We use cookies and other tracking technology to improve your browsing experience on our website, to show you personalized content, to analyze our website traffic, and to understand where our visitors are coming from. By browsing our website or clicking Accept Cookies, you consent to our use of cookies and other tracking technologies. Read our Privacy Policy
5 min

How to conduct an energy B2B survey in 6 simple steps

Learn how to conduct an energy B2B survey in 6 simple steps

Mar 27, 2023


If you’re an energy B2B company, one of your main objectives is to connect with your customers. And while there are many ways to do so, one of the most effective is through conducting periodic energy B2B surveys. Not only will they give you valuable insight into your industry, but they can also help set a new direction for your business. They can help you identify gaps in your customer services and products or figure out what trends might be on the horizon. Conducting an energy B2B survey isn't easy work but it doesn't have to be that hard either! Here are some tips for making it easier:

1. Create a list of energy B2B survey questions

To begin, you must create a list of energy B2B survey questions. Your goal is to create questions that are relevant, clear and concise, unbiased, and easy to answer. A good way to start this process is by asking yourself what type of information you want. There are a few questions you should ask yourself before starting your survey. First, what is the purpose of this survey? Why are you conducting it in the first place? Is it to understand how customers feel about one of your products or services? Or do you want feedback on new products or services that haven't been released yet?

If you're looking to get started with an energy B2B survey, the first step is to identify your target audience. This can be done by creating a list of the companies that sell energy-related services to businesses in your area, and then narrowing down that list to include only those companies that are active in your target market.

Once you've got a list of potential respondents, it's time to think about how you want your survey questions to look.

For example:

  • What are some of the most important considerations that people look for when choosing an energy supplier? 
  • How many households do you currently serve? 
  • How do you feel about the current price of electricity?

2. Consider the right time to conduct your energy B2B survey

The second step in the process is to consider the right time to conduct your energy B2B survey. Timing can make all the difference between a successful survey and one that fails miserably. The first step in conducting an energy B2B survey is to design it. You need to think about what you want to know and how you will ask your questions. This will help you decide on the most effective ways of gathering information from people in order for them to answer truthfully.

Choosing the right time to conduct an energy B2B survey is one of the most important parts of the process. If you don't do it at the right time, you may not get accurate results and may waste valuable resources trying to get them.

First, consider your audience. Are they more likely to be working during the day or night? If you're targeting businesses, will those businesses be closed for holidays? When does their work season start and end? You want your survey to be open when your audience is most likely to be available and willing to take it.

Next, consider how long your survey should take. How much time do you have before this survey needs to be completed? You don't want it too short that people don't have enough time to think through their answers and provide honest feedback, but you also don't want it too long that people lose interest or stop filling out the form altogether.

3. Choose an appropriate format for your energy B2B survey

The third step in the process is to choose an appropriate format for your energy B2B survey. The best format will be one that is suitable for your audience and gets the results you need. Ideally, the format should also be easy to understand and complete.

There are many different types of surveys available:

  • Paper-based surveys can be sent as a hard copy or via email.
  • Web-based surveys allow participants to complete the questionnaire on their own time. They can do so via a computer or mobile device (such as a smartphone or tablet). These surveys offer flexibility but may be less likely than other formats at reaching older generations who aren't comfortable with technology.

The format of your survey is one of the most important things to consider when designing it. It determines how it is sent out and how the results are analysed. So, it's worth spending some time on this step. The most common types of formats are questionnaires, polls, or interactive tools (such as chatbots). A questionnaire is a set of questions that are asked in a fixed order; each respondent answers every question unless they choose not to answer one or more questions. Polls allow users to vote for their favorite option out of several given possibilities. They can also include additional text fields where users can enter additional information about their choices.

4. Choose the best platform for your energy B2B survey

The fourth step in the process of how to conduct an energy B2B survey is choosing the best platform for your needs. There are a number of considerations here, including:

  • Ease of use - The platform should be simple enough that even non-technical users can navigate it.
  • Shareability - You'll want to be able to share results with others easily and quickly after conducting your survey. This could mean sharing them internally with colleagues or externally on social media platforms like Twitter and Facebook, among others.

