For utilities, perfecting the welcome message is key to building stronger digital customer relationships. Utility welcome messages are arguably the most important customer touchpoint, setting the stage for future communications and laying the foundation for long-term engagement.

Companies in every industry are strategic about welcoming new customers, whether it’s a food delivery service like Hello Fresh or a vacation rental site like Airbnb. Just like these companies, utilities need to onboard customers immediately upon starting service. 

“Whether you become a bank customer or a member of a retail loyalty program, that company is communicating with you at the beginning stages,” says Susan Kownacki, Vice President of Account Services with Questline Digital. “If you don’t have a good relationship at the start, that relationship isn’t going to last very long.”

New Customer Welcome Emails Have an Immediate Impact

Customers are most receptive to utility outreach at the very beginning of service. According to Questline Digital’s 2023 Benchmarks Report, utility welcome messages reach nearly 71% of all residential customers and over 54% of SMB customers, respectively.  

These highly effective messages contain valuable information that customers need to know for a smooth onboarding experience, including My Account setup, billing and payment options, outage resources, safety and conservation education, and program information.

“Use a strategic welcome campaign as a way to connect with your customers at the very beginning of service, since this is when they are most receptive to outreach,” says Maureen Huss, Group Accounts Director at Questline Digital. “Doing so is the first step in building a trusted relationship.”

In today’s landscape of hyper-personalization, consumers expect relevant communications from their utility, just like they do from a streaming service, online retailer or fitness app. New customer welcome emails should be tailored to segmented groups of customers, whether residential customers, business customers or those who have recently moved within the service territory.

For example, residential customers may be interested in home efficiency or conservation programs, while business customers need to know what to do during an outage or power quality issue.

Utility welcome messages should include the following:

  • Welcome message to new or moving customers
  • Billing and payment options
  • DIY tips, energy-saving or water conservation resources
  • Outage and storm safety resources

Each utility welcome message should educate customers on various programs and services, answer commonly asked questions, provide available resources and prompt customers to take action, such as enrolling in paperless billing or autopay, signing up for outage text alerts or setting up their My Account.

“There is an art and science to a welcome campaign,” Kownacki says. “The content, the timing, the cadence — everything mirrors the new customer experience. Each email is an opportunity to introduce new and moving customers to their utility’s offerings and gather data on what customers care about.”

New customer welcome emails are also vital for future customer engagement. According to Questline Digital benchmarks data, customers who open at least one welcome message are more likely to engage with future utility email communications. In fact, customers who have opened at least one welcome message are 30% more likely to engage with a program promotion email.  

Additionally, a strategic utility welcome message can help utilities improve future communications by better understanding customer preferences. For example, if a customer clicks on links to your electric vehicle resources, you can send them subsequent communications about EV incentives and rebate programs.

How to Welcome New Residential Customers

For residential customers, it’s important for utilities to show appreciation and welcome them to the community. This goes a long way toward showing the human side of a utility and building long-term customer satisfaction.

After the initial welcome, utility welcome messages should focus on what customers care about most at the start of service: creating an account and establishing their preferred billing and payment methods.

New customer welcome emails should also showcase your utility as a trusted resource and expert. This is where residential customers benefit from energy efficiency tips, water conservation advice, helpful outage resources and programs to save on their bills.

“A welcome series is necessary to meet utility customers where they are in the digital space,” Kownacki says. “It’s about managing the relationship with customers through well-timed engagement upfront and then continuing that relationship with email newsletters, content marketing and other best practices to build long-term customer satisfaction.”

Example of an email message welcoming new utility customers

In this welcome email from Con Edison, the utility makes it easy for customers to know exactly what is being asked of them: to set up their My Account. Utility welcome messages should be clear, concise and easy to understand. The use of video also improves customer engagement with the message and provides more detailed information on how to make the most of My Account.

“Video is really good at simplifying topics or concepts that are easier to show than describe,” says Matt Irving, Questline Digital’s Creative Director of Video Content.

In their second welcome email, Rockland Electric Company in New Jersey encourages residential customers to sign up for outage text alerts and download the mobile app. The headline, “We’ll Help You Weather the Storm!” lets customers know that their utility is there for them.

Example of email message welcoming new utility customers

This utility welcome message also serves another purpose — better understanding what customers are interested in communicating via mobile device as well as which customers have Apple versus Google devices. With these two important pieces of information, Rockland Electric Company can enhance future communications with customers.  

Welcome Emails for New Business Customers

Welcoming business customers requires a unique approach, as these busy customers are inundated with everyday priorities. Utility welcome messages to business customers must take place every time a workplace transition occurs. As a result, continuity can be a challenge for key account managers.

“I think sometimes electric service can be a secondhand thought for businesses. It’s not a priority as long as their lights are on,” says Chad Brousseau, Business Accounts Manager at Cass County Electric Cooperative. “Businesses often don’t think of us until there is a power interruption or other issue. That’s why it’s important to build those trusted relationships and let them know how we can be of service.”

