For Account Managers

Prevent Churn. Automate Your Account Follow-Ups.

Accounts that go dark are accounts at risk. Nudge keeps you proactively in front of every customer — with automated renewal reminders, QBR scheduling, and health checks that send right from Gmail.

160M+ installs · Free to start · Gmail-native

The Account Manager's Follow-Up Problem

Renewal Surprises

Accounts go silent 90 days before renewal and you don't notice until it's too late to save them. Consistent outreach is the only fix — but manual reminders get deprioritized.

QBRs That Never Happen

Quarterly Business Reviews get pushed back repeatedly because scheduling follow-up falls through the cracks. Every missed QBR is a missed opportunity to demonstrate value.

Lost Champions

When your main contact changes roles or leaves, the relationship goes cold overnight. Upsell opportunities vanish when you lose touch with the account.

How Nudge Solves It for Account Managers

Automated account follow-up that works inside Gmail — no new software, no new workflow

Renewal Reminder Sequences

Set 90/60/30/14 day pre-renewal nudges automatically. Never miss a renewal window because you forgot to reach out.

QBR Scheduling Follow-Up

Set nudges to follow up on QBR scheduling requests until they're confirmed. No more QBRs that "never found a time."

Account Health Cadences

Proactive check-in sequences for accounts that have been quiet. Catch at-risk accounts before they churn.

Upsell Opportunity Nurture

Create follow-up sequences for upsell conversations that stall. Keep expansion opportunities alive instead of letting them go cold.

CRM Note Updates

Nudge syncs with HubSpot, Salesforce, and Pipedrive. Keep customer notes updated without leaving Gmail.

Reusable AM Templates

Build a library of renewal, QBR, health check, and upsell templates. Customize each one per account before sending.

Account Manager Workflows with Nudge

90-Day Renewal Campaign

Email 1 (90 days out): Check-in + value recap. Email 2 (60 days): Renewal discussion request. Email 3 (30 days): Decision timeline. Email 4 (14 days): Final confirmation nudge.

QBR Scheduling

  • Email 1: QBR scheduling request with calendar link.
  • Nudge 1 (3 days): "Did you get a chance to look at times?"
  • Nudge 2 (7 days): "Happy to send a few options if easier."

New Champion Onboarding

  • Email 1: Introduction + context handoff.
  • Nudge 1 (3 days): Resources follow-up.
  • Nudge 2 (7 days): Intro call scheduling.
  • Nudge 3 (14 days): First check-in confirmation.

Upsell Conversation

  • Email 1: Upsell introduction + case study.
  • Nudge 1 (5 days): Demo / call offer.
  • Nudge 2 (10 days): ROI one-pager.
  • Nudge 3 (20 days): "Is this still on your radar?"

Frequently Asked Questions

Can I set reminders based on contract end dates?

You set up nudge sequences manually. For date-triggered automation, set up your renewal nudge sequence when you send the 90-day pre-renewal email. The sequence then runs automatically from that trigger point.

How many accounts can I manage with Nudge?

The Organization license supports unlimited nudged emails per month, making it suitable for AMs managing large portfolios. The Monthly ($20/mo) and Annual ($200/yr) plans include 50 nudges/reminders per month at this tier.

Does Nudge integrate with Salesforce?

Yes — Nudge integrates directly with HubSpot, Salesforce, and Pipedrive. You can view customer insights in your Gmail sidebar and sync notes back to your CRM records.

What if a customer responds mid-sequence?

Nudges automatically stop when your customer replies. No awkward double follow-up — the moment they respond, the remaining nudges are cancelled. You can also manually cancel any pending nudge at any time.

Stop losing accounts to poor follow-up.

Nudge automates your account management follow-ups so every renewal, QBR, and health check gets the attention it deserves.

Monthly $20/mo (50 nudges/reminders) · Annual $200/yr · Organization pricing available

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