nudge.

Nudge for Sales & Client Facing

Keep call agendas, objection responses, and follow-up queues visible during client calls. No CRM tabbing. No paper shuffling.

The problem with calls and to-do lists

You're on a discovery call. The prospect mentions a pain point. You know there's a response in your notes somewhere. You tab to your CRM. Find the account. Scroll. Find the note. Return to the call. The prospect is now talking about something else and you missed it.

Sales calls demand presence. Every second you spend searching for information is a second you're not listening. Client-facing professionals need the right information visible at the right moment without breaking eye contact or flow.

Nudge floats your call prep above every window. Agenda items. Objection responses. Follow-up tasks. Always there. Never in the way.

How sales pros use Nudge

Call agenda & talking points

Structure every call with numbered agenda items. Intro. Discovery questions. Product walkthrough. Pricing. Next steps. Check off each section as you complete it. The client feels the flow. You stay on track.

Objection response reference

List common objections and your best responses as bullet points. "Too expensive." "Already using competitor." "Not the right time." Reference them without the client knowing you're reading.

Follow-up queue

After each call, add follow-ups as tasks. "Send proposal." "Schedule demo." "Connect on LinkedIn." Nudge keeps them visible. No CRM hunting between calls.

Daily pipeline check

Start each day with your pipeline visible. Hot leads at the top. Tasks to complete. Calls scheduled. No opening the CRM until you know what you're doing.

Why Nudge fits a sales workflow

Stays above your CRM and video calls. Nudge floats above Zoom, Teams, Salesforce, and HubSpot. Your notes are always in frame.

Auto-hides between calls. Shrinks to a 6 px strip. Hover to bring it back. No persistent banner cluttering your desktop between meetings.

No alt-tabbing during calls. Every tab switch is lost attention. Nudge sits on top. Zero context switching.

One .md file. One playbook. Keep your call scripts and objection responses in a single file. Edit it between calls. The file updates on disk immediately.

Private and local. Client names, pricing discussions, deal notes — everything stays on your machine. No cloud. No compliance concerns.

Sample sales call file

# Calls Today
## 10am — TechFlow Inc. Discovery
- Contacts: Sarah Chen (VP Eng), Mark Davis (CTO)
[ ] Confirm pain points: slow deployment, vendor lock-in
[ ] Share FinTechCo case study — 3x faster deployment
[ ] Demo SSO integration — their must-have feature
[ ] Ask: budget, timeline, decision process
CRM: [TechFlow account](https://salesforce.com/accounts/techflow)
## Qualification Checklist
1. Budget approved for Q3 ✓
2. Decision maker confirmed on this call ✓
3. Timeline: implementation within 6 weeks ✓
4. Competitor in evaluation: CurrentStack (legacy vendor)
## Objections
* "Too expensive" — ROI calculator. Avg customer saves $4k/yr.
* "Already using CurrentStack" — We integrate. Migration in 2 days.
* "Not right now" — Next cohort July 15. Limited to 10 teams.
## Follow-Ups
[ ] Send TechFlow proposal by EOD
[ ] Connect with Sarah on LinkedIn
[ ] Schedule engineering demo — 4 people
[ ] Add to Q3 pipeline tracker

Stay present on every call. Your notes, always in frame.

Try Nudge free for 7 days

$15 one-time. Free updates for life. No accounts.