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Industries · Energy suppliers & municipal utilities

Customer retention for municipal utilities and energy suppliers

Switching supplier is quick these days. That makes it all the more important for your customer to hear from you before they compare – at the end of the contract term, at a price adjustment, when moving house. The PBM Campaign Platform turns these moments into personal journeys. Relevance instead of volume: fewer but better-matched contacts – across channels.

Jonas Weber, 34 Example

Price guarantee ends 31 Dec · 2 utilities

“Is he already comparing?”

At a glance

What does the PBM Campaign Platform do for energy suppliers?

The PBM Campaign Platform automates the communication of municipal utilities and energy suppliers with their household and business customers. Occasions such as the end of the contract term, a price adjustment or a move automatically start the matching journey via email, letter, landing page or SMS. Contact caps apply across all campaigns. Several municipal utilities or sales brands work in one installation, cleanly separated.

  • 4 channels email, letter, landing page, SMS
  • Contact caps per customer, across all channels
  • Brands & locations several municipal utilities, one installation
  • Hosting in Germany optionally AWS or Azure

From practice

What questions do municipal utilities face in customer retention?

Sales & marketing

“How do we keep customers whose price guarantee is ending – before the comparison portal does?”

Be there sooner.

The journey starts 90 days before the end of the contract term, automatically for every customer.

Sales & marketing

“How do we explain a price adjustment without triggering a wave of cancellations?”

Obligation first, then explanation.

The statutory notice is followed by a personal explanation with alternatives.

Data protection & compliance

“Are we allowed to win back customers who have cancelled – and how?”

With consent, once, properly.

Win-back runs as a separate journey with a consent check per channel and a re-entry block.

Sales & marketing

“Why do we lose customers precisely when they move house?”

The continuation offer arrives immediately.

The move event starts the journey on the same day.

Sales & energy advice

“How do we sell PV, wallboxes and heat pump tariffs without overloading electricity customers?”

Relevance instead of volume.

A short suitability check and contact caps across all campaigns.

Sales cooperation

“How do several municipal utilities work together in a cooperation and remain recognisable?”

Steer centrally, deliver locally.

Head office sets the framework, and every location speaks in its own brand.

Four journeys from energy sales

Which journeys do municipal utilities automate first?

In energy sales, these four occasions particularly often decide whether customers stay or switch. Each journey is an example – you set the deadlines, channels and offers yourself.

Profile 1 · End of tariff and contract renewal

EmailLetterLanding page

How does a municipal utility renew contracts before the price guarantee ends?

With a recurring journey that begins 90 days before the end of the contract term, shows the customer their personal renewal offer and hands high-value customers over to customer advisory.

Trigger / occasion

End of the initial term or price guarantee of a special contract in ≤ 90 days; monthly handover from the billing system. Variant: customers on the default supply tariff receive an offer for a special contract.

Target group / segment

Household customers for electricity and gas; variants by customer value (consumption, number of utilities, length of customer relationship).

Channels & steps
  1. T−90: email, if permitted, otherwise a letter: “Your price guarantee ends on 31 December – your offer for the next 24 months.”
  2. Wait for event “Offer viewed”: 10 days after an email, 14 days after a letter.
  3. Landing page: personal consumption, current tariff, renewal offer, green electricity option; renewal in just a few clicks.
  4. No response, T−60: one reminder in the same channel.
  5. Condition “high customer value” → task for customer advisory; phone call only with consent.
  6. Exit: converted (renewed) or completed.
Personalisation levers

Consumption, utilities (electricity, gas, heat, water, internet), term, customer value, municipal utility brand, regional imagery.

Compliance specifics

Email only with consent or, if all requirements are met, within the existing-customer exception (Section 7(3) UWG). Prices come from approved building blocks. After the initial term, consumers can generally cancel monthly (Section 309 No. 9 BGB) – the time before the end of the term is what counts.

Goal

Micro: offer viewed · Macro (primary): contract renewed.

