Workvivo needed fresh, credible research on employee engagement to strengthen authority in a crowded market
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They required insights that could power PR, marketing, sales enablement, and internal strategy, not just a one-off campaign
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There was a lack of in-house research capability with the reach and methodology to deliver statistically valid, ICP-relevant findings
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The sales and marketing teams were missing unified, evidence-based talking points to use across the buyer journey
Workvivo had built a strong reputation in the employee experience space, but like many category leaders, they faced a challenge: staying at the forefront of the conversation. In a market filled with claims and opinions, they needed original, authoritative data to support their voice and deepen their credibility.
Rather than echoing existing industry commentary, Workvivo set out to create custom insights with fresh perspectives grounded in data they owned and further establish a distinctive, authoritative voice.
The goal was never to conduct research for research’s sake. Workvivo wanted to create a piece of work that could operate on multiple levels:
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Externally, to generate media interest, position them as an authority, and give customers actionable insight into employee engagement trends.
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Internally, to inform strategic decisions about positioning, messaging, and content direction.
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Commercially, to give the sales team powerful, consistent talking points that could be used in pitches and client conversations.
The missing piece was the ability to design and execute a research project that could meet all those demands, while targeting the right audience for maximum relevance.
Workvivo didn’t have the internal infrastructure to handle survey design, distribution, and analysis at the scale and depth they needed. They also knew that securing high-quality responses from the right audience is one of the hardest parts of custom research and that internal attempts often struggle to get the engagement needed to be statistically credible.
They needed a partner who could deliver a statistically robust survey that resonated with their ideal customer profile, uncovering new insights that could live far beyond a single campaign.
“Justin’s been amazing to work with – super responsive, thoughtful about our objectives, and always willing to adapt based on our feedback. It felt like a true collaboration from start to finish.”
What We Did: Custom Research Designed for PR, Sales, and Strategy
From the outset, TrendCandy’s role was to create original, credible research that would not only deliver compelling insights for PR purposes, but also equip Workvivo’s internal teams with the clarity and tools they needed for long-term impact.
The process began with a deep dive into Workvivo’s target market and the challenges their customers face. This shaped every decision, from survey design to question sequencing, ensuring the data collected would be both statistically robust and commercially relevant.
TrendCandy focused on three key objectives:
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Capturing timely, high-value insights into employee engagement and workplace experience trends
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Ensuring findings were ICP-relevant, so the data resonated with Workvivo’s core customer base
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Creating outputs that worked across departments, from PR teams to sales leaders to product strategists
A major advantage TrendCandy brought to the table was our ability to source high-quality participants from exactly the right industries, roles, and company sizes, a challenge many companies struggle to solve internally. Our established access to these audiences meant we could achieve strong engagement rates quickly, avoiding one of the most common pitfalls of custom research projects.
Once the survey framework was finalized, TrendCandy managed the full execution from targeted distribution to rigorous data validation, ensuring every insight was credible, defensible, and ready to be used externally and internally.
Where we focused our thinking:
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What questions would generate headlines in the media while still delivering strategic value to internal decision-making?
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How could survey design balance statistical validity with practical relevance for sales conversations?
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What formats and outputs would make it easy for different teams, PR, sales, and leadership, to apply the findings immediately?
By designing the project with these questions in mind, TrendCandy ensured the research became a multi-purpose asset rather than a one-off campaign.
"It gave us a credible, third-party set of data that we could use to strengthen our voice in the market. It wasn’t just our opinion anymore, it was backed by real, relevant insight from the exact people we wanted to reach."
Solutions Provided by TrendCandy
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Designed survey questions aligned to PR, sales, and internal strategy needs
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Sourced ICP-specific participants, reaching the exact decision-makers and influencers in Workvivo’s market
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Managed survey distribution, ensuring high engagement and statistically valid results
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Conducted rigorous data validation and analysis for credibility
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Delivered insights that could be used immediately across PR, sales, and leadership teams
TrendCandy collaborated with Workvivo to design a research project focused on uncovering original insights into employee engagement and workplace experience trends. We worked closely on question design and sequencing to ensure the survey could serve multiple purposes: generating media headlines, guiding internal strategy, and empowering sales conversations.
Using our expertise in sourcing high-quality, engaged participants, we reached the exact decision-makers and influencers within Workvivo’s target market.
We handled the entire process end-to-end, from audience targeting and outreach to data validation and analysis. The resulting dataset was both statistically robust and directly relevant to Workvivo’s ideal customers. This made it an asset that could be confidently used across PR, sales, and strategic planning without additional interpretation or filtering.
The value extended well beyond the initial launch. This research provided a ready source of ideas for articles, campaigns, and sales narratives, enough to sustain a full year of relevant, high-impact content.
“Justin’s great, really collaborative. He didn’t just take what we said at face value; he pushed us to think about what we actually needed from the research and how we could get the most out of it.”
The Results: PR Wins, Sales Impact, and Strategic Clarity"They handled everything from designing the survey to getting responses from exactly the people we wanted to reach.”
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Impact
Outcome
Secured multiple media placements, including Forbes, Fast Company, the Bruce Daisy Substack, and HCA Magazine, positioning Workvivo as a data-backed authority in the employee experience space.
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Content Longevity
Outcome
The research generated enough original, relevant insights to fuel PR, sales narratives, and marketing content for an entire year.
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Market Differentiation
Outcome
Provided proprietary, data-backed insights that set Workvivo apart from competitors relying on generic or third-party content.
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Sales Enablement
Outcome
Equipped sales teams with timely, relevant data points that supported stronger prospect conversations and meetings.
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Strategic Insight
Outcome
Leadership used the findings to guide positioning, messaging, and future campaign direction.
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Audience Relevance
Outcome
The data reflected the views of Workvivo’s exact ICP, increasing credibility and resonance among the HR/Internal Comms audience.
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Market Credibility
Outcome
Statistically valid results reinforced Workvivo’s standing as a category leader.
Let’s create the same kind of high-impact results for your business. Book a call today to discuss your goals and how TrendCandy can help you achieve them.
Custom Research Data & Insight Services Provided by TrendCandy
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End-to-end survey design and development
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ICP-specific participant sourcing and targeting
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Managed distribution to ensure high engagement rates
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Rigorous data validation and analysis for credibility
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Insight delivery tailored for PR, sales, and leadership use
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Strategic consultation on applying findings across campaigns
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Ongoing advisory support for future research initiatives
At TrendCandy, our goal is to help brands lead the conversation in their industry by creating original, credible insights that resonate with the right audience.
We’ve helped our clients secure national press, equip their sales teams with powerful data, and inform their strategic direction. Let’s explore how we can help your brand do the same.