Each new customer welcome email should center around a specific topic that business customers need to know, such as billing and payment resources, My Account enrollment, outage resources and energy efficiency programs. “This proactive outreach provides business customers with answers to the questions that they have yet to ask,” Huss explains.

Welcome messages for business customers should include:

  • Welcome message and how to set up My Account
  • Explanation of billing and payment options
  • Prompts to sign up for newsletters and/or programs
  • Resources to help businesses save energy and water

The initial welcome messages should encourage My Account enrollment and ensure businesses are set up with their preferred billing and payment option. Each utility welcome message should provide value to business customers and connect them with all the resources they need to successfully set up their utility service.

This is also an opportunity to uncover segmentation data, like industry and interests, to shape future business customer experiences.  

“Business customers are extremely busy, and they don’t want to waste time with communications they don’t see as relevant to their operations,” says Brian Lindamood, Questline Digital’s Vice President of Marketing and Content Strategy. “By collecting data and listening to preferences during a welcome campaign, you can tailor future interactions to meet each customer’s specific needs. It’s the best way to position your utility as a helpful resource that supports business customers with information that’s relevant to them.”

Building Connections with Utility Welcome Messages

New customer welcome emails are an essential touchpoint, helping to begin the customer relationship and set the stage for future communications. With the right welcome strategy, your utility can go a long way to building strong digital relationships and becoming a trusted resource for all of your customers.

Learn how Questline Digital’s Welcome Series solution can help your utility build strong relationships with new customers.

Companies everywhere, including utilities, are seeking innovative ways to engage customers and build lasting relationships. One powerful tool that has evolved leaps and bounds in the past five years is the online webinar. With their ability to connect businesses directly with customers in real-time, webinars have become an invaluable resource for utilities looking to maximize customer engagement.

Utility webinars offer a unique platform to educate, inform and connect with customers and employees. By hosting webinars, utilities can deliver valuable content directly to their target audience, providing them with insights and solutions tailored to their specific needs. Whether it’s educating customers on energy-saving practices or showcasing new industry technologies to employees, utility webinars offer an interactive and engaging way to share knowledge.

One of the key advantages of webinars is their ability to foster direct interaction between utilities and customers or employees. Unlike traditional marketing channels, utility webinars enable two-way communication, allowing customers to actively participate, ask questions and get instant responses. This level of engagement not only enhances customer satisfaction but also builds trust and loyalty. Additionally, webinars provide utilities with valuable feedback, helping them understand customer preferences, concerns and pain points, which can be used to refine products, services and messaging strategies.

Animated GIF showing technical and engagement strategies for utility webinars

“It’s time to break free from one-directional presentations where a presenter speaks at the audience,” says Christopher Loehrer, Webinar Manager at Questline Digital. “Rather, organizations need to embrace the conversational aspects of webinar events. Think about how podcasts engage with their audiences by having conversations with other subject matter experts; ask for audience participation. The format of your webinar event is only limited by your imagination.”

There are many ways utility webinars can be used to foster engagement and achieve educational and training objectives. Let’s dive into 25 effective strategies utilities can use to harness the power of webinars.

Strategic Ways to Use Utility Webinars

There are a variety of ways to think about how to leverage the advantages of webinars. Strategically using webinars means that you’re adding them into your content mix or marketing plan to help your utility reach its goals, whether improving education or increasing program enrollments.

When you’re considering the technical implications of utility webinars, you must consider the features that occur behind-the-scenes. These capabilities help increase traffic to your webinar or improve engagement throughout the event.

“Attendees expect your presentations to be informative, engaging, relatable and entertaining,” says Loehrer. “Think about what captures your attention at in-person events and sprinkle that into your webinar to increase engagement and conversion.”

Quotation about the value of utility webinars to educate and engage with customers

Some strategic ways to use utility webinars include:

1. Educational Webinars: Your utility’s marketing or program teams can host webinars to educate customers about water conservation tips, renewable energy options or new industry technologies. Additionally, educational webinars are a great way to train utility employees about trends or best practices they should be aware of.  

2. Product Demos: Webinars can be used to showcase new products or services offered by your utility, providing customers with a detailed demonstration and answering any questions.

3. Customer Q&A Sessions: Utility webinars can be designed as interactive sessions where customers can ask questions about their bills, conservation strategies or any concerns they may have.

4. Efficiency Workshops: These webinars can focus on providing customers with practical tips and strategies to improve energy efficiency or water conservation in their homes or businesses, helping them save money and reduce their carbon footprint.

5. Program Launches: Webinars are an effective platform to introduce new utility programs or initiatives, including rate plans or billing options, explaining the benefits and encouraging customer participation.

