B2B Decision Maker Survey in India: How to Design It and Where It Gets Hard

Design a B2B decision maker survey in India: buying group map, stages, vendor funnel, MaxDiff on criteria, screeners and the limits of a consumer panel.

In shortA B2B decision maker survey finds out who decides a purchase, in what stages, against which criteria, and how your vendor ranks. Measure the buying group map, buying stages, a vendor funnel, MaxDiff on criteria and vendor NPS. Screen on role and company size. Hercules Works can field the survey, but its panel is a consumer panel, so narrow roles need a feasibility check first.

Fig.A research report under a magnifier
Contents

The Respondent Is the Whole Problem

A consumer survey asks the person who bought. A B2B survey must find the right person inside a company, and that person is often one of several. The questions are the easy part. Reaching a purchasing head, an IT manager or a clinic owner is the hard part.

This guide covers the five outputs of a B2B decision maker study, a question bank you can adapt, how to screen for the right respondent, and an honest section on what a general online panel can and cannot do. For the wider choice of study type, see market research study types.

The Five Outputs of a B2B Decision Maker Study

OutputThe question it answersHow to measure it
Buying group mapWho decides, who influences, who signs?Role questions for the last purchase
Buying stagesWhere does the decision slow down?Stage-by-stage time and who was involved
Vendor funnelWhere do we lose accounts?Awareness, consideration, shortlist, purchase, per vendor
CriteriaWhat matters most in choosing?MaxDiff on 8 or more criteria
Vendor NPSHow do buyers rate each supplier?0 to 10 recommend question, per vendor used

Tie the study to one recent purchase decision in a defined category, such as accounting software, packaging material or point-of-sale hardware. 'B2B in general' produces answers that fit no one.

Map the Buying Group

Most business purchases involve more than one person. The roles below are a common way to describe them. Ask each respondent which role or roles they played in the last purchase, and allow more than one.

RoleWhat they doQuestion to ask
InitiatorRaises the needWho first said we need this?
UserWorks with the product dailyWho uses it every week?
InfluencerShapes the specificationWhose opinion did you seek before the shortlist?
GatekeeperControls access to the deciderWho controlled which vendors reached the decision?
DeciderMakes the final callWho had the final say?
ApproverSigns off the spendWho approved the budget?

Add a question on the size of the group: how many people took part in the decision. Use bands, not an open number, and add 'I do not know'. Compare the answers by role. A user and a decider often describe different decisions, so report them separately.

Buying Stages and the Vendor Funnel

For stages, list the steps in plain words: noticed the need, collected information, compared vendors, negotiated, approved, signed, implemented. For each, ask whether they were involved and who else was. Add one open question: 'What nearly stopped this purchase?'

Build the vendor funnel with carry-forward routing. Show a list of vendors and ask which they have heard of. Carry those into 'which would you consider', carry those into 'which did you shortlist', and then 'which did you buy from last'. Our survey builder documents carry-forward and option loops, so each stage narrows the list automatically. See our skip logic guide. The drop between two stages tells you where the vendor loses accounts.

Randomise the order of the vendor list so no name gains from sitting first, and include a vendor that does not exist to catch over-claiming.

MaxDiff on Criteria and Vendor NPS

Buyers say price, quality, service, support and delivery all matter. A rating grid will confirm it. Use MaxDiff instead: show small sets of criteria and ask for the most and least important in each. It works for roughly 8 to 30 items and forces a trade-off.

Write criteria in concrete terms, such as 'delivery on the date promised' or 'a named person to call when something fails', not 'good service'. For a feature or claim list, the same design is covered in the MaxDiff guide.

For vendor NPS, use the standard 0 to 10 likelihood-to-recommend question and ask it once per vendor the respondent currently uses, as an option loop over the vendors they picked. NPS is the percentage scoring 9 or 10 minus the percentage scoring 0 to 6. See NPS methodology for the cautions on small bases.

Screening for the Right Respondent

Screening decides whether the study is valid. Put the screener first and build it like this.

