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Driver Analysis Research for Installation

Stated importance lies. Ask an HVAC installer what matters when choosing a heat pump brand and price tops the list. Run regression on their actual brand preference and a different picture emerges: technical hotline quality, commissioning support, training, and wholesaler stock often outrank stated price sensitivity. The same gap appears with plumbers choosing press fittings, electricians choosing wiring devices, and panel builders choosing enclosures. Sales pitches built on stated reasons miss the real lever. We use derived importance via regression, Shapley value decomposition for correlated attributes, MaxDiff for forced trade-offs, and importance-performance analysis to find what really drives brand preference, satisfaction, loyalty, and recommendation in installation markets. Stated and derived run side by side. The gap between them is usually the most valuable finding. In short: we identify the drivers your installers won't tell you about, and rank them by real impact, not survey noise.

30+

years exclusive focus on installation, construction, and home improvement

Statistical driver analysis across HVAC & Plumbing, Electrical Installation, and Sewer & Waste Water

Derived importance, MaxDiff, regression, Shapley, and IPA available

20+

countries of CATI fieldwork with installers and wholesalers

What We Measure

1

Drivers of Brand Choice & Preference

What makes a plumber load your press fittings into the van rather than the competitor's. Why an electrician defaults to one wiring device brand across every domestic job. How stated reasons (price, availability, habit) differ from derived reasons (technical confidence, hotline quality, training, warranty handling).

2

Drivers of Energy Transition Adoption

What actually moves an installer to recommend a heat pump over a gas boiler replacement, beyond the subsidy. The weight of commissioning support, refrigerant handling requirements, and margin per job in heat pump brand choice. Drivers of EV charging and solar integration uptake among electrical installers.

3

Drivers of Specification

Which product, service, and support attributes statistically predict specification by M&E engineers on commercial and industrial projects. Role of certification, documentation quality, and BIM availability among consulting engineers. Frame size, footprint, and standards compliance drivers in switchgear and panel building.

4

Drivers of Satisfaction & NPS

Which product, technical service, logistics, and commercial elements actually move installer and wholesaler scores. Separation of mentioned attributes from those that statistically drive the score. Driver gaps versus key competitors, per audience and per country.

5

Drivers of Loyalty & Switching

What causes an installer to buy the same brand again rather than switch, and what breaks the habit. Replacement behaviour drivers: when a circulator pump fails, what determines like-for-like replacement versus upgrade versus brand switch. Driver differences between consumables (fittings, fixings, cable) and considered purchases (boilers, heat pumps, panels).

6

Drivers of Wholesaler & Channel Choice

Why an installer stays with one wholesaler, why another splits spend, why a third moves to an online specialist. Trade-offs between price, stock availability, counter service, credit terms, and delivery to site. What drives the wholesaler's own brand advocacy at the counter, since their recommendation moves installer choice.

7

Drivers of Premium Acceptance

Willingness to pay premium for smart controls, energy efficiency ratings, prefabricated solutions, and labour-saving systems. Conditions under which the premium holds and where it collapses, since labour scarcity changes installer maths.

Subsectors Covered

Note: This is a portion of the subsectors and product categories we cover within installation research.

How Installation Driver Analysis Works - Example Project

Scenario: A heat pump manufacturer has strong awareness among HVAC installers in DE, NL, and UK but recommendation lags behind a key competitor. The brand team believes price is the problem. The technical director suspects it is service. Nobody has a model to settle it. Design: CATI with 450 HVAC installers split across the three countries, recruited by phone from our own installer frames with quotas on company size and heat pump activity. Brand funnel, recommendation behaviour, and performance ratings on 16 product, service, and commercial attributes all captured. Two parallel analyses: stated importance from a direct rating exercise, derived importance from regression of attributes on recommendation. A MaxDiff exercise on service and support attributes addresses the flat-scale problem common with installers. Output: 16 attributes ranked by real impact. Price ranks third on stated importance and seventh on derived. Commissioning support and technical hotline response rank first and second on derived impact, and the competitor owns both. Three named investment priorities, with per-country views showing the UK diverges on training because of certification requirements. Note: This is an example of a typical project design, not a fixed process.

Methodology

CATI (Phone Interviews) - Primary Method for B2B

HVAC installers, plumbers, electricians, panel builders, and wholesalers do not give clean response data online. B2B panels in installation are thin and low quality. Phone with a trained installation interviewer gets the right respondent during a gap in their working day, with probing on inconsistent responses. We recruit directly from our own frames built over 30 years.

Multivariate Regression

OLS for continuous outcomes like preference and satisfaction. Logistic regression where the dependent is binary, such as loyalty, switching, or recommendation. Used to derive importance from preference or satisfaction data, with confidence intervals on each coefficient.

Shapley Value Decomposition

Used as key driver analysis where attributes are correlated and OLS coefficients become unstable. Common in HVAC and electrical categories where product quality, reliability, and brand trust attributes overlap. Shapley allocates explained variance fairly across correlated drivers instead of assigning it arbitrarily to whichever variable enters first.

MaxDiff (Best-Worst Scaling)

Forces ranking on 12 to 20 attributes when direct rating scales flatten out. Installers tend to rate everything as important. MaxDiff forces the trade-off and recovers real priority order, which is essential when the brief is to choose between service, product, and commercial investments.

Importance-Performance Analysis (IPA)

Plots derived importance against your performance rating to flag where to invest and where you are over-delivering. The action grid is usually the most-used page of the report.

Sub-Group Driver Models

Drivers that matter for a residential heating installer differ from those for a commercial M&E contractor. We run sub-group models when sample allows: residential versus commercial, heating versus ventilation specialists, SME versus large installation companies, heat pump adopters versus boiler loyalists.