What to measure

Renewal rate per customer value segment and channel, cancellations in the segment, time to renewal.

Build your Campaign · AI assistant AI suggestion
BrandStadtwerke Musterstadt
Input · everyday language

“Customers whose electricity tariff ends in 60 days should renew – email if consent, otherwise letter; reminder after 10 days.”

Campaign framework · suggestion
  1. SegmentElectricity tariff ends in 60 days
  2. GateConsent per channel
  3. Letterotherwise
  4. Reminderafter 10 days
  5. GoalRenewal completed
Suggested
  • Segment
  • 2 templates
  • Conversion goal “Renewal completed”
Accept as draftDiscard

Nothing goes live without approval.

Example · demo data“Build your Campaign”: from a single sentence, the AI suggests a campaign framework – segment, six steps, two templates and a conversion goal. Nothing goes live without approval.

Profile 2 · Churn prevention after a price adjustment – and win-back

EmailLetterLanding page

How does an energy supplier prevent cancellations after a price adjustment?

By explaining personally what is changing after the statutory notice and offering alternatives. If the customer still cancels, the cancellation confirmation and win-back run as separate, checked steps.

Trigger / occasion

Price change decided; event “Price change notified” from the billing system.

Target group / segment

All affected household customers; variants by size of the change and customer value.

Channels & steps
  1. Day 0: mandatory notice unchanged – for household customers no later than one month before it takes effect, with a reference to the right to cancel (Section 41(5) EnWG).
  2. Day 3: personal explanation by email or letter: reasons, new instalment, alternatives (tariff with price guarantee, adjust instalment).
  3. Wait for event “Landing page visited”: 7 days; one reminder if there is no visit.
  4. Global event “Cancellation received”: exit from the prevention journey. The cancellation confirmation goes out as a mandatory step within one week (Section 41b(1) EnWG) – without advertising.
  5. Win-back as a separate journey: one offer before the end of supply, by email only with marketing consent, otherwise by letter. Then exit and re-entry block.
Personalisation levers

Old/new instalment, consumption, suitable alternative, tone of voice per segment.

Compliance specifics

The explanation does not obscure the right to cancel. Win-back has a lower priority than the cancellation confirmation. Marketing calls to consumers only with prior express consent (Section 7(2) UWG). For win-back by email, it is best to rely on express consent – the existing-customer exception is narrow. An objection to advertising stops everything immediately.

Goal

Micro: explanation read, alternative viewed · Macro (primary): customer stays beyond the effective date; in win-back: new contract.

What to measure

Cancellation rate after a price adjustment per segment, internal tariff changes instead of cancellation, win-back rate.

Compliance gate · Win-back Q4 Sample data

Send preparation · Batch “Win-back Q4”1,860 contacts

  • letter only permitted → letter fallback 1,172Why?
  • Objection to advertising → stopped 64Why?
  • Frequency limit reached → postponed 14Why?

This gate cannot be deactivated.

Example · demo data[Caption per page]

Profile 3 · Moving house journey

EmailLetterSMS

How does a municipal utility keep customers who move house?

With an event-driven journey that starts on the day the move is reported and immediately sends the continuation offer for the new address – within the statutory deadline.

Trigger / occasion

Move reported (customer portal, customer service or special cancellation due to change of residence) → event via interface → journey starts immediately.

Target group / segment

Household customers with a reported move-out; variant “supply possible at new address” / “not possible”.

Channels & steps
  1. Day 0: email or letter: “Take your contract with you.” Continuation offer on the existing terms in text form.
  2. Wait for event “New address confirmed”: 5 days; otherwise a reminder.
  3. Day before move-out: service message by SMS or email: “Please read and report your meter reading.”
  4. After move-in: welcome to your new home; offers for further utilities only with marketing consent.
  5. Exit: converted (supply at new address confirmed) or left segment.
Personalisation levers

old and new address, tariff, moving date, municipal utility brand at the new location.