6. Case Studies: Utility marketers can use webinars to share success stories of customers who have achieved significant energy or water savings or implemented sustainable practices. By highlighting these case studies, it may encourage other customers to adopt your utility’s programs or services.

7. Industry Expert Interviews: By inviting experts to speak as guests during webinars, your utility can provide valuable insights and new perspectives to customers and employees. This is also a way of keeping customers or employees informed about the latest trends and advancements inside and outside the industry.

8. Community Engagement: Webinars can be utilized to engage with local communities, addressing specific challenges and soliciting feedback or suggestions from customers.

9. Sustainability Initiatives: Leverage webinars to highlight your utility’s sustainability efforts, showcasing its commitment to renewable energy, water conservation or environmental stewardship. Explain in a thoughtful way how your utility is working to reach its sustainability goals and how these goals affect customers.

10. Conservation Challenges: Remember: webinars are fun! Try hosting energy or water conservation challenges via webinars to encourage customers to participate actively in reducing their consumption, offering incentives and rewards for achieving specific targets.

11. Customer Testimonials: Invite satisfied customers to join your utility’s webinars and share their experiences. Hearing first-hand from customers who have benefited from programs or services can encourage other customers to sign up. This is a great way to build trust and credibility.

12. Collaborative Partnerships: Webinars can be used to promote your utility’s partnerships with organizations or businesses in the community, showcasing joint efforts in promoting sustainability and conservation efforts.

13. Rebate Programs: Use webinars to provide customers with detailed information about available rebate programs, explaining eligibility criteria, application processes and the potential savings.

14 .Resource Roadmaps: Webinars can serve as a platform to present your utility’s long-term plans for a clean and sustainable future, keeping customers informed about future energy and water resource plans and resilience initiatives.

15. Virtual Tours: Organize online tours of customers’ facilities, renewable energy installations or water plants through webinars, giving customers an inside look into the operations and showcasing their commitment to sustainability.

One Southeast energy utility used webinars to empower its account managers with training and education events. With a one-person training team and busy internal subject matter experts (SMEs), the utility didn’t have the time or resources to produce quality educational assets for its 300 employees. By including webinars in its strategy, the utility was able to build a robust training program and educational library for its employees, all without exhausting the organization’s resources.

Another utility, Duke Energy, incorporated webinars into its sales strategy as a way to inform customers and encourage new sales of its programs and services. By creating webinars that catered to customers’ interests and needs, the utility was able to not only sell to its customers but educate them about the benefits of its programs. This program exceeded webinar attendance benchmarks and Duke noticed a dramatic increase in customer engagement and J.D. Power ratings since beginning the webinars.

Building Engagement with Advanced Webinar Technology

Effective educational content is key to hosting a successful webinar. But just as important are the technical features of a webinar platform. These capabilities can provide exceptional user experiences and make attendees want to come back for more.

“With a solid launch pad of features and a high-quality delivery, the sky is the limit,” says Loehrer. “Be sure to gather as much information about your attendees as possible to ensure you deliver the right message to the right viewers with these options.”

Quotation about building engagement with the technical capabilities of utility webinars

Some considerations to make about the technical capabilities of utility webinars include:

16. Interactive Tools: Utilities should have access to interactive features that encourage active participation. These tools also allow your utility to gather valuable data throughout the event. Some of these features might be a chatbox, polls and surveys, live emoji reactions, quizzes, and breakout rooms for smaller group discussions.

17. Screen Sharing and Annotation Tools: The ability to share screens during webinars allows utilities to present slides, demonstrate software or showcase visuals. Additionally, your utility may want to have whiteboard and annotation tools to facilitate real-time collaboration and illustrate concepts.

18. Cross-Promotion Tactics: A webinar platform that allows pop-up offers or banners to share more information about your utility’s programs is a great way to redirect attendees to your utility’s current offerings.

19. Professional Attendee Journey: An effective registration system and scheduling tool are essential to managing participant sign-ups and sending out reminders for upcoming utility webinars.

20. Recording Capability: An on-demand version of your utility’s webinar enables utilities to capture the session for later playback and is a valuable way to share the information with those who couldn’t attend the live event. The recording can also serve as a reference for those who did attend and wish to review or share the event with others.

21. Presentation Format: Many utility webinars are presented in a typical fashion with one speaker and a presentation deck. Consider new formats like roundtable conversations, ask-the-expert discussions, and interviews with subject matter experts to further the conversation and retain attendees’ attention.

22. Clean User Experience and Polished Delivery: As a professional organization, it’s imperative to highlight this any time you’re communicating with customers or employees. Ensure that the webinar environment you’re using is clean and easy to use for participants. The webinar platform itself should be well-suited to handle high-definition delivery, play pre-loaded videos and switch between multiple presenters and presentations seamlessly. Plus, don’t forget to include your brand colors and logo to keep your webinars consistent with other communications.

