Getting started
From creating your account to a website and a funnel turning strangers into booked Clarity Calls, in six short steps. There is no training and no manual beyond this page; that’s the point.
Six short steps, top to bottom, in one sitting.
Tap Start free and sign in with Google, Facebook or an email address, no credit card. Your first 30 days are free with every feature unlocked.
Answer the short welcome questions and you land on Today, the screen you’ll live in.
Pick one of six templates, add your photo and a few lines about who you help, and hit Save: you’re live at nudgenow.ph/a/your-name that second. Your services, your numbers, what clients say, and a booking button on every screen.
Own a domain? Point it here later and the site becomes yours completely: your name in the address bar and in the browser tab. Everything included is on your financial advisor website page.
Grow → Personal site
Classic
Split hero · portrait
This is your lead machine: a public page at nudgenow.ph/q/your-name with a 2-minute Protection Check quiz. Claim your link, add your photo and your own headline, pick your accent color, and save; it’s live on the internet that second, carrying your brand (leads see you in the browser tab, not us).
Anyone who takes the test gets a full personal gap report (the coverage they actually need), then books a Clarity Call with you, and lands in your pipeline automatically with their answers attached. Later you can reword the questions or add your own; the report math keeps up. Here is how the client funnel works, step by step.
Grow → Lead Funnel
nudgenow.ph/q/your-name
Does anyone depend on your income?
Family or anyone you support with money.
2 minutes, plain English. Every answer builds their report
One tap, two-way sync: Clarity Calls booked on your funnel land on your real calendar with a Google Meet link attached, and your existing commitments automatically block those slots, so you’re never double-booked and never send a single “what time works for you?” message again.
Settings → Google Calendar → Connect
Turn this report into a real plan
Book your free 1-on-1 Clarity Call with Ana. No pressure, no obligations
✓ Real availability, synced with Google Calendar
Post your funnel link on Facebook, put it in your bio, send it one-on-one in Messenger, or run ads straight to it; it supports your own Meta Pixel so you can track every lead and booking. Your link works while you sleep; every submission becomes a lead, with your emails already lined up.
And the funnel follows up on itself: every lead’s results land in their inbox the moment they finish, sent as you, with a link back to their report, and if they haven’t booked by the next day, one automatic nudge goes out. Book they do, and the confirmation, calendar invite, and day-of reminder are handled too. The rest is automatic follow-ups.
Ana via NudgeNow
to Miguel · just now
Miguel, your Coverage Snapshot is ready
Life insurance
GAP DETECTED
₱7.2M
ideal cover
Critical illness cover
GAP DETECTED
₱2.0M
ideal cover
Income protection
GAP DETECTED
₱1.5M
ideal cover
Sent the moment they finish, plus one nudge tomorrow if they don’t book
Your notebook, your Messenger threads, the referrals you keep meaning to text: put them in. Only a name is required, so each one takes seconds, and every lead gets a follow-up scheduled automatically so nobody can quietly go cold.
Your client book is private to your account and enforced at the database level; no other advisor, and nobody at NudgeNow, can ever browse it. More on privacy
Add tab
On days something needs you, a 7:00 AM email says so. Open Today: your meetings, the people who booked or messaged you, and what we sent for you this week. Reply opens Messenger with a ready template; everything else, the emails handle. A few minutes a day: that’s the entire method.
NUDGENOW
Magandang umaga, Ana! ☀️
Today: 1 meeting and 2 people to greet.
10:00 AM · Meeting with Carlo · Meet
Maria Santos booked Thu 3:00 PM
Jun Villanueva messaged you on Messenger
This week, done for you: 14 emails sent · 2 bookings
Lands 7:00 AM Manila, on days something needs you
None of this is required on day one; the defaults are built to work out of the box.
Open nudgenow.ph in your phone browser and choose "Add to Home Screen"; it opens and feels like a native app from then on.
Read the automatic emails in Grow → Auto-emails, edit anything that doesn’t sound like you, and switch on the ones you want. They ship off; nothing sends until you say so.
The prebuilt messages are starters, not scripts. Make them sound like you in Settings → Message templates.
Rename stages, change the email timing per stage, and define your own lead categories in Settings. The defaults work on day one; change them when you know what you want.
The Protection Check is yours: reword any question into your own voice, or add your own; every answer lands on the lead. Grow → Lead Funnel → Questions.
Leads book a "Clarity Call" by default. Rename it to FNA, Game Plan Session, or anything in Grow → Lead Funnel, and every button, email, and invite follows.
Your funnel offers Clarity Calls only inside the hours you choose. Set the days, times, and session length in Grow → Lead Funnel.
The FAQ answers the common questions, and hello@nudgenow.ph reaches a human who replies.
Free for 30 days · No credit card · ₱599 a month, free for 30 days