We decided to not overthink it and used it with the next 13 clients that we met with and created nudges for the action items that came out of their meetings.  It just worked.  Even clients that have been notoriously negligent were completing their tasks.

Moving forward with a paid subscription was a no-brainer, but the Baker’s Dozen was a great way to test it out.
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When we found Knudge, we knew this was exactly what we were looking for to keep us and our clients accountable on outstanding action items.   Little did we know that our clients would be so responsive and follow through when consistently “nudged!”

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I’ve been loving Knudge! It’s changing the whole way I think about client engagement and my service calendar.

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Knudge has become invaluable in my practice.  I’m in the habit of setting up nudges after every client meeting. What a relief that reminders are going out without jamming up my CRM.

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We’ve had a number of clients with action items they haven’t done for years.  After introducing Knudge, they are finally beginning to get those things done.

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I could easily sell any advisor who is looking for an action item system on Knudge.

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All praise Calendly and Knudge!!  Cassie and I have a client that we have been sending email after email, call after call, to try to schedule his next meeting with no success.

So we tried a new approach: Knudge with a Calendly link. Within a week the meeting was scheduled!!!
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Knudge helps us get stuff done without our advisor having to personally nag us to do it.

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