23. Webinar Series: Webinar series that are delivered on a consistent schedule helps your utility stay top-of-mind with attendees. As you continue to produce webinars, you may find some topics resonate with attendees more than others. The ability to adjust webinars as the year progresses is also an important capability.

24. Analytics and Reporting: Robust reporting capabilities provide utilities with insights into attendance rates, engagement levels and attendee feedback to evaluate the success of their webinars. Remember: The key to measuring success is knowing what works and what doesn’t. 

25. Accessibility: Accessibility comes in many forms. Make sure your utility webinar is accessible for viewers on desktop or mobile devices, in multiple languages and with closed captioning features so that all attendees have the best experience possible.

These technical features help to create a dynamic and engaging webinar experience for both utilities and the audience, fostering effective communication and knowledge sharing.

National Grid and Eversource effectively used technical features that contributed to successful webinars. As many Americans struggled to make utility payments during the COVID-19 pandemic, the two utilities partnered to get the word out about their available financial assistance programs. They worked with Questline Digital to produce a series of educational webinars.

To accommodate the varying needs of customers, the webinars were produced with closed captioning and broadcast separately in Spanish and Portuguese. The webinars also included video of an American Sign Language (ASL) interpreter. By incorporating these features, the utilities were able to reach a broader audience. In fact, the language accommodations were met with such positivity that National Grid and Eversource permanently changed how they promote services, ensuring information is available to those with varying needs. Over 9,770 total customers registered for the webinars to learn about solutions for their energy bills, with nearly 1,000 attending the ASL broadcast. 

Leveraging The Benefits of Utility Webinars

The potential benefits of incorporating webinars into your utility’s educational and training strategies are undeniable. Webinars offer a unique opportunity to engage with customers and employees in a dynamic and interactive manner, fostering meaningful connections and delivering valuable content. By leveraging the technical features discussed above, utilities can create compelling webinar experiences that drive customer engagement.

With the rapid advancements in technology and the increasing emphasis on digital communication, it’s crucial for utilities to stay ahead of the curve. By investing in webinars, utilities can harness the power of real-time engagement to build stronger relationships with customers, train employees, enhance brand reputation and ultimately drive conversions.

“Webinars are a unique way to deliver information and measure success,” says Loehrer. “Start with your end goal in mind and work with an expert team to align the strategy to your goals.”

Learn how Questline Digital’s webinar solutions and help your utility educate customers and train employees.

Energy utilities are making strides to improve grid resilience, increase renewable energy sources and give customers more rate plan options than ever before. As a result, utility time-of-use promotions are ramping up across the country.

According to Smart Energy Consumer Collaborative (SECC) research, only 28% of customers are aware they have rate plan options and less than 50% of customers know what kind of rate plan they have. Promoting time-of-use rates (TOU) requires a strategic approach to help customers understand the “how,” “what” and “why” of alternative rate plans. Yet, the message is often not getting through to customers.

This leads to an important question: Why aren’t your TOU promotions working? The reality is that it’s not easy to encourage customers to switch to a new rate plan. It requires a solid foundation of information and education before you can even launch the adoption campaign to get customers to convert. Here are four reasons why your utility time-of-use promotions might not be successful — and how you can improve them.

4 Reasons Your Utility Time-of-Use Promotions Might Not Be Successful

  • You aren’t equipping customers with TOU education
  • You aren’t segmenting your TOU promotions
  • You aren’t focusing on the right TOU benefits
  • You aren’t helping customers maximize savings on TOU

Reason #1: You aren’t equipping customers with TOU education

First and foremost, customers are looking for trustworthy and transparent information on alternative rate plans. Residential time-of-use rates are a brand-new concept for most customers, and they are looking for a trusted energy advisor to help them understand their options. That’s why utilities need to create a variety of TOU educational resources and make them easily accessible to customers.

“That’s the one thing we always see in our research — their utility is the first place a customer goes to find energy-related information,” says Nathan Shannon, President and CEO of SECC. “Utilities need to make their websites more intuitive and consumer-friendly so customers can easily find TOU information. Once customers know they have rate plan options, 70% said they would be interested in signing up for one of them.”

SECC recommends creating an array of TOU educational materials for customers, including videos, fact sheets, articles, infographics, email campaigns, direct mail and social media posts. Utilities are more likely to reach younger generations through videos and social media, while older customers may be more reachable through direct mail and articles.

“There is always a move toward more digital communications, whether video, infographics or social media,” Shannon says. “But the reality is customers are still opening their mail and looking at their bill inserts, even millennials. That’s why it’s essential to have a multichannel approach in utility time-of-use promotions.”

Reason #2: You aren’t segmenting your TOU promotions

To connect with customers, utility time-of-use promotions must be relevant to their needs, and interests. Instead of sending one marketing email to a mass audience, segmentation is a must in today’s world of hyper-personalization, allowing you to address the preferences of different groups of customers. Think of any streaming service, ecommerce website or mobile app — they are designed to be as personalized and relevant to the individual as possible.

