Add Knudge to your process

Here you’ll find everything you need to get started using Knudge.
If you have any questions, email us at or schedule an onboarding session for you and your team

All about nudges

  • How to create a nudge
  • How each of the fields in a nudge work
  • Reminder scheduling & snoozing
  • How to assign a nudge for multiple contacts at once
  • How to use templates to increase efficiency
  • How to assign nudges to yourself, teammates and other professional service providers

Getting started with Knudge

  • How to add contacts
  • How to create a nudge
  • Onboarding clients
  • How to customize your personal settings
  • How to customize your firm settings

Integrate Knudge with your CRM

  • Integrating Knudge with Retail
  • Integrating Knudge with Wealthbox
  • Importing contacts from other CRMs

Knudge for clients

This is the onboarding tour for your clients. It is featured on our “For Clients” page.  Here your clients will:

  • Get an overview of the platform and how to works
  • Their options for interacting with the nudges you assign to them
  • How to sign up for text messages and how to interact with them
  • The benefits of registering and accessing their Knudge account

“We decided to not overthink it and used it with the next 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.”

Dan Lauer, CFP, Lauer Financial