Compliance specifics

If a household customer cancels due to a change of residence, the special right of cancellation lapses if the supplier offers, in text form within two weeks, to continue supply at the new residence on the existing terms and supply is possible (Section 41b(5) EnWG). The journey sends the offer on the day of the report.

Goal

Micro: new address confirmed, meter reading reported · Macro (primary): supply at new address.

What to measure

Retention rate on moving, time to offer, share of offers made on time.

Two-week window when moving · ≤ 2 weeks
  1. Day 0 Move reported · continuation offer – on time (completed)
  2. Day 5 Reminder (current)
  3. Day before move-out Meter reading (planned)

Profile 4 · Cross-selling PV, wallbox and heat pump tariff

EmailLetterLanding page

How does a municipal utility sell energy transition products to existing customers?

With a short suitability check on a personal landing page. Only those who show interest receive an offer or an advisory appointment.

Trigger / occasion

One-off or recurring campaign; segment from sales data, such as home ownership according to self-disclosure or an existing heating electricity tariff.

Target group / segment

Household customers with marketing consent for the respective channel; customers in higher-priority journeys (end of tariff, price adjustment) pause this campaign.

Channels & steps
  1. Day 0: email or letter: “Is a photovoltaic system right for your roof? Five questions, three minutes.”
  2. Wait for event “Check completed”: 14 days.
  3. Complete + interest in PV or wallbox → task for energy advice: appointment or on-site offer. Interest in heat pump → information on the heat pump tariff.
  4. Partial → reminder “Continue the check”. No response → exit.
Personalisation levers

Product interest, consumption profile, region and local installation partner, imagery matching the type of house.

Compliance specifics

Whether PV or a wallbox counts as a “similar” service to the electricity contract is not certain – plan for email with consent, otherwise letter. Network operators must treat commercially sensitive information confidentially (Section 6a EnWG); use only sales data for sales.

Goal

Micro: check completed · Macro (primary): advisory appointment or offer requested.

What to measure

Check completion rate, appointment rate, interest per product and region.

Settings · campaign prioritisation

Campaign prioritisation

  1. 1 Price adjustment · explanationhigh
  2. 2 End of tariff Q4
  3. 3 Winter customer magazine
  4. 4 PV check
Example · demo data[Caption per page]
Contact frequency · timeline

Rule4 in 30 days (all channels) · minimum interval 3 days

Jonas Weber · example

30 days

  1. [Contact 2]
Example · demo data[Caption per page]

Contact frequency

How many contacts can a municipal utility customer take?

As many as are relevant – no more. Instalment change, annual bill, customer magazine, newsletter, end of tariff: at municipal utilities, many contacts quickly add up. The contact frequency management of the PBM Campaign Platform limits contacts per customer and period across all channels and campaigns. The more important message wins, the other waits.

  • Caps per customer and period
  • Minimum intervals and quiet periods
  • Prioritising competing campaigns
  • Withdrawal stops everything immediately

Cooperations & brands

How do several municipal utilities or sales brands work in one platform?

A sales cooperation or a service-provider utility operates one installation. Within it, each municipal utility and each secondary brand is a separate brand with its own logo, colours, legal notice and sender. Head office sets the framework, and every location speaks in its own brand.

  • Shared journeys, individual presence: one end-of-tariff journey, automatically in the corporate identity of each municipal utility.

  • Hard visibility boundary: employees of a municipal utility only see their own customers.

  • Network and sales separated: if network operations also communicate via the platform, this happens in a separate brand with its own visibility boundary.

Differentiation

What do municipal utilities need that conventional marketing automation does not offer?