Utilities need to take advantage of the customer data available to them, notably smart meter data. With this information, TOU promotions can be segmented by groups of customers, like homeowners, renters, EV owners, customers with high energy usage, and more. You can even segment based on how engaged a customer is with utility programs and services. Those with greater engagement are more likely to try new services, like TOU rate plans.

“With smart meter data, you can tell if a customer owns an electric vehicle based on if they consistently have peak demand at night while they are charging,” Shannon says. “With this knowledge, you can send information on TOU rates and EV charger rebates. Utilities must use the data they do have to customize promotions to specific groups of customers.”

For its TOU promotions, Fayetteville Public Works Commission utilized targeted messaging to reach customers who were EV owners or potential adopters. The utility took advantage of analytics to identify residential customers who showed a propensity for EV adoption. Fayetteville PWC also reached out to EV clubs and car dealerships in its service territory.

“Try to keep it as simple as possible,” explains Lamont Hinson, Community Relations Associate at Fayetteville PWC, in a Questline Digital webinar. “We try to break down those ‘journalistic W’s’ so explaining what’s happening, why it’s happening, when it’s happening, and how the customer could potentially benefit from it.”

Reason #3: You aren’t focusing on the right TOU benefits

TOU marketing messages should focus on the benefits that resonate most with customer values. SECC found that most customers care first and foremost about energy costs.

According to SECC’s survey “Alleviating Americans’ Energy Burdens,” a quarter of all Americans — and 34% of those earning under $50,000 per year — report having struggled to pay their electric bills over the past 12 months.

To encourage participation, utility time-of-use promotions should illustrate the potential savings offered by an alternative rate plan. Customers are very literal and want to know exactly how much they could save if they make the switch.

“We’ve seen throughout our consumer research that consumers highly value personalized, concrete benefits that they will receive, and tools like bill calculators with the customer’s energy usage data included can help with this,” Shannon says. “Further, utilities can help mitigate high bills through bill protection for the first six months or year.”

Saving money isn’t the only thing that matters to customers. Being in control of their energy usage is extremely important, especially with the rise of smart meters and smart home technology. With the ability to control when they use large amounts of energy, a TOU rate plan means customers are also in control of how much they can save.

“Control, cost and comfort are the three words that resonate very well with customers,” Shannon says. “Saving money and being a good steward of energy is important, but there are times when customers want to have that control to be comfortable in their home.”

Many consumers also want to know about the environmental benefits of participating in a new rate plan or utility program. According to Shannon, “clean energy” and “renewable energy” are terms that resonate well with most customers in utility time-of-use promotions.

“Our Simply Sustainable and Green Pioneers customer segments are highly motivated by environmental benefits and would be encouraged to enroll in a TOU plan if these are made clear,” he explains.

Reason #4: You aren’t helping customers maximize savings on TOU

Getting a customer to switch to an alternative rate plan isn’t the end of your TOU campaign — it’s just the beginning. To ensure success, utilities need to communicate with customers to make sure they understand their new rate plan and that they are making the most of it.

For example, utility time-of-use promotions should educate customers on common high energy-consuming appliances to avoid during peak demand times. A large Northeast energy utility provides a helpful infographic in TOU marketing emails highlighting home appliances that consume the most energy. This gives customers a visual reminder of what appliances to pay attention to when making energy usage choices.

You should also provide advice to help customers change their energy behaviors, like doing a load of laundry with your morning coffee or running the dishwasher before you go to bed. These simple tips can make a tremendous difference for customers who need to make small swaps in their daily routine.

Educate and Build Trust with Utility Time-of-Use Promotions

Marketing time-of-use rates can be a challenge for energy utilities, requiring ongoing communications with customers. However, improving utility time-of-use promotions is possible with the right strategy. By serving as a trusted energy advisor, utilities can help customers reduce energy usage — and save money — on TOU plans. By sharing helpful educational resources, segmented messages and detailed savings information, utilities can go a long way to encourage TOU participation.

“In general, I would say keep it simple for most consumers,” Shannon says. “Customers are really interested more in the concrete benefits to them and their communities, and since this is a new area for many people, communications should focus on what actions customers need to take and what benefits they’ll receive.”

Improve your utility’s time-of-use promotions with educational content and a strategic engagement campaign from Questline Digital.

Effective communication has become more important than ever for utility marketers. To truly connect with customers, water and energy providers must adopt an outreach strategy that goes beyond a simple, one-time approach.

In fact, it takes five to seven interactions for a customer just to remember a brand. An effective communications strategy requires a consistent series of touchpoints that work together to build trust, loyalty and familiarity over time.

The key to success lies in maintaining consistency in utility customer communications. By establishing regular and reliable interactions, utilities can cultivate trust and loyalty. This forms the foundation of a genuine digital relationship, leading to a multitude of benefits.