Multi-Country Execution

Identical questionnaires in native language with the same attribute set. Drivers reported per country and pooled, with explicit flags where drivers diverge between markets.

Target Audiences

Note: Audience mix is tailored to each project.

HVAC Installers [CATI]

Brand, loyalty, and recommendation drivers for heating, cooling, and ventilation products. Quotas on company size and activity profile.

Plumbers [CATI]

Purchase drivers for water supply, drainage, and hot water products. Consumable versus considered purchase dynamics.

Electrical Installers & Panel Builders [CATI]

Brand and channel drivers across domestic, commercial, and industrial work.

M&E Engineers [CATI / IDI]

Specification drivers on commercial and industrial projects. Certification and documentation drivers.

HVAC & Electrical Wholesalers [CATI / IDI]

Stocking and advocacy drivers. Senior decision-makers, since their counter recommendation moves installer choice.

Energy Companies & Utilities [CATI / IDI]

Adoption and partnership drivers as energy transition programmes shift who influences product choice.

Homeowners [CAWI]

Where the category has a consumer decision layer, such as thermostats, heat pumps, and visible sanitary products.

Our Advantage

A generalist will run a stated importance exercise and call it driver analysis. We always run both stated and derived, because the gap is the point. Without it you do not know where your sales pitch and your installer's actual decision diverge.

We know which attributes belong on the list before the questionnaire starts. After 30 years of installation work we know that hydronic balancing is accepted in Germany and resisted in France, that press-fit adoption follows different logic in the Netherlands than in the UK, and that hotline response time quietly drives heat pump brand recommendation more than headline efficiency figures. A generalist agency learns this on your money.

We deliver an action grid, not a regression table. The output is a one-page IPA plot with three named priorities, supported by the statistical detail for your technical team. The CCO can act on the first page, the R&D and brand teams can dig into the rest.

Project Examples

QUANT - CATI

An HVAC manufacturer ran brand health tracking covering funnel, NPS, price positioning, and perception across seven markets. Derived importance modelling layered on the tracking ranked which attributes move installer preference, turning the tracker into an investment prioritisation tool.

DE, AT, CH, UK, ES, AE, US

QUANT - CATI

An electrical manufacturer measured wholesaler satisfaction and NPS against competitors across four countries. Driver analysis identified which service, logistics, and commercial attributes statistically move the score, producing improvement priorities per market.

FR, ES, PT, IT

QUAL + QUANT - IDIs + CATI

A wire connection manufacturer used qualitative work to map the competitive attribute set, then quantitative driver analysis to identify which factors actually move installer brand decisions between connection technologies.

US, PT, ES, IT

QUANT - CATI

An HVAC supplier established NPS and Customer Effort Score tracking for retention. Key driver analysis ranked which interactions and service elements move effort and loyalty scores, focusing retention investment on the few moments that matter.

DE, CH, UK, BE, NL

Deliverables

  • Ranked driver list with derived importance values and confidence intervals
  • Stated versus derived importance gap analysis with named misalignments
  • Importance-performance grid per audience and per country
  • Driver model by sub-group where sample allows (residential versus commercial, SME versus large, adopters versus loyalists)
  • MaxDiff utilities on the attribute set, with simulator if the brief includes scenario testing
  • Top-three investment priorities with supporting rationale
  • Full data tables and cross-tab database (SPSS or Excel)
  • Workshop session to translate findings into marketing, sales, and R&D priorities

Installers and wholesalers recruited directly by phone from in-house installation frames,

no panels

Stated and derived importance always run side by side

MaxDiff and Shapley value decomposition

available where attribute correlation breaks OLS

Track record of installer, engineer, and wholesaler driver studies

across 20+ countries

Two installation syndicated monitors

provide standing benchmark data

Installation treated as a distinct sector with its own decision flows,

not a sub-category of construction

  1. Why is derived importance different from what installers say is important?

Installers over-rate price and product specifications and under-rate service, support, and availability when asked directly. Regression on actual brand preference or recommendation exposes the real drivers. The gap is usually the most valuable finding.

  1. When do you use MaxDiff versus regression?

MaxDiff when the brief is to rank attributes against each other and direct scales are flat, which is common with installers. Regression when you have a clean outcome variable (preference, satisfaction, recommendation) and want to model how attributes move it. Often we use both in the same study.

  1. How many interviews do you need for a credible regression?

Minimum 150 to 200 per audience per country for a stable model with 12 to 18 attributes. Below that, coefficients become unreliable when attributes are correlated.

  1. Can you do this in multiple countries with one model?

Yes. Standard practice is a pooled model with country dummies plus per-country models where sample allows. We compare to flag where drivers diverge, which in installation they regularly do because of regulation and subsidy differences.

  1. At what stage of brand or product strategy should driver analysis run?

Before a message refresh, before R&D or service investment commits, before deciding how to respond to a competitor’s price move. Also as an annual layer on NPS or brand tracking to keep the action grid current.

  1. Can you separate drivers by installer type or company size?

Yes, where sample supports it. We commonly split residential versus commercial, heating versus ventilation specialists, SME versus large installation companies, and heat pump adopters versus boiler loyalists.

  1. How do you handle attributes that are correlated?

Shapley value decomposition. It allocates explained variance fairly across correlated drivers, where OLS would assign it arbitrarily to whichever variable enters first. Common in HVAC and electrical, where quality and reliability attributes overlap heavily.

Related Reports

Installation

European Mechanical Installation Monitor

Tracks market volumes, brand penetration, and purchase behaviour among HVAC installers and wholesalers. Provides the baseline against which mechanical driver models are benchmarked.

Installation

European Electrical Installation Monitor

Tracks electrical installers across cable management, wiring devices, panel building, EV charging, and smart building products. Standing context for electrical driver work.

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