Requirement and PBM Campaign Platform mechanism
RequirementPBM Campaign Platform mechanism
Statutory deadlines (price change, move, cancellation) Journeys with waiting times, events and dedicated mandatory steps.
Many customers without email consent The letter is a channel: PDF per customer, handover via SFTP.
Many contact occasions at the same time Contact caps and prioritisation across all campaigns.
Cooperations and secondary brands Brands & locations with CI locks and a hard visibility boundary.
Small sales team AI drafts campaign frameworks from a description of the goal; nothing goes live without approval.
Measuring without third-party cookies Personal access code for the landing page, signed tracking links.

Security & regulation · As of: September 2026

Which rules shape energy suppliers’ customer communication?

Energy sales is all about deadlines. The PBM Campaign Platform maps the deadlines as journey steps – the legal assessment remains with you.

EnWG

Suppliers inform household customers of price changes at least one month in advance, in clear terms and with a reference to the right to terminate (Section 41(5) EnWG). They confirm terminations in text form within one week (Section 41b(1) EnWG). On a change of residence, a special right of termination with six weeks’ notice applies; a continuation offer within two weeks can avert it (Section 41b(5) EnWG). Since 1 January 2026, a technical switch of supplier must be possible within 24 hours (Section 20a(2) EnWG).

  • 1 month in advance
  • ≤ 1 week
  • 6 weeks
  • ≤ 2 weeks
  • 24 hours

Unbundling

Network operators maintain the confidentiality of commercially sensitive information (Section 6a EnWG). Larger vertically integrated distribution system operators must rule out any confusion with the sales business in their communication and branding (Section 7a(6) EnWG).

What the platform contributes: separate brands with a hard visibility boundary.

UWG and GDPR

Promotional emails and text messages generally require prior express consent (Section 7(2) UWG), with a narrow exception for existing customers (Section 7(3) UWG). Customers can object to direct marketing at any time (Art. 21 GDPR).

What the platform contributes: consent check per channel, letter fallback, immediate stop on withdrawal.

IT security

The NIS 2 Implementation Act has applied since 6 December 2025. Entities in scope also take supply chain security into account in their risk management (Section 30(2) No. 4 BSIG).

What the platform contributes: your own isolated installation; hosting in Germany or an environment of your choice; encryption; SSO; audit log.

This overview does not replace legal advice. As of: September 2026.

Where to next?

Frequently asked questions from municipal utilities

Is the PBM Campaign Platform suitable for small municipal utilities?

Yes. On request, the platform’s AI drafts a campaign framework from a description of your goal, such as “Customers whose tariff ends in 60 days should renew”. Nothing goes live without approval. Small municipal utilities can also use the platform through a sales cooperative that runs them as separate brands.

How does the platform respond to a termination?

The termination immediately ends the ongoing prevention journey. The termination confirmation runs as a separate mandatory step without advertising. Win-back is a separate journey with a consent check per channel and a re-entry block.

May municipal utilities win back customers who have terminated by email?

Promotional emails generally require prior express consent (Section 7(2) UWG). The existing-customer exception under Section 7(3) UWG is narrow. The PBM Campaign Platform checks consent per channel before every send and otherwise falls back to letter. As of September 2026; not legal advice.

How does the platform help when a customer moves house?

The notification of the move starts a journey immediately. It sends the continuation offer for the new address in text form on the same day – within the two-week period under Section 41b(5) EnWG. This is followed by reminders and a service message about the meter reading.

How does the platform prevent too many contacts per customer?

Through contact frequency management. It sets limits per customer and period across all channels and campaigns, maintains minimum intervals and prioritises competing campaigns. A withdrawal immediately stops all journeys.

Can a sales cooperative run several municipal utilities in one installation?

Yes. The cooperative operates the installation; each municipal utility and each secondary brand is a separate brand within it, with its own corporate identity, legal notice and sender. Employees only see the customers of their brand. The cooperative sets templates and rules centrally.

Next step

Bring your next contract end date.

In 45 minutes, we’ll sketch out your journey together – with your attributes, your channels, your brand. Afterwards, you’ll know whether the PBM Campaign Platform is right for you. No real customer data needed.

Hosting in Germany · single-tenant · consent check before every send