The Benefits of Enhanced Communication with Utility Customers

Consistency in utility customer communications cannot be overlooked. The benefits of such an approach are substantial, including:

  • Stronger digital customer relationships
  • Increased customer control in decision-making
  • Enhanced operational efficiencies and reduced costs
  • Increased customer retention and loyalty
  • Boost in brand awareness and reputation
Chart listing the benefits of consistent utility communications

Building strong digital customer relationships

Prioritizing consistent utility customer communication is essential for fostering a strong digital relationship. By regularly sharing relevant information, your utility can keep customers informed and engaged on your utility’s services and operations.

Brian Lindamood, VP of Marketing and Content Strategy at Questline Digital, emphasizes the importance of maintaining consistency in order to build strong digital relationships with customers. “Merely reaching out to customers when there is a need does not constitute a true relationship,” says Lindamood. “To form strong digital relationships, utility companies must consistently deliver proactive messages that align with customers’ interests and needs.”

Ensuring regular delivery of relevant and personalized content is vital for building and maintaining a strong digital relationship with customers. By consistently providing valuable information, you establish yourself as a reliable source they can turn to. This not only keeps your utility’s audience engaged but also allows them to foster a deeper connection with your brand.

One way to foster engagement is through consistent touchpoints like newsletters. Southwestern Electric Power Company (SWEPCO) achieved increased engagement and participation in its energy efficiency programs by doing just this. The utility established a monthly residential email newsletter that included educational content for customers, plus information on the utility’s programs. By maintaining this consistent digital relationship, SWEPCO saw a substantial increase in customer engagement and satisfaction.

Increased customer control in decision-making

When it comes to utility services, the complexity and unfamiliarity of industry jargon can often leave customers feeling confused and frustrated.

Regular communication with utility customers is crucial in helping educate them and improve understanding of programs and new technologies. As customer education increases, the more empowered they’ll feel to take control of their energy and water usage. This can be achieved by providing educational resources that allow customers to stay updated with the latest trends, important news, billing updates, rate options, program promotions and more.

When customers are well-informed about their utility’s offerings, they have the confidence to select programs and services that best suit their needs and goals. This not only benefits the customers but also strengthens the relationship between the utility and its customers, fostering trust and loyalty.

Enhanced operational efficiencies and reduced costs

By streamlining communication channels and processes, utilities can eliminate inefficiencies and minimize the risk of miscommunication. This not only saves time but also reduces operational costs, allowing utilities to allocate resources more effectively.

Sarah Sharp, Business Development Consultant with Questline Digital, says, “There is a lot of information to communicate for utility customers, so it is important to minimize jargon and send information when it is most relevant.”

Well-informed customers are less likely to phone a call center, and when they do have questions they will know where to find answers using digital resources. A consistent digital relationship also drives adoption of programs like paperless billing and autopay, further reducing operational costs for utilities.

Pull quote about the importance of consistency in utility customer communications

Increased customer retention and loyalty

Maintaining consistent communication with utility customers enables utilities to position themselves as trusted community resources. “Building trust is the most crucial element in customer communications,” says Sharp.” If people don’t trust you, they won’t listen to you.”

In building trust, customers will know that they can turn to their utilities for guidance on their energy and water usage, cost-saving tips, programs to participate in, and more.

Consistent outreach also raises the visibility of the utility across different touchpoints. “Customers are receiving information in many different channels. When it comes to omnichannel communication, it is crucial to be consistent between channels,” says Sharp. This means ensuring your messages are consistent in tone and language, as well as being delivered in the channels customers expect to receive communications in.

Boost in brand awareness and reputation

Through consistent messaging across channels, utilities can reach a wider audience and showcase their commitment to customer satisfaction. This increased visibility and positive reputation can build new customer relationships and strengthen existing ones.

One way to demonstrate this commitment is to focus on proactive communications versus reactive communications. For example, informing customers about potential outages during storm season can help them be better prepared, even if an outage doesn’t occur. This proactive approach not only builds trust but also highlights the utility’s dedication to keeping customers informed and supported.

One major investor-owned utility in the Northeast focused on these types of communications to ensure customers received timely updates ahead of forecasted storms. By leveraging pre-built email templates, the utility was able to quickly deploy messages with information regarding the projection of the storm, as well as highlighting self-service resources customers could use to stay connected.

Best Practices to Ensure Consistent Communications with Utility Customers

Consistency in customer communication plays a pivotal role in a utility’s outreach strategy, but it can come with challenges as well. Here are two ways to foster success.

Conduct regular training and upskilling programs for employees

Providing regular training and upskilling programs for employees helps them develop strong communication skills and stay updated with industry trends. This ensures that all customer-facing employees are equipped to effectively communicate with customers.