5. Decide on how to send out your energy B2B survey 

Once you have your survey questions, it's time to decide how to send out invitations. There are many ways of doing so; here are some of them:

  • Email
  • Postal mail
  • Social media posts like Facebook, Twitter, and LinkedIn groups that are relevant to your industry or niche market segment. For example,  let's say that you sell energy-efficient lighting systems for offices and want to conduct an energy B2B survey.  Then consider joining some relevant groups such as "Sustainable Building & Construction Professionals" where there may be thousands of potential respondents. Find out more on how to use social media for engagement in this post.

6. Analyse your results from your energy B2B survey

The final step in conducting an energy B2B survey is to analyse the data and use it to make an informed decision. You can use this information to improve your company's strategy and overall performance. In addition, you can also share it with other stakeholders within the organisation.

The more people who know about the results, the better. This will allow you to take action on what you've learned and improve your business's overall performance.

If you're using a survey to measure the effectiveness of your energy products, here are some tips for analysing the results:

1. Check the response rate. If you have a high response rate, you can be more confident in your results.

2. Look at the average score and see if it's higher than you expected. If so, that means there's room for improvement in your product offerings and customer service.

3. Compare this survey's results with those from previous surveys or other studies. In this way, you can get an idea of whether there are any trends or patterns in the data that could affect how you work with customers in the future.

In order to analyse the results of an energy B2B survey, you'll first have to have a clear idea of what you're trying to learn from the survey. Is it "what is the most important factor in choosing a supplier"? Or is it "what are our customers' top pain points?"

Some additional tips to conduct an energy B2B survey

Conducting an energy B2B survey can be complicated, but it doesn't have to be. Let's look at some more tips to run an energy B2B survey:-

Gather your data

One tip in conducting an energy B2B survey is to gather data from multiple sources. This can include:

  • Gaining insights from customers, suppliers, and other stakeholders.
  • Using social media channels like Twitter and LinkedIn as well as B2B directories to find contacts who might be interested in participating in your survey.
  • Surveying employees within your own organisation who are likely familiar with the industry you're researching.

Focus groups are especially effective when used in conjunction with surveys. This allows researchers to gain insight into the reasons behind participants’ responses. It can help them better understand how to interpret results from their survey research.

Collect and analyse your results

Once you've collected your survey results, it's time to analyse them. You can also use this data to create new opportunities for improvement in your company's offerings. When you have conducted your energy B2B survey, it's time to report on the results. You should be able to act on them by implementing changes based on what you learned from your customer base.

Conducting an energy B2B survey can be a rewarding experience

You will have the opportunity to learn more about your customers, their needs, and wants. Find out more about how to engage with energy customers in this post. Additionally, you can learn more about their preferences for services and products. Most importantly, you will get a better understanding of what makes them tick so that you can improve your overall marketing strategy for the future.

Use the survey results to inform future business decisions. If you find that your customers are not happy with certain aspects of your products or services, then adjust them accordingly. For example, suppose that a large percentage of respondents said they wanted an even faster shipping time than what your company currently offers. Then perhaps, it’s time to evaluate whether or not it would be worthwhile in the long run to hire more staff members who could handle shipments on a quicker basis.

Getting started with an energy B2B survey doesn't have to be complicated, and we're here to help you get started. First, you'll need to decide what kind of questions you want to ask and who will be answering them. The CFO? Or maybe even a customer? Once you've decided, there are a few ways to get started with your survey:

1. You can use a questionnaire template for your energy B2B survey.

2. You can create your own questionnaire from scratch, but this might take some time if you're not familiar with how surveys work.

3. Finally (but certainly not least), there are plenty of online tools such as Qualtrics that make creating surveys incredibly easy! These online tools can help guide you through every step of creating and distributing your survey so that all you have to do is press "send" when it's ready!


If you're looking to start an energy B2B survey, there are a few things you need to know. First of all, you need to understand that the energy B2B market is actually very large and complex. Energy is used in various industries and by many different types of businesses, which makes it difficult to track market trends and preferences. This means that a good survey needs to be designed in a way that will allow for deep-dive analysis of specific areas within the energy B2B market.

In order to do this, it's important that you choose a platform that allows for custom questions and formatting. You should also make sure that the platform offers reporting tools so that you can easily create reports based on the data collected from your survey participants. Learn about some popular reporting tools in this post.

Finally, when choosing a platform for your energy B2B survey, make sure it's easy to use, intuitively designed, and visually appealing. We hope you found this guide helpful. If you have any questions about conducting an energy B2B survey, please don't hesitate to contact us here.

Seamlessly submit surveys on the go.

Bring your experience to your mobile via our app.