Screener questionPurposeDisqualify when
What type of organisation do you work in? (list with decoys)SectorNot in target sectors
How many people work in your organisation? (bands)Company sizeOutside target band
Which of these best describes your role?SeniorityNot in target roles
In the last 12 months, were you involved in choosing or buying [category]?Recent involvementNot involved
What part did you play in that decision?Decision roleOnly 'no part'
Re-check later: what is your job title, in your words?ConsistencyConflicts with earlier role

Our survey builder documents screen-outs, complete-early routing and consistency checks. It also documents screener integrity: category questions asked neutrally among decoys, with key criteria re-verified in other words. Use all of them.

All of these answers are self-reported. Verification on our panel establishes that a member is a real, unique individual. It does not verify an employer or a job title.

The Honest Limit: A Consumer Panel Is Not a B2B Panel

The SuperJ panel is a consumer panel of members of the public in India. It includes professionals, such as doctors and carpenters, but it was not recruited as a list of purchasing heads or company directors. We do not claim a B2B panel and we do not publish counts of any job role.

So the question is incidence: of the members you can target, how many will pass your screener? A broad B2B audience, such as owners of small businesses buying everyday supplies, may be reachable. A narrow one, such as chief information officers at large firms, may not be.

Ask before you commit budget. Give the team your screener, the target sample and the sectors, and ask whether they can give a feasibility count. Screened-out respondents do not count towards your response bundle.

A rough guide to sample: with 100 decision makers, a result near 50% carries a margin of about 9.8 percentage points at 95% confidence. With 150 it is about 8.0 points. These are simple-random-sample figures, an approximation for quota panels. Treat a B2B study with these bases as directional and avoid fine cuts.

If the audience cannot be reached, switch the method. Account lists, telephone interviews or moderated web interviews are better for narrow roles.

Running This Study on Hercules

If your job is a decision maker survey where the roles are common among members of the public in India, this is what a 150-response study costs at list price. Confirm feasibility first.

StepPlanResponsesPrice per responseCost
Test the screenerFree30₹0₹0
PilotPlus100₹150₹15,000
Main study (Plus, 150 responses)Plus150₹150₹22,500

Pro is sold in bundles of 400 to 1,000 responses and costs 20% less per response than Plus. Enterprise plans come with a dedicated research team and are priced on request, so raise a narrow audience with them. Targeting covers city, tier, age band, gender (male or female) and NCCS class.

SuperJ has a 25M+ consumer footprint in India only. The survey-eligible panel is a subset, so availability depends on targeting. Members complete Aadhaar-based KYC once, and each study gets a zero-knowledge proof, not identity documents. Speeders, straight-lining and inconsistent answers are removed before analysis. See panel methodology and pricing. The limit is the section above: this is a consumer panel.

Start free with 30 responses

Frequently asked questions

What is a B2B decision maker survey?

A survey of the people who choose or approve business purchases. It maps who decides, the buying stages, which vendors buyers know and shortlist, the criteria they weigh and how they rate suppliers.

How do I find the right respondents for a B2B survey?

Screen on sector, company size, role and recent involvement in the purchase, then re-check the job title later in the survey. Answers are self-reported, so use decoy options and consistency checks.

What is a decision-making unit?

The group of people involved in a purchase: initiator, user, influencer, gatekeeper, decider and approver. One person can hold several roles. A survey asks each respondent which roles they played in the last purchase.

How many respondents do I need for a B2B survey?

Fewer than for consumer work, because the audience is narrow, but the margin of error grows. With 100 respondents, a 50% result carries about 9.8 points either way at 95% confidence. Avoid detailed sub-group cuts.

Can a consumer panel reach B2B decision makers?

Sometimes. Our panel includes professionals alongside general consumers, but it is not a B2B panel. Broad roles may reach enough incidence. Narrow senior roles need a feasibility check, and may need another method.

Which questions measure vendor selection criteria?

Use MaxDiff on concrete criteria rather than a rating grid. Respondents pick most and least important from small sets, which forces trade-offs and gives you a ranked list.

Should I run vendor NPS in a B2B study?

Yes, per vendor currently used. Ask the 0 to 10 recommend question once for each vendor the respondent picked. Report it only where each vendor has enough responses.

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