For example, with limited resources and a small training team, one Southeast utility faced challenges in educating its customer-facing employees to address customer questions. To combat this challenge, the utility leveraged monthly training webinars that were customized to meet the needs of the account managers, who were then better prepared to engage with customers.

Leverage marketing automation tools

Customers want a seamless experience from start to finish, and that’s not possible unless employees have the resources they need to quickly and easily communicate with them. By managing their customer interactions with automation tools, utilities can ensure timely outreach that meets customer expectations from beginning to end.

A Midwest energy utility integrated a customer relationship management (CRM) tool to replace their traditional way of deploying emails. Questline Digital’s Engage platform enabled the utility to manage and send quick-turn communications to its customers, using pre-approved templates and centralized customer lists. As a result, the utility successfully sent nearly 3.7 million operational emails, facilitating a seamless and timely customer experience.

Harness the Power of Consistency in Utility Customer Communications

Consistent communication with utility customers brings numerous benefits, such as improved customer satisfaction and loyalty, enhanced operational efficiency and increased brand awareness. By implementing consistent communication strategies and leveraging appropriate tools, energy utilities can establish themselves as trusted advisors while delivering exceptional customer experiences.

Learn how Questline Digital can help your utility deliver consistent customer communications and build stronger digital relationships.

We know from recent J.D. Power studies that as energy rates have increased, business customer satisfaction has taken a hit. But rising rates don’t have to equate to low customer satisfaction.

“In fact, the handful of electric utilities that are getting the business customer engagement formula right are able to maintain or even drive higher levels of satisfaction and affordability perceptions,” says Adrian Chung, Director of Utilities Intelligence at J.D. Power.

From sharing transparent communications to educating customers about programs and energy-saving technologies, there are many ways utilities can increase business customer satisfaction.

Our recent webinar, “Proven Ways Utilities are Improving Business Customer Satisfaction,” provided takeaways and insights into achieving increased CSAT from Derek Rahn with Louisville Gas & Electric and Kentucky Utilities (LG&E and KU), Ammanuel Moore with Baltimore Gas and Electric (BG&E) and Sarah Sharp, Business Development Consultant with Questline Digital (previously with Entergy.)

“Go Beyond” with LG&E and KU

LG&E and KU serves over 1.3 million customers, with 35% of its total customer base being business customers. Additionally, 60% of the utility’s revenue comes from business customers. This means that the utility puts an extensive focus on ensuring it communicates consistently and proactively with this group of customers.

Rahn shared that LG&E and KU aspire to be the best utilities in the United States and the initiatives they run are all in support of this goal. In addition to providing safe, affordable, reliable and sustainable energy, LG&E and KU strives to be a utility that customers can turn to and rely on.

“To meet these needs of our customers, as well as the company as a whole, we try to push for customer satisfaction and customer experience at the forefront — going beyond and enhancing every interaction we have with customers and the communities that we work with,” says Rahn.

LG&E and KU rank higher than other similarly sized utilities within their regions for the clarity, functionality and navigation of its website and mobile app. Additionally, Rahn says they use a multitude of tools to reach and connect with customers outside of the website, including:

  • Vehicle wraps
  • Web postings
  • Sponsored facility signage
  • Face-to-face interactions

“It’s not just while we’re on the clock, doing these particular actions, it’s even in the off-clock type scenarios where we’re making phone calls with customers or just having sidebar conversations as to how their day-to-day activities are going and what is working for them and what is not,” says Rahn. “Our goal is to go beyond and enhance every interaction we have with those customers and the communities that we’re servicing on a day-by-day basis.”

LG&E and KU also focus on interacting with customers face-to-face to continue relationship-building and extend communications past video screens or phone calls.

“It’s the face-to-face time to answer not just their day-to-day questions, such as billing related concerns or power usage concerns, but also questions along the lines of, how can we better provide you service or better your own operations at your particular plant or facility,” says Rahn. “It’s those types of relationships that have helped us build on and go into the future.”

Shifting Mindsets with BG&E

BG&E is one of six utilities spearheaded by Exelon, which is the largest utility company in the United States and services 10.6 million electric and gas customers. BG&E specifically services 1.3 million customers, with 10% of this group being business customers.

BG&E’s Large Customer Services team is designed to be a trusted energy advisor to customers, meeting and exceeding their needs through strategic partnership, proactive assistance, meaningful innovation and relevant communications.

The team’s purpose is to identify how to make commercial customers’ experience better with BG&E. The team consistently asks themselves questions like,

  • How do we improve the ease to do business with BG&E?
  • How do we improve the customer experience?
  • How do we leverage our internal and external networks to improve our customer’s operational performance?
  • How do we better anticipate customer needs such that we can avoid problems and create efficiency.
  • How do we effectively inform customers of important BG&E programs and services?
  • How do we generate program interest?

Moore explains that servicing large business customers comes with common issues that the team tries to solve in the present and for the future.

“When you work in a large customer organization, you’re going to always have incoming calls about some very routine issues that customers bring to our attention. And that centers on reliability, billing, technology, construction challenges,” says Moore. “So, when a customer calls or emails us about any one of these matters, we try to solve that issue straightforward, but then we gather as a team to talk about how to solve this issue from a long-term standpoint. We shift our mindset that if one customer is experiencing a challenge, it’s more than likely that other customers are also experiencing that same challenge.”

As a result of the team’s input and sharing of customer concerns, they are able to help influence and shape programs and guide customer to new solutions. It’s how they were able to launch the utility’s EVsmart program in 2023, to educate business customers and help them understand the potential of fleet electrification. Additionally, the team’s proactive approach to helping customers is also how the utility’s “Empower Maryland” program resulted in $454 million in commercial rebates since 2009.

BG&E encourages continuous business customer engagement beyond programs through a multitude of ways, including:

  • Monthly newsletters
  • Customer visits and executive team member visits
  • Quarterly webinars
  • Event participation and sponsorships
  • Quarterly meetings with the utility’s Smart Energy Council

“Outside of just addressing customer concerns, we’re always looking for ways to engage our customers from a proactive standpoint,” says Moore. “If we really want to influence customer satisfaction, it can’t just be through taking reliability and billing calls and solving problems. We have to engage our customers proactively. We have to be top of mind.”

A key element of improving its business customer satisfaction, BG&E surveys its customers and reviews the findings for areas to improve upon. In the past seven years, BG&E has been in the 90th percentile for large commercial customer satisfaction. The utility just began surveying its SMB customers on a monthly basis and have thus received an 8.23 out of 10 in satisfaction for 2022.

“There’s opportunities to improve,” says Moore. “But the facts remain that the outreach that we’re providing and the face-to-face interactions are causing our customers to have strong trust for us, advocate for us when they’re asked to, and they appreciate all that we’re putting into making sure that we understand their business and creating that relationship.”

As BG&E continues to reflect on its business customer satisfaction initiatives and prepares for challenges ahead, such as nationwide energy policy changes, Moore explains that they’ll continue to review, become more analytical and make changes where necessary.

“In order to get over those challenges, we need to make sure that it’s fun to do this job, we have to reward our employees for the innovations and ideas that they’re bringing, as well as making sure that we keep the customer top of mind,” says Moore. “If we’re able to take care of all of these things, not only will we have strong customer relationships, but we’ll also be able to build advocacies and partners with our commercial customers that will help guide us forward in our success as we help them continue to receive the energy that they need.”

Boosting Business Customer Satisfaction with Digital Relationships

“Both Derek and Ammanuel discussed the importance of account management and continuous engagement with customers,” says Sharp. “A key element of this is to leverage digital engagement for relationship building.”

As Sharp began her discussion, she was keen to share the importance of focusing on proactive digital customer relationships, sharing that those utilities who don’t initiate a digital strategy risk a multitude of challenges, including:

  • A utility’s only touchpoint with customers is monthly billing
  • It’s harder to reach customers during times of crisis
  • Utilities are unable to capture customer data
  • Energy utilities receive lower satisfaction and customer loyalty

“It’s important to establish ongoing touchpoints to be seen as a trusted advisor, to help foster positive relationships and to educate customers,” says Sharp.

Once a digital strategy is in place, it’s important to develop a multichannel communications strategy to ensure your utility is reaching business customers where they are. To achieve business customer satisfaction, Sharp shared advice on honing an effective communications strategy, including:

  • Keep open and transparent communications
  • Understand business customer needs
  • Provide economic development opportunities
  • Be an electrification resource
  • Support small businesses
  • Ensure a customer-centric strategy

Sharp’s experience as a long-time marketing manager at Entergy provided insights and advice for utilities to develop segmented email campaigns that target individual customers’ interests and needs. For business customers in particular, it’s important to deliver messages and content that will resonate with them, such as energy efficiency rebates or incentives.

Proactive communications are a huge element to an effective strategy, especially in times of difficulty or uncertainty, such as storm communications. Even sending storm communications to business customers shows that your utility is keeping the customers top of mind. It helps build that relationship with them and reinforces that you are their trusted energy advisor.

“My main takeaway is that digital communications is a very cost-effective method for ongoing relationship-building with your customers,” says Sharp. “When you connect with your business customers where they are and with messages that they care about it results in improved customer satisfaction. And you do this through awareness, education and action.”

A Future of Improved Business Customer Satisfaction

Developing and maintaining business customer relationships is just as important and necessary as developing relationships with residential customers. Our speakers shared innovative and tactful strategies other utilities can use to reach their own satisfaction goals. By adopting these strategies, utilities can not only meet customer expectations but also build long-lasting relationships with their business customers.

Learn how Questline Digital can help utilities build digital relationships and improve business customer